Institutional Fund
Elevation Point Wealth Partners, LLC
Denver, COCIK 174434911 filings on record
Portfolio Value
$4.21B
Q1 2026
Holdings
1,088
Reported positions
New Buys
410
Opened this quarter
QoQ Change
+102.4%
from $2.08B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.6%
- Spdr Gold Tr3.1%
- Nvidia Corporation2.1%
- Microsoft Corp2.0%
- Vanguard Index Fds2.0%
- Alphabet Inc1.7%
- Other85.6%
Portfolio Holdings
1,088 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 590.0K | $149.75M | 3.6% | +340.9K | Added |
| 2 | Spdr Gold Tr | 307.0K | $132.09M | 3.1% | +107.8K | Added |
| 3 | Nvidia Corporation | 499.7K | $87.16M | 2.1% | +277.9K | Added |
| 4 | Microsoft Corp | 231.0K | $85.50M | 2.0% | +108.1K | Added |
| 5 | Vanguard Index Fds | 139.3K | $83.21M | 2.0% | +10.2K | Added |
| 6 | Alphabet Inc | 242.2K | $69.65M | 1.7% | +165.2K | Added |
| 7 | Exxon Mobil Corp | 387.9K | $65.81M | 1.6% | +119.8K | Added |
| 8 | Amazon Com Inc | 302.5K | $63.00M | 1.5% | +147.2K | Added |
| 9 | Ishares Tr | 89.1K | $58.18M | 1.4% | +74.3K | Added |
| 10 | Broadcom Inc | 165.9K | $51.34M | 1.2% | +86.9K | Added |
1,078 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio