§ 13F · FUND PROFILE
ELEVATION POINT WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1041.7T (13F)Positions · 548Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2077.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 129K | $80.9T | 3.9% | NEW |
| 2 | GLD | SPDR GOLD TR | 199K | $78.9T | 3.8% | NEW |
| 3 | AAPL | APPLE INC | 249K | $67.7T | 3.3% | NEW |
| 4 | MSFT | MICROSOFT CORP | 123K | $59.4T | 2.9% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 222K | $41.4T | 2.0% | NEW |
| 6 | AMZN | AMAZON COM INC | 155K | $35.8T | 1.7% | NEW |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L | 1.02M | $32.7T | 1.6% | NEW |
| 8 | XOM | EXXON MOBIL CORP | 268K | $32.3T | 1.6% | NEW |
| 9 | JPM | JPMORGAN CHASE & CO. | 87K | $28.2T | 1.4% | NEW |
| 10 | IEFA | ISHARES TR | 314K | $28.1T | 1.4% | NEW |
§ 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 $1041710.9 trillion in assets. The fund runs a broad portfolio of 548 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed