ELEVATION POINT WEALTH PARTNERS, LLC - Portfolio Stock Holdings
ELEVATION POINT WEALTH PARTNERS, LLC disclosed 1125 stock positions in a recent SEC 13F filing. $4,113,951,537 of stock holdings were filed, with the largest holdings including AAPL, GLD, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.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:
March 31, 2026No. of Stocks:
1125Est. Stock Holding Value:
$4,113,951,537Top Stock Holdings By Sector
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Portfolio Stock Holdings - ELEVATION POINT WEALTH PARTNERS, LLC
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Portfolio Options Holdings - ELEVATION POINT WEALTH PARTNERS, LLC
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