ELEVATION POINT WEALTH PARTNERS, LLC
1,094 holdingsFiling period: 2026-03-31Current AUM: $4.79Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 590.0K | $149.7M | $182.3M | 3.80% | +340.9K | 2026-03-31 |
| 2 | GLD | SPDR GOLD TR | 307.0K | $132.1M | $114.1M | 2.38% | +107.8K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 499.7K | $87.2M | $100.3M | 2.09% | +277.9K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 231.0K | $85.5M | $107.3M | 2.24% | +108.1K | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 139.3K | $83.2M | $95.6M | 2.00% | +10.2K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 242.2K | $69.6M | $86.3M | 1.80% | +165.2K | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 387.9K | $65.8M | $60.3M | 1.26% | +119.8K | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 387.9K | $65.8M | $60.3M | 1.26% | +119.8K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 302.5K | $63.0M | $82.1M | 1.71% | +147.2K | 2026-03-31 |
| 10 | IVV | ISHARES TR | 89.1K | $58.2M | $66.8M | 1.39% | +74.3K | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 165.9K | $51.3M | $64.6M | 1.35% | +86.9K | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 83.2K | $51.0M | $58.6M | 1.22% | +53.2K | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 171.5K | $50.5M | $60.3M | 1.26% | +84.0K | 2026-03-31 |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | 722.8K | $49.4M | $58.6M | 1.22% | +678.2K | 2026-03-31 |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | 1.04M | $41.0M | $45.5M | 0.95% | +1.03M | 2026-03-31 |
| 16 | HD | HOME DEPOT INC | 122.9K | $40.4M | $40.8M | 0.85% | +102.1K | 2026-03-31 |
| 17 | EPD | ENTERPRISE PRODS PARTNERS L | 1.03M | $39.1M | $39.3M | 0.82% | +13.1K | 2026-03-31 |
| 18 | LLY | ELI LILLY & CO | 42.2K | $38.8M | $48.5M | 1.01% | +21.7K | 2026-03-31 |
| 19 | JAVA | J P MORGAN EXCHANGE TRADED F | 495.7K | $35.6M | $40.4M | 0.84% | -- | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 118.3K | $33.9M | $42.2M | 0.88% | +87.3K | 2026-03-31 |
| 21 | QUAL | ISHARES TR | 176.6K | $33.9M | $38.7M | 0.81% | +128.1K | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 59.3K | $33.9M | $32.9M | 0.69% | +31.9K | 2026-03-31 |
| 23 | VCIT | VANGUARD SCOTTSDALE FDS | 405.3K | $33.5M | $32.9M | 0.69% | +81.4K | 2026-03-31 |
| 24 | IEFA | ISHARES TR | 368.9K | $33.4M | $36.2M | 0.76% | +55.0K | 2026-03-31 |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | 232.9K | $32.2M | $36.3M | 0.76% | +231.4K | 2026-03-31 |
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