account_balance
Investment manager · 13F filer · SEC CIK 1744349
Elevation Point Wealth Partners, LLC
Reported value$5.52Bas of Sep 30, 2026
Positions1,190 151 new, 142 sold out
Top 10 weight21.2%AAPL alone is 4%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
4.0%Added +13%
VOOVanguard Index FDS
2.6%
MSFTMicrosoft Corp
2.4%Added +11%
NVDANvidia Corporation
2.3%Added +7%
GLDSPDR Gold Tr
2.1%
BOKFBok Finl Corp
1.8%
GOOGLAlphabet Inc
1.7%Added +5%
AMZNAmazon Com Inc
1.7%Added +15%
IVViShares Tr
1.4%
JPMJPMorgan Chase & Co
1.2%Added +3%
XOMExxonmobil Holdings Corp
1.2%Added +4%
RDVYFirst Tr Exchange Traded Fd
1.1%Added +58%
AAPLApple Inc
4.0%Added +13%
VOOVanguard Index FDS
2.6%
MSFTMicrosoft Corp
2.4%Added +11%
NVDANvidia Corporation
2.3%Added +7%
GLDSPDR Gold Tr
2.1%
BOKF1.8%GOOGL1.7%AMZN1.7%IVV1.4%
JPM1.2%XOM1.2%RDVY1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 4.0% Added +13%
VOO Vanguard Index FDS 2.6% Held
MSFT Microsoft Corp 2.4% Added +11%NVDA Nvidia Corporation 2.3% Added +7%GLD SPDR Gold Tr 2.1% HeldBOKF Bok Finl Corp 1.8% HeldGOOGL Alphabet Inc 1.7% Added +5%AMZN Amazon Com Inc 1.7% Added +15%IVV iShares Tr 1.4% Held
JPM JPMorgan Chase & Co 1.2% Added +3%XOM Exxonmobil Holdings Corp 1.2% Added +4%RDVY First Tr Exchange Traded Fd 1.1% Added +58%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- PVAL $36.8M
- CPAI $8.93M
- DFCF $8.61M
- GTO $8.24M
arrow_upwardAdded
- BKLC +7499%
- FTHI +2624%
- PJIO +2601%
- LALT +2601%
arrow_downwardTrimmed
- VCIT −27%
- PTRB −20%
- QUAL −19%
- MTUM −19%
remove_circleSold out
- USFR $29.8M
- GIGL $26M
- DXJ $25M
- QQQ $19.5M