§ 13F · FUND PROFILE
ELEVATION POINT WEALTH PARTNERS, LLC.
AUM · $5.4B (13F)Positions · 1202Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$528M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 587K | $170M | 3.1% | ±0% |
| 2 | VOO | VANGUARD INDEX FDS | 200K | $137M | 2.5% | +44% |
| 3 | GLD | SPDR GOLD TR | 295K | $109M | 2.0% | −4% |
| 4 | BOKF | BOK FINL CORP | 770K | $107M | 2.0% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 527K | $105M | 2.0% | +6% |
| 6 | GOOGL | ALPHABET INC | 266K | $95M | 1.8% | +10% |
| 7 | MSFT | MICROSOFT CORP | 234K | $87M | 1.6% | +1% |
| 8 | AMZN | AMAZON COM INC | 320K | $76M | 1.4% | +6% |
| 9 | IVV | ISHARES TR | 101K | $76M | 1.4% | +13% |
| 10 | VUG | VANGUARD INDEX FDS | 871K | $75M | 1.4% | +1238% |
§ 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 $5.4 billion in assets. The fund runs a massive portfolio of 1,202 positions.
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