ELEVATION POINT WEALTH PARTNERS, LLC
CIK 1744349
13F filing for Q2 2026・No. 864
- Holdings
- US$5.4B
- Quarter change
- +US$1.09B
- Entries
- 1,202
- Net bought (estimate)
- +US$710.38M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 167
- Sold out 74
- Cut 423
- Added 544
- Corporate actions 2
- Unchanged 47
Largest holdings
1,181 stocks worth US$5.39B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 587,164 | US$169.9M | 3.15% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 200,052 | US$137.4M | 2.55% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 295,275 | US$108.77M | 2.02% |
| BOKFBOK FINL CORPCOM NEW | New | 770,026 | US$106.94M | 1.98% |
| NVDANvidiaCOM | Added | 527,328 | US$105.48M | 1.96% |
| GOOGLAlphabetCAP STK CL A | Added | 265,550 | US$94.9M | 1.76% |
| MSFTMicrosoftCOM | Added | 233,876 | US$87.24M | 1.62% |
| AMZNAmazonCOM | Added | 320,122 | US$76.3M | 1.41% |
| IVVISHARES TRCORE S&P500 ETF | Added | 100,954 | US$75.6M | 1.40% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 12:1 | 871,237 | US$75.05M | 1.39% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.