Elevation Point Wealth Partners, LLC
1,194 holdingsFiling period: 2026-06-30Current AUM: $5.51Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 587.2K | $169.9M | $199.3M | 3.62% | -2,874 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 200.1K | $137.4M | $141.4M | 2.56% | +60.8K | 2026-06-30 |
| 3 | GLD | Spdr Gold TR | 295.3K | $108.8M | $111.5M | 2.02% | -11,693 | 2026-06-30 |
| 4 | BOKF | Bok Finl Corp | 770.0K | $106.9M | $97.4M | 1.77% | -- | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 527.3K | $105.5M | $114.1M | 2.07% | +27.6K | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 265.6K | $94.9M | $90.4M | 1.64% | +23.3K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 233.9K | $87.2M | $124.4M | 2.26% | +2.9K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 320.1K | $76.3M | $84.1M | 1.52% | +17.6K | 2026-06-30 |
| 9 | IVV | iShares TR | 101.0K | $75.6M | $78.0M | 1.41% | +11.9K | 2026-06-30 |
| 10 | VUG | Vanguard Index Fds | 871.2K | $75.0M | $77.3M | 1.40% | +806.1K | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 196.7K | $64.4M | $65.9M | 1.20% | +25.2K | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 162.7K | $61.5M | $54.4M | 0.99% | -3,171 | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 73.9K | $55.3M | $57.0M | 1.03% | -9,327 | 2026-06-30 |
| 14 | XOM | Exxon Mobil Corp | 392.1K | $53.6M | $69.7M | 1.26% | +4.2K | 2026-06-30 |
| 15 | XOM | Exxon Mobil Corp | 392.1K | $53.6M | $69.7M | 1.26% | +4.2K | 2026-06-30 |
| 16 | LLY | Eli Lilly & Co | 42.1K | $50.4M | $53.9M | 0.98% | -167 | 2026-06-30 |
| 17 | HD | Home Depot Inc | 133.5K | $47.0M | $42.0M | 0.76% | +10.5K | 2026-06-30 |
| 18 | SPYV | Spdr Series Trust | 767.1K | $46.6M | $48.7M | 0.88% | -- | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 127.7K | $45.1M | $42.9M | 0.78% | +9.3K | 2026-06-30 |
| 20 | QUAL | iShares TR | 201.2K | $44.2M | $45.4M | 0.82% | +24.6K | 2026-06-30 |
| 21 | RDVY | First TR Exchange Traded FD | 504.4K | $40.9M | $40.2M | 0.73% | -218,468 | 2026-06-30 |
| 22 | MU | Micron Technology Inc | 35.1K | $40.5M | $31.4M | 0.57% | -413 | 2026-06-30 |
| 23 | SPYG | Spdr Series Trust | 326.3K | $38.8M | $39.5M | 0.72% | -- | 2026-06-30 |
| 24 | XLK | Select Sector Spdr TR | 202.8K | $38.6M | $37.6M | 0.68% | -13,752 | 2026-06-30 |
| 25 | IJR | iShares TR | 256.3K | $38.0M | $35.3M | 0.64% | +28.2K | 2026-06-30 |
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