Elevation-Point-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "ALAB",
  "PINS",
  "SE",
  "FIBK",
  "SPSC",
  "INSM",
  "KRYS",
  "GFL.TO",
  "HOOD",
  "ITRI",
  "PIPR",
  "FLEX",
  "MPWR",
  "GRAB",
  "NVR",
  "GLOB",
  "KTOS",
  "GDX",
  "POOL",
  null,
  "ITUB",
  "RJF",
  "AES",
  "GLBE",
  null,
  "QTWO",
  "AKAM",
  "OLLI",
  null,
  "ONON",
  "ATR",
  "NPO",
  "FWONK",
  "MU",
  "PATK",
  "ACN",
  "ARCB",
  "KBR",
  "MMM",
  "ABT",
  "PFBC",
  "ABBV",
  "ADBE",
  "A",
  "VONG",
  "ALL",
  "GOOGL",
  "BOOT",
  "AXP",
  null,
  null,
  "ATMU",
  null,
  "APG",
  "ACA",
  "TEAM",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "AIT",
  "CP.TO",
  "FUL",
  "BYD",
  "BSX",
  null,
  "ZD",
  "DUK",
  null,
  "DT",
  null,
  "EHC",
  null,
  "EQNR",
  "EOG",
  "LOGI",
  null,
  "FERG",
  "WLDN",
  "NCDL",
  "GD",
  "GIS",
  "HON",
  null,
  "HD",
  "IBN",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "ESTA",
  null,
  "FE",
  "QCOM",
  "SIL",
  "ISRG",
  null,
  "HEI-A",
  null,
  "HUBB",
  "EMXC",
  "HLI",
  "HMC",
  "HWM",
  "AMAT",
  "ING",
  "EMR",
  "BCSF",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "HEFA",
  "IVW",
  "IJH",
  "SIBN",
  "SR",
  null,
  "VUZI",
  null,
  "KNSL",
  "KGC",
  "LRCX",
  "ICF",
  "LIN",
  "MPC",
  "MMC",
  "TLRY",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "CORZ",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "ESE",
  "EVR",
  "FIS",
  "FTV",
  "GE",
  "THG",
  "GPC",
  "HQY",
  "GWRE",
  "NVS",
  "NU",
  null,
  "OMC",
  "ODFL",
  "ORLY",
  "ICLR",
  "IX",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PGR",
  "IEMG",
  "HTGC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  "KEYS",
  null,
  "LPLA",
  "AMGN",
  "KVUE",
  null,
  "PARA",
  "DGX",
  "PPG",
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "BP",
  null,
  "RSG",
  "IBM",
  "SBUX",
  "SMFG",
  "ERIC",
  "TKO",
  "TXRH",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "MET",
  "ATEC",
  "FCFS",
  "INN",
  "MGNI",
  "VOE",
  "HOMB",
  "SCHW",
  "MNST",
  "BANR",
  "TLN",
  "STAG",
  "VWO",
  "AWI",
  "SBAC",
  null,
  "TCBK",
  "PRMB",
  "EME",
  "VIG",
  "LAD",
  "LYG",
  "TTE",
  "TROX",
  "TSCO",
  "GKOS",
  "XLB",
  "MTD",
  "GDDY",
  "SNY",
  null,
  "TSM",
  "LRN",
  "GSK",
  null,
  "RMD",
  null,
  null,
  "VYM",
  null,
  "EA",
  "EW",
  "GPK",
  "GDYN",
  "VRT",
  "SAIA",
  "MTDR",
  "LECO",
  "ONB",
  "PEN",
  "ADSK",
  "AON",
  "SSB",
  "SFM",
  "WTS",
  "ACGL",
  "AVY",
  "USFD",
  "AFL",
  "APH",
  "ALLE",
  "FI",
  "CPAY",
  "NTRA",
  "WAB",
  "DLTR",
  "DECK",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "WCN",
  "IFF",
  "KT",
  null,
  "RACE",
  "NVO",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "HCA",
  "DKS",
  null,
  "EGP",
  "HDB",
  "TPH",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VOO",
  "VTV",
  "VRSN",
  "V",
  "VIPS",
  "VST",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WSM",
  "WIT",
  "WTFC",
  "WMB",
  "WIX",
  "XEL",
  "WK",
  null,
  "YUM",
  "ZBRA",
  "PAR",
  "GRMN",
  "ONTO",
  "NOG",
  "CNQ",
  null,
  "CHKP",
  "SCHG",
  "JNPR",
  "KEX",
  "LADR",
  "EIX",
  "NSC",
  "NDSN",
  "HLMN",
  "INFY",
  "NXPI",
  "MOH",
  "KDP",
  "MNDY",
  null,
  "TTD",
  "SKM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  null,
  "SW",
  "PSX",
  "CRM",
  "SIG",
  "TDY",
  "S",
  "SLAB",
  "SYY",
  "SHAK",
  "SEE",
  "SPOT",
  null,
  "MTUM",
  "HALO",
  null,
  "UHS",
  "MELI",
  "DGRO",
  "MCK",
  "NVT",
  "SPYV",
  "WNS",
  "ESGU",
  "NRG",
  "EG",
  "PAYC",
  "STE",
  "MKTX",
  "LULU",
  "AVNT",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-B",
  "BDX",
  "BRBR",
  "BKH",
  null,
  null,
  "BA",
  "BAH",
  "OWL",
  "BWA",
  "BMY",
  "BTI",
  "BR",
  "CHRW",
  "BURL",
  "CNI",
  "CDNS",
  "CBOE",
  "CDW",
  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CAKE",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "COP",
  "CWBC",
  "CVLT",
  "COO",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "CPNG",
  "CRH",
  "CR",
  "CRWD",
  "CUBE",
  "CW",
  "CYBR",
  "DDOG",
  "DELL",
  "DE",
  "DHIL",
  "DSGX",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  null,
  "EFA",
  "J",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 527
Total Value: 1114719655
Accession Number: 0001767151-25-000003
Form Type: 13F-HR
CIK: elevation-point-wealth-partners
Manager Name: Elevation-Point-Wealth-Partners

Data Enrichment

89% identified

470 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

527 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 24 of 27

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Community West Bancshares

CWBC|203937107

Shares:14.5K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$1.1B)

HOME BANCSHARES INC

HOMB|436893200

Shares:9.4K

Value:$266.4K

% of Portfolio:0.0% ($266.4K/$1.1B)

464287457

Shares:3.2K

Value:$265.8K

% of Portfolio:0.0% ($265.8K/$1.1B)

INSMED Inc

INSM|457669307

Shares:3.4K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$1.1B)

Howmet Aerospace Inc.

HWM|443201108

Shares:2.0K

Value:$257.1K

% of Portfolio:0.0% ($257.1K/$1.1B)

TKO Group Holdings, Inc.

TKO|87256C101

Shares:1.7K

Value:$256.9K

% of Portfolio:0.0% ($256.9K/$1.1B)

MAGNITE, INC.

MGNI|55955D100

Shares:22.5K

Value:$256.2K

% of Portfolio:0.0% ($256.2K/$1.1B)

92204A504

VHT|92204A504

Shares:948

Value:$251.0K

% of Portfolio:0.0% ($251.0K/$1.1B)

KBR, INC.

KBR|48242W106

Shares:5.0K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$1.1B)

FULLER H B CO

FUL|359694106

Shares:4.5K

Value:$250.7K

% of Portfolio:0.0% ($250.7K/$1.1B)

On Holding AG

ONON|H5919C104

Shares:5.7K

Value:$250.1K

% of Portfolio:0.0% ($250.1K/$1.1B)

COMMERCIAL METALS Co

CMC|201723103

Shares:5.4K

Value:$248.4K

% of Portfolio:0.0% ($248.4K/$1.1B)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:1.2K

Value:$247.2K

% of Portfolio:0.0% ($247.2K/$1.1B)

APi Group Corp

APG|00187Y100

Shares:6.9K

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$1.1B)

INTEL CORP

INTC|458140100

Shares:10.9K

Value:$246.5K

% of Portfolio:0.0% ($246.5K/$1.1B)

COMMVAULT SYSTEMS INC

CVLT|204166102

Shares:1.5K

Value:$242.8K

% of Portfolio:0.0% ($242.8K/$1.1B)

PAR TECHNOLOGY CORP

PAR|698884103

Shares:3.9K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$1.1B)

Arcosa, Inc.

ACA|039653100

Shares:3.1K

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$1.1B)

SIGNET JEWELERS LTD

SIG|G81276100

Shares:4.1K

Value:$238.2K

% of Portfolio:0.0% ($238.2K/$1.1B)

808524300

SCHG|808524300

Shares:9.4K

Value:$235.7K

% of Portfolio:0.0% ($235.7K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Community West Bancshares(CWBCcusip203937107)	14.5K	QoQ 0.00% (-0) YoY NEW(+14.5K)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$1.1B)	QoQ -4.59% (-$12.9K) YoY NEW(+$267.9K)
HOME BANCSHARES INC(HOMBcusip436893200)	9.4K	QoQ +1.09% (+102) YoY -16.74% (-1.9K)	All Managers (Combined)	$266.4K	0.0% ($266.4K/$1.1B)	QoQ +0.99% (+$2.6K) YoY -4.21% (-$11.7K)
(cusip464287457)✕	3.2K	QoQ -41.73% (-2.3K) YoY -43.89% (-2.5K)	All Managers (Combined)	$265.8K	0.0% ($265.8K/$1.1B)	QoQ -41.19% (-$186.2K) YoY -43.24% (-$202.5K)
INSMED Inc(INSMcusip457669307)	3.4K	QoQ -1.07% (-37) YoY NEW(+3.4K)	All Managers (Combined)	$259.2K	0.0% ($259.2K/$1.1B)	QoQ +9.31% (-$22.1K) YoY NEW(+$259.2K)
Howmet Aerospace Inc.(HWMcusip443201108)	2.0K	QoQ -18.13% (-439) YoY -73.15% (-5.4K)	All Managers (Combined)	$257.1K	0.0% ($257.1K/$1.1B)	QoQ -2.89% (-$7.7K) YoY -49.10% (-$248.1K)
TKO Group Holdings, Inc.(TKOcusip87256C101)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$256.9K	0.0% ($256.9K/$1.1B)	QoQ NEW(+$256.9K) YoY NEW(+$256.9K)
MAGNITE, INC.(MGNIcusip55955D100)	22.5K	QoQ -11.51% (-2.9K) YoY +9.66% (+2.0K)	All Managers (Combined)	$256.2K	0.0% ($256.2K/$1.1B)	QoQ -36.58% (-$147.8K) YoY +16.39% (+$36.1K)
(VHTcusip92204A504)	948	QoQ 0.00% (+0) YoY NEW(+948)	All Managers (Combined)	$251.0K	0.0% ($251.0K/$1.1B)	QoQ +4.35% (+$10.5K) YoY NEW(+$251.0K)
KBR, INC.(KBRcusip48242W106)	5.0K	QoQ +0.55% (-28) YoY NEW(+5.0K)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$1.1B)	QoQ -13.53% (-$39.3K) YoY NEW(+$250.9K)
FULLER H B CO(FULcusip359694106)	4.5K	QoQ 0.00% (-0) YoY -0.02% (-1)	All Managers (Combined)	$250.7K	0.0% ($250.7K/$1.1B)	QoQ -16.83% (-$50.7K) YoY -29.63% (-$105.6K)
On Holding AG(ONONcusipH5919C104)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$250.1K	0.0% ($250.1K/$1.1B)	QoQ NEW(+$250.1K) YoY NEW(+$250.1K)
COMMERCIAL METALS Co(CMCcusip201723103)	5.4K	QoQ -1.18% (-65) YoY NEW(+5.4K)	All Managers (Combined)	$248.4K	0.0% ($248.4K/$1.1B)	QoQ -8.33% (-$22.6K) YoY NEW(+$248.4K)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	1.2K	QoQ -65.27% (-2.3K) YoY -68.52% (-2.6K)	All Managers (Combined)	$247.2K	0.0% ($247.2K/$1.1B)	QoQ -65.16% (-$462.4K) YoY -69.80% (-$571.4K)
APi Group Corp(APGcusip00187Y100)	6.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$1.1B)	QoQ -0.58% (-$1.5K) YoY -8.93% (-$24.3K)
INTEL CORP(INTCcusip458140100)	10.9K	QoQ -3.22% (-362) YoY -50.13% (-10.9K)	All Managers (Combined)	$246.5K	0.0% ($246.5K/$1.1B)	QoQ +9.61% (-$21.6K) YoY -74.36% (-$715.1K)
COMMVAULT SYSTEMS INC(CVLTcusip204166102)	1.5K	QoQ NEW(+1.5K) YoY -63.25% (-2.6K)	All Managers (Combined)	$242.8K	0.0% ($242.8K/$1.1B)	QoQ NEW(+$242.8K) YoY -42.84% (-$182.0K)
PAR TECHNOLOGY CORP(PARcusip698884103)	3.9K	QoQ -0.05% (-2) YoY NEW(+3.9K)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$1.1B)	QoQ -15.63% (-$44.7K) YoY NEW(+$241.0K)
Arcosa, Inc.(ACAcusip039653100)	3.1K	QoQ -0.79% (-25) YoY -1.82% (-58)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$1.1B)	QoQ -20.91% (-$63.5K) YoY -11.82% (-$32.2K)
SIGNET JEWELERS LTD(SIGcusipG81276100)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$238.2K	0.0% ($238.2K/$1.1B)	QoQ NEW(+$238.2K) YoY NEW(+$238.2K)
(SCHGcusip808524300)	9.4K	QoQ +0.01% (-1) YoY NEW(+9.4K)	All Managers (Combined)	$235.7K	0.0% ($235.7K/$1.1B)	QoQ -10.14% (-$26.6K) YoY NEW(+$235.7K)