ELEVATION POINT WEALTH PARTNERS, LLC
Q4 2025 13F Holdings
- Locationdenver, CO
- Num holdings
719
- Value ($000)
$2,077,630
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001744349
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $80.95M | 4 % | 129,073 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $78.93M | 4 % | 199,169 | ||
APPLE INC | COM | 037833100 | $67.72M | 3 % | 249,088 | ||
MICROSOFT CORP | COM | 594918104 | $59.42M | 3 % | 122,875 | ||
NVIDIA CORPORATION | COM | 67066G104 | $41.37M | 2 % | 221,824 | ||
AMAZON COM INC | COM | 023135106 | $35.83M | 2 % | 155,250 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $32.67M | 2 % | 1,019,056 | ||
EXXON MOBIL CORP | COM | 30231G102 | $32.26M | 2 % | 268,050 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $28.19M | 1 % | 87,483 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $28.08M | 1 % | 313,928 |
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