Holders — by stockHoldings — by fund
ELEVATION POINT WEALTH PARTNERS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1744349
$5.40B
disclosed book value
1,194
positions
3.1%
largest position share
Positions, as of 2026-06-30
top 100 of 1,194 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 587,164 | $169.9M | 3.1% |
| 2 | VOOVANGUARD INDEX FDS | 200,052 | $137.4M | 2.5% |
| 3 | GLDSPDR GOLD TR | 295,275 | $108.8M | 2% |
| 4 | BOKFBOK FINL CORP | 770,026 | $106.9M | 2% |
| 5 | NVDANVIDIA CORPORATION | 527,328 | $105.5M | 2% |
| 6 | GOOGLALPHABET INC | 265,550 | $94.9M | 1.8% |
| 7 | MSFTMICROSOFT CORP | 233,876 | $87.2M | 1.6% |
| 8 | AMZNAMAZON COM INC | 320,122 | $76.3M | 1.4% |
| 9 | IVVISHARES TR | 100,954 | $75.6M | 1.4% |
| 10 | VUGVANGUARD INDEX FDS | 871,237 | $75.0M | 1.4% |
| 11 | JPMJPMORGAN CHASE & CO | 196,682 | $64.4M | 1.2% |
| 12 | AVGOBROADCOM INC | 162,693 | $61.5M | 1.1% |
| 13 | SPYSTATE STR SPDR S&P 500 ETF T | 73,906 | $55.3M | 1% |
| 14 | EXMOCEXXON MOBIL CORP | 392,100 | $53.6M | 1% |
| 15 | LLYELI LILLY & CO | 42,067 | $50.4M | 0.9% |
| 16 | HDHOME DEPOT INC | 133,466 | $47.0M | 0.9% |
| 17 | SPYVSPDR SERIES TRUST | 767,081 | $46.6M | 0.9% |
| 18 | GOOGALPHABET INC | 127,665 | $45.1M | 0.8% |
| 19 | QUALISHARES TR | 201,242 | $44.2M | 0.8% |
| 20 | RDVYFIRST TR EXCHANGE TRADED FD | 504,374 | $40.9M | 0.8% |
| 21 | MUMICRON TECHNOLOGY INC | 35,098 | $40.5M | 0.8% |
| 22 | SPYGSPDR SERIES TRUST | 326,305 | $38.8M | 0.7% |
| 23 | XLKSELECT SECTOR SPDR TR | 202,782 | $38.6M | 0.7% |
| 24 | IJRISHARES TR | 256,339 | $38.0M | 0.7% |
| 25 | EPDENTERPRISE PRODS PARTNERS L | 1.0M | $37.9M | 0.7% |
| 26 | GARPISHARES TR | 458,581 | $37.9M | 0.7% |
| 27 | EMXCISHARES INC | 368,846 | $37.7M | 0.7% |
| 28 | METAMETA PLATFORMS INC | 66,600 | $37.5M | 0.7% |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 514,683 | $36.7M | 0.7% |
| 30 | PGIM ETF TR | 869,256 | $36.2M | 0.7% |
| 31 | VOVANGUARD INDEX FDS | 443,568 | $35.7M | 0.7% |
| 32 | IEFAISHARES TR | 367,626 | $35.5M | 0.7% |
| 33 | VCITVANGUARD SCOTTSDALE FDS | 415,986 | $34.4M | 0.6% |
| 34 | IJHISHARES TR | 434,926 | $33.5M | 0.6% |
| 35 | BSVVANGUARD BD INDEX FDS | 402,698 | $31.4M | 0.6% |
| 36 | INTFISHARES TR | 741,199 | $30.4M | 0.6% |
| 37 | BILSPDR SERIES TRUST | 330,375 | $30.3M | 0.6% |
| 38 | USFRWISDOMTREE TR | 592,455 | $29.8M | 0.6% |
| 39 | IEMGISHARES INC | 334,388 | $27.7M | 0.5% |
| 40 | WDCWESTERN DIGITAL CORP | 42,693 | $27.3M | 0.5% |
| 41 | KOCOCA COLA CO | 321,668 | $26.3M | 0.5% |
| 42 | GOLDMAN SACHS ETF TR | 513,440 | $26.0M | 0.5% |
| 43 | FEGERBB FUND TRUST | 519,149 | $25.4M | 0.5% |
| 44 | DXJWISDOMTREE TR | 144,188 | $25.0M | 0.5% |
| 45 | GOVTISHARES TR | 1.1M | $24.9M | 0.5% |
| 46 | CMCSACOMCAST CORP NEW | 1.0M | $24.7M | 0.5% |
| 47 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 51,370 | $24.5M | 0.5% |
| 48 | JNJJOHNSON & JOHNSON | 94,695 | $24.0M | 0.4% |
| 49 | ABBVABBVIE INC | 92,097 | $23.2M | 0.4% |
| 50 | GOLDMAN SACHS ETF TR | 471,983 | $23.1M | 0.4% |
| 51 | TSLATESLA INC | 52,501 | $22.0M | 0.4% |
| 52 | SPTLSPDR SERIES TRUST | 834,847 | $21.9M | 0.4% |
| 53 | VTIVANGUARD INDEX FDS | 58,925 | $21.8M | 0.4% |
| 54 | PANWPALO ALTO NETWORKS INC | 60,596 | $20.7M | 0.4% |
| 55 | WMTWALMART INC | 181,556 | $20.6M | 0.4% |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 39,582 | $19.8M | 0.4% |
| 57 | QQQINVESCO QQQ TR | 26,865 | $19.5M | 0.4% |
| 58 | IMCGISHARES TR | 196,090 | $19.3M | 0.4% |
| 59 | NOBLPROSHARES TR | 342,264 | $19.2M | 0.4% |
| 60 | VYMVANGUARD WHITEHALL FDS | 121,505 | $19.2M | 0.4% |
| 61 | MRKMERCK & CO INC | 145,564 | $18.8M | 0.3% |
| 62 | SCHZSCHWAB STRATEGIC TR | 811,408 | $18.8M | 0.3% |
| 63 | SPABSPDR SERIES TRUST | 728,177 | $18.6M | 0.3% |
| 64 | TLTISHARES TR | 214,526 | $18.5M | 0.3% |
| 65 | AVLVAMERICAN CENTY ETF TR | 199,347 | $18.2M | 0.3% |
| 66 | BONDPIMCO ETF TR | 196,718 | $18.1M | 0.3% |
| 67 | IUSVISHARES TR | 154,658 | $17.0M | 0.3% |
| 68 | SERIES PORTFOLIOS TR | 567,283 | $17.0M | 0.3% |
| 69 | JPIEJ P MORGAN EXCHANGE TRADED F | 369,273 | $17.0M | 0.3% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 17,998 | $16.8M | 0.3% |
| 71 | FTCBFIRST TR EXCHANGE-TRADED FD | 806,567 | $16.8M | 0.3% |
| 72 | MTUMISHARES TR | 48,885 | $16.8M | 0.3% |
| 73 | MSMORGAN STANLEY | 79,775 | $16.7M | 0.3% |
| 74 | HEDJWISDOMTREE TR | 291,745 | $16.6M | 0.3% |
| 75 | GSGOLDMAN SACHS GROUP INC | 16,005 | $16.1M | 0.3% |
| 76 | JHMMJOHN HANCOCK EXCHANGE TRADED | 212,619 | $15.9M | 0.3% |
| 77 | XLFSELECT SECTOR SPDR TR | 295,165 | $15.5M | 0.3% |
| 78 | EVTRMORGAN STANLEY ETF TRUST | 305,794 | $15.5M | 0.3% |
| 79 | FMDEFIDELITY COVINGTON TRUST | 374,896 | $15.2M | 0.3% |
| 80 | IWFISHARES TR | 120,472 | $15.0M | 0.3% |
| 81 | GOLDMAN SACHS ETF TR | 210,982 | $14.6M | 0.3% |
| 82 | VVISA INC | 41,866 | $14.4M | 0.3% |
| 83 | NEENEXTERA ENERGY INC | 162,426 | $14.3M | 0.3% |
| 84 | CSCOCISCO SYS INC | 120,842 | $14.2M | 0.3% |
| 85 | JHMLJOHN HANCOCK EXCHANGE TRADED | 157,809 | $14.1M | 0.3% |
| 86 | GSIDGOLDMAN SACHS ETF TR | 186,635 | $14.0M | 0.3% |
| 87 | AMDADVANCED MICRO DEVICES INC | 24,086 | $14.0M | 0.3% |
| 88 | IVWISHARES TR | 101,654 | $14.0M | 0.3% |
| 89 | GPIQGOLDMAN SACHS ETF TR | 233,850 | $13.9M | 0.3% |
| 90 | PGPROCTER & GAMBLE CO | 93,187 | $13.7M | 0.3% |
| 91 | UNHUNITEDHEALTH GROUP INC | 31,341 | $13.0M | 0.2% |
| 92 | INTCINTEL CORP | 92,657 | $12.9M | 0.2% |
| 93 | VIGVANGUARD SPECIALIZED FUNDS | 54,629 | $12.9M | 0.2% |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 45,648 | $12.8M | 0.2% |
| 95 | LMBSFIRST TR EXCHANGE-TRADED FD | 253,730 | $12.6M | 0.2% |
| 96 | DISDISNEY WALT CO | 129,176 | $12.5M | 0.2% |
| 97 | AVUVAMERICAN CENTY ETF TR | 99,752 | $12.4M | 0.2% |
| 98 | UTESETFIS SER TR I | 150,787 | $12.3M | 0.2% |
| 99 | IWMISHARES TR | 40,030 | $11.8M | 0.2% |
| 100 | IVEISHARES TR | 51,641 | $11.7M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.