Elevation Point Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Elevation Point Wealth Partners, LLC reported 1,088 stock positions worth $4.2 billion. Its top holding was Apple (AAPL) at 3.6% of the portfolio, followed by SPDR Gold Shares (GLD, 3.1%) and Nvidia (NVDA, 2.1%). Compared with Q4 2025, it opened 408 new positions, sold out of 40, added to 562 and reduced 89. The biggest buy was First Trust Rising Dividend (RDVY, shares +1520%) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001744349
- Portfolio Value
- $4.2B (Q1 2026)
- SEC Filing
- 0001744349-26-000008 ↗ filed Apr 27, 2026
Holdings Value
Holdings 1,088 stocks · $4.2B
| AAPL Apple Inc. | 3.56% | 590,038 | $149.7M | Add +136.9% |
| GLD SPDR Gold Shares | 3.14% | 306,968 | $132.1M | Add +54.1% |
| NVDA Nvidia Corp. | 2.07% | 499,727 | $87.2M | Add +125.3% |
| MSFT Microsoft Corp. | 2.03% | 230,977 | $85.5M | Add +88.0% |
| VOO Vanguard S&P 500 ETF | 1.98% | 139,259 | $83.2M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 1.66% | 242,209 | $69.6M | Add +214.7% |
| XOM Exxon Mobil Corp. | 1.56% | 387,890 | $65.8M | Add +44.7% |
| AMZN Amazon.com Inc. | 1.50% | 302,481 | $63.0M | Add +94.8% |
| IVV iShares Core S&P 500 ETF | 1.38% | 89,076 | $58.2M | Add +503.4% |
| AVGO Broadcom Inc. | 1.22% | 165,864 | $51.3M | Add +110.1% |
| JPM JPMorgan Chase & Co. | 1.20% | 171,511 | $50.5M | Add +96.0% |
| RDVY First Trust Rising Dividend | 1.17% | 722,842 | $49.4M | Add +1520.4% |
| SDVY First Trust Smid Cap Rising | 0.97% | 1,039,862 | $41.0M | Add +14172.1% |
| HD Home Depot Inc. | 0.96% | 122,947 | $40.4M | Add +489.3% |
| EPD Enterprise Products Partners | 0.93% | 1,032,176 | $39.1M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.92% | 42,234 | $38.8M | Add +106.2% |
| JAVA JPMorgan Active Value ETF | 0.85% | 495,706 | $35.6M | New |
| GOOG Alphabet Inc. Class C | 0.81% | 118,345 | $33.9M | Add +281.4% |
| QUAL iShares MSCI USA Quality Fac | 0.81% | 176,633 | $33.9M | Add +263.8% |
| VCIT Vanguard Int-Term Corporate | 0.80% | 405,333 | $33.5M | Add +25.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.79% | 368,941 | $33.4M | Add +17.5% |
| VT Vanguard Tot World STK ETF | 0.77% | 232,912 | $32.2M | Add +15798.4% |
| IJH iShares Core S&P Midcap ETF | 0.69% | 428,500 | $28.9M | Add +36.1% |
| XLK SS Technology Select Sector | 0.68% | 216,534 | $28.8M | Add +233.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.68% | 65,117 | $28.4M | Add +788.6% |
| IJR iShares Core S&P Small-Cap E | 0.67% | 228,153 | $28.4M | Add +29.1% |
| CMCSA Comcast Corp. Class A | 0.67% | 987,693 | $28.4M | Add +5.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.66% | 302,098 | $27.7M | Add +45.8% |
| BSV Vanguard Short-Term Bond ETF | 0.64% | 343,535 | $26.9M | Add +34.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.63% | 336,708 | $26.5M | Add +134.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 89,910 | $25.8M | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 0.60% | 395,812 | $25.4M | Add +12.0% |
| USFR Wisdomtree Floating Rate Tre | 0.59% | 495,884 | $25.0M | Add +35.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.59% | 1,064,646 | $24.7M | Add +22.9% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 434,984 | $24.7M | Add +1191.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.58% | 956,842 | $24.5M | Add +21.6% |
| IEMG iShares Core MSCI Emerging | 0.57% | 344,818 | $24.1M | Add +24.3% |
| VXF Vanguard Extended Market ETF | 0.57% | 115,749 | $23.8M | New |
| WMT Walmart Inc. | 0.55% | 186,399 | $23.2M | Add +321.8% |
| KO The Coca-Cola Co. | 0.55% | 302,522 | $23.1M | Add +376.1% |
| JNJ Johnson & Johnson | 0.55% | 94,655 | $23.1M | Add +56.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.53% | 524,043 | $22.3M | New |
| GOVT iShares US Treasury Bond ETF | 0.52% | 960,565 | $22.0M | Add +58.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 60,216 | $19.3M | Add +1442.8% |
| ABBV Abbvie Inc. | 0.45% | 87,277 | $19.0M | Add +157.7% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 124,693 | $18.5M | New |
| TSLA Tesla Inc. | 0.43% | 48,502 | $18.0M | Add +205.1% |
| BOND PIMCO Active Bond Exchange-T | 0.43% | 194,918 | $18.0M | Add +4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 52,397 | $17.7M | Add +306.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 36,658 | $17.6M | Add +171.0% |
| JPIE JPMorgan Income ETF | 0.40% | 365,184 | $16.8M | Add +4773.0% |
| DXJ Wisdomtree Japan Hedged Eq | 0.39% | 102,733 | $16.3M | Add +1.1% |
| UTES Virtus Reaves Utilities ETF | 0.38% | 197,494 | $15.8M | New |
| JHMM John Hancock Multi Fact Mid | 0.37% | 233,406 | $15.7M | Add +459.4% |
| COST Costco Wholesale Corp. | 0.37% | 15,598 | $15.5M | Add +158.4% |
| NOBL Proshares S&P 500 Dividend A | 0.37% | 145,549 | $15.4M | Add +17.1% |
| EVTR Eaton Vance Total Return | 0.36% | 301,126 | $15.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 26,324 | $15.2M | Add +251.4% |
| TLT iShares 20+ Year Treasury BD | 0.34% | 166,167 | $14.4M | Add +30.1% |
| SIVR Abrdn Physical Silver Shares | 0.34% | 197,836 | $14.2M | Reduce -2.2% |
| XLF SS Financial Select Sector | 0.34% | 286,055 | $14.1M | Add +379.4% |
| MRK Merck & Co. Inc. | 0.34% | 116,727 | $14.1M | Add +108.9% |
| IWF iShares Russell 1000 Growth | 0.33% | 32,701 | $13.9M | Add +671.4% |
| WDC Western Digital Corp. | 0.33% | 51,393 | $13.9M | Add +2688.6% |
| CVX Chevron Corp. | 0.33% | 66,779 | $13.8M | Add +79.0% |
| NEE Nextera Energy Inc. | 0.33% | 148,378 | $13.8M | Add +17.4% |
| HEDG Equable Shares HDG Eqty ETF | 0.32% | 463,686 | $13.4M | New |
| IVE iShares S&P 500 Value ETF | 0.31% | 61,835 | $13.1M | Add +126.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.31% | 491,220 | $12.9M | Add +8.4% |
| JHML John Hancock Multi Fact LRG | 0.31% | 164,836 | $12.9M | Add +173.9% |
| GS Goldman Sachs Group Inc. | 0.30% | 15,131 | $12.8M | Add +217.9% |
| MS Morgan Stanley | 0.30% | 77,770 | $12.8M | Add +33.5% |
| V Visa Inc. Class A | 0.30% | 42,059 | $12.7M | Add +220.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.30% | 51,988 | $12.5M | Add +24.9% |
| GSID Goldman Sachs Marketbeta Int | 0.29% | 176,787 | $12.4M | Add +67.0% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.29% | 233,638 | $12.2M | Add +14.8% |
| MU Micron Technology Inc. | 0.29% | 35,511 | $12.0M | Add +32.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 123,815 | $11.9M | Add +840.6% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 103,734 | $11.7M | Add +150.9% |
| PG The Procter & Gamble Co. | 0.27% | 78,404 | $11.3M | Add +77.6% |
| AVUV Avantis US Small Cap Value | 0.27% | 102,401 | $11.3M | New |
| VGLT Vanguard Long-Term Treasury | 0.27% | 204,119 | $11.3M | Add +5.6% |
| EXR Extra Space Storage Inc. | 0.27% | 85,870 | $11.3M | Reduce -23.7% |
| HYLS FT Tactical High Yield ETF | 0.27% | 275,331 | $11.2M | Add +4.3% |
| IMCG iShares Morningstar Mid-Cap | 0.26% | 139,661 | $11.0M | Add +9.5% |
| RTX RTX Corp. | 0.26% | 56,117 | $10.8M | Add +82.8% |
| T AT&T Inc. | 0.25% | 363,526 | $10.5M | Add +235.1% |
| CSCO Cisco Systems Inc. | 0.25% | 133,940 | $10.4M | Add +64.0% |
| AGG iShares Core U.S. Aggregate | 0.25% | 104,623 | $10.4M | Add +13.8% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 47,207 | $10.2M | Add +118.3% |
| HCA HCA Healthcare Inc. | 0.24% | 21,202 | $10.0M | Add +217.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 41,297 | $10.0M | Add +94.5% |
| EFA iShares MSCI Eafe ETF | 0.24% | 102,375 | $9.9M | Add +100.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.23% | 165,059 | $9.6M | Add +117.5% |
| MBB iShares MBS ETF | 0.23% | 100,537 | $9.5M | Add +153.0% |
| GDX Vaneck Gold Miners ETF | 0.23% | 103,985 | $9.5M | Add +78.8% |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 126,124 | $9.4M | Add +121.9% |
| LMBS First Trust Low Duration Opp | 0.22% | 187,009 | $9.3M | Reduce -44.4% |
| BLK BlackRock Inc. | 0.22% | 9,631 | $9.3M | Add +159.9% |
| GEM Goldman Sachs Activebeta Em | 0.22% | 214,105 | $9.2M | Add +41.1% |
Options reported separately and not counted above: SPY puts ($51.0M), META calls ($33.9M), NFLX calls ($11.8M), IWM calls ($8.5M), PODD calls ($264K), QQQ calls ($54K), QQQ puts ($44K).
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.99 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.87 |
| LMBS First Trust Low Duration Opp | Reduce -44.4% | 0.22% | −0.59 |
| EXR Extra Space Storage Inc. | Reduce -23.7% | 0.27% | −0.44 |
| IQLT iShares MSCI International Q | Reduce -91.8% | 0.02% | −0.40 |
| JMBS Janus Henderson Mortg Backed | Reduce -94.3% | 0.01% | −0.37 |
| TFLO iShares Treasury Floating Ra | Reduce -43.5% | 0.14% | −0.35 |
| SIVR Abrdn Physical Silver Shares | Reduce -2.2% | 0.34% | −0.32 |
| SGOV iShares 0-3 Month Treasury B | Reduce -14.7% | 0.17% | −0.23 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -94.8% | 0.01% | −0.22 |
| OBDC Blue Owl Capital Corp. | Reduce -35.1% | 0.08% | −0.20 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.18 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.18 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -51.4% | 0.05% | −0.18 |
| OEF iShares S&P 100 ETF | Reduce -83.5% | 0.01% | −0.17 |
| FOLD Amicus Therapeutics Inc. | Reduce -0.1% | 0.13% | −0.13 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -89.4% | 0.01% | −0.12 |
| TLH iShares 10-20 Year Treasury | Reduce -4.0% | 0.09% | −0.11 |
| EOI Eaton Vance Enhanced Eq Incm | Reduce -0.7% | 0.08% | −0.10 |
| GM General Motors Co. | Reduce -2.0% | 0.08% | −0.10 |
| GOF Guggenheim Strategic Opport | Reduce -11.3% | 0.06% | −0.10 |
| STWD Starwood Property Trust Inc. | Reduce -72.9% | 0.01% | −0.09 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.7% | 0.08% | −0.08 |
| CBZ Cbiz Inc. | Reduce -19.3% | 0.02% | −0.08 |
| FVD First Trust Value Line DVD | Reduce -4.2% | 0.08% | −0.08 |
| BXSL Blackstone Secured Lending F | Reduce -2.1% | 0.06% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -34.3% | 0.04% | −0.08 |
| FTCS First Trust Capital Strength | Reduce -4.0% | 0.07% | −0.08 |
| IXJ iShares Global Healthcare Et | Reduce -64.7% | 0.02% | −0.08 |
| AFG American Financial Group Inc. | Sold out | 0.00% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -77.8% | 0.01% | −0.06 |
| SSUS Day Hagan Smart Sector ETF | Reduce -11.0% | 0.05% | −0.06 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.06 |
| EPR Epr Properties | Reduce -44.6% | 0.02% | −0.06 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.4% | 0.04% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.3% | 0.05% | −0.05 |
| VRTS Virtus Investment Partners | Sold out | 0.00% | −0.05 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.05 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.05 |
| FTAI Ftai Aviation Ltd. | Reduce -0.7% | 0.07% | −0.05 |
| SRE Sempra | Reduce -18.5% | 0.04% | −0.05 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.04 |
| FDIS Fidelity MSCI Cons Discr Ind | Sold out | 0.00% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Reduce -32.5% | 0.01% | −0.04 |
| AIG American International Group | Reduce -26.6% | 0.02% | −0.04 |
| NRG NRG Energy Inc. | Reduce -18.7% | 0.02% | −0.04 |
| VSNT Versant Media Group Inc. | Reduce -2.8% | 0.03% | −0.03 |
| CDNS Cadence Design SYS Inc. | Reduce -1.7% | 0.03% | −0.03 |
| BN Brookfield Corp. | Reduce -10.6% | 0.02% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| RDVY First Trust Rising Dividend | Add +1520.4% | 1.17% | +1.02 |
| SDVY First Trust Smid Cap Rising | Add +14172.1% | 0.97% | +0.96 |
| IVV iShares Core S&P 500 ETF | Add +503.4% | 1.38% | +0.90 |
| JAVA JPMorgan Active Value ETF | New | 0.85% | +0.85 |
| VT Vanguard Tot World STK ETF | Add +15798.4% | 0.77% | +0.76 |
| HD Home Depot Inc. | Add +489.3% | 0.96% | +0.62 |
| VXF Vanguard Extended Market ETF | New | 0.57% | +0.57 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.53% | +0.53 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +788.6% | 0.68% | +0.50 |
| GOOGL Alphabet Inc. Class A | Add +214.7% | 1.66% | +0.50 |
| JEPI JPMorgan Equity Premium Inco | Add +1191.6% | 0.59% | +0.49 |
| VYM Vanguard High DVD Yield ETF | New | 0.44% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +1442.8% | 0.46% | +0.40 |
| JPIE JPMorgan Income ETF | Add +4773.0% | 0.40% | +0.38 |
| UTES Virtus Reaves Utilities ETF | New | 0.38% | +0.38 |
| EVTR Eaton Vance Total Return | New | 0.36% | +0.36 |
| QUAL iShares MSCI USA Quality Fac | Add +263.8% | 0.81% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +281.4% | 0.81% | +0.34 |
| KO The Coca-Cola Co. | Add +376.1% | 0.55% | +0.34 |
| HEDG Equable Shares HDG Eqty ETF | New | 0.32% | +0.32 |
| WDC Western Digital Corp. | Add +2688.6% | 0.33% | +0.32 |
| WMT Walmart Inc. | Add +321.8% | 0.55% | +0.31 |
| AAPL Apple Inc. | Add +136.9% | 3.56% | +0.30 |
| AVUV Avantis US Small Cap Value | New | 0.27% | +0.27 |
| JHMM John Hancock Multi Fact Mid | Add +459.4% | 0.37% | +0.24 |
| IWF iShares Russell 1000 Growth | Add +671.4% | 0.33% | +0.23 |
| XLK SS Technology Select Sector | Add +233.2% | 0.68% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | Add +306.7% | 0.42% | +0.23 |
| DIS The Walt Disney Co. | Add +840.6% | 0.28% | +0.21 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.20% | +0.20 |
| AVLV Avantis US Large Cap Value | New | 0.19% | +0.19 |
| FSCC Fed Hermes Small Cap Core | New | 0.19% | +0.19 |
| XLF SS Financial Select Sector | Add +379.4% | 0.34% | +0.18 |
| PFE Pfizer Inc. | Add +642.4% | 0.21% | +0.16 |
| SO The Southern Co. | Add +1062.2% | 0.19% | +0.16 |
| IEF iShares 7-10 Year Treasury B | Add +613.4% | 0.21% | +0.15 |
| AZN Astrazeneca PLC | Add +524.9% | 0.21% | +0.15 |
| PH Parker Hannifin Corp. | Add +747.5% | 0.19% | +0.14 |
| EFG iShares MSCI Eafe Growth ETF | Add +1274.5% | 0.17% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +251.4% | 0.36% | +0.14 |
| APH Amphenol Corp. Class A | Add +510.7% | 0.21% | +0.14 |
| BPRE Bluerock Private Real Estate | Add +1057.5% | 0.16% | +0.14 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +805.9% | 0.17% | +0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +134.7% | 0.63% | +0.13 |
| BALT Inn Defined Wealth Shield | New | 0.13% | +0.13 |
| SPOT Spotify Technology SA | Add +658.4% | 0.18% | +0.12 |
| EIPX FT Energy Inc. Partners Strat | New | 0.12% | +0.12 |
| TJX TJX Companies Inc. | Add +408.5% | 0.20% | +0.12 |
| T AT&T Inc. | Add +235.1% | 0.25% | +0.12 |
| NET Cloudflare Inc. Class A | Add +2074.9% | 0.13% | +0.12 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 83,233 | $51.0M |
| META Meta Platforms Inc. Class A | call | New | 59,269 | $33.9M |
| NFLX Netflix Inc. | call | New | 123,948 | $11.8M |
| IWM iShares Russell 2000 ETF | call | New | 35,276 | $8.5M |
| PODD Insulet Corp. | call | New | 1,459 | $264K |
| QQQ Invesco QQQ Trust Series 1 | call | New | 500 | $54K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 5,000 | $44K |
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 |