ELEVATION POINT WEALTH PARTNERS, LLC: 13F holdings
CIK 17443492026Q2
| Positions | 1,194 |
|---|
| Reported value | $5.4bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 1,194 (+101 vs prior quarter) |
|---|
| Reported value | $5.4bn (+25.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 587,164 | $169.9m | 3.1% |
| VOO VANGUARD INDEX FDS | 200,052 | $137.4m | 2.5% |
| GLD SPDR GOLD TR | 295,275 | $108.8m | 2.0% |
| BOKF BOK FINL CORP | 770,026 | $106.9m | 2.0% |
| NVDA NVIDIA CORPORATION | 527,328 | $105.5m | 2.0% |
| GOOGL ALPHABET INC | 265,550 | $94.9m | 1.8% |
| MSFT MICROSOFT CORP | 233,876 | $87.2m | 1.6% |
| AMZN AMAZON COM INC | 320,122 | $76.3m | 1.4% |
| IVV ISHARES TR | 100,954 | $75.6m | 1.4% |
| VUG VANGUARD INDEX FDS | 871,237 | $75.0m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1744349")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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