Elevation Point Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed February 3, 2026), Elevation Point Wealth Partners, LLC reported 527 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 13.0% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 5.9%) and SS SPDR P S&P 500 Growth ETF (SPYG, 4.1%). Compared with Q4 2024, it opened 39 new positions, sold out of 49, added to 198 and reduced 274. The biggest buy was Eaton Vance Total Return (EVTR, shares +55%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001744349
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001744349-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 527 stocks · $1.2B
| AAPL Apple Inc. | 13.00% | 682,871 | $151.7M | Reduce -1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.92% | 1,352,984 | $69.1M | Reduce -1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.12% | 598,061 | $48.1M | Reduce -0.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 3.23% | 240,689 | $37.7M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 2.68% | 55,580 | $31.2M | Reduce -19.7% |
| COWZ Pacer US Cash Cows 100 ETF | 2.64% | 561,890 | $30.8M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.46% | 109,996 | $17.0M | Reduce -2.5% |
| MSFT Microsoft Corp. | 1.34% | 41,523 | $15.6M | Reduce -1.9% |
| JPIE JPMorgan Income ETF | 1.27% | 321,134 | $14.8M | Add +4.8% |
| AMZN Amazon.com Inc. | 1.18% | 72,203 | $13.7M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 25,597 | $13.6M | Reduce -0.9% |
| EVTR Eaton Vance Total Return | 1.15% | 265,426 | $13.4M | Add +54.7% |
| BIDD iShares International Divide | 1.09% | 490,152 | $12.7M | Add +2.2% |
| GOOG Alphabet Inc. Class C | 0.99% | 73,754 | $11.5M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.98% | 21,823 | $11.4M | Add +4.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.91% | 192,653 | $10.6M | Add +1.1% |
| NVDA Nvidia Corp. | 0.82% | 88,443 | $9.6M | Reduce -0.7% |
| SPOT Spotify Technology SA | 0.78% | 16,449 | $9.0M | Reduce -7.5% |
| XLK SS Technology Select Sector | 0.77% | 43,677 | $9.0M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.75% | 68,116 | $8.8M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.73% | 34,585 | $8.5M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.65% | 44,565 | $7.6M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.63% | 12,658 | $7.3M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 0.61% | 121,029 | $7.1M | Add +62.9% |
| XOM Exxon Mobil Corp. | 0.53% | 52,266 | $6.2M | Reduce -3.3% |
| GLD SPDR Gold Shares | 0.53% | 21,533 | $6.2M | Add +5.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.53% | 37,031 | $6.1M | Add +3.7% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 35,358 | $6.0M | Add +8.9% |
| ABBV Abbvie Inc. | 0.49% | 27,074 | $5.7M | Reduce -5.2% |
| MRSH Marsh & McLennan Cos | 0.49% | 23,199 | $5.7M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.46% | 59,174 | $5.3M | Add +23.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.45% | 114,533 | $5.3M | Reduce -4.0% |
| AVGO Broadcom Inc. | 0.44% | 30,717 | $5.1M | Reduce -15.5% |
| XLF SS Financial Select Sector | 0.43% | 99,697 | $5.0M | Reduce -14.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 19,917 | $5.0M | Reduce -9.6% |
| SE Sea Ltd.-ADR | 0.42% | 37,167 | $4.8M | Add +29.6% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 51,867 | $4.8M | Reduce -9.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 10,253 | $4.8M | Add +3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 48,159 | $4.8M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.40% | 65,377 | $4.6M | Reduce -8.4% |
| ACN Accenture PLC Class A | 0.40% | 14,850 | $4.6M | Add +14.3% |
| NSC Norfolk Southern Corp. | 0.40% | 19,506 | $4.6M | Reduce -1.1% |
| HD Home Depot Inc. | 0.38% | 12,163 | $4.5M | Reduce -0.5% |
| EG Everest Group Ltd. | 0.38% | 12,162 | $4.4M | Reduce -1.8% |
| CMCSA Comcast Corp. Class A | 0.37% | 117,034 | $4.3M | Reduce -6.6% |
| QCOM Qualcomm Inc. | 0.36% | 27,494 | $4.2M | Add +31.5% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 40,099 | $4.2M | Reduce -16.2% |
| V Visa Inc. Class A | 0.36% | 11,936 | $4.2M | Reduce -10.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.36% | 85,699 | $4.2M | Add +1.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.35% | 98,317 | $4.1M | Reduce -7.0% |
| IWM iShares Russell 2000 ETF | 0.35% | 20,513 | $4.1M | Reduce -0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.35% | 55,075 | $4.0M | Add +23.3% |
| NFLX Netflix Inc. | 0.35% | 4,330 | $4.0M | Reduce -5.4% |
| IVE iShares S&P 500 Value ETF | 0.34% | 21,118 | $4.0M | Add +40.8% |
| SAP Sap SE-Sponsored ADR | 0.34% | 14,871 | $4.0M | Reduce -9.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.34% | 39,174 | $3.9M | Reduce -32.4% |
| NVR NVR Inc. | 0.33% | 536 | $3.9M | No change |
| SOXX iShares Semiconductor ETF | 0.32% | 19,840 | $3.7M | Add +4.4% |
| CVX Chevron Corp. | 0.32% | 22,197 | $3.7M | Add +3.4% |
| AON Aon PLC Class A | 0.32% | 9,252 | $3.7M | Reduce -2.1% |
| LIN Linde PLC | 0.32% | 7,901 | $3.7M | Add +58.5% |
| XLV SS Health Care Select Sector | 0.32% | 25,188 | $3.7M | Reduce -8.2% |
| NXPI NXP Semiconductors NV | 0.31% | 19,244 | $3.7M | Add +36.9% |
| TMUS T-Mobile US Inc. | 0.31% | 13,528 | $3.6M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.31% | 4,325 | $3.6M | Add +7.3% |
| RDVY First Trust Rising Dividend | 0.30% | 60,635 | $3.5M | Reduce -0.9% |
| PARAA Paramount Global Class B | 0.30% | 294,557 | $3.5M | Reduce -10.4% |
| NOC Northrop Grumman Corp. | 0.30% | 6,866 | $3.5M | Reduce -6.6% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 59,316 | $3.5M | Reduce -48.4% |
| LRCX Lam Research Corp. | 0.29% | 46,621 | $3.4M | Reduce -5.9% |
| APP AppLovin Corp. Class A | 0.29% | 12,750 | $3.4M | Add +9.1% |
| TSN Tyson Foods Inc. Class A | 0.29% | 52,682 | $3.4M | Reduce -10.2% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 54,643 | $3.3M | Reduce -0.9% |
| C Citigroup Inc. | 0.28% | 46,427 | $3.3M | Reduce -28.6% |
| XLC SS Comm Select Sector SPDR | 0.28% | 34,124 | $3.3M | Reduce -1.9% |
| SBAC SBA Communications Corp. | 0.28% | 14,806 | $3.3M | Add +62.6% |
| DGRO iShares Core Dividend Growth | 0.28% | 52,619 | $3.3M | Reduce -26.7% |
| TSLA Tesla Inc. | 0.27% | 12,368 | $3.2M | Reduce -4.3% |
| EFA iShares MSCI Eafe ETF | 0.27% | 38,872 | $3.2M | Reduce -6.6% |
| ARKK ARK Innovation ETF | 0.27% | 65,547 | $3.1M | Reduce -4.8% |
| PEP Pepsico Inc. | 0.26% | 20,406 | $3.1M | Add +27.4% |
| UHS Universal Health Services-B | 0.26% | 16,261 | $3.1M | Add +23.5% |
| TGT Target Corp. | 0.26% | 29,192 | $3.0M | Add +13.1% |
| ABT Abbott Laboratories | 0.26% | 22,511 | $3.0M | Reduce -9.7% |
| HTGC Hercules Capital Inc. | 0.25% | 153,851 | $3.0M | Add +4.3% |
| AMAT Applied Materials Inc. | 0.25% | 20,169 | $2.9M | Add +34.0% |
| GS Goldman Sachs Group Inc. | 0.25% | 5,312 | $2.9M | Reduce -10.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 41,509 | $2.9M | Add +23.1% |
| JNJ Johnson & Johnson | 0.24% | 17,156 | $2.8M | Reduce -6.6% |
| XLY SS Consumer Disc Select Sect | 0.24% | 14,387 | $2.8M | Add +3.9% |
| PPG PPG Industries Inc. | 0.24% | 25,718 | $2.8M | Reduce -10.4% |
| NKE Nike Inc. Class B | 0.24% | 43,609 | $2.8M | Add +44.8% |
| BWA Borgwarner Inc. | 0.24% | 96,526 | $2.8M | Add +56.8% |
| CME Cme Group Inc. | 0.24% | 10,414 | $2.8M | Add +2.7% |
| SCHW Schwab (charles) Corp. | 0.24% | 35,243 | $2.8M | Add +22.4% |
| MA Mastercard Inc. Class A | 0.22% | 4,731 | $2.6M | Add +12.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 3,910 | $2.6M | Reduce -1.3% |
| XLI SS Industrial Select Sector | 0.22% | 19,399 | $2.5M | Reduce -4.8% |
| BAH Booz Allen Hamilton Holdings | 0.22% | 24,225 | $2.5M | Add +17.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 4,516 | $2.5M | Reduce -6.3% |
Options reported separately and not counted above: NVDA calls ($178K), META calls ($26K), MSFT calls ($22K), NFLX calls ($20K), UNH calls ($15K), IWM calls ($10K).
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.3% | 13.00% | −0.99 |
| IVV iShares Core S&P 500 ETF | Reduce -19.7% | 2.68% | −0.61 |
| PGR Progressive Corp. | Reduce -95.3% | 0.03% | −0.44 |
| CRM Salesforce Inc. | Reduce -77.7% | 0.08% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 1.46% | −0.27 |
| AVGO Broadcom Inc. | Reduce -15.5% | 0.44% | −0.24 |
| EFV iShares MSCI Eafe Value ETF | Reduce -48.4% | 0.30% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.99% | −0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.6% | 4.12% | −0.15 |
| TSLA Tesla Inc. | Reduce -4.3% | 0.27% | −0.15 |
| DAL Delta Air Lines Inc. | Reduce -34.8% | 0.14% | −0.15 |
| NVDA Nvidia Corp. | Reduce -0.7% | 0.82% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 1.18% | −0.13 |
| RJF Raymond James Financial Inc. | Reduce -53.4% | 0.10% | −0.13 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -44.6% | 0.21% | −0.12 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -32.4% | 0.34% | −0.12 |
| MCHP Microchip Technology Inc. | Reduce -77.3% | 0.03% | −0.11 |
| IWD iShares Russell 1000 Value E | Reduce -82.8% | 0.03% | −0.11 |
| ACWX iShares MSCI Acwi Ex US ETF | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -1.9% | 1.34% | −0.11 |
| FERG Ferguson Enterprises Inc. | Reduce -52.0% | 0.08% | −0.09 |
| C Citigroup Inc. | Reduce -28.6% | 0.28% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.2% | 0.36% | −0.09 |
| SHW The Sherwin-Williams Co. | Reduce -57.3% | 0.07% | −0.08 |
| TCBK Trico Bancshares | Reduce -70.2% | 0.03% | −0.08 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.08 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -26.7% | 0.28% | −0.08 |
| MNST Monster Beverage Corp. | Reduce -77.0% | 0.03% | −0.07 |
| DECK Deckers Outdoor Corp. | Reduce -15.1% | 0.07% | −0.07 |
| GLBE Global-E Online Ltd. | Reduce -56.2% | 0.03% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -52.5% | 0.06% | −0.06 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.06 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.06 |
| PTC PTC Inc. | Sold out | 0.00% | −0.06 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.06 |
| NBIS Nebius Group NV | Reduce -59.3% | 0.03% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -14.3% | 0.13% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.2% | 0.41% | −0.06 |
| ORCL Oracle Corp. | Reduce -10.8% | 0.20% | −0.05 |
| VVV Valvoline Inc. | Sold out | 0.00% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -75.4% | 0.02% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -67.0% | 0.02% | −0.05 |
| ARKK ARK Innovation ETF | Reduce -4.8% | 0.27% | −0.05 |
| TEAM Atlassian Corp. Class A | Reduce -32.2% | 0.08% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -50.2% | 0.03% | −0.05 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -18.6% | 0.08% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| EVTR Eaton Vance Total Return | Add +54.7% | 1.15% | +0.46 |
| IJH iShares Core S&P Midcap ETF | Add +62.9% | 0.61% | +0.23 |
| SE Sea Ltd.-ADR | Add +29.6% | 0.42% | +0.17 |
| GDX Vaneck Gold Miners ETF | New | 0.17% | +0.17 |
| SIL Global X Silver Miners ETF | New | 0.16% | +0.16 |
| LIN Linde PLC | Add +58.5% | 0.32% | +0.15 |
| COWZ Pacer US Cash Cows 100 ETF | Add +2.7% | 2.64% | +0.14 |
| JPIE JPMorgan Income ETF | Add +4.8% | 1.27% | +0.14 |
| GLD SPDR Gold Shares | Add +5.8% | 0.53% | +0.13 |
| BIDD iShares International Divide | Add +2.2% | 1.09% | +0.13 |
| SBAC SBA Communications Corp. | Add +62.6% | 0.28% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +4.7% | 0.98% | +0.13 |
| SLV iShares Silver Trust | Add +86.9% | 0.21% | +0.12 |
| OEF iShares S&P 100 ETF | New | 0.11% | +0.11 |
| IVE iShares S&P 500 Value ETF | Add +40.8% | 0.34% | +0.11 |
| AZN Astrazeneca PLC-Spons ADR | Add +23.3% | 0.35% | +0.11 |
| QCOM Qualcomm Inc. | Add +31.5% | 0.36% | +0.10 |
| KO The Coca-Cola Co. | Add +83.3% | 0.16% | +0.09 |
| IBIT iShares Bitcoin Trust ETF | Add +332.7% | 0.12% | +0.09 |
| TLH iShares 10-20 Year Treasury | New | 0.09% | +0.09 |
| COP Conocophillips | Add +83.0% | 0.16% | +0.08 |
| BWA Borgwarner Inc. | Add +56.8% | 0.24% | +0.08 |
| NXPI NXP Semiconductors NV | Add +36.9% | 0.31% | +0.08 |
| CSCO Cisco Systems Inc. | Add +92.7% | 0.14% | +0.08 |
| ELV Elevance Health Inc. | Add +28.2% | 0.20% | +0.07 |
| UHS Universal Health Services-B | Add +23.5% | 0.26% | +0.07 |
| MRK Merck & Co. Inc. | Add +23.1% | 0.46% | +0.07 |
| CVX Chevron Corp. | Add +3.4% | 0.32% | +0.07 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.07% | +0.07 |
| PEP Pepsico Inc. | Add +27.4% | 0.26% | +0.07 |
| SCHW Schwab (charles) Corp. | Add +22.4% | 0.24% | +0.06 |
| NRG NRG Energy Inc. | Add +251.6% | 0.08% | +0.06 |
| WMT Walmart Inc. | Add +217.2% | 0.09% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1.1% | 0.91% | +0.06 |
| LLY Eli Lilly & Co. | Add +7.3% | 0.31% | +0.05 |
| MDT Medtronic PLC | Add +54.1% | 0.12% | +0.05 |
| AMAT Applied Materials Inc. | Add +34.0% | 0.25% | +0.05 |
| NKE Nike Inc. Class B | Add +44.8% | 0.24% | +0.05 |
| HLI Houlihan Lokey Inc. | New | 0.05% | +0.05 |
| KDP Keurig Dr Pepper Inc. | Add +73.9% | 0.11% | +0.05 |
| ALL Allstate Corp. | New | 0.05% | +0.05 |
| ROK Rockwell Automation Inc. | Add +96.8% | 0.11% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +8.9% | 0.52% | +0.05 |
| LRN Stride Inc. | New | 0.05% | +0.05 |
| GWRE Guidewire Software Inc. | New | 0.05% | +0.05 |
| GRMN Garmin Ltd. | New | 0.05% | +0.05 |
| HALO Halozyme Therapeutics Inc. | Add +128.0% | 0.07% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +78.2% | 0.10% | +0.05 |
| CME Cme Group Inc. | Add +2.7% | 0.24% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | Add +184.5% | 0.06% | +0.05 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | call | Sold out | 400 | $65Kbefore exit |
| META Meta Platforms Inc. Class A | call | Add +100.0% | 200 | $26K |
| NFLX Netflix Inc. | call | New | 100 | $20K |
| IWM iShares Russell 2000 ETF | call | Reduce -60.0% | 1,000 | $10K |
| PGR Progressive Corp. | put | Sold out | 10,000 | $8Kbefore exit |
| GE General Electric | call | Sold out | 100 | $3Kbefore exit |
| EA Electronic Arts Inc. | call | Sold out | 200 | $3Kbefore exit |
| UNG US Natural Gas Fund LP | call | Sold out | 700 | $3Kbefore exit |
| BAC Bank of America Corp. | put | Sold out | 1,000 | $3Kbefore exit |
| QCOM Qualcomm Inc. | put | Sold out | 100 | $2Kbefore exit |
| RELX Relx PLC - Spon ADR | call | Sold out | 5,000 | $2Kbefore exit |
| BA The Boeing Co. | put | Sold out | 200 | $750before exit |
| M Macy's Inc. | put | Sold out | 1,000 | $460before exit |
| WPM Wheaton Precious Metals Corp. | call | Sold out | 200 | $432before exit |
| QNST Quinstreet Inc. | call | Sold out | 200 | $250before exit |
| CMCSA Comcast Corp. Class A | put | Sold out | 10,000 | $123before exit |
| AAPL Apple Inc. | put | Sold out | 11,700 | $1before 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 |