Elevation Point Wealth Partners, Llc Portfolio Stock Holdings
Elevation Point Wealth Partners, Llc disclosed 1088 stock positions valued at approximately $4.2 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, SPDR GOLD TR, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1088
- Portfolio Value
- $4.2B
Holdings by Sector
Elevation Point Wealth Partners, Llc Portfolio Holdings in Q1 2026
1046 holdings in the latest reporting period.
Page 1 of 11
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.56% | 590,038 | +340,950 | +136.88% | $149,745,743 |
| SPDR GOLD TR | GLD | Other | 3.14% | 306,968 | +107,799 | +54.12% | $132,085,323 |
| NVIDIA CORPORATION | NVDA | Technology | 2.07% | 499,727 | +277,903 | +125.28% | $87,156,441 |
| MICROSOFT CORP | MSFT | Technology | 2.03% | 230,977 | +108,102 | +87.98% | $85,500,959 |
| VANGUARD INDEX FDS | VOO | Other | 1.98% | 139,259 | +10,186 | +7.89% | $83,214,475 |
| ALPHABET INC | GOOGL | Communication Services | 1.66% | 242,209 | +165,241 | +214.69% | $69,649,692 |
| EXXON MOBIL CORP | XOM | Energy | 1.56% | 387,890 | +119,840 | +44.71% | $65,809,307 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.50% | 302,481 | +147,231 | +94.83% | $62,997,614 |
| ISHARES TR | IVV | Other | 1.38% | 89,076 | +74,313 | +503.37% | $58,184,453 |
| BROADCOM INC | AVGO | Technology | 1.22% | 165,864 | +86,930 | +110.13% | $51,336,514 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.20% | 171,511 | +84,028 | +96.05% | $50,451,493 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.17% | 722,842 | +678,232 | +1520.36% | $49,355,639 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.97% | 1,039,862 | +1,032,576 | +14172.06% | $41,001,762 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.96% | 122,947 | +102,083 | +489.28% | $40,435,982 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.93% | 1,032,176 | +13,120 | +1.29% | $39,057,547 |
| ELI LILLY & CO | LLY | Healthcare | 0.92% | 42,234 | +21,749 | +106.17% | $38,845,656 |
| J P MORGAN EXCHANGE TRADED F | JAVA | Other | 0.85% | 495,706 | +495,706 | +100.00% | $35,566,923 |
| ALPHABET INC | GOOG | Communication Services | 0.81% | 118,345 | +87,318 | +281.43% | $33,948,144 |
| ISHARES TR | QUAL | Other | 0.81% | 176,633 | +128,082 | +263.81% | $33,879,807 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.80% | 405,333 | +81,403 | +25.13% | $33,541,294 |
| ISHARES TR | IEFA | Other | 0.79% | 368,941 | +55,013 | +17.52% | $33,400,319 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.77% | 232,912 | +231,447 | +15798.43% | $32,216,433 |
| ISHARES TR | IJH | Other | 0.69% | 428,500 | +113,633 | +36.09% | $28,936,577 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.68% | 216,534 | +151,542 | +233.17% | $28,777,418 |
| VANGUARD INDEX FDS | VUG | Other | 0.68% | 65,117 | +57,789 | +788.61% | $28,442,493 |
| ISHARES TR | IJR | Other | 0.67% | 228,153 | +51,370 | +29.06% | $28,361,631 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.67% | 987,693 | +50,606 | +5.40% | $28,356,660 |
| SPDR SERIES TRUST | BIL | Other | 0.66% | 302,098 | +94,932 | +45.82% | $27,684,227 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.64% | 343,535 | +88,849 | +34.89% | $26,936,514 |
| ISHARES INC | EMXC | Other | 0.63% | 336,708 | +193,264 | +134.73% | $26,485,406 |
| VANGUARD INDEX FDS | VO | Other | 0.61% | 89,910 | +5,611 | +6.66% | $25,820,431 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.60% | 395,812 | +42,302 | +11.97% | $25,363,636 |
| WISDOMTREE TR | USFR | Other | 0.59% | 495,884 | +129,083 | +35.19% | $24,962,801 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.59% | 1,064,646 | +198,085 | +22.86% | $24,721,082 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.59% | 434,984 | +401,307 | +1191.64% | $24,654,897 |
| SPDR SERIES TRUST | SPAB | Other | 0.58% | 956,842 | +169,997 | +21.60% | $24,514,284 |
| ISHARES INC | IEMG | Other | 0.57% | 344,818 | +67,452 | +24.32% | $24,051,077 |
| VANGUARD INDEX FDS | VXF | Other | 0.57% | 115,749 | +115,749 | +100.00% | $23,821,043 |
| WALMART INC | WMT | Consumer Defensive | 0.55% | 186,399 | +142,206 | +321.78% | $23,209,142 |
| COCA COLA CO | KO | Consumer Defensive | 0.55% | 302,522 | +238,978 | +376.08% | $23,144,570 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.55% | 94,655 | +34,118 | +56.36% | $23,137,586 |
| ISHARES TR | HEFA | Other | 0.53% | 524,043 | +524,043 | +100.00% | $22,269,209 |
| ISHARES TR | GOVT | Other | 0.52% | 960,565 | +353,742 | +58.29% | $22,006,548 |
| VANGUARD INDEX FDS | VTI | Other | 0.46% | 60,216 | +56,313 | +1442.81% | $19,317,698 |
| ABBVIE INC | ABBV | Healthcare | 0.45% | 87,277 | +53,414 | +157.74% | $18,981,821 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.44% | 124,693 | +124,693 | +100.00% | $18,467,098 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 48,502 | +32,605 | +205.10% | $18,030,666 |
| PIMCO ETF TR | BOND | Other | 0.43% | 194,918 | +8,423 | +4.52% | $17,987,074 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.42% | 52,397 | +39,514 | +306.71% | $17,727,556 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 36,658 | +23,132 | +171.02% | $17,566,152 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.40% | 365,184 | +357,690 | +4773.02% | $16,824,014 |
| WISDOMTREE TR | DXJ | Other | 0.39% | 102,733 | +1,082 | +1.06% | $16,291,442 |
| ETFIS SER TR I | UTES | Other | 0.38% | 197,494 | +197,494 | +100.00% | $15,779,810 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 0.37% | 233,406 | +191,679 | +459.36% | $15,666,232 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.37% | 15,598 | +9,562 | +158.42% | $15,542,723 |
| PROSHARES TR | NOBL | Other | 0.37% | 145,549 | +21,244 | +17.09% | $15,429,674 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 0.36% | 301,126 | +301,126 | +100.00% | $15,282,110 |
| INVESCO QQQ TR | QQQ | Other | 0.36% | 26,324 | +18,833 | +251.41% | $15,193,421 |
| ISHARES TR | TLT | Other | 0.34% | 166,167 | +38,395 | +30.05% | $14,405,043 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.34% | 197,836 | -4,499 | -2.22% | $14,167,036 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.34% | 286,055 | +226,381 | +379.36% | $14,122,519 |
| MERCK & CO INC | MRK | Healthcare | 0.34% | 116,727 | +60,846 | +108.88% | $14,099,367 |
| ISHARES TR | IWF | Other | 0.33% | 32,701 | +28,462 | +671.43% | $13,943,491 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.33% | 51,393 | +49,550 | +2688.55% | $13,901,417 |
| CHEVRON CORPORATION | CVX | Energy | 0.33% | 66,779 | +29,472 | +79.00% | $13,816,748 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.33% | 148,378 | +22,002 | +17.41% | $13,781,369 |
| ISHARES TR | IVE | Other | 0.31% | 61,835 | +34,511 | +126.30% | $13,056,474 |
| SPDR SERIES TRUST | SPTL | Other | 0.31% | 491,220 | +38,255 | +8.45% | $12,919,083 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 0.31% | 164,836 | +104,661 | +173.93% | $12,901,706 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.30% | 15,131 | +10,372 | +217.94% | $12,800,261 |
| MORGAN STANLEY | MS | Financial Services | 0.30% | 77,770 | +19,520 | +33.51% | $12,798,621 |
| VISA INC | V | Financial Services | 0.30% | 42,059 | +28,943 | +220.67% | $12,711,891 |
| ISHARES TR | MTUM | Other | 0.30% | 51,988 | +10,375 | +24.93% | $12,476,427 |
| GOLDMAN SACHS ETF TR | GSID | Other | 0.29% | 176,787 | +70,961 | +67.05% | $12,355,643 |
| WISDOMTREE TR | HEDJ | Other | 0.29% | 233,638 | +30,098 | +14.79% | $12,219,267 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.29% | 35,511 | +8,667 | +32.29% | $12,000,966 |
| DISNEY WALT CO | DIS | Communication Services | 0.28% | 123,815 | +110,652 | +840.63% | $11,933,250 |
| ISHARES TR | IVW | Other | 0.28% | 103,734 | +62,389 | +150.90% | $11,733,444 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 78,404 | +34,263 | +77.62% | $11,324,615 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.27% | 102,401 | +102,401 | +100.00% | $11,312,249 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.27% | 204,119 | +10,779 | +5.58% | $11,299,000 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 0.27% | 85,870 | -26,614 | -23.66% | $11,260,134 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.27% | 275,331 | +11,347 | +4.30% | $11,170,141 |
| ISHARES TR | IMCG | Other | 0.26% | 139,661 | +12,089 | +9.48% | $11,001,097 |
| RTX CORPORATION | RTX | Industrials | 0.26% | 56,117 | +25,419 | +82.80% | $10,824,803 |
| AT&T INC | T | Communication Services | 0.25% | 363,526 | +255,049 | +235.12% | $10,538,616 |
| CISCO SYS INC | CSCO | Technology | 0.25% | 133,940 | +52,248 | +63.96% | $10,392,418 |
| ISHARES TR | AGG | Other | 0.25% | 104,623 | +12,672 | +13.78% | $10,385,906 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.24% | 47,207 | +25,587 | +118.35% | $10,152,324 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.24% | 21,202 | +14,530 | +217.78% | $10,033,599 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.24% | 41,297 | +20,066 | +94.51% | $10,010,106 |
| ISHARES TR | EFA | Other | 0.24% | 102,375 | +51,425 | +100.93% | $9,943,663 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.23% | 165,059 | +89,180 | +117.53% | $9,603,115 |
| ISHARES TR | MBB | Other | 0.23% | 100,537 | +60,794 | +152.97% | $9,546,029 |
| VANECK ETF TRUST | GDX | Other | 0.23% | 103,985 | +45,827 | +78.80% | $9,542,659 |
| ISHARES TR | EFV | Other | 0.22% | 126,124 | +69,282 | +121.89% | $9,377,262 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.22% | 187,009 | -149,067 | -44.36% | $9,314,944 |
| BLACKROCK INC | BLK | Other | 0.22% | 9,631 | +5,925 | +159.88% | $9,262,706 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.22% | 214,105 | +62,369 | +41.10% | $9,249,336 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.22% | 29,714 | +9,617 | +47.85% | $9,234,662 |
Elevation Point Wealth Partners, Llc Options Holdings in Q1 2026
7 options positions in the latest reporting period.
Page 1 of 1
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SPY | SPDR S&P 500 | PUT | 83,233 | $51,021,839 |
| Q1 2026 | META | Meta Platforms, Inc. | CALL | 59,269 | $33,857,086 |
| Q1 2026 | NFLX | Netflix, Inc. | CALL | 123,948 | $11,834,150 |
| Q1 2026 | IWM | iShares Russell 2000 ETF | CALL | 35,276 | $8,528,886 |
| Q1 2026 | PODD | Insulet Corporation | CALL | 1,459 | $264,348 |
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 500 | $54,335 |
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 5,000 | $44,300 |
Notional value represents the total exposure of the options position.