Elevation Point Wealth Partners, LLC
Investment Portfolio & 13F Holdings Analysis
About
ELEVATION POINT WEALTH PARTNERS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 527 holdings worth $1.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Elevation-Point-Wealth-Partners
Data Enrichment
89% identified470 identified57 unidentified
Holdings
527 positions
Manager:
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78468R812
Shares:240.7K
Value:$37.7M
69374H881
Shares:561.9K
Value:$30.8M
46641Q159
Shares:321.1K
Value:$14.8M
61774R841
Shares:265.4K
Value:$13.4M
09290C848
Shares:490.2K
Value:$12.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 682.9K | All Managers (Combined) | $151.7M | ||
1.4M | All Managers (Combined) | $69.1M | |||
598.1K | All Managers (Combined) | $48.1M | |||
(cusip78468R812)✕ | 240.7K | All Managers (Combined) | $37.7M | ||
55.6K | All Managers (Combined) | $31.2M | |||
(cusip69374H881)✕ | 561.9K | All Managers (Combined) | $30.8M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 110.0K | All Managers (Combined) | $17.0M | ||
(cusip46641Q159)✕ | 321.1K | All Managers (Combined) | $14.8M | ||
AMAZON COM INC(AMZNcusip023135106) | 72.2K | All Managers (Combined) | $13.7M | ||
25.6K | All Managers (Combined) | $13.6M | |||
(cusip61774R841)✕ | 265.4K | YoY NEW(+265.4K) | All Managers (Combined) | $13.4M | YoY NEW(+$13.4M) |
(cusip09290C848)✕ | 490.2K | YoY NEW(+490.2K) | All Managers (Combined) | $12.7M | YoY NEW(+$12.7M) |
Alphabet Inc.(GOOGcusip02079K107) | 73.8K | All Managers (Combined) | $11.5M | ||
192.7K | All Managers (Combined) | $10.6M | |||
16.4K | All Managers (Combined) | $9.0M | |||
43.7K | All Managers (Combined) | $9.0M | |||
68.1K | QoQ -1.20% (-830)YoY +1.34% (+907) | All Managers (Combined) | $8.8M | ||
34.6K | All Managers (Combined) | $8.5M | |||
44.6K | QoQ -0.28% (-129)YoY +1.24% (+549) | All Managers (Combined) | $7.6M | ||
121.0K | All Managers (Combined) | $7.1M |