Elevation Point Wealth Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed February 3, 2026), Elevation Point Wealth Partners, LLC reported 530 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 18.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.4%) and Microsoft (MSFT, 1.5%). Compared with Q2 2024, it opened 68 new positions, sold out of 69, added to 129 and reduced 321. The biggest buy was iShares MSCI Emr MRK Ex Chna (EMXC, shares +432%) and the biggest sale an exit from SS SPDR P S&P 500 Value ETF (SPYV).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001744349
- Portfolio Value
- $1.0B (Q3 2024)
- SEC Filing
- 0001744349-26-000004 ↗ filed Feb 3, 2026
Holdings Value
Holdings 530 stocks · $1.0B
| AAPL Apple Inc. | 18.24% | 815,114 | $189.9M | Reduce -12.9% |
| IVV iShares Core S&P 500 ETF | 3.42% | 61,792 | $35.6M | Reduce -4.3% |
| MSFT Microsoft Corp. | 1.50% | 36,370 | $15.7M | Reduce -21.3% |
| GOOGL Alphabet Inc. Class A | 1.39% | 87,323 | $14.5M | Reduce -27.4% |
| JPIE JPMorgan Income ETF | 1.27% | 284,241 | $13.2M | Add +6.5% |
| XLK SS Technology Select Sector | 1.21% | 55,664 | $12.6M | Add +9.2% |
| GOOG Alphabet Inc. Class C | 1.18% | 73,464 | $12.3M | Reduce -10.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.07% | 181,629 | $11.1M | Add +432.0% |
| NVDA Nvidia Corp. | 0.89% | 76,042 | $9.2M | Reduce -15.6% |
| VYM Vanguard High DVD Yield ETF | 0.82% | 66,893 | $8.6M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.78% | 43,841 | $8.2M | Reduce -46.3% |
| META Meta Platforms Inc. Class A | 0.76% | 13,756 | $7.9M | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 0.72% | 12,784 | $7.5M | Reduce -37.0% |
| PG The Procter & Gamble Co. | 0.70% | 41,855 | $7.2M | Reduce -0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.68% | 150,775 | $7.1M | Add +12.7% |
| MRK Merck & Co. Inc. | 0.67% | 61,113 | $6.9M | Add +189.3% |
| SPOT Spotify Technology SA | 0.66% | 18,643 | $6.9M | Add +3.5% |
| AVGO Broadcom Inc. | 0.64% | 38,874 | $6.7M | Add +65.5% |
| QUAL iShares MSCI USA Quality Fac | 0.64% | 37,381 | $6.7M | Reduce -5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 14,295 | $6.6M | Reduce -51.9% |
| XLF SS Financial Select Sector | 0.63% | 144,913 | $6.6M | Reduce -14.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.62% | 60,334 | $6.5M | Reduce -7.1% |
| CMCSA Comcast Corp. Class A | 0.62% | 154,050 | $6.4M | Reduce -7.8% |
| XOM Exxon Mobil Corp. | 0.61% | 54,099 | $6.3M | Reduce -0.5% |
| DFS Discover Financial Services | 0.60% | 44,485 | $6.2M | Reduce -5.6% |
| IVW iShares S&P 500 Growth ETF | 0.59% | 64,439 | $6.2M | Reduce -8.2% |
| PGR Progressive Corp. | 0.59% | 24,019 | $6.1M | Add +4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.57% | 34,233 | $5.9M | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.57% | 111,461 | $5.9M | Reduce -12.8% |
| CVS CVS Health Corp. | 0.57% | 93,578 | $5.9M | Reduce -11.1% |
| ACN Accenture PLC Class A | 0.56% | 16,402 | $5.8M | Reduce -19.1% |
| AES AES Corp. | 0.52% | 271,500 | $5.4M | Add +4.0% |
| HON Honeywell International Inc. | 0.52% | 26,240 | $5.4M | Add +461.6% |
| IJR iShares Core S&P Small-Cap E | 0.52% | 46,100 | $5.4M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.51% | 27,038 | $5.3M | Reduce -4.2% |
| C Citigroup Inc. | 0.51% | 84,504 | $5.3M | Reduce -17.3% |
| NVR NVR Inc. | 0.51% | 536 | $5.3M | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.50% | 106,121 | $5.2M | Reduce -1.4% |
| NKE Nike Inc. Class B | 0.50% | 58,957 | $5.2M | Add +558.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 10,334 | $5.0M | Reduce -6.7% |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 86,554 | $5.0M | Add +113.0% |
| CRM Salesforce Inc. | 0.48% | 18,190 | $5.0M | New |
| TCBK Trico Bancshares | 0.48% | 116,440 | $5.0M | Reduce -1.8% |
| XLV SS Health Care Select Sector | 0.48% | 32,158 | $5.0M | Reduce -5.9% |
| NSC Norfolk Southern Corp. | 0.47% | 19,879 | $4.9M | Reduce -0.4% |
| BWA Borgwarner Inc. | 0.47% | 134,275 | $4.9M | Reduce -11.7% |
| XLY SS Consumer Disc Select Sect | 0.47% | 24,280 | $4.9M | Reduce -13.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.46% | 40,433 | $4.8M | Reduce -5.0% |
| PPG PPG Industries Inc. | 0.46% | 36,207 | $4.8M | New |
| GLD SPDR Gold Shares | 0.46% | 19,500 | $4.7M | Reduce -5.9% |
| SBAC SBA Communications Corp. | 0.45% | 19,549 | $4.7M | Reduce -12.4% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 74,510 | $4.6M | Reduce -4.6% |
| EG Everest Group Ltd. | 0.44% | 11,808 | $4.6M | Reduce -13.2% |
| DG Dollar General Corp. | 0.44% | 54,449 | $4.6M | Add +40.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 20,800 | $4.6M | Reduce -11.2% |
| TSN Tyson Foods Inc. Class A | 0.44% | 76,140 | $4.5M | Reduce -16.4% |
| PARAA Paramount Global Class B | 0.43% | 425,822 | $4.5M | New |
| SWKS Skyworks Solutions Inc. | 0.43% | 44,980 | $4.4M | Reduce -2.4% |
| HAL Halliburton Co. | 0.41% | 147,365 | $4.3M | Add +8.3% |
| IWM iShares Russell 2000 ETF | 0.40% | 18,691 | $4.1M | Add +0.8% |
| SHW The Sherwin-Williams Co. | 0.39% | 10,616 | $4.1M | Reduce -70.7% |
| SOXX iShares Semiconductor ETF | 0.39% | 17,423 | $4.0M | Reduce -8.2% |
| HD Home Depot Inc. | 0.38% | 9,729 | $3.9M | Reduce -11.3% |
| AON Aon PLC Class A | 0.38% | 11,339 | $3.9M | Add +2.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.36% | 47,815 | $3.7M | Reduce -6.3% |
| ARKK ARK Innovation ETF | 0.35% | 75,774 | $3.6M | Add +9.4% |
| LLY Eli Lilly & Co. | 0.34% | 4,030 | $3.6M | Reduce -4.5% |
| BAH Booz Allen Hamilton Holdings | 0.34% | 21,729 | $3.5M | Add +6.4% |
| ICLR Icon PLC | 0.33% | 12,135 | $3.5M | Reduce -7.5% |
| DGRO iShares Core Dividend Growth | 0.33% | 55,162 | $3.5M | Add +2.7% |
| RJF Raymond James Financial Inc. | 0.33% | 28,102 | $3.4M | Reduce -2.8% |
| RDVY First Trust Rising Dividend | 0.32% | 57,114 | $3.4M | Add +5.9% |
| XLI SS Industrial Select Sector | 0.32% | 24,771 | $3.4M | Reduce -28.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 34,793 | $3.3M | Reduce -20.4% |
| EFA iShares MSCI Eafe ETF | 0.32% | 39,410 | $3.3M | Add +1.2% |
| IVE iShares S&P 500 Value ETF | 0.32% | 16,698 | $3.3M | Reduce -1.1% |
| RACE Ferrari NV | 0.31% | 6,865 | $3.2M | Reduce -10.9% |
| JPM JPMorgan Chase & Co. | 0.31% | 15,141 | $3.2M | Reduce -57.7% |
| TMUS T-Mobile US Inc. | 0.30% | 15,169 | $3.1M | Reduce -4.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 39,590 | $3.1M | Add +0.7% |
| JNJ Johnson & Johnson | 0.29% | 18,424 | $3.0M | Reduce -16.8% |
| V Visa Inc. Class A | 0.28% | 10,642 | $2.9M | Reduce -16.9% |
| PEP Pepsico Inc. | 0.28% | 16,984 | $2.9M | Add +5.3% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 54,598 | $2.8M | Reduce -66.8% |
| XLC SS Comm Select Sector SPDR | 0.27% | 31,234 | $2.8M | Reduce -21.1% |
| HSY The Hershey Co. | 0.26% | 14,247 | $2.7M | Reduce -2.2% |
| ABT Abbott Laboratories | 0.26% | 23,653 | $2.7M | Reduce -1.7% |
| FERG Ferguson Enterprises Inc. | 0.26% | 13,562 | $2.7M | Reduce -32.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 5,431 | $2.7M | Reduce -33.6% |
| TSLA Tesla Inc. | 0.26% | 10,270 | $2.7M | Add +5.8% |
| ADI Analog Devices Inc. | 0.26% | 11,597 | $2.7M | Reduce -4.1% |
| ORCL Oracle Corp. | 0.26% | 15,633 | $2.7M | Add +27.5% |
| CP Canadian Pacific Kansas City | 0.25% | 30,885 | $2.6M | Reduce -8.0% |
| MBB iShares MBS ETF | 0.25% | 27,207 | $2.6M | Reduce -5.0% |
| HTGC Hercules Capital Inc. | 0.25% | 132,075 | $2.6M | Reduce -7.4% |
| IYW iShares Ustechnology ETF | 0.25% | 16,867 | $2.6M | Reduce -14.0% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 22,167 | $2.5M | Add +29.5% |
| APP AppLovin Corp. Class A | 0.24% | 19,310 | $2.5M | Reduce -7.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.24% | 83,202 | $2.5M | Reduce -6.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 2,862 | $2.4M | Reduce -11.9% |
Options reported separately and not counted above: NVDA calls ($223K), QQQ calls ($144K), MSFT calls ($39K), IWM calls ($39K), UNH calls ($25K), META calls ($18K), RELX calls ($10K), AAPL puts ($6K), GE calls ($5K), TSLA puts ($5K), KGC calls ($3K), EA calls ($3K), and 1 more.
Portfolio Sells Q2 2024 → Q3 2024
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −5.31 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −3.66 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −2.53 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −2.22 |
| GLW Corning Inc. | Sold out | 0.00% | −0.52 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.49 |
| SHW The Sherwin-Williams Co. | Reduce -70.7% | 0.39% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -46.3% | 0.78% | −0.46 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.46 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.44 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -27.4% | 1.39% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -51.9% | 0.63% | −0.33 |
| BMY Bristol-Myers Squibb Co. | Reduce -66.8% | 0.27% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -57.7% | 0.31% | −0.27 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -21.3% | 1.50% | −0.13 |
| CBOE Cboe Global Markets Inc. | Reduce -88.7% | 0.03% | −0.13 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.13 |
| SHEL Shell PLC-ADR | Reduce -63.5% | 0.08% | −0.11 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -37.0% | 0.72% | −0.10 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Reduce -46.1% | 0.16% | −0.10 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -50.3% | 0.15% | −0.08 |
| URI United Rentals Inc. | Reduce -58.9% | 0.13% | −0.08 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.07 |
| TEAM Atlassian Corp. Class A | Reduce -45.0% | 0.11% | −0.07 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.06 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.06 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -59.9% | 0.05% | −0.06 |
| SBUX Starbucks Corp. | Reduce -58.0% | 0.09% | −0.05 |
| FERG Ferguson Enterprises Inc. | Reduce -32.1% | 0.26% | −0.05 |
| ASX Ase Technology Holding -ADR | Sold out | 0.00% | −0.05 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -65.8% | 0.03% | −0.04 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.04 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.04 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.04 |
| MCK McKesson Corp. | Reduce -36.9% | 0.07% | −0.04 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.04 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -47.3% | 0.09% | −0.04 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.04 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.04 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -33.6% | 0.26% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -11.9% | 0.23% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -46.1% | 0.08% | −0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| EMXC iShares MSCI Emr MRK Ex Chna | Add +432.0% | 1.07% | +0.91 |
| CRM Salesforce Inc. | New | 0.48% | +0.48 |
| PPG PPG Industries Inc. | New | 0.46% | +0.46 |
| MRK Merck & Co. Inc. | Add +189.3% | 0.67% | +0.46 |
| NKE Nike Inc. Class B | Add +558.8% | 0.50% | +0.45 |
| HON Honeywell International Inc. | Add +461.6% | 0.52% | +0.44 |
| PARAA Paramount Global Class B | New | 0.43% | +0.43 |
| AVGO Broadcom Inc. | Add +65.5% | 0.64% | +0.35 |
| EFV iShares MSCI Eafe Value ETF | Add +113.0% | 0.48% | +0.31 |
| JPIE JPMorgan Income ETF | Add +6.5% | 1.27% | +0.31 |
| XLK SS Technology Select Sector | Add +9.2% | 1.21% | +0.29 |
| SE Sea Ltd.-ADR | New | 0.22% | +0.22 |
| SPOT Spotify Technology SA | Add +3.5% | 0.66% | +0.21 |
| PGR Progressive Corp. | Add +4.5% | 0.59% | +0.21 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +12.7% | 0.68% | +0.20 |
| AES AES Corp. | Add +4.0% | 0.52% | +0.16 |
| GFL GFL Environmental Inc.-Sub VT | Add +101.6% | 0.21% | +0.13 |
| ORCL Oracle Corp. | Add +27.5% | 0.26% | +0.12 |
| AON Aon PLC Class A | Add +2.1% | 0.38% | +0.12 |
| DOW Dow Inc. | New | 0.12% | +0.12 |
| LULU Lululemon Athletica Inc. | New | 0.12% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 0.57% | +0.11 |
| TSLA Tesla Inc. | Add +5.8% | 0.26% | +0.11 |
| ARKK ARK Innovation ETF | Add +9.4% | 0.35% | +0.10 |
| NVS Novartis AG-Sponsored ADR | Add +29.5% | 0.24% | +0.10 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 0.40% | +0.10 |
| MRSH Marsh & McLennan Cos | Add +72.7% | 0.18% | +0.10 |
| CW Curtiss-Wright Corp. | New | 0.09% | +0.09 |
| RDVY First Trust Rising Dividend | Add +5.9% | 0.32% | +0.09 |
| BAH Booz Allen Hamilton Holdings | Add +6.4% | 0.34% | +0.09 |
| USFD US Foods Holding Corp. | Add +94.8% | 0.14% | +0.09 |
| DGRO iShares Core Dividend Growth | Add +2.7% | 0.33% | +0.09 |
| GSK GSK PLC-Spon ADR | Add +104.6% | 0.14% | +0.08 |
| MCD McDonald's Corp. | Add +52.4% | 0.15% | +0.08 |
| HALO Halozyme Therapeutics Inc. | New | 0.08% | +0.08 |
| NWG Natwest Group PLC -Spon ADR | Add +500.3% | 0.09% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +1.2% | 0.32% | +0.07 |
| ADP Automatic Data Processing | Add +8.2% | 0.21% | +0.07 |
| CPNG Coupang Inc. | Add +11.7% | 0.19% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.7% | 0.30% | +0.07 |
| ONTO Onto Innovation Inc. | Add +183.0% | 0.10% | +0.07 |
| PEP Pepsico Inc. | Add +5.3% | 0.28% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | New | 0.06% | +0.06 |
| CME Cme Group Inc. | Add +4.1% | 0.21% | +0.06 |
| CUBE Cubesmart | Add +15.5% | 0.14% | +0.06 |
| VGT Vanguard Info Tech ETF | New | 0.06% | +0.06 |
| SYY Sysco Corp. | New | 0.06% | +0.06 |
| ALAB Astera Labs Inc. | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +33.1% | 0.12% | +0.05 |
| CPRT Copart Inc. | Add +13.1% | 0.22% | +0.05 |
Options Activity Q2 2024 → Q3 2024
| RELX Relx PLC - Spon ADR | call | New | 5,000 | $10K |
| AAPL Apple Inc. | put | New | 22,800 | $6K |
| GE General Electric | call | New | 100 | $5K |
| CRM Salesforce Inc. | call | Sold out | 100 | $5Kbefore exit |
| URI United Rentals Inc. | call | Sold out | 100 | $4Kbefore exit |
| KGC Kinross Gold Corp. | call | New | 5,000 | $3K |
| EA Electronic Arts Inc. | call | New | 100 | $3K |
| CMCSA Comcast Corp. Class A | put | Sold out | 10,000 | $2Kbefore exit |
| ENV Envestnet Inc. | call | Sold out | 200 | $365before exit |
| MS Morgan Stanley | call | Sold out | 100 | $152before exit |
| LSCC Lattice Semiconductor Corp. | call | Sold out | 300 | $138before exit |
| QNST Quinstreet Inc. | call | New | 200 | $130 |
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 |