ELEVATION POINT WEALTH PARTNERS, LLC — 13F holdings

ELEVATION POINT WEALTH PARTNERS, LLC reported 1,202 holdings worth $5.40B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. AAPL APPLE INC — $170M (3.1%)
  2. VOO VANGUARD INDEX FDS — $137M (2.5%)
  3. GLD SPDR GOLD TR — $109M (2.0%)
  4. BOKF BOK FINL CORP — $107M (2.0%)
  5. NVDA NVIDIA CORPORATION — $105M (2.0%)
  6. GOOGL ALPHABET INC — $94.9M (1.8%)
  7. MSFT MICROSOFT CORP — $87.2M (1.6%)
  8. AMZN AMAZON COM INC — $76.3M (1.4%)
  9. IVV ISHARES TR — $75.6M (1.4%)
  10. VUG VANGUARD INDEX FDS — $75.0M (1.4%)