§ 13F · FUND PROFILE
ELEVATION POINT WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.0B (13F)Positions · 548Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$473M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 590K | $150M | 3.5% | +137% |
| 2 | GLD | SPDR GOLD TR | 307K | $132M | 3.1% | +54% |
| 3 | NVDA | NVIDIA CORPORATION | 500K | $87M | 2.0% | +125% |
| 4 | MSFT | MICROSOFT CORP | 231K | $86M | 2.0% | +88% |
| 5 | VOO | VANGUARD INDEX FDS | 139K | $83M | 1.9% | +8% |
| 6 | GOOGL | ALPHABET INC | 242K | $70M | 1.6% | +215% |
| 7 | XOM | EXXON MOBIL CORP | 388K | $66M | 1.5% | +45% |
| 8 | AMZN | AMAZON COM INC | 302K | $63M | 1.5% | +95% |
| 9 | IVV | ISHARES TR | 89K | $58M | 1.3% | +503% |
| 10 | AVGO | BROADCOM INC | 166K | $51M | 1.2% | +110% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATION SIGNAL
AC read
ELEVATION POINT WEALTH PARTNERS, LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 548 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed