Elevation Point Wealth Partners, LLC

13F filer · CIK 0001744349

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$5.4BU.S. long equity reported on 13F

Positions863105 new · 59 closed

Net flow last quarter+$292MBuys minus sells

Top 10 positions weight17.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026863 positions
AAPLApple Inc.	$170M	3.15%	0.00%	-0.5%	Q1 2018
GLDSPDR Gold Trust	$109M	2.01%	0.08%	-3.8%	Q2 2020
BOKFBok Financial Corp	$107M	1.98%	1.27%	New	Q2 2026
NVDANvidia Corp	$105M	1.95%	0.00%	+5.5%	Q1 2018
GOOGLAlphabet Inc.	$94.9M	1.76%	0.00%	+9.6%	Q1 2018
MSFTMicrosoft Corp	$87.2M	1.62%	0.00%	+1.3%	Q1 2018
AMZNAmazon Com Inc	$76.3M	1.41%	0.00%	+5.8%	Q1 2018
JPMJPMorgan Chase & Co	$64.4M	1.19%	0.01%	+14.7%	Q1 2018
AVGOBroadcom Inc.	$61.5M	1.14%	0.00%	-1.9%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$55.3M	1.02%	Not reported	Not reported	Q1 2018
XOMExxonMobil Holdings Corp	$53.6M	0.99%	0.01%	+1.1%	Q1 2018
LLYELI LILLY & Co	$50.4M	0.93%	0.00%	-0.4%	Q1 2018
HDHome Depot, Inc.	$47M	0.87%	0.01%	+8.6%	Q1 2018
GOOGAlphabet Inc.	$45.1M	0.83%	Not reported	+7.9%	Q1 2018
MUMicron Technology Inc	$40.5M	0.75%	0.00%	-1.2%	Q1 2018
EPDEnterprise Products Partners L.P.	$37.9M	0.70%	0.05%	0.0%	Q1 2018
EMXCEmax Holdings Corp	$37.7M	0.70%	Not reported	+9.5%	Q4 2023
METAMeta Platforms, Inc.	$37.5M	0.69%	Not reported	Not reported	Q1 2018
BSVNBank7 Corp.	$31.4M	0.58%	4.23%	+17.2%	Q3 2025
WDCWestern Digital Corp	$27.3M	0.51%	0.01%	-16.9%	Q1 2018
KOCoca Cola Co	$26.3M	0.49%	0.01%	+6.3%	Q1 2018
GIGLGiggles N' Hugs, Inc.	$26M	0.48%	0.30%	New	Q2 2026
CMCSAComcast Corp	$24.7M	0.46%	0.02%	+1.9%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$24.5M	0.45%	0.00%	-2.0%	Q1 2018
JNJJohnson & Johnson	$24M	0.45%	0.00%	0.0%	Q1 2018
ABBVAbbVie Inc.	$23.2M	0.43%	0.01%	+5.5%	Q1 2018
TSLATesla, Inc.	$22M	0.41%	0.00%	+8.3%	Q2 2018
PANWPalo Alto Networks Inc	$20.7M	0.38%	0.01%	+20.4%	Q1 2018
WMTWalmart Inc.	$20.6M	0.38%	0.00%	-2.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$19.8M	0.37%	Not reported	+8.0%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$19.5M	0.36%	Not reported	+2.1%	Q2 2018
NOBLNoble International, Ltd.	$19.2M	0.36%	Not reported	+17.6%	Q3 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.2M	0.36%	Not reported	-2.6%	Q1 2018
MRKMerck & Co., Inc.	$18.8M	0.35%	0.01%	+24.7%	Q1 2018
SPABASTROTECH Corp	$18.6M	0.34%	Not reported	-23.9%	Q3 2025
COSTCostco Wholesale Corp	$16.8M	0.31%	0.00%	+15.4%	Q1 2018
MSMorgan Stanley	$16.7M	0.31%	0.01%	+2.6%	Q1 2018
GSGoldman Sachs Group Inc	$16.1M	0.30%	0.01%	+5.8%	Q1 2018
VVisa Inc.	$14.4M	0.27%	0.00%	-0.5%	Q1 2018
NEENextera Energy Inc	$14.3M	0.26%	0.01%	+9.5%	Q3 2020
CSCOCisco Systems, Inc.	$14.2M	0.26%	0.00%	-9.8%	Q1 2018
AMDAdvanced Micro Devices Inc	$14M	0.26%	0.00%	+8.1%	Q3 2020
PGPROCTER & GAMBLE Co	$13.7M	0.25%	0.00%	+18.9%	Q1 2018
UNHUnitedhealth Group Inc	$13M	0.24%	0.00%	+87.3%	Q1 2018
INTCIntel Corp	$12.9M	0.24%	0.00%	+5.8%	Q1 2018
IBMInternational Business Machines Corp	$12.8M	0.24%	0.00%	+10.5%	Q1 2018
DISWalt Disney Co	$12.5M	0.23%	0.01%	+4.3%	Q1 2018
LRCXLam Research Corp	$11.6M	0.21%	0.00%	+59.5%	Q1 2018
APHAmphenol Corp	$11.4M	0.21%	0.01%	-9.1%	Q1 2018
CVXChevron Corp	$11M	0.20%	0.00%	-0.9%	Q1 2018

Q1 2026Reported Apr 27, 2026815 positions
AAPLApple Inc.	$150M	3.47%	0.00%	+136.9%	Q1 2018
GLDSPDR Gold Trust	$132M	3.06%	0.08%	+54.1%	Q2 2020
NVDANvidia Corp	$87.2M	2.02%	0.00%	+125.3%	Q1 2018
MSFTMicrosoft Corp	$85.5M	1.98%	0.00%	+88.0%	Q1 2018
GOOGLAlphabet Inc.	$69.6M	1.62%	0.00%	+214.7%	Q1 2018
XOMExxonMobil Holdings Corp	$65.8M	1.53%	0.01%	+44.7%	Q1 2018
AMZNAmazon Com Inc	$63M	1.46%	0.00%	+94.8%	Q1 2018
AVGOBroadcom Inc.	$51.3M	1.19%	0.00%	+110.1%	Q1 2018
JPMJPMorgan Chase & Co	$50.5M	1.17%	0.01%	+96.1%	Q1 2018
HDHome Depot, Inc.	$40.4M	0.94%	0.01%	+489.3%	Q1 2018
EPDEnterprise Products Partners L.P.	$39.1M	0.91%	0.05%	+1.3%	Q1 2018
LLYELI LILLY & Co	$38.8M	0.90%	0.00%	+106.2%	Q1 2018
JAVASun Microsystems, Inc.	$35.6M	0.82%	Not reported	New	Q1 2026
GOOGAlphabet Inc.	$33.9M	0.79%	Not reported	+281.4%	Q1 2018
CMCSAComcast Corp	$28.4M	0.66%	0.02%	+5.4%	Q1 2018
BSVNBank7 Corp.	$26.9M	0.62%	3.61%	+34.9%	Q3 2025
EMXCEmax Holdings Corp	$26.5M	0.61%	Not reported	+134.7%	Q4 2023
SPABASTROTECH Corp	$24.5M	0.57%	Not reported	+21.6%	Q3 2025
WMTWalmart Inc.	$23.2M	0.54%	0.00%	+321.8%	Q1 2018
KOCoca Cola Co	$23.1M	0.54%	0.01%	+376.1%	Q1 2018
JNJJohnson & Johnson	$23.1M	0.54%	0.00%	+56.4%	Q1 2018
ABBVAbbVie Inc.	$19M	0.44%	0.00%	+157.7%	Q1 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$18.5M	0.43%	Not reported	Not reported	Q1 2018
TSLATesla, Inc.	$18M	0.42%	0.00%	+205.1%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$17.7M	0.41%	0.00%	+306.7%	Q1 2018
BRK.BBerkshire Hathaway Inc	$17.6M	0.41%	Not reported	+171.0%	Q1 2018
COSTCostco Wholesale Corp	$15.5M	0.36%	0.00%	+158.4%	Q1 2018
NOBLNoble International, Ltd.	$15.4M	0.36%	Not reported	+17.1%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$15.2M	0.35%	Not reported	+251.4%	Q2 2018
SIVRabrdn Silver ETF Trust	$14.2M	0.33%	0.28%	-2.2%	Q3 2025
MRKMerck & Co., Inc.	$14.1M	0.33%	0.00%	+108.9%	Q1 2018
WDCWestern Digital Corp	$13.9M	0.32%	0.02%	+2688.6%	Q1 2018
CVXChevron Corp	$13.8M	0.32%	0.00%	+79.0%	Q1 2018
NEENextera Energy Inc	$13.8M	0.32%	0.01%	+17.4%	Q3 2020
GSGoldman Sachs Group Inc	$12.8M	0.30%	0.01%	+217.9%	Q1 2018
MSMorgan Stanley	$12.8M	0.30%	0.00%	+33.5%	Q1 2018
VVisa Inc.	$12.7M	0.29%	0.00%	+220.7%	Q1 2018
MUMicron Technology Inc	$12M	0.28%	0.00%	+32.3%	Q1 2018
DISWalt Disney Co	$11.9M	0.28%	0.01%	+840.6%	Q1 2018
PGPROCTER & GAMBLE Co	$11.3M	0.26%	0.00%	+77.6%	Q1 2018
EXRExtra Space Storage Inc.	$11.3M	0.26%	0.04%	-23.7%	Q1 2018
RTXRTX Corp	$10.8M	0.25%	0.00%	+82.8%	Q2 2020
TAt&T Inc.	$10.5M	0.24%	0.01%	+235.1%	Q1 2018
CSCOCisco Systems, Inc.	$10.4M	0.24%	0.00%	+64.0%	Q1 2018
HCAHCA Healthcare, Inc.	$10M	0.23%	0.01%	+217.8%	Q2 2020
IBMInternational Business Machines Corp	$10M	0.23%	0.00%	+94.5%	Q1 2018
BLKBlackRock, Inc.	$9.26M	0.21%	0.01%	+159.9%	Q1 2018
MCDMcdonalds Corp	$9.23M	0.21%	0.00%	+47.9%	Q1 2018
APHAmphenol Corp	$8.96M	0.21%	0.01%	+510.7%	Q1 2018
PFEPfizer Inc	$8.95M	0.21%	0.01%	+642.4%	Q1 2018

Q4 2025Reported Feb 12, 2026523 positions
GLDSPDR Gold Trust	$78.9M	3.80%	0.05%	+115.6%	Q2 2020
AAPLApple Inc.	$67.7M	3.26%	0.00%	+108.0%	Q1 2018
MSFTMicrosoft Corp	$59.4M	2.86%	0.00%	+63.0%	Q1 2018
NVDANvidia Corp	$41.4M	1.99%	0.00%	+40.0%	Q1 2018
AMZNAmazon Com Inc	$35.8M	1.72%	0.00%	+92.6%	Q1 2018
EPDEnterprise Products Partners L.P.	$32.7M	1.57%	0.05%	+5361.5%	Q1 2018
XOMExxonMobil Holdings Corp	$32.3M	1.55%	0.01%	+287.3%	Q1 2018
JPMJPMorgan Chase & Co	$28.2M	1.36%	0.00%	+56.6%	Q1 2018
CMCSAComcast Corp	$28M	1.35%	0.02%	+904.0%	Q1 2018
AVGOBroadcom Inc.	$27.3M	1.31%	0.00%	+3.3%	Q1 2018
GOOGLAlphabet Inc.	$24.1M	1.16%	0.00%	+48.6%	Q1 2018
LLYELI LILLY & Co	$22M	1.06%	0.00%	+12.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$20.5M	0.99%	Not reported	+596.9%	Q1 2018
SPABASTROTECH Corp	$20.3M	0.98%	Not reported	+11.7%	Q3 2025
BSVNBank7 Corp.	$20.1M	0.97%	2.69%	+3279.6%	Q3 2025
METAMeta Platforms, Inc.	$18.1M	0.87%	Not reported	+45.9%	Q1 2018
EXRExtra Space Storage Inc.	$14.6M	0.71%	0.05%	-0.2%	Q1 2018
SIVRabrdn Silver ETF Trust	$13.7M	0.66%	0.26%	-19.6%	Q3 2025
NOBLNoble International, Ltd.	$12.9M	0.62%	Not reported	+274.3%	Q3 2025
JNJJohnson & Johnson	$12.5M	0.60%	0.00%	+43.2%	Q1 2018
EMXCEmax Holdings Corp	$10.4M	0.50%	Not reported	-30.5%	Q4 2023
MSMorgan Stanley	$10.3M	0.50%	0.00%	+122.5%	Q1 2018
NEENextera Energy Inc	$10.1M	0.49%	0.01%	+94.2%	Q3 2020
GOOGAlphabet Inc.	$9.74M	0.47%	Not reported	+66.3%	Q1 2018
ABBVAbbVie Inc.	$7.74M	0.37%	0.00%	+3.3%	Q1 2018
MUMicron Technology Inc	$7.66M	0.37%	0.00%	+230.5%	Q1 2018
COFCapital One Financial Corp	$7.6M	0.37%	0.01%	+252.3%	Q1 2018
HDHome Depot, Inc.	$7.18M	0.35%	0.00%	+50.1%	Q1 2018
TSLATesla, Inc.	$7.15M	0.34%	0.00%	+51.6%	Q2 2018
UBSUBS Group AG	$6.89M	0.33%	0.00%	+49.6%	Q2 2022
BRK.BBerkshire Hathaway Inc	$6.8M	0.33%	Not reported	-33.8%	Q1 2018
OWLBlue Owl Capital Inc.	$6.75M	0.32%	6.57%	+20.7%	Q3 2025
PGPROCTER & GAMBLE Co	$6.33M	0.30%	0.00%	-6.8%	Q1 2018
CSCOCisco Systems, Inc.	$6.29M	0.30%	0.00%	+87.1%	Q1 2018
IBMInternational Business Machines Corp	$6.29M	0.30%	0.00%	-25.7%	Q1 2018
MCDMcdonalds Corp	$6.14M	0.30%	0.00%	-13.0%	Q1 2018
ORCLOracle Corp	$6.08M	0.29%	0.00%	-7.7%	Q1 2018
MRKMerck & Co., Inc.	$5.93M	0.29%	0.00%	+40.7%	Q1 2018
OBDCBlue Owl Capital Corp	$5.79M	0.28%	0.09%	-26.1%	Q1 2022
CVXChevron Corp	$5.69M	0.27%	0.00%	-37.4%	Q1 2018
RTXRTX Corp	$5.63M	0.27%	0.00%	+27.5%	Q2 2020
FOLDAmicus Therapeutics, Inc.	$5.23M	0.25%	0.12%	-2.2%	Q3 2023
MAMastercard Inc	$5.21M	0.25%	0.00%	+18.8%	Q1 2018
COSTCostco Wholesale Corp	$5.21M	0.25%	0.00%	+162.2%	Q1 2018
GEGeneral Electric Co	$5.08M	0.24%	0.00%	+98.4%	Q3 2025
WMBWilliams Companies, Inc.	$5.06M	0.24%	0.01%	+26.9%	Q1 2018
KMIKinder Morgan, Inc.	$4.95M	0.24%	0.01%	+39.2%	Q1 2018
WMTWalmart Inc.	$4.93M	0.24%	0.00%	-0.3%	Q1 2018
PANWPalo Alto Networks Inc	$4.92M	0.24%	0.00%	+133.5%	Q1 2018
ADPAutomatic Data Processing Inc	$4.87M	0.23%	0.00%	+12.1%	Q1 2018

Q3 2025Reported Nov 14, 2025496 positions
MSFTMicrosoft Corp	$39M	2.72%	0.00%	Not reported	Q1 2018
GLDSPDR Gold Trust	$32.8M	2.29%	0.03%	Not reported	Q2 2020
AAPLApple Inc.	$30.5M	2.12%	0.00%	Not reported	Q1 2018
NVDANvidia Corp	$29.6M	2.06%	0.00%	Not reported	Q1 2018
AVGOBroadcom Inc.	$25.2M	1.76%	0.00%	Not reported	Q1 2018
SPABASTROTECH Corp	$18.2M	1.27%	Not reported	New	Q3 2025
AMZNAmazon Com Inc	$17.7M	1.23%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$17.6M	1.23%	0.00%	Not reported	Q1 2018
EXRExtra Space Storage Inc.	$15.9M	1.11%	0.05%	Not reported	Q1 2018
EMXCEmax Holdings Corp	$13.9M	0.97%	Not reported	Not reported	Q4 2023
LLYELI LILLY & Co	$13.9M	0.97%	0.00%	Not reported	Q1 2018
METAMeta Platforms, Inc.	$13.8M	0.96%	Not reported	Not reported	Q1 2018
GOOGLAlphabet Inc.	$12.6M	0.88%	0.00%	Not reported	Q1 2018
SIVRabrdn Silver ETF Trust	$11.2M	0.78%	0.37%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$10.3M	0.72%	Not reported	Not reported	Q1 2018
ORCLOracle Corp	$9.5M	0.66%	0.00%	Not reported	Q1 2018
CVXChevron Corp	$9.25M	0.64%	0.00%	Not reported	Q1 2018
IBMInternational Business Machines Corp	$8.07M	0.56%	0.00%	Not reported	Q1 2018
OBDCBlue Owl Capital Corp	$8.05M	0.56%	0.12%	Not reported	Q1 2022
JNJJohnson & Johnson	$7.84M	0.55%	0.00%	Not reported	Q1 2018
XOMExxonMobil Holdings Corp	$7.8M	0.54%	0.00%	Not reported	Q1 2018
ABBVAbbVie Inc.	$7.59M	0.53%	0.00%	Not reported	Q1 2018
PGPROCTER & GAMBLE Co	$7.28M	0.51%	0.00%	Not reported	Q1 2018
MCDMcdonalds Corp	$7.02M	0.49%	0.00%	Not reported	Q1 2018
OWLBlue Owl Capital Inc.	$6.34M	0.44%	5.44%	New	Q3 2025
HDHome Depot, Inc.	$5.63M	0.39%	0.00%	Not reported	Q1 2018
GSGoldman Sachs Group Inc	$5.39M	0.38%	0.00%	Not reported	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$5.24M	0.37%	0.01%	Not reported	Q2 2018
ADPAutomatic Data Processing Inc	$4.95M	0.34%	0.00%	Not reported	Q1 2018
NEENextera Energy Inc	$4.91M	0.34%	0.00%	Not reported	Q3 2020
QQQInvesco QQQ Trust, Series 1	$4.83M	0.34%	Not reported	Not reported	Q2 2018
DISWalt Disney Co	$4.82M	0.34%	0.00%	Not reported	Q1 2018
FVDFirst Trust Value Line Dividend Fund	$4.8M	0.33%	Not reported	Not reported	Q3 2022
BLKBlackRock, Inc.	$4.7M	0.33%	0.00%	Not reported	Q1 2018
TSLATesla, Inc.	$4.66M	0.32%	0.00%	Not reported	Q2 2018
WMTWalmart Inc.	$4.57M	0.32%	0.00%	Not reported	Q1 2018
GOOGAlphabet Inc.	$4.55M	0.32%	Not reported	Not reported	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.54M	0.32%	0.00%	Not reported	Q1 2018
MAMastercard Inc	$4.37M	0.30%	0.00%	Not reported	Q1 2018
TJXTJX Companies Inc	$4.24M	0.30%	0.00%	Not reported	Q1 2018
WMBWilliams Companies, Inc.	$4.21M	0.29%	0.01%	Not reported	Q1 2018
MSMorgan Stanley	$4.16M	0.29%	0.00%	Not reported	Q1 2018
UBSUBS Group AG	$4.08M	0.28%	0.00%	Not reported	Q2 2022
RTXRTX Corp	$4.03M	0.28%	0.00%	Not reported	Q2 2020
VVisa Inc.	$3.93M	0.27%	0.00%	Not reported	Q1 2018
WFCWells Fargo & Company	$3.88M	0.27%	0.00%	Not reported	Q1 2018
KMIKinder Morgan, Inc.	$3.66M	0.25%	0.01%	Not reported	Q1 2018
SPTSSports Media Inc	$3.66M	0.25%	Not reported	New	Q3 2025
EOIEaton Vance Enhanced Equity Income Fund	$3.46M	0.24%	Not reported	New	Q3 2025
LINLinde PLC	$3.45M	0.24%	0.00%	Not reported	Q4 2022

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