Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ELEVATION POINT WEALTH PARTNERS, LLC (CIK 1744349) reported $5.40B across 1,181 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($169.9M, 3.15%), VOO ($137.4M, 2.54%), GLD ($108.8M, 2.01%), BOKF ($106.9M, 1.98%), NVDA ($105.5M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $169.9M | 3.15% | 587,164 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $137.4M | 2.54% | 200,052 | Added |
| 3 | GLD | SPDR GOLD TR | $108.8M | 2.01% | 295,275 | Trimmed |
| 4 | BOKF | BOK FINL CORP | $106.9M | 1.98% | 770,026 | New |
| 5 | NVDA | NVIDIA CORPORATION | $105.5M | 1.95% | 527,328 | Added |
| 6 | GOOGL | ALPHABET INC | $94.9M | 1.76% | 265,550 | Added |
| 7 | MSFT | MICROSOFT CORP | $87.2M | 1.62% | 233,876 | Added |
| 8 | AMZN | AMAZON COM INC | $76.3M | 1.41% | 320,122 | Added |
| 9 | IVV | ISHARES TR | $75.6M | 1.40% | 100,954 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $75.0M | 1.39% | 871,237 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $64.4M | 1.19% | 196,682 | Added |
| 12 | AVGO | BROADCOM INC | $61.5M | 1.14% | 162,693 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $55.3M | 1.02% | 73,906 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $53.6M | 0.99% | 392,100 | Added |
| 15 | LLY | ELI LILLY & CO | $50.4M | 0.93% | 42,067 | Trimmed |
| 16 | HD | HOME DEPOT INC | $47.0M | 0.87% | 133,466 | Added |
| 17 | SPYV | SPDR SERIES TRUST | $46.6M | 0.86% | 767,081 | New |
| 18 | GOOG | ALPHABET INC | $45.1M | 0.83% | 127,665 | Added |
| 19 | QUAL | ISHARES TR | $44.2M | 0.82% | 201,242 | Added |
| 20 | RDVY | FIRST TR EXCHANGE TRADED FD | $40.9M | 0.76% | 504,374 | Trimmed |
| 21 | MU | MICRON TECHNOLOGY INC | $40.5M | 0.75% | 35,098 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $38.6M | 0.72% | 202,782 | Trimmed |
| 23 | SPYG | SPDR SERIES TRUST | $38.8M | 0.72% | 326,305 | New |
| 24 | GARP | ISHARES TR | $37.9M | 0.70% | 458,581 | New |
| 25 | EMXC | ISHARES INC | $37.7M | 0.70% | 368,846 | Added |
Source: SEC Form 13F filings · as of 2026-06-30