13F Insight
DOSSIER · 13F-HR · Q1 2026

ELEVATION POINT WEALTH PARTNERS, LLC

$4.3B in tracked AUM across 1,095 positions as of Q1 2026.

EP
CIK 0001744349 · last filed Mar 31, 2026
Total AUM
$4.3B
as of Q1 2026
Holdings
1,095
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

ELEVATION POINT WEALTH PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$150M590K3.5%02
GLD
SPDR GOLD TR
$132M307K3.1%03
NVDA
NVIDIA CORPORATION
$87M500K2.0%04
MSFT
MICROSOFT CORP
$86M231K2.0%05
VOO
VANGUARD INDEX FDS
$83M139K1.9%06
GOOGL
ALPHABET INC
$70M242K1.6%07
XOM
EXXON MOBIL CORP
$66M388K1.5%08
AMZN
AMAZON COM INC
$63M302K1.5%09
IVV
ISHARES TR
$58M89K1.3%10
AVGO
BROADCOM INC
$51M166K1.2%

Filing history

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 positionsLocked2023Q2Jun 30
$944M▲ 6.0%
479 positionsLocked
Showing 12 of 31