ELEVATION POINT WEALTH PARTNERS, LLC - Portfolio Stock Holdings
ELEVATION POINT WEALTH PARTNERS, LLC disclosed 1247 stock positions in a recent SEC 13F filing. $5,332,581,397 of stock holdings were filed, with the largest holdings including AAPL, VOO, and GLD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $8,290,502,368 and has 91 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1247Est. Stock Holding Value:
$5,332,581,397Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - ELEVATION POINT WEALTH PARTNERS, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - ELEVATION POINT WEALTH PARTNERS, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...