ELEVATION POINT WEALTH PARTNERS, LLC

Institutional manager (13F) · CIK 1744349

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.0B

#	Issuer	Value	Shares
1	APPLE INC	$150M	590,038
2	SPDR GOLD TR	$132M	306,968
3	NVIDIA CORPORATION	$87M	499,727
4	MICROSOFT CORP	$86M	230,977
5	VANGUARD INDEX FDS	$83M	139,259
6	ALPHABET INC	$70M	242,209
7	EXXON MOBIL CORP	$66M	387,890
8	AMAZON COM INC	$63M	302,481
9	ISHARES TR	$58M	89,076
10	BROADCOM INC	$51M	165,864
11	JPMORGAN CHASE & CO	$50M	171,511
12	FIRST TR EXCHANGE TRADED FD	$49M	722,842
13	FIRST TR EXCHANGE TRADED FD	$41M	1,039,862
14	HOME DEPOT INC	$40M	122,947
15	ENTERPRISE PRODS PARTNERS L	$39M	1,032,176
16	ELI LILLY & CO	$39M	42,234
17	J P MORGAN EXCHANGE TRADED F	$36M	495,706
18	ALPHABET INC	$34M	118,345
19	ISHARES TR	$34M	176,633
20	VANGUARD SCOTTSDALE FDS	$34M	405,333
21	ISHARES TR	$33M	368,941
22	VANGUARD INTL EQUITY INDEX F	$32M	232,912
23	ISHARES TR	$29M	428,500
24	SELECT SECTOR SPDR TR	$29M	216,534
25	VANGUARD INDEX FDS	$28M	65,117
26	ISHARES TR	$28M	228,153
27	COMCAST CORP NEW	$28M	987,693
28	SPDR SERIES TRUST	$28M	302,098
29	VANGUARD BD INDEX FDS	$27M	343,535
30	ISHARES INC	$26M	336,708
31	VANGUARD INDEX FDS	$26M	89,910
32	VANGUARD TAX-MANAGED FDS	$25M	395,812
33	WISDOMTREE TR	$25M	495,884
34	SCHWAB STRATEGIC TR	$25M	1,064,646
35	J P MORGAN EXCHANGE TRADED F	$25M	434,984
36	SPDR SERIES TRUST	$25M	956,842
37	ISHARES INC	$24M	344,818
38	VANGUARD INDEX FDS	$24M	115,749
39	WALMART INC	$23M	186,399
40	COCA COLA CO	$23M	302,522
41	JOHNSON & JOHNSON	$23M	94,655
42	ISHARES TR	$22M	524,043
43	ISHARES TR	$22M	960,565
44	VANGUARD INDEX FDS	$19M	60,216
45	ABBVIE INC	$19M	87,277
46	VANGUARD WHITEHALL FDS	$18M	124,693
47	TESLA INC	$18M	48,502
48	PIMCO ETF TR	$18M	194,918
49	TAIWAN SEMICONDUCTOR MANUFAC	$18M	52,397
50	BERKSHIRE HATHAWAY INC DEL	$18M	36,658

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.