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ELEVATION POINT WEALTH PARTNERS, LLC

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    1,095

  • Value ($000)

    $4,311,561

  • Date Filed
    04/27/2026
  • Form type
    13F-HR
  • CIK
    0001744349
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$149.75M
4 %

590,038

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$132.09M
3 %

306,968

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$87.16M
2 %

499,727

M
MSFT

MICROSOFT CORP

COM
594918104
$85.5M
2 %

230,977

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$83.21M
2 %

139,259

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$69.65M
2 %

242,209

X
XOM

EXXON MOBIL CORP

COM
30231G102
$65.81M
2 %

387,890

A
AMZN

AMAZON COM INC

COM
023135106
$63M
2 %

302,481

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$58.18M
1 %

89,076

A
AVGO

BROADCOM INC

COM
11135F101
$51.34M
1 %

165,864

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