ELEVATION POINT WEALTH PARTNERS, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001744349 · DENVER, CO

As of Sep 30, 2025, ELEVATION POINT WEALTH PARTNERS, LLC reported 671 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	89,373	$54.9M	4.72%
MICROSOFT CORP	MSFT	Technology	75,380	$39.0M	3.36%
SPDR GOLD TRUST	GQ9	—	92,377	$32.8M	2.82%
APPLE INC	AAPL	Technology	119,784	$30.5M	2.62%
NVIDIA CORP	NVDA	Technology	158,434	$29.6M	2.54%
BROADCOM INC	AVGO	Technology	76,398	$25.2M	2.17%
ISHARES CORE MSCI EAFE ETF	IEFA	—	288,479	$25.2M	2.16%
FIRST TRUST LOW DURATION OPPORTUNITIES ETF	LMBS	—	449,405	$22.4M	1.92%
STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF	SPAB	—	704,237	8.2M	1.56%
SCHWAB US AGGREGATE BOND ETF	SCHZ	Equity	775,096	8.2M	1.56%
AMAZON.COM INC	AMZN	Equity	80,605	7.7M	1.52%
JPMORGAN CHASE & CO	JPM	Financial Services	55,881	7.6M	1.51%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	199,045	6.7M	1.44%
JPMORGAN INCOME ETF	JPIE	—	357,465	6.6M	1.43%
ISHARES CORE S&P MID-CAP ETF	IJH	—	252,468	6.5M	1.42%
EXTRA SPACE STORAGE INC	EXR	Real Estate	112,710	5.9M	1.37%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	BOND	—	169,176	5.8M	1.36%
MORGAN STANLEY ETF TRUST	—	—	296,471	5.3M	1.32%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	EMXC	—	206,503	3.9M	1.20%
ELI LILLY & CO	LLY	Healthcare	18,189	3.9M	1.19%
META PLATFORMS INC	META	Communication Services	18,760	3.8M	1.18%
ALPHABET INC	GOOGL	Equity	51,806	2.6M	1.08%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	120,762	2.1M	1.04%
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF	SPTL	—	443,762	2.0M	1.03%
VANGUARD LONG-TERM TREASURY INDEX FUND	VGLT	—	201,691	1.5M	0.99%