Elevation Point Wealth Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2026), Elevation Point Wealth Partners, LLC reported 537 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 14.0% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 5.6%) and SS SPDR P S&P 500 Growth ETF (SPYG, 4.3%). Compared with Q3 2024, it opened 74 new positions, sold out of 67, added to 188 and reduced 261. The biggest buy was a new position in SS SPDR P S&P 500 Value ETF (SPYV) and the biggest sale Apple (AAPL, shares −15%).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001744349
Portfolio Value
$1.2B (Q4 2024)
SEC Filing
0001744349-26-000003 ↗ filed Feb 3, 2026

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.2B $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $4.2B Q1 2026 Q2 2026: $5.4B Q2 2026

Holdings 537 stocks · $1.2B
AAPL Apple Inc. 13.99% 691,646 $173.2M Reduce -15.2%
SPYV SS SPDR P S&P 500 Value ETF 5.65% 1,366,875 $69.9M New
SPYG SS SPDR P S&P 500 Growth ETF 4.27% 601,776 $52.9M New
IVV iShares Core S&P 500 ETF 3.29% 69,230 $40.8M Add +12.0%
QUS SS SPDR MSCI U Stratfact ETF 3.01% 240,752 $37.3M New
COWZ Pacer US Cash Cows 100 ETF 2.50% 547,042 $30.9M New
GOOGL Alphabet Inc. Class A 1.72% 112,775 $21.3M Add +29.1%
MSFT Microsoft Corp. 1.44% 42,328 $17.8M Add +16.4%
AMZN Amazon.com Inc. 1.31% 73,963 $16.2M Add +68.7%
GOOG Alphabet Inc. Class C 1.15% 74,535 $14.2M Add +1.5%
JPIE JPMorgan Income ETF 1.13% 306,467 $14.0M Add +7.8%
NVDA Nvidia Corp. 0.97% 89,081 $12.0M Add +17.1%
BIDD iShares International Divide 0.96% 479,436 $11.8M New
BRK.B Berkshire Hathaway Inc. Class B 0.95% 25,832 $11.7M Add +80.7%
EMXC iShares MSCI Emr MRK Ex Chna 0.85% 190,557 $10.6M Add +4.9%
UNH Unitedhealth Group Inc. 0.85% 20,850 $10.5M Add +63.1%
XLK SS Technology Select Sector 0.82% 43,543 $10.1M Reduce -21.8%
VYM Vanguard High DVD Yield ETF 0.71% 68,946 $8.8M Add +3.1%
JPM JPMorgan Chase & Co. 0.71% 36,582 $8.8M Add +141.6%
EVTR Eaton Vance Total Return 0.69% 171,546 $8.6M New
AVGO Broadcom Inc. 0.68% 36,341 $8.4M Reduce -6.5%
SPOT Spotify Technology SA 0.64% 17,789 $8.0M Reduce -4.6%
META Meta Platforms Inc. Class A 0.62% 13,124 $7.7M Reduce -4.6%
PG The Procter & Gamble Co. 0.61% 44,694 $7.5M Add +6.8%
TSM Taiwan Semiconductor-SP ADR 0.57% 35,709 $7.1M Add +4.3%
EFV iShares MSCI Eafe Value ETF 0.49% 114,862 $6.0M Add +32.7%
XOM Exxon Mobil Corp. 0.47% 54,060 $5.8M Reduce -0.1%
IVW iShares S&P 500 Growth ETF 0.47% 57,112 $5.8M Reduce -11.4%
QUAL iShares MSCI USA Quality Fac 0.47% 32,466 $5.8M Reduce -13.2%
PGR Progressive Corp. 0.47% 24,036 $5.8M Add +0.1%
XLF SS Financial Select Sector 0.46% 116,786 $5.6M Reduce -19.4%
EFG iShares MSCI Eafe Growth ETF 0.45% 57,932 $5.6M Reduce -4.0%
IJR iShares Core S&P Small-Cap E 0.45% 47,852 $5.5M Add +3.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.44% 119,275 $5.4M Reduce -20.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 48,239 $5.4M Add +38.6%
CRM Salesforce Inc. 0.43% 15,946 $5.3M Reduce -12.3%
TSLA Tesla Inc. 0.42% 12,924 $5.2M Add +25.8%
NEE Nextera Energy Inc. 0.41% 71,348 $5.1M Add +200.0%
ABBV Abbvie Inc. 0.41% 28,552 $5.1M Add +5.6%
QQQ Invesco QQQ Trust Series 1 0.41% 9,921 $5.1M Reduce -4.0%
MRSH Marsh & McLennan Cos 0.40% 23,551 $5.0M Add +186.6%
GLD SPDR Gold Shares 0.40% 20,342 $4.9M Add +4.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.39% 22,033 $4.8M Add +5.9%
MRK Merck & Co. Inc. 0.39% 48,070 $4.8M Reduce -21.3%
HD Home Depot Inc. 0.38% 12,219 $4.8M Add +25.6%
CMCSA Comcast Corp. Class A 0.38% 125,338 $4.7M Reduce -18.6%
IJH iShares Core S&P Midcap ETF 0.37% 74,316 $4.6M Reduce -0.3%
NSC Norfolk Southern Corp. 0.37% 19,719 $4.6M Reduce -0.8%
C Citigroup Inc. 0.37% 64,980 $4.6M Reduce -23.1%
ACN Accenture PLC Class A 0.37% 12,997 $4.6M Reduce -20.8%
IWM iShares Russell 2000 ETF 0.37% 20,530 $4.5M Add +9.8%
EG Everest Group Ltd. 0.36% 12,388 $4.5M Add +4.9%
DGRO iShares Core Dividend Growth 0.36% 71,758 $4.4M Add +30.1%
NVR NVR Inc. 0.35% 536 $4.4M No change
DYNF Ishrs US E F R A ETF-Usd Inc. 0.35% 84,106 $4.3M Reduce -20.8%
V Visa Inc. Class A 0.34% 13,292 $4.2M Add +24.9%
IEFA iShares Core MSCI Eafe ETF 0.34% 59,708 $4.2M Add +50.8%
SOXX iShares Semiconductor ETF 0.33% 19,006 $4.1M Add +9.1%
NFLX Netflix Inc. 0.33% 4,576 $4.1M Add +40.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.33% 105,721 $4.1M Add +166.3%
SAP Sap SE-Sponsored ADR 0.33% 16,367 $4.0M Add +208.2%
ARKK ARK Innovation ETF 0.32% 68,818 $3.9M Reduce -9.2%
APP AppLovin Corp. Class A 0.31% 11,685 $3.8M Reduce -39.5%
XLV SS Health Care Select Sector 0.30% 27,445 $3.8M Reduce -14.7%
RDVY First Trust Rising Dividend 0.29% 61,198 $3.6M Add +7.2%
DAL Delta Air Lines Inc. 0.29% 59,392 $3.6M New
LRCX Lam Research Corp. 0.29% 49,562 $3.6M New
TGT Target Corp. 0.28% 25,816 $3.5M Add +358.7%
NOC Northrop Grumman Corp. 0.28% 7,351 $3.4M Add +1284.4%
PARAA Paramount Global Class B 0.28% 328,939 $3.4M Reduce -22.8%
PPG PPG Industries Inc. 0.28% 28,689 $3.4M Reduce -20.8%
GS Goldman Sachs Group Inc. 0.28% 5,960 $3.4M Add +9.7%
AON Aon PLC Class A 0.27% 9,450 $3.4M Reduce -16.7%
XLC SS Comm Select Sector SPDR 0.27% 34,796 $3.4M Add +11.4%
TSN Tyson Foods Inc. Class A 0.27% 58,631 $3.4M Reduce -23.0%
QCOM Qualcomm Inc. 0.26% 20,909 $3.2M Add +175.1%
ORCL Oracle Corp. 0.26% 19,112 $3.2M Add +22.3%
EFA iShares MSCI Eafe ETF 0.25% 41,621 $3.1M Add +5.6%
BMY Bristol-Myers Squibb Co. 0.25% 55,130 $3.1M Add +1.0%
LLY Eli Lilly & Co. 0.25% 4,030 $3.1M No change
CVX Chevron Corp. 0.25% 21,463 $3.1M Add +94.8%
XLY SS Consumer Disc Select Sect 0.25% 13,847 $3.1M Reduce -43.0%
TMUS T-Mobile US Inc. 0.25% 14,016 $3.1M Reduce -7.6%
SE Sea Ltd.-ADR 0.25% 28,677 $3.0M Add +16.8%
HTGC Hercules Capital Inc. 0.24% 147,542 $3.0M Add +11.7%
AZN Astrazeneca PLC-Spons ADR 0.24% 44,653 $2.9M Reduce -6.6%
NXPI NXP Semiconductors NV 0.24% 14,056 $2.9M Add +141.0%
RJF Raymond James Financial Inc. 0.23% 18,687 $2.9M Reduce -33.5%
NVO Novo-Nordisk A/S-Spons ADR 0.23% 33,708 $2.9M Reduce -16.6%
IVE iShares S&P 500 Value ETF 0.23% 14,994 $2.9M Reduce -10.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 4,817 $2.8M Add +36.5%
ABT Abbott Laboratories 0.23% 24,915 $2.8M Add +5.3%
ASML ASML Holding NV-NY Reg SHS 0.22% 3,960 $2.7M Add +38.4%
XLI SS Industrial Select Sector 0.22% 20,381 $2.7M Reduce -17.7%
JNJ Johnson & Johnson 0.21% 18,372 $2.7M Reduce -0.3%
BAH Booz Allen Hamilton Holdings 0.21% 20,643 $2.7M Reduce -5.0%
ITOT iShares Core S&P Total U.S. 0.20% 19,617 $2.5M Add +62.5%
CPRT Copart Inc. 0.20% 43,248 $2.5M Add +0.1%
GFL GFL Environmental Inc.-Sub VT 0.20% 55,657 $2.5M Reduce -0.3%
AMAT Applied Materials Inc. 0.20% 15,049 $2.4M Add +335.4%

Show all 537 holdings

Options reported separately and not counted above: NVDA calls ($263K), QQQ calls ($65K), MSFT calls ($37K), IWM calls ($28K), META calls ($18K), UNH calls ($14K), PGR puts ($8K), GE calls ($3K), EA calls ($3K), UNG calls ($3K), BAC puts ($3K), QCOM puts ($2K), and 7 more.

Portfolio Sells Q3 2024 → Q4 2024
AAPL Apple Inc. Reduce -15.2% 13.99% −4.25
CVS CVS Health Corp. Reduce -93.7% 0.02% −0.54
DFS Discover Financial Services Reduce -88.6% 0.07% −0.53
CSCO Cisco Systems Inc. Reduce -87.5% 0.07% −0.50
AES AES Corp. Reduce -91.2% 0.02% −0.50
DG Dollar General Corp. Sold out 0.00% −0.44
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.43
HAL Halliburton Co. Sold out 0.00% −0.41
HON Honeywell International Inc. Reduce -72.9% 0.13% −0.39
XLK SS Technology Select Sector Reduce -21.8% 0.82% −0.39
TCBK Trico Bancshares Reduce -72.1% 0.11% −0.36
NKE Nike Inc. Class B Reduce -48.9% 0.18% −0.32
BWA Borgwarner Inc. Reduce -54.1% 0.16% −0.31
SBAC SBA Communications Corp. Reduce -53.4% 0.15% −0.30
MRK Merck & Co. Inc. Reduce -21.3% 0.39% −0.28
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -20.9% 0.44% −0.25
CMCSA Comcast Corp. Class A Reduce -18.6% 0.38% −0.24
SHW The Sherwin-Williams Co. Reduce -47.2% 0.15% −0.24
NVO Novo-Nordisk A/S-Spons ADR Reduce -16.6% 0.23% −0.23
XLY SS Consumer Disc Select Sect Reduce -43.0% 0.25% −0.22
ICLR Icon PLC Reduce -35.4% 0.13% −0.20
ACN Accenture PLC Class A Reduce -20.8% 0.37% −0.19
PPG PPG Industries Inc. Reduce -20.8% 0.28% −0.18
HSY The Hershey Co. Reduce -58.5% 0.08% −0.18
QUAL iShares MSCI USA Quality Fac Reduce -13.2% 0.47% −0.18
XLF SS Financial Select Sector Reduce -19.4% 0.46% −0.17
EFG iShares MSCI Eafe Growth ETF Reduce -4.0% 0.45% −0.17
XLV SS Health Care Select Sector Reduce -14.7% 0.30% −0.17
TSN Tyson Foods Inc. Class A Reduce -23.0% 0.27% −0.16
PARAA Paramount Global Class B Reduce -22.8% 0.28% −0.16
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -20.8% 0.35% −0.16
XOM Exxon Mobil Corp. Reduce -0.1% 0.47% −0.14
C Citigroup Inc. Reduce -23.1% 0.37% −0.14
META Meta Platforms Inc. Class A Reduce -4.6% 0.62% −0.14
CP Canadian Pacific Kansas City Reduce -29.7% 0.13% −0.13
BAH Booz Allen Hamilton Holdings Reduce -5.0% 0.21% −0.13
IVW iShares S&P 500 Growth ETF Reduce -11.4% 0.47% −0.12
AFL Aflac Inc. Reduce -67.8% 0.04% −0.12
AZN Astrazeneca PLC-Spons ADR Reduce -6.6% 0.24% −0.12
RACE Ferrari NV Reduce -19.5% 0.19% −0.12
DOW Dow Inc. Sold out 0.00% −0.12
NDAQ Nasdaq Inc. Reduce -58.3% 0.07% −0.11
GSK GSK PLC-Spon ADR Reduce -68.7% 0.03% −0.11
AVY Avery Dennison Corp. Reduce -29.9% 0.11% −0.11
XLI SS Industrial Select Sector Reduce -17.7% 0.22% −0.11
AON Aon PLC Class A Reduce -16.7% 0.27% −0.10
NSC Norfolk Southern Corp. Reduce -0.8% 0.37% −0.10
KMX Carmax Inc. Sold out 0.00% −0.10
RJF Raymond James Financial Inc. Reduce -33.5% 0.23% −0.10
FERG Ferguson Enterprises Inc. Reduce -11.6% 0.17% −0.09

Portfolio Buys Q3 2024 → Q4 2024
SPYV SS SPDR P S&P 500 Value ETF New 5.65% +5.65
SPYG SS SPDR P S&P 500 Growth ETF New 4.27% +4.27
QUS SS SPDR MSCI U Stratfact ETF New 3.01% +3.01
COWZ Pacer US Cash Cows 100 ETF New 2.50% +2.50
BIDD iShares International Divide New 0.96% +0.96
EVTR Eaton Vance Total Return New 0.69% +0.69
AMZN Amazon.com Inc. Add +68.7% 1.31% +0.53
JPM JPMorgan Chase & Co. Add +141.6% 0.71% +0.40
GOOGL Alphabet Inc. Class A Add +29.1% 1.72% +0.33
BRK.B Berkshire Hathaway Inc. Class B Add +80.7% 0.95% +0.31
DAL Delta Air Lines Inc. New 0.29% +0.29
LRCX Lam Research Corp. New 0.29% +0.29
NOC Northrop Grumman Corp. Add +1284.4% 0.28% +0.25
MRSH Marsh & McLennan Cos Add +186.6% 0.40% +0.23
NEE Nextera Energy Inc. Add +200.0% 0.41% +0.22
SAP Sap SE-Sponsored ADR Add +208.2% 0.33% +0.21
TGT Target Corp. Add +358.7% 0.28% +0.20
UHS Universal Health Services-B New 0.19% +0.19
SLB SLB Ltd. Add +166.3% 0.33% +0.17
TSLA Tesla Inc. Add +25.8% 0.42% +0.16
IWD iShares Russell 1000 Value E New 0.14% +0.14
QCOM Qualcomm Inc. Add +175.1% 0.26% +0.14
UNH Unitedhealth Group Inc. Add +63.1% 0.85% +0.13
AMAT Applied Materials Inc. Add +335.4% 0.20% +0.13
IJK iShares S&P Mid-Cap 400 Grow New 0.13% +0.13
DIS The Walt Disney Co. Add +38.6% 0.43% +0.11
NFLX Netflix Inc. Add +40.6% 0.33% +0.11
ACWX iShares MSCI Acwi Ex US ETF New 0.11% +0.11
CTRA Coterra Energy Inc. New 0.10% +0.10
NXPI NXP Semiconductors NV Add +141.0% 0.24% +0.10
MTUM iShares MSCI USA Momentum Fa New 0.10% +0.10
CVX Chevron Corp. Add +94.8% 0.25% +0.10
VOO Vanguard S&P 500 ETF Add +216.4% 0.14% +0.09
UAL United Airlines Holdings Inc. New 0.09% +0.09
NBIS Nebius Group NV New 0.08% +0.08
CMG Chipotle Mexican Grill Inc. New 0.08% +0.08
BCS Barclays PLC-Spons ADR New 0.08% +0.08
NVDA Nvidia Corp. Add +17.1% 0.97% +0.08
ACWI iShares MSCI Acwi ETF New 0.08% +0.08
OLLI Ollie's Bargain Outlet Holdi New 0.08% +0.08
COST Costco Wholesale Corp. Add +281.5% 0.11% +0.07
VEU Vanguard Ftse All-World Ex-U New 0.07% +0.07
GDDY GoDaddy Inc. Class A Add +205.3% 0.09% +0.06
MDLZ Mondelez International Inc. Class A New 0.06% +0.06
GLBE Global-E Online Ltd. Add +143.8% 0.09% +0.06
VONG Vanguard Russell 1000 Growth New 0.06% +0.06
V Visa Inc. Class A Add +24.9% 0.34% +0.06
ITOT iShares Core S&P Total U.S. Add +62.5% 0.20% +0.06
DXCM Dexcom Inc. New 0.06% +0.06
ROK Rockwell Automation Inc. New 0.06% +0.06

Options Activity Q3 2024 → Q4 2024
QQQ Invesco QQQ Trust Series 1 call Reduce -60.0% 400 $65K
PGR Progressive Corp. put New 10,000 $8K
TSLA Tesla Inc. put Sold out 5,500 $5Kbefore exit
KGC Kinross Gold Corp. call Sold out 5,000 $3Kbefore exit
EA Electronic Arts Inc. call Add +100.0% 200 $3K
UNG US Natural Gas Fund LP call New 700 $3K
BAC Bank of America Corp. put New 1,000 $3K
QCOM Qualcomm Inc. put New 100 $2K
BA The Boeing Co. put New 200 $750
M Macy's Inc. put New 1,000 $460
WPM Wheaton Precious Metals Corp. call New 200 $432
CMCSA Comcast Corp. Class A put New 10,000 $123
AAPL Apple Inc. put Reduce -48.7% 11,700 $1

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,180$5.4BAAPL, VOO, GLD, BOKF, NVDA
Q1 2026 1,088$4.2BAAPL, GLD, NVDA, MSFT, VOO
Q4 2025 719$2.1BVOO, GLD, AAPL, MSFT, NVDA
Q3 2025 671$1.4BVOO, MSFT, GLD, AAPL, NVDA
Q2 2025Amended 1,486$1.3BAAPL, SPYV, QUS, SPYG, COWZ
Q1 2025Amended 527$1.2BAAPL, SPYV, SPYG, QUS, IVV
Q4 2024Amended 537$1.2BAAPL, SPYV, SPYG, IVV, QUS
Q3 2024Amended 530$1.0BAAPL, IVV, MSFT, GOOGL, JPIE
Q2 2024Amended 531$1.3BAAPL, SPYV, SPYG, IVV, QUS
Q1 2024Amended 532$1.3BAAPL, SPYV, SPYG, IVV, QUS