ELEVATION POINT WEALTH PARTNERS, LLC

Q3 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    671

  • Value ($000)

    $1,435,364

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001744349
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

SP 500 ETF SHS
922908363
$54.89 M
4 %

89,373

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$39.04 M
3 %

75,380

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$32.84 M
2 %

92,377

AAPL
AAPL

APPLE INC

COM
037833100
$30.50 M
2 %

119,784

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.56 M
2 %

158,434

AVGO
AVGO

BROADCOM INC

COM
11135F101
$25.20 M
2 %

76,398

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$25.19 M
2 %

288,479

LMBS
LMBS

FIRST TR EXCHANGETRADED FD

FST LOW OPPT EFT
33739Q200
$22.38 M
2 %

449,405

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$18.20 M
1 %

704,237

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$18.19 M
1 %

775,096

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