13F Insight
DOSSIER · 13F-HR · Q2 2026

ELEVATION POINT WEALTH PARTNERS, LLC

$5.4B in tracked AUM across 1,202 positions as of Q2 2026.

EP
CIK 0001744349 · last filed Jun 30, 2026
Total AUM
$5.4B
as of Q2 2026
Holdings
1,202
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ELEVATION POINT WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$170M587K3.1%02
VOO
VANGUARD INDEX FDS
$137M200K2.5%03
GLD
SPDR GOLD TR
$109M295K2.0%04
BOKF
BOK FINL CORP
$107M770K2.0%05
NVDA
NVIDIA CORPORATION
$105M527K2.0%06
GOOGL
ALPHABET INC
$95M266K1.8%07
MSFT
MICROSOFT CORP
$87M234K1.6%08
AMZN
AMAZON COM INC
$76M320K1.4%09
IVV
ISHARES TR
$76M101K1.4%10
VUG
VANGUARD INDEX FDS
$75M871K1.4%

Filing history

2026Q2Jun 30
$5.4B▲ 25.2%
1,202 positionsView →2026Q1Mar 31
$4.3B▲ 107.5%
1,095 positionsView →2025Q4Dec 31
$2.1B▲ 44.7%
719 positionsView →2025Q3Sep 30
$1.4B▲ 12.0%
671 positionsView →2025Q2Jun 30
$1.3B▲ 9.8%
1,499 positionsLocked2025Q1Mar 31
$1.2B▼ 5.8%
537 positionsLocked2024Q4Dec 31
$1.2B▲ 18.9%
561 positionsLocked2024Q3Sep 30
$1.0B▼ 17.5%
548 positionsLocked2024Q2Jun 30
$1.3B▼ 3.1%
575 positionsLocked2024Q1Mar 31
$1.3B▲ 23.9%
532 positionsLocked2023Q4Dec 31
$1.1B▲ 14.4%
495 positionsLocked2023Q3Sep 30
$920M▼ 2.6%
499 positionsLocked
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