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