Elevation Point Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Elevation Point Wealth Partners, LLC reported 719 stock positions worth $2.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 3.9% of the portfolio, followed by SPDR Gold Shares (GLD, 3.8%) and Apple (AAPL, 3.3%). Compared with Q3 2025, it opened 142 new positions, sold out of 94, added to 346 and reduced 203. The biggest buy was Enterprise Products Partners (EPD, shares +5361%) and the biggest sale JPMorgan Income ETF (JPIE, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001744349
- Portfolio Value
- $2.1B (Q4 2025)
- SEC Filing
- 0001744349-26-000007 ↗ filed Feb 12, 2026
Holdings Value
Holdings 719 stocks · $2.1B
| VOO Vanguard S&P 500 ETF | 3.90% | 129,073 | $80.9M | Add +44.4% |
| GLD SPDR Gold Shares | 3.80% | 199,169 | $78.9M | Add +115.6% |
| AAPL Apple Inc. | 3.26% | 249,088 | $67.7M | Add +108.0% |
| MSFT Microsoft Corp. | 2.86% | 122,875 | $59.4M | Add +63.0% |
| NVDA Nvidia Corp. | 1.99% | 221,824 | $41.4M | Add +40.0% |
| AMZN Amazon.com Inc. | 1.72% | 155,250 | $35.8M | Add +92.6% |
| EPD Enterprise Products Partners | 1.57% | 1,019,056 | $32.7M | Add +5361.5% |
| XOM Exxon Mobil Corp. | 1.55% | 268,050 | $32.3M | Add +287.3% |
| JPM JPMorgan Chase & Co. | 1.36% | 87,483 | $28.2M | Add +56.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.35% | 313,928 | $28.1M | Add +8.8% |
| CMCSA Comcast Corp. Class A | 1.35% | 937,087 | $28.0M | Add +904.0% |
| AVGO Broadcom Inc. | 1.31% | 78,934 | $27.3M | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 1.31% | 323,930 | $27.1M | Add +62.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.18% | 84,299 | $24.5M | Add +140.5% |
| GOOGL Alphabet Inc. Class A | 1.16% | 76,968 | $24.1M | Add +48.6% |
| VEA Vanguard Ftse Developed ETF | 1.06% | 353,510 | $22.1M | Add +402.4% |
| LLY Eli Lilly & Co. | 1.06% | 20,485 | $22.0M | Add +12.6% |
| IJR iShares Core S&P Small-Cap E | 1.02% | 176,783 | $21.2M | Add +101.0% |
| IJH iShares Core S&P Midcap ETF | 1.00% | 314,867 | $20.8M | Add +24.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 30,022 | $20.5M | Add +596.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.98% | 786,845 | $20.3M | Add +11.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.97% | 866,561 | $20.3M | Add +11.8% |
| BSV Vanguard Short-Term Bond ETF | 0.97% | 254,686 | $20.1M | Add +3279.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.91% | 207,166 | $18.9M | Add +2028.3% |
| IEMG iShares Core MSCI Emerging | 0.90% | 277,366 | $18.6M | Add +59.9% |
| USFR Wisdomtree Floating Rate Tre | 0.89% | 366,801 | $18.5M | Add +2311.7% |
| META Meta Platforms Inc. Class A | 0.87% | 27,373 | $18.1M | Add +45.9% |
| BOND PIMCO Active Bond Exchange-T | 0.84% | 186,495 | $17.4M | Add +10.2% |
| LMBS First Trust Low Duration Opp | 0.81% | 336,076 | $16.8M | Reduce -25.2% |
| DXJ Wisdomtree Japan Hedged Eq | 0.71% | 101,651 | $14.7M | Add +106.2% |
| EXR Extra Space Storage Inc. | 0.70% | 112,484 | $14.6M | Reduce -0.2% |
| GOVT iShares US Treasury Bond ETF | 0.67% | 606,823 | $14.0M | Add +1821.8% |
| SIVR Abrdn Physical Silver Shares | 0.66% | 202,335 | $13.7M | Reduce -19.6% |
| NOBL Proshares S&P 500 Dividend A | 0.62% | 124,305 | $12.9M | Add +274.3% |
| JNJ Johnson & Johnson | 0.60% | 60,537 | $12.5M | Add +43.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.58% | 452,965 | $12.0M | Add +2.1% |
| TLT iShares 20+ Year Treasury BD | 0.54% | 127,772 | $11.1M | Add +350.6% |
| HYLS FT Tactical High Yield ETF | 0.53% | 263,984 | $11.1M | Add +11.0% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.52% | 203,540 | $10.8M | Add +665.1% |
| VGLT Vanguard Long-Term Treasury | 0.52% | 193,340 | $10.8M | Reduce -4.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.50% | 143,444 | $10.4M | Reduce -30.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.50% | 41,613 | $10.4M | Add +268.0% |
| MS Morgan Stanley | 0.50% | 58,250 | $10.3M | Add +122.5% |
| TFLO iShares Treasury Floating Ra | 0.49% | 202,791 | $10.2M | Add +380.7% |
| IMCG iShares Morningstar Mid-Cap | 0.49% | 127,572 | $10.2M | Add +76.6% |
| NEE Nextera Energy Inc. | 0.49% | 126,376 | $10.1M | Add +94.2% |
| IVV iShares Core S&P 500 ETF | 0.49% | 14,763 | $10.1M | Add +177.7% |
| GOOG Alphabet Inc. Class C | 0.47% | 31,027 | $9.7M | Add +66.3% |
| QUAL iShares MSCI USA Quality Fac | 0.46% | 48,551 | $9.6M | Add +128.9% |
| XLK SS Technology Select Sector | 0.45% | 64,992 | $9.4M | Add +63.7% |
| AGG iShares Core U.S. Aggregate | 0.44% | 91,951 | $9.2M | Reduce -23.9% |
| IQLT iShares MSCI International Q | 0.41% | 189,609 | $8.6M | Add +45.2% |
| SGOV iShares 0-3 Month Treasury B | 0.39% | 81,271 | $8.2M | Add +3304.7% |
| JMBS Janus Henderson Mortg Backed | 0.38% | 170,978 | $7.8M | Add +1.4% |
| ABBV Abbvie Inc. | 0.37% | 33,863 | $7.7M | Add +3.3% |
| MU Micron Technology Inc. | 0.37% | 26,844 | $7.7M | Add +230.5% |
| COF Capital One Financial Corp. | 0.37% | 31,358 | $7.6M | Add +252.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 35,718 | $7.6M | Add +46.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.36% | 245,974 | $7.4M | Add +13.5% |
| GSID Goldman Sachs Marketbeta Int | 0.35% | 105,826 | $7.3M | Add +75.8% |
| HD Home Depot Inc. | 0.35% | 20,864 | $7.2M | Add +50.1% |
| TSLA Tesla Inc. | 0.34% | 15,897 | $7.1M | Add +51.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.34% | 149,227 | $7.0M | Add +1580.5% |
| UBS UBS Group AG-Reg | 0.33% | 148,853 | $6.9M | Add +49.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 13,526 | $6.8M | Reduce -33.8% |
| OWL Blue Owl Capital Inc. | 0.32% | 451,650 | $6.7M | Add +20.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 35,281 | $6.7M | Add +13.1% |
| PG The Procter & Gamble Co. | 0.30% | 44,141 | $6.3M | Reduce -6.8% |
| GEM Goldman Sachs Activebeta Em | 0.30% | 151,736 | $6.3M | Add +202.6% |
| CSCO Cisco Systems Inc. | 0.30% | 81,692 | $6.3M | Add +87.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 21,231 | $6.3M | Reduce -25.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.30% | 138,668 | $6.2M | Add +21.6% |
| MCD McDonald's Corp. | 0.30% | 20,097 | $6.1M | Reduce -13.0% |
| ORCL Oracle Corp. | 0.29% | 31,184 | $6.1M | Reduce -7.7% |
| MRK Merck & Co. Inc. | 0.29% | 55,881 | $5.9M | Add +40.7% |
| IVE iShares S&P 500 Value ETF | 0.28% | 27,324 | $5.8M | New |
| OBDC Blue Owl Capital Corp. | 0.28% | 452,712 | $5.8M | Reduce -26.1% |
| CVX Chevron Corp. | 0.27% | 37,307 | $5.7M | Reduce -37.4% |
| RTX RTX Corp. | 0.27% | 30,698 | $5.6M | Add +27.5% |
| VGK Vanguard Ftse Europe ETF | 0.27% | 67,311 | $5.6M | Add +214.1% |
| FOLD Amicus Therapeutics Inc. | 0.25% | 367,557 | $5.2M | Reduce -2.2% |
| MA Mastercard Inc. Class A | 0.25% | 9,121 | $5.2M | Add +18.8% |
| COST Costco Wholesale Corp. | 0.25% | 6,036 | $5.2M | Add +162.2% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 41,345 | $5.1M | Add +599.7% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 16,485 | $5.1M | Add +98.3% |
| WMB Williams Cos Inc. | 0.24% | 84,233 | $5.1M | Add +26.9% |
| GDX Vaneck Gold Miners ETF | 0.24% | 58,158 | $5.0M | Reduce -10.8% |
| GSSC Goldman Sachs Activebeta US | 0.24% | 65,930 | $5.0M | Add +316.2% |
| KMI Kinder Morgan Inc. | 0.24% | 179,928 | $4.9M | Add +39.2% |
| WMT Walmart Inc. | 0.24% | 44,193 | $4.9M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.24% | 26,730 | $4.9M | Add +133.4% |
| EFA iShares MSCI Eafe ETF | 0.24% | 50,950 | $4.9M | Add +163.6% |
| ADP Automatic Data Processing | 0.23% | 18,815 | $4.9M | Add +12.1% |
| JHML John Hancock Multi Fact LRG | 0.23% | 60,175 | $4.8M | Reduce -8.6% |
| TUSI Touchstone Ultra Short Incom | 0.23% | 188,423 | $4.8M | New |
| EEM iShares MSCI Emerging Market | 0.23% | 86,979 | $4.8M | Add +35.9% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 21,620 | $4.8M | Add +51.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.23% | 21,049 | $4.7M | Add +0.8% |
| SPTI SS SPDR P Int Term TSY ETF | 0.23% | 163,810 | $4.7M | Add +1.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.22% | 75,879 | $4.6M | New |
Portfolio Sells Q3 2025 → Q4 2025
| JPIE JPMorgan Income ETF | Reduce -97.9% | 0.02% | −1.14 |
| EVTR Eaton Vance Total Return | Sold out | 0.00% | −1.07 |
| LMBS First Trust Low Duration Opp | Reduce -25.2% | 0.81% | −0.75 |
| FSCC Fed Hermes Small Cap Core | Sold out | 0.00% | −0.59 |
| RDVY First Trust Rising Dividend | Reduce -68.3% | 0.15% | −0.51 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -30.5% | 0.50% | −0.47 |
| EXR Extra Space Storage Inc. | Reduce -0.2% | 0.70% | −0.40 |
| AGG iShares Core U.S. Aggregate | Reduce -23.9% | 0.44% | −0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -33.8% | 0.33% | −0.39 |
| CVX Chevron Corp. | Reduce -37.4% | 0.27% | −0.37 |
| ORCL Oracle Corp. | Reduce -7.7% | 0.29% | −0.37 |
| SOXX iShares Semiconductor ETF | Reduce -87.7% | 0.04% | −0.36 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.35 |
| MRSH Marsh & McLennan Cos | Reduce -83.0% | 0.04% | −0.33 |
| OBDC Blue Owl Capital Corp. | Reduce -26.1% | 0.28% | −0.28 |
| VGLT Vanguard Long-Term Treasury | Reduce -4.1% | 0.52% | −0.28 |
| DIS The Walt Disney Co. | Reduce -68.7% | 0.07% | −0.26 |
| IBM Intl Business Machines Corp. | Reduce -25.7% | 0.30% | −0.26 |
| DGRO iShares Core Dividend Growth | Reduce -92.5% | 0.01% | −0.25 |
| FTCS First Trust Capital Strength | Reduce -43.5% | 0.15% | −0.24 |
| HTGC Hercules Capital Inc. | Sold out | 0.00% | −0.23 |
| TJX TJX Companies Inc. | Reduce -65.2% | 0.08% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -6.8% | 0.30% | −0.20 |
| WFC Wells Fargo & Co. | Reduce -66.3% | 0.07% | −0.20 |
| SPUS SP Funds S&P Sharia Indu Exc | Sold out | 0.00% | −0.19 |
| MCD McDonald's Corp. | Reduce -13.0% | 0.30% | −0.19 |
| FVD First Trust Value Line DVD | Reduce -31.6% | 0.16% | −0.18 |
| GS Goldman Sachs Group Inc. | Reduce -29.8% | 0.20% | −0.17 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -73.2% | 0.04% | −0.17 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.16 |
| XLV SS Health Care Select Sector | Reduce -77.8% | 0.03% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.15 |
| FIXD First Trust Smith Opportunis | Reduce -64.5% | 0.05% | −0.14 |
| BLK BlackRock Inc. | Reduce -8.1% | 0.19% | −0.14 |
| CME Cme Group Inc. | Reduce -81.9% | 0.02% | −0.13 |
| LIN Linde PLC | Reduce -28.2% | 0.11% | −0.13 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -60.0% | 0.06% | −0.13 |
| JHML John Hancock Multi Fact LRG | Reduce -8.6% | 0.23% | −0.13 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -20.4% | 0.19% | −0.13 |
| BCS Barclays PLC-Spons ADR | Reduce -82.8% | 0.02% | −0.12 |
| SIVR Abrdn Physical Silver Shares | Reduce -19.6% | 0.66% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -28.0% | 0.12% | −0.12 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -77.5% | 0.02% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -42.0% | 0.06% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.8% | 0.22% | −0.12 |
| AXP American Express Co. | Reduce -43.4% | 0.09% | −0.11 |
| SAP Sap SE-Sponsored ADR | Reduce -55.0% | 0.04% | −0.11 |
| GDX Vaneck Gold Miners ETF | Reduce -10.8% | 0.24% | −0.11 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -13.9% | 0.16% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -70.7% | 0.02% | −0.10 |
Portfolio Buys Q3 2025 → Q4 2025
| EPD Enterprise Products Partners | Add +5361.5% | 1.57% | +1.53 |
| GLD SPDR Gold Shares | Add +115.6% | 3.80% | +1.51 |
| CMCSA Comcast Corp. Class A | Add +904.0% | 1.35% | +1.14 |
| AAPL Apple Inc. | Add +108.0% | 3.26% | +1.13 |
| XOM Exxon Mobil Corp. | Add +287.3% | 1.55% | +1.01 |
| BSV Vanguard Short-Term Bond ETF | Add +3279.6% | 0.97% | +0.92 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2028.3% | 0.91% | +0.85 |
| USFR Wisdomtree Floating Rate Tre | Add +2311.7% | 0.89% | +0.84 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +596.9% | 0.99% | +0.79 |
| VEA Vanguard Ftse Developed ETF | Add +402.4% | 1.06% | +0.77 |
| GOVT iShares US Treasury Bond ETF | Add +1821.8% | 0.67% | +0.62 |
| AMZN Amazon.com Inc. | Add +92.6% | 1.72% | +0.49 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +140.5% | 1.18% | +0.46 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +665.1% | 0.52% | +0.43 |
| NOBL Proshares S&P 500 Dividend A | Add +274.3% | 0.62% | +0.38 |
| SGOV iShares 0-3 Month Treasury B | Add +3304.7% | 0.39% | +0.38 |
| TLT iShares 20+ Year Treasury BD | Add +350.6% | 0.54% | +0.36 |
| TFLO iShares Treasury Floating Ra | Add +380.7% | 0.49% | +0.34 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1580.5% | 0.34% | +0.31 |
| MTUM iShares MSCI USA Momentum Fa | Add +268.0% | 0.50% | +0.30 |
| IJR iShares Core S&P Small-Cap E | Add +101.0% | 1.02% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +48.6% | 1.16% | +0.28 |
| IVE iShares S&P 500 Value ETF | New | 0.28% | +0.28 |
| MU Micron Technology Inc. | Add +230.5% | 0.37% | +0.27 |
| DXJ Wisdomtree Japan Hedged Eq | Add +106.2% | 0.71% | +0.27 |
| IVV iShares Core S&P 500 ETF | Add +177.7% | 0.49% | +0.24 |
| COF Capital One Financial Corp. | Add +252.3% | 0.37% | +0.23 |
| TUSI Touchstone Ultra Short Incom | New | 0.23% | +0.23 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.22% | +0.22 |
| MS Morgan Stanley | Add +122.5% | 0.50% | +0.21 |
| EWJ iShares MSCI Japan ETF | New | 0.20% | +0.20 |
| IVW iShares S&P 500 Growth ETF | Add +599.7% | 0.25% | +0.20 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.18% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +128.9% | 0.46% | +0.18 |
| EFV iShares MSCI Eafe Value ETF | Add +911.2% | 0.20% | +0.17 |
| GEM Goldman Sachs Activebeta Em | Add +202.6% | 0.30% | +0.16 |
| GSSC Goldman Sachs Activebeta US | Add +316.2% | 0.24% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +66.3% | 0.47% | +0.15 |
| VGK Vanguard Ftse Europe ETF | Add +214.1% | 0.27% | +0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.15% | +0.15 |
| NEE Nextera Energy Inc. | Add +94.2% | 0.49% | +0.15 |
| OEF iShares S&P 100 ETF | Add +515.4% | 0.18% | +0.14 |
| FSK FS KKR Capital Corp. | Add +394.3% | 0.21% | +0.14 |
| MSFT Microsoft Corp. | Add +63.0% | 2.86% | +0.14 |
| VCIT Vanguard Int-Term Corporate | Add +62.7% | 1.31% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +56.5% | 1.36% | +0.13 |
| XLY SS Consumer Disc Select Sect | Add +251.2% | 0.22% | +0.13 |
| IAU iShares Gold Trust | Add +184.8% | 0.21% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +162.8% | 0.21% | +0.11 |
| EFA iShares MSCI Eafe ETF | Add +163.6% | 0.24% | +0.11 |
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 |