Elevation Point Wealth Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Elevation Point Wealth Partners, LLC reported 671 stock positions worth $1.4 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 3.8% of the portfolio, followed by Microsoft (MSFT, 2.7%) and SPDR Gold Shares (GLD, 2.3%). Compared with Q2 2025, it opened 190 new positions, sold out of 1,005, added to 318 and reduced 162. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +6433%) and the biggest sale Apple (AAPL, shares −83%).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001744349
Portfolio Value
$1.4B (Q3 2025)
SEC Filing
0001744349-25-000020 ↗ filed Nov 14, 2025

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 Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B $1.4B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $4.2B Q1 2026 Q2 2026: $5.4B Q2 2026

Holdings 671 stocks · $1.4B
VOO Vanguard S&P 500 ETF 3.82% 89,373 $54.9M Add +6433.1%
MSFT Microsoft Corp. 2.72% 75,380 $39.0M Add +79.3%
GLD SPDR Gold Shares 2.29% 92,377 $32.8M Add +325.3%
AAPL Apple Inc. 2.12% 119,784 $30.5M Reduce -82.8%
NVDA Nvidia Corp. 2.06% 158,434 $29.6M Add +73.3%
AVGO Broadcom Inc. 1.76% 76,398 $25.2M Add +148.7%
IEFA iShares Core MSCI Eafe ETF 1.75% 288,479 $25.2M Add +887.1%
LMBS First Trust Low Duration Opp 1.56% 449,405 $22.4M New
SPAB SS SPDR P Agg Bond ETF 1.27% 704,237 $18.2M New
SCHZ Schwab US Aggregate Bond ETF 1.27% 775,096 $18.2M New
AMZN Amazon.com Inc. 1.23% 80,605 $17.7M Add +0.9%
JPM JPMorgan Chase & Co. 1.23% 55,881 $17.6M Add +56.0%
VCIT Vanguard Int-Term Corporate 1.17% 199,045 $16.7M New
JPIE JPMorgan Income ETF 1.16% 357,465 $16.6M Add +15.2%
IJH iShares Core S&P Midcap ETF 1.15% 252,468 $16.5M Add +88.2%
EXR Extra Space Storage Inc. 1.11% 112,710 $15.9M Add +44449.4%
BOND PIMCO Active Bond Exchange-T 1.10% 169,176 $15.8M New
EVTR Eaton Vance Total Return 1.07% 296,471 $15.3M Add +14.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.97% 206,503 $13.9M Add +14.5%
LLY Eli Lilly & Co. 0.97% 18,189 $13.9M Add +436.2%
META Meta Platforms Inc. Class A 0.96% 18,760 $13.8M Add +50.3%
GOOGL Alphabet Inc. Class A 0.88% 51,806 $12.6M Reduce -51.3%
AGG iShares Core U.S. Aggregate 0.84% 120,762 $12.1M Add +2446.1%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.83% 443,762 $12.0M New
VGLT Vanguard Long-Term Treasury 0.80% 201,691 $11.5M Add +1344506.7%
IEMG iShares Core MSCI Emerging 0.80% 173,495 $11.4M Add +178.1%
SIVR Abrdn Physical Silver Shares 0.78% 251,638 $11.2M New
IJR iShares Core S&P Small-Cap E 0.73% 87,942 $10.5M Add +135.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 35,056 $10.3M Add +10719.8%
BRK.B Berkshire Hathaway Inc. Class B 0.72% 20,418 $10.3M Reduce -17.3%
HYLS FT Tactical High Yield ETF 0.70% 237,801 $10.0M New
ORCL Oracle Corp. 0.66% 33,776 $9.5M Add +206.8%
RDVY First Trust Rising Dividend 0.66% 140,922 $9.5M Add +115.2%
CVX Chevron Corp. 0.64% 59,565 $9.2M Add +257.2%
FSCC Fed Hermes Small Cap Core 0.59% 284,157 $8.4M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.56% 28,591 $8.1M Add +57.9%
OBDC Blue Owl Capital Corp. 0.56% 612,351 $8.0M New
JNJ Johnson & Johnson 0.55% 42,277 $7.8M Add +169.1%
XOM Exxon Mobil Corp. 0.54% 69,216 $7.8M Add +30.4%
JMBS Janus Henderson Mortg Backed 0.54% 168,653 $7.7M New
ABBV Abbvie Inc. 0.53% 32,774 $7.6M Add +35.9%
PG The Procter & Gamble Co. 0.51% 47,378 $7.3M Add +6.7%
MCD McDonald's Corp. 0.49% 23,100 $7.0M Add +336.0%
SPSB SS SPDR P St C Corp. ETF 0.46% 216,768 $6.6M New
OWL Blue Owl Capital Inc. 0.44% 374,236 $6.3M Add +5256.9%
DXJ Wisdomtree Japan Hedged Eq 0.44% 49,297 $6.3M New
IMCG iShares Morningstar Mid-Cap 0.42% 72,227 $6.0M New
VTV Vanguard Mrngstr Val ETF-Aui 0.41% 31,187 $5.8M Add +1730.2%
IQLT iShares MSCI International Q 0.40% 130,561 $5.8M New
SOXX iShares Semiconductor ETF 0.40% 21,226 $5.8M Reduce -10.1%
HD Home Depot Inc. 0.39% 13,903 $5.6M Add +25.9%
XLK SS Technology Select Sector 0.39% 19,847 $5.6M Reduce -55.3%
FTCS First Trust Capital Strength 0.39% 59,624 $5.6M New
GS Goldman Sachs Group Inc. 0.38% 6,774 $5.4M Add +25.8%
MRSH Marsh & McLennan Cos 0.37% 26,010 $5.2M Add +4.9%
JHML John Hancock Multi Fact LRG 0.36% 65,808 $5.2M New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.36% 24,323 $5.1M Add +8287.2%
ARKK ARK Innovation ETF 0.35% 58,940 $5.1M Reduce -27.1%
DIVO Amplify CWP Enhan Divid ETF 0.35% 113,989 $5.1M New
GDX Vaneck Gold Miners ETF 0.35% 65,192 $5.0M Add +50.3%
ADP Automatic Data Processing 0.34% 16,789 $4.9M Add +181.5%
NEE Nextera Energy Inc. 0.34% 65,078 $4.9M Add +13.3%
QQQ Invesco QQQ Trust Series 1 0.34% 8,040 $4.8M Reduce -33.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.34% 42,064 $4.8M Reduce -25.3%
FVD First Trust Value Line DVD 0.33% 103,881 $4.8M New
BLK BlackRock Inc. 0.33% 4,032 $4.7M Add +2624.3%
SPTI SS SPDR P Int Term TSY ETF 0.33% 161,961 $4.7M New
TSLA Tesla Inc. 0.32% 10,487 $4.7M Reduce -25.5%
FTEC Fidelity MSCI Info Tech Indx 0.32% 20,876 $4.6M Add +4623.1%
WMT Walmart Inc. 0.32% 44,334 $4.6M Add +320.1%
GOOG Alphabet Inc. Class C 0.32% 18,662 $4.5M Reduce -75.2%
TSM Taiwan Semiconductor-SP ADR 0.32% 16,190 $4.5M Reduce -55.1%
MA Mastercard Inc. Class A 0.30% 7,676 $4.4M Add +90.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.30% 29,311 $4.2M Add +55.6%
VEA Vanguard Ftse Developed ETF 0.29% 70,368 $4.2M Add +8307.2%
WMB Williams Cos Inc. 0.29% 66,405 $4.2M Add +228.6%
MS Morgan Stanley 0.29% 26,176 $4.2M Add +274.3%
QUAL iShares MSCI USA Quality Fac 0.29% 21,210 $4.1M Reduce -40.0%
UBS UBS Group AG-Reg 0.28% 99,503 $4.1M Add +169.2%
RTX RTX Corp. 0.28% 24,070 $4.0M Add +3135.2%
GSID Goldman Sachs Marketbeta Int 0.28% 60,196 $4.0M New
SDY SS SPDR S&P Dividend ETF 0.27% 28,143 $3.9M New
V Visa Inc. Class A 0.27% 11,510 $3.9M Add +32.4%
WFC Wells Fargo & Co. 0.27% 46,301 $3.9M Add +12.9%
XLG Invesco S&P 500 Top 50 ETF 0.27% 66,322 $3.8M New
FPE FT-Preferred Secur & Inc. ETF 0.27% 208,819 $3.8M New
DGRO iShares Core Dividend Growth 0.26% 55,277 $3.8M Add +1.4%
KMI Kinder Morgan Inc. 0.25% 129,237 $3.7M Add +3931.1%
SPTS SS SPDR P St Term TSY ETF 0.25% 124,759 $3.7M New
IVV iShares Core S&P 500 ETF 0.25% 5,317 $3.6M Reduce -89.0%
RWL Invesco S&P 500 Revenue ETF 0.25% 32,097 $3.6M New
XLF SS Financial Select Sector 0.24% 64,399 $3.5M Reduce -31.1%
EOI Eaton Vance Enhanced Eq Incm 0.24% 164,532 $3.5M New
LIN Linde PLC 0.24% 7,273 $3.5M Reduce -6.8%
GOF Guggenheim Strategic Opport 0.24% 229,296 $3.4M New
PEP Pepsico Inc. 0.24% 24,455 $3.4M Add +37.9%
NOBL Proshares S&P 500 Dividend A 0.24% 33,212 $3.4M Add +9416.3%
USMV iShares MSCI USA Min Vol Fac 0.24% 35,954 $3.4M Add +447.5%
EEM iShares MSCI Emerging Market 0.24% 63,983 $3.4M Add +232.3%
BGB Blackstone Strategic Credit 0.23% 277,023 $3.4M New

Show all 671 holdings

Portfolio Sells Q2 2025 → Q3 2025
AAPL Apple Inc. Reduce -82.8% 2.12% −9.05
SPYV SS SPDR P S&P 500 Value ETF Sold out 0.00% −3.33
QUS SS SPDR MSCI U Stratfact ETF Sold out 0.00% −3.03
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −2.67
PVAL Putnam Focused LRG Cap Value Sold out 0.00% −2.36
COWZ Pacer US Cash Cows 100 ETF Reduce -98.0% 0.04% −2.34
IVV iShares Core S&P 500 ETF Reduce -89.0% 0.25% −2.10
GARP iShares MSCI USA Quality Gar Sold out 0.00% −1.93
FEGE First Eagle GL Equity ETF Sold out 0.00% −1.10
SPOT Spotify Technology SA Reduce -93.7% 0.05% −0.88
GOOG Alphabet Inc. Class C Reduce -75.2% 0.32% −0.73
GOOGL Alphabet Inc. Class A Reduce -51.3% 0.88% −0.59
VYM Vanguard High DVD Yield ETF Reduce -76.2% 0.15% −0.52
XLK SS Technology Select Sector Reduce -55.3% 0.39% −0.49
IUSB Ishr CR Unvrse Usd BD ETF-Ui Sold out 0.00% −0.48
SE Sea Ltd.-ADR Reduce -95.6% 0.02% −0.41
EFV iShares MSCI Eafe Value ETF Reduce -93.7% 0.03% −0.41
IVE iShares S&P 500 Value ETF Sold out 0.00% −0.38
DYNF Ishrs US E F R A ETF-Usd Inc. Sold out 0.00% −0.37
IVW iShares S&P 500 Growth ETF Reduce -87.5% 0.05% −0.36
UNH Unitedhealth Group Inc. Reduce -71.4% 0.13% −0.33
NXPI NXP Semiconductors NV Reduce -93.9% 0.02% −0.33
TSM Taiwan Semiconductor-SP ADR Reduce -55.1% 0.32% −0.32
NOC Northrop Grumman Corp. Reduce -91.2% 0.03% −0.31
NVR NVR Inc. Sold out 0.00% −0.31
NSC Norfolk Southern Corp. Reduce -80.9% 0.08% −0.30
EFG iShares MSCI Eafe Growth ETF Reduce -89.1% 0.03% −0.30
EG Everest Group Ltd. Reduce -90.1% 0.03% −0.29
IWM iShares Russell 2000 ETF Reduce -79.6% 0.08% −0.29
SAP Sap SE-Sponsored ADR Reduce -56.4% 0.15% −0.29
PARAA Paramount Global Class B Sold out 0.00% −0.28
PM Philip Morris International Reduce -61.6% 0.12% −0.28
SBAC SBA Communications Corp. Sold out 0.00% −0.26
ACN Accenture PLC Class A Reduce -59.6% 0.11% −0.25
APP AppLovin Corp. Class A Reduce -88.3% 0.07% −0.25
BWA Borgwarner Inc. Sold out 0.00% −0.25
VST Vistra Corp. Sold out 0.00% −0.24
TGT Target Corp. Reduce -89.3% 0.02% −0.24
SLB SLB Ltd. Sold out 0.00% −0.23
UHS Universal Health Services-B Sold out 0.00% −0.23
AMAT Applied Materials Inc. Reduce -77.6% 0.07% −0.23
C Citigroup Inc. Reduce -79.4% 0.06% −0.23
BRK.B Berkshire Hathaway Inc. Class B Reduce -17.3% 0.72% −0.22
QUAL iShares MSCI USA Quality Fac Reduce -40.0% 0.29% −0.22
AON Aon PLC Class A Reduce -82.0% 0.04% −0.22
PPG PPG Industries Inc. Reduce -91.5% 0.02% −0.21
TSN Tyson Foods Inc. Class A Reduce -91.7% 0.02% −0.21
DIS The Walt Disney Co. Reduce -25.3% 0.34% −0.21
TMUS T-Mobile US Inc. Reduce -77.5% 0.05% −0.20
ASML ASML Holding NV-NY Reg SHS Reduce -84.9% 0.04% −0.20

Portfolio Buys Q2 2025 → Q3 2025
VOO Vanguard S&P 500 ETF Add +6433.1% 3.82% +3.76
GLD SPDR Gold Shares Add +325.3% 2.29% +1.77
IEFA iShares Core MSCI Eafe ETF Add +887.1% 1.75% +1.56
LMBS First Trust Low Duration Opp New 1.56% +1.56
SPAB SS SPDR P Agg Bond ETF New 1.27% +1.27
SCHZ Schwab US Aggregate Bond ETF New 1.27% +1.27
VCIT Vanguard Int-Term Corporate New 1.17% +1.17
EXR Extra Space Storage Inc. Add +44449.4% 1.11% +1.10
BOND PIMCO Active Bond Exchange-T New 1.10% +1.10
MSFT Microsoft Corp. Add +79.3% 2.72% +1.10
AVGO Broadcom Inc. Add +148.7% 1.76% +1.10
NVDA Nvidia Corp. Add +73.3% 2.06% +0.94
SPTL SS SPDR PF LNG TRM TSY E-Usd New 0.83% +0.83
AGG iShares Core U.S. Aggregate Add +2446.1% 0.84% +0.81
VGLT Vanguard Long-Term Treasury Add +1344506.7% 0.80% +0.80
SIVR Abrdn Physical Silver Shares New 0.78% +0.78
LLY Eli Lilly & Co. Add +436.2% 0.97% +0.76
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +10719.8% 0.72% +0.71
HYLS FT Tactical High Yield ETF New 0.70% +0.70
FSCC Fed Hermes Small Cap Core New 0.59% +0.59
OBDC Blue Owl Capital Corp. New 0.56% +0.56
JMBS Janus Henderson Mortg Backed New 0.54% +0.54
IEMG iShares Core MSCI Emerging Add +178.1% 0.80% +0.50
IJH iShares Core S&P Midcap ETF Add +88.2% 1.15% +0.50
ORCL Oracle Corp. Add +206.8% 0.66% +0.47
CVX Chevron Corp. Add +257.2% 0.64% +0.46
SPSB SS SPDR P St C Corp. ETF New 0.46% +0.46
DXJ Wisdomtree Japan Hedged Eq New 0.44% +0.44
OWL Blue Owl Capital Inc. Add +5256.9% 0.44% +0.43
JPM JPMorgan Chase & Co. Add +56.0% 1.23% +0.42
IMCG iShares Morningstar Mid-Cap New 0.42% +0.42
IJR iShares Core S&P Small-Cap E Add +135.9% 0.73% +0.41
IQLT iShares MSCI International Q New 0.40% +0.40
FTCS First Trust Capital Strength New 0.39% +0.39
VTV Vanguard Mrngstr Val ETF-Aui Add +1730.2% 0.41% +0.38
MCD McDonald's Corp. Add +336.0% 0.49% +0.37
JHML John Hancock Multi Fact LRG New 0.36% +0.36
JNJ Johnson & Johnson Add +169.1% 0.55% +0.36
DIVO Amplify CWP Enhan Divid ETF New 0.35% +0.35
VBR Vngrd Mrngst SL-CP Val ETF-U Add +8287.2% 0.36% +0.35
RDVY First Trust Rising Dividend Add +115.2% 0.66% +0.34
FVD First Trust Value Line DVD New 0.33% +0.33
SPTI SS SPDR P Int Term TSY ETF New 0.33% +0.33
FTEC Fidelity MSCI Info Tech Indx Add +4623.1% 0.32% +0.32
BLK BlackRock Inc. Add +2624.3% 0.33% +0.32
VEA Vanguard Ftse Developed ETF Add +8307.2% 0.29% +0.29
GSID Goldman Sachs Marketbeta Int New 0.28% +0.28
SDY SS SPDR S&P Dividend ETF New 0.27% +0.27
RTX RTX Corp. Add +3135.2% 0.28% +0.27
XLG Invesco S&P 500 Top 50 ETF New 0.27% +0.27

Notes & Other Activity Q2 2025 → Q3 2025
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Sold out 13 $15Kbefore exit
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Sold out 8 $10Kbefore exit
CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) 6.75DP CNV PFD B Sold out 127 $8Kbefore exit
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A Sold out 85 $6Kbefore exit
HP ENTERPRISE CO (HPE 7.625 09/01/27) 7.625 MAND CONV Sold out 84 $5Kbefore exit
EXEEL Chesapeake Energy Corp. -CW26 *W EXP 02/09/202 Sold out 26 $3Kbefore exit
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 11 $228before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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