ELEVATION POINT WEALTH PARTNERS, LLC - Portfolio Stock Holdings
ELEVATION POINT WEALTH PARTNERS, LLC disclosed 1328 stock positions in a recent SEC 13F filing. $5,519,804,920 of stock holdings were filed, with the largest holdings including AAPL, VOO, and MSFT. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
1328Est. Stock Holding Value:
$5,519,804,920Top 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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