ELEVATION POINT WEALTH PARTNERS, LLC
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
1,499
- Value ($000)
$1,281,732
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001744349
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $143.17M | 11 % | 697,826 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $42.69M | 3 % | 815,592 | ||
KRE SPDR SERIES TRUST | MSCI USA STRTGIC | 78468R812 | $38.86M | 3 % | 238,262 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $34.19M | 3 % | 358,726 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $30.55M | 2 % | 554,424 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $30.24M | 2 % | 751,791 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $30.12M | 2 % | 48,511 | ||
GARP ISHARES TR | MSCI USA QUALITY | 46436E403 | $24.72M | 2 % | 409,425 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.77M | 2 % | 41,750 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $18.76M | 2 % | 106,441 |
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