Elevation Point Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed February 3, 2026), Elevation Point Wealth Partners, LLC reported 532 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 14.2% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 5.3%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.1%). Compared with Q4 2023, it opened 78 new positions, sold out of 38, added to 219 and reduced 225. The biggest buy was a new position in SS SPDR P S&P 500 Value ETF (SPYV) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001744349
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0001744349-26-000006 ↗ filed Feb 3, 2026
Holdings Value
Holdings 532 stocks · $1.3B
| AAPL Apple Inc. | 14.15% | 1,077,095 | $184.5M | Add +5.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.25% | 1,366,932 | $68.5M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.15% | 561,155 | $41.0M | New |
| IVV iShares Core S&P 500 ETF | 2.93% | 72,711 | $38.2M | Reduce -31.3% |
| QUS SS SPDR MSCI U Stratfact ETF | 2.28% | 204,465 | $29.8M | New |
| COWZ Pacer US Cash Cows 100 ETF | 2.22% | 498,483 | $29.0M | New |
| MSFT Microsoft Corp. | 1.51% | 46,741 | $19.7M | Add +22.6% |
| GOOGL Alphabet Inc. Class A | 1.50% | 129,578 | $19.6M | Add +25.7% |
| GOOG Alphabet Inc. Class C | 1.23% | 105,138 | $16.0M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.11% | 80,069 | $14.4M | Add +70.1% |
| SHW The Sherwin-Williams Co. | 0.96% | 36,162 | $12.6M | Reduce -12.9% |
| XLK SS Technology Select Sector | 0.95% | 59,550 | $12.4M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 29,069 | $12.2M | Add +58.5% |
| JPIE JPMorgan Income ETF | 0.90% | 256,921 | $11.7M | Add +3.8% |
| BMY Bristol-Myers Squibb Co. | 0.75% | 180,464 | $9.8M | Add +5.4% |
| NEE Nextera Energy Inc. | 0.69% | 141,067 | $9.0M | Add +2.2% |
| CVS CVS Health Corp. | 0.67% | 109,038 | $8.7M | Add +29.1% |
| ORCL Oracle Corp. | 0.65% | 67,192 | $8.4M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 67,209 | $8.1M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.62% | 62,618 | $8.0M | Add +1.4% |
| CMCSA Comcast Corp. Class A | 0.61% | 184,130 | $8.0M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.61% | 16,074 | $8.0M | Add +84.3% |
| DFS Discover Financial Services | 0.61% | 60,376 | $7.9M | Reduce -24.4% |
| NVDA Nvidia Corp. | 0.58% | 8,401 | $7.6M | Add +11.6% |
| C Citigroup Inc. | 0.57% | 118,429 | $7.5M | Reduce -8.3% |
| XLF SS Financial Select Sector | 0.57% | 176,424 | $7.4M | Add +23.9% |
| CSCO Cisco Systems Inc. | 0.56% | 146,589 | $7.3M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.56% | 36,123 | $7.2M | Add +136.1% |
| META Meta Platforms Inc. Class A | 0.55% | 14,894 | $7.2M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.55% | 44,016 | $7.1M | Add +1.0% |
| RTX RTX Corp. | 0.55% | 73,131 | $7.1M | New |
| EMN Eastman Chemical Co. | 0.53% | 69,029 | $6.9M | Reduce -3.5% |
| DG Dollar General Corp. | 0.52% | 43,637 | $6.8M | Add +75.6% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 40,114 | $6.6M | Reduce -3.6% |
| BBY Best Buy Co. Inc. | 0.48% | 76,547 | $6.3M | Add +2.5% |
| XOM Exxon Mobil Corp. | 0.48% | 53,972 | $6.3M | Add +3.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.48% | 137,569 | $6.3M | Add +17.8% |
| EG Everest Group Ltd. | 0.48% | 15,654 | $6.2M | Reduce -2.8% |
| TSN Tyson Foods Inc. Class A | 0.47% | 105,434 | $6.2M | Add +44.2% |
| HAL Halliburton Co. | 0.47% | 155,553 | $6.1M | Add +26.8% |
| GLW Corning Inc. | 0.47% | 184,977 | $6.1M | Add +47.7% |
| BWA Borgwarner Inc. | 0.46% | 174,393 | $6.1M | Add +3.6% |
| SWKS Skyworks Solutions Inc. | 0.45% | 53,904 | $5.8M | Reduce -3.0% |
| FOXA Fox Corp. Class A | 0.45% | 185,567 | $5.8M | Add +19.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 47,066 | $5.8M | Add +39.4% |
| SBAC SBA Communications Corp. | 0.42% | 25,065 | $5.4M | New |
| ICLR Icon PLC | 0.41% | 15,777 | $5.3M | Reduce -5.1% |
| ACN Accenture PLC Class A | 0.41% | 15,264 | $5.3M | Reduce -2.3% |
| FERG Ferguson Jersey Ltd. | 0.40% | 24,007 | $5.2M | Reduce -6.1% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 46,400 | $5.1M | Reduce -27.7% |
| RACE Ferrari NV | 0.39% | 11,756 | $5.1M | Reduce -5.5% |
| XLY SS Consumer Disc Select Sect | 0.39% | 27,810 | $5.1M | Add +6.1% |
| PGR Progressive Corp. | 0.39% | 24,703 | $5.1M | Reduce -4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 11,500 | $5.1M | Add +3.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.39% | 49,173 | $5.1M | Add +8.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.39% | 5,247 | $5.1M | Reduce -5.3% |
| XLV SS Health Care Select Sector | 0.39% | 34,130 | $5.0M | Add +4.3% |
| NSC Norfolk Southern Corp. | 0.39% | 19,749 | $5.0M | Reduce -2.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.38% | 110,478 | $4.9M | New |
| IJH iShares Core S&P Midcap ETF | 0.37% | 79,774 | $4.8M | Reduce -2.3% |
| XLI SS Industrial Select Sector | 0.35% | 36,440 | $4.6M | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 23,955 | $4.6M | Reduce -1.1% |
| AON Aon PLC Class A | 0.35% | 13,562 | $4.5M | Reduce -1.4% |
| CP Canadian Pacific Kansas City | 0.34% | 50,866 | $4.5M | Reduce -4.6% |
| HD Home Depot Inc. | 0.34% | 11,537 | $4.4M | Add +37.4% |
| TCBK Trico Bancshares | 0.34% | 119,820 | $4.4M | Reduce -1.1% |
| NVR NVR Inc. | 0.33% | 536 | $4.3M | No change |
| IWM iShares Russell 2000 ETF | 0.33% | 20,544 | $4.3M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.33% | 23,496 | $4.3M | Add +2.6% |
| GLD SPDR Gold Shares | 0.32% | 20,405 | $4.2M | Add +2.5% |
| SOXX iShares Semiconductor ETF | 0.31% | 17,990 | $4.1M | Reduce -5.9% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 48,052 | $4.1M | Reduce -2.9% |
| V Visa Inc. Class A | 0.30% | 14,050 | $3.9M | Add +0.0% |
| MELI MercadoLibre Inc. | 0.30% | 2,578 | $3.9M | Reduce -22.0% |
| RJF Raymond James Financial Inc. | 0.29% | 29,567 | $3.8M | Add +76.4% |
| ABT Abbott Laboratories | 0.29% | 32,807 | $3.7M | Add +3.5% |
| GS Goldman Sachs Group Inc. | 0.27% | 8,399 | $3.5M | Add +0.0% |
| SPOT Spotify Technology SA | 0.27% | 13,231 | $3.5M | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.27% | 22,051 | $3.5M | Add +4.9% |
| XLC SS Comm Select Sector SPDR | 0.26% | 42,073 | $3.4M | Add +3.1% |
| LLY Eli Lilly & Co. | 0.26% | 4,408 | $3.4M | Add +6.7% |
| IVE iShares S&P 500 Value ETF | 0.26% | 17,988 | $3.4M | Add +808.5% |
| ARKK ARK Innovation ETF | 0.26% | 67,063 | $3.4M | Reduce -2.2% |
| EFV iShares MSCI Eafe Value ETF | 0.26% | 61,703 | $3.4M | Reduce -50.9% |
| TEAM Atlassian Corp. Class A | 0.25% | 16,870 | $3.3M | Reduce -2.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.25% | 47,954 | $3.2M | Add +28.6% |
| CVX Chevron Corp. | 0.25% | 20,439 | $3.2M | Add +89.5% |
| URI United Rentals Inc. | 0.25% | 4,466 | $3.2M | Reduce -13.3% |
| AVGO Broadcom Inc. | 0.24% | 2,372 | $3.1M | Add +1.8% |
| PEP Pepsico Inc. | 0.24% | 17,873 | $3.1M | Add +7.6% |
| DGRO iShares Core Dividend Growth | 0.24% | 53,748 | $3.1M | Reduce -9.9% |
| MRK Merck & Co. Inc. | 0.24% | 23,536 | $3.1M | Add +2.1% |
| BAH Booz Allen Hamilton Holdings | 0.24% | 20,909 | $3.1M | Reduce -3.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.23% | 115,556 | $3.1M | Reduce -4.3% |
| RDVY First Trust Rising Dividend | 0.23% | 54,282 | $3.0M | Add +62.9% |
| EFA iShares MSCI Eafe ETF | 0.23% | 38,017 | $3.0M | Reduce -28.7% |
| IYW iShares Ustechnology ETF | 0.22% | 21,638 | $2.9M | Add +17.7% |
| HSY The Hershey Co. | 0.22% | 14,974 | $2.9M | Add +964.3% |
| STE Steris PLC | 0.22% | 12,905 | $2.9M | Reduce -5.5% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 25,006 | $2.9M | Add +0.0% |
Portfolio Sells Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Reduce -31.3% | 2.93% | −1.87 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.69 |
| IEMG iShares Core MSCI Emerging | Reduce -82.0% | 0.01% | −0.63 |
| RTX CORP (RTX 2.15 05/18/30) | Sold out | 0.00% | −0.62 |
| ACWX iShares MSCI Acwi Ex US ETF | Sold out | 0.00% | −0.55 |
| IWD iShares Russell 1000 Value E | Reduce -95.6% | 0.02% | −0.44 |
| EFV iShares MSCI Eafe Value ETF | Reduce -50.9% | 0.26% | −0.37 |
| MBB iShares MBS ETF | Reduce -51.2% | 0.18% | −0.28 |
| MUB iShares National Muni Bond E | Reduce -75.7% | 0.07% | −0.27 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.27 |
| SHW The Sherwin-Williams Co. | Reduce -12.9% | 0.96% | −0.27 |
| IJR iShares Core S&P Small-Cap E | Reduce -27.7% | 0.39% | −0.27 |
| DFS Discover Financial Services | Reduce -24.4% | 0.61% | −0.25 |
| ESGU iShares ESG Aware MSCI USA | Reduce -64.3% | 0.11% | −0.24 |
| MELI MercadoLibre Inc. | Reduce -22.0% | 0.30% | −0.19 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 0.61% | −0.18 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.17 |
| TCBK Trico Bancshares | Reduce -1.1% | 0.34% | −0.16 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -34.0% | 0.20% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.56% | −0.15 |
| EFA iShares MSCI Eafe ETF | Reduce -28.7% | 0.23% | −0.15 |
| SWKS Skyworks Solutions Inc. | Reduce -3.0% | 0.45% | −0.15 |
| TEAM Atlassian Corp. Class A | Reduce -2.7% | 0.25% | −0.14 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.13 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -73.3% | 0.04% | −0.13 |
| XLE SS Energy Select Sector | Reduce -42.5% | 0.14% | −0.12 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.12 |
| ACN Accenture PLC Class A | Reduce -2.3% | 0.41% | −0.12 |
| NVS Novartis AG-Sponsored ADR | Reduce -29.2% | 0.14% | −0.11 |
| TIP iShares Tips Bond ETF | Reduce -57.6% | 0.06% | −0.11 |
| SHEL Shell PLC-ADR | Reduce -53.9% | 0.07% | −0.11 |
| SAP Sap SE-Sponsored ADR | Reduce -57.3% | 0.08% | −0.11 |
| KR Kroger Co. | Reduce -54.5% | 0.08% | −0.10 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.10 |
| CME Cme Group Inc. | Reduce -20.4% | 0.17% | −0.09 |
| ARKK ARK Innovation ETF | Reduce -2.2% | 0.26% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -33.8% | 0.11% | −0.08 |
| EMN Eastman Chemical Co. | Reduce -3.5% | 0.53% | −0.08 |
| MSI Motorola Solutions Inc. | Reduce -40.9% | 0.09% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.6% | 0.51% | −0.08 |
| NSC Norfolk Southern Corp. | Reduce -2.1% | 0.39% | −0.07 |
| FERG Ferguson Jersey Ltd. | Reduce -6.1% | 0.40% | −0.07 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -9.9% | 0.24% | −0.07 |
| DOW Dow Inc. | Reduce -48.8% | 0.05% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 0.33% | −0.07 |
| EG Everest Group Ltd. | Reduce -2.8% | 0.48% | −0.06 |
| STE Steris PLC | Reduce -5.5% | 0.22% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.3% | 0.37% | −0.06 |
| UNP Union Pacific Corp. | Reduce -66.4% | 0.02% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| SPYV SS SPDR P S&P 500 Value ETF | New | 5.25% | +5.25 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 3.15% | +3.15 |
| QUS SS SPDR MSCI U Stratfact ETF | New | 2.28% | +2.28 |
| COWZ Pacer US Cash Cows 100 ETF | New | 2.22% | +2.22 |
| RTX RTX Corp. | New | 0.55% | +0.55 |
| AMZN Amazon.com Inc. | Add +70.1% | 1.11% | +0.43 |
| SBAC SBA Communications Corp. | New | 0.42% | +0.42 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.38% | +0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +58.5% | 0.94% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +136.1% | 0.56% | +0.31 |
| NVDA Nvidia Corp. | Add +11.6% | 0.58% | +0.23 |
| IVE iShares S&P 500 Value ETF | Add +808.5% | 0.26% | +0.23 |
| DG Dollar General Corp. | Add +75.6% | 0.52% | +0.20 |
| HSY The Hershey Co. | Add +964.3% | 0.22% | +0.20 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.18% | +0.18 |
| UNH Unitedhealth Group Inc. | Add +84.3% | 0.61% | +0.17 |
| DIS The Walt Disney Co. | Add +39.4% | 0.44% | +0.15 |
| DAL Delta Air Lines Inc. | New | 0.15% | +0.15 |
| MSFT Microsoft Corp. | Add +22.6% | 1.51% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +25.7% | 1.50% | +0.13 |
| MNDY Monday.com Ltd. | New | 0.12% | +0.12 |
| RJF Raymond James Financial Inc. | Add +76.4% | 0.29% | +0.11 |
| GLW Corning Inc. | Add +47.7% | 0.47% | +0.11 |
| TSN Tyson Foods Inc. Class A | Add +44.2% | 0.47% | +0.10 |
| CVX Chevron Corp. | Add +89.5% | 0.25% | +0.09 |
| TGT Target Corp. | Add +170.7% | 0.14% | +0.09 |
| COR Cencora Inc. | New | 0.09% | +0.09 |
| KDP Keurig Dr Pepper Inc. | Add +163.6% | 0.17% | +0.08 |
| AKAM Akamai Technologies Inc. | Add +285.8% | 0.13% | +0.08 |
| VLO Valero Energy Corp. | New | 0.07% | +0.07 |
| RDVY First Trust Rising Dividend | Add +62.9% | 0.23% | +0.07 |
| MU Micron Technology Inc. | Add +60.4% | 0.16% | +0.07 |
| FANG Diamondback Energy Inc. | New | 0.07% | +0.07 |
| SLB SLB Ltd. | Add +106.1% | 0.16% | +0.07 |
| DV Doubleverify Holdings Inc. | New | 0.06% | +0.06 |
| HD Home Depot Inc. | Add +37.4% | 0.34% | +0.06 |
| XLF SS Financial Select Sector | Add +23.9% | 0.57% | +0.06 |
| MO Altria Group Inc. | Add +132.5% | 0.11% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +86.7% | 0.15% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.05% | +0.05 |
| HAL Halliburton Co. | Add +26.8% | 0.47% | +0.05 |
| DT Dynatrace Inc. | New | 0.04% | +0.04 |
| SNA Snap-on Inc. | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| EPAM Epam Systems Inc. | Add +122.5% | 0.10% | +0.04 |
| BRKR Bruker Corp. | Add +103.0% | 0.08% | +0.04 |
| COST Costco Wholesale Corp. | Add +210.5% | 0.06% | +0.04 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +24.2% | 0.19% | +0.04 |
| MS Morgan Stanley | Add +141.0% | 0.08% | +0.04 |
Options Activity Q4 2023 → Q1 2024
| AAPL Apple Inc. | call | Sold out | 2,600 | $300Kbefore exit |
| EEM iShares MSCI Emerging Market | call | Sold out | 18,500 | $185before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,180 | $5.4B | AAPL, VOO, GLD, BOKF, NVDA |
| Q1 2026 | 1,088 | $4.2B | AAPL, GLD, NVDA, MSFT, VOO |
| Q4 2025 | 719 | $2.1B | VOO, GLD, AAPL, MSFT, NVDA |
| Q3 2025 | 671 | $1.4B | VOO, MSFT, GLD, AAPL, NVDA |
| Q2 2025Amended | 1,486 | $1.3B | AAPL, SPYV, QUS, SPYG, COWZ |
| Q1 2025Amended | 527 | $1.2B | AAPL, SPYV, SPYG, QUS, IVV |
| Q4 2024Amended | 537 | $1.2B | AAPL, SPYV, SPYG, IVV, QUS |
| Q3 2024Amended | 530 | $1.0B | AAPL, IVV, MSFT, GOOGL, JPIE |
| Q2 2024Amended | 531 | $1.3B | AAPL, SPYV, SPYG, IVV, QUS |
| Q1 2024Amended | 532 | $1.3B | AAPL, SPYV, SPYG, IVV, QUS |