—

Mount Yale Investment Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    denver, CO
  • CIK
    0001744349
  • Alternate names
    ELEVATION POINT WEALTH PARTNERS, LLC
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

719

$2.08B
VOO, GQ9, AAPL, MSFT
13F-HR
Feb 12, 2026
000174434926000007

671

$1.44B
VOO, MSFT, GQ9, AAPL
13F-HR
Nov 14, 2025
000174434925000020

1,493

$1.28B
AAPL, SPYV, KRE, KRE
RESTATEMENT
Feb 3, 2026
000174434926000002

533

$1.17B
AAPL, SPYV, KRE, KRE
RESTATEMENT
Feb 3, 2026
000174434926000001

556

$1.24B
AAPL, SPYV, KRE, IVV
RESTATEMENT
Feb 3, 2026
000174434926000003

543

$1.04B
AAPL, IVV, MSFT, GOOGL
RESTATEMENT
Feb 3, 2026
000174434926000004

544

$1.26B
AAPL, SPYV, KRE, IVV
RESTATEMENT
Feb 3, 2026
000174434926000005

532

$1.3B
AAPL, SPYV, KRE, IVV
RESTATEMENT
Feb 3, 2026
000174434926000006

494

$1.05B
AAPL, IVV, GOOG, GOOGL
13F-HR
Feb 13, 2024
000174434924000002

499

$919.61M
AAPL, IVV, GOOG, GOOGL
13F-HR
Oct 11, 2023
000174434923000010

479

$944.05M
AAPL, IVV, GOOGL, GOOG
13F-HR
Aug 14, 2023
000174434923000008

482

$890.5M
AAPL, IVV, GOOGL, MSFT
13F-HR
May 11, 2023
000174434923000006

452

$881.3M
AAPL, IVV, GOOGL, ACWX
13F-HR
Feb 14, 2023
000174434923000003

442

$753.17M
AAPL, IVV, GOOGL, MSFT
13F-HR
Nov 7, 2022
000174434922000004

453

$793.62M
AAPL, IVV, GOOGL, MSFT
13F-HR
Aug 2, 2022
000174434922000003

462

$919.89M
AAPL, IVV, GOOGL, MSFT
13F-HR
May 3, 2022
000174434922000002

456

$962.02M
AAPL, IVV, GOOGL, SHW
13F-HR
Feb 2, 2022
000174434922000001

457

$869.41M
AAPL, IVV, GOOGL, SHW
13F-HR
Nov 2, 2021
000174434921000004

423

$826.58M
AAPL, IVV, GOOGL, SHW
13F-HR
Aug 4, 2021
000174434921000003

407

$766.23M
AAPL, IVV, GOOGL, SHW
13F-HR
May 4, 2021
000174434921000002

397

$712.54M
AAPL, IVV, GOOGL, SHW
13F-HR
Feb 12, 2021
000174434921000001

350

$702M
AAPL, ED, AAPL, IVV
13F-HR
Nov 16, 2020
000174434920000004

332

$558.23M
AAPL, IVV, GOOGL, BMY
13F-HR
Jul 9, 2020
000174434920000003

289

$443.52M
AAPL, BMY, IVV, 1848782D
13F-HR
May 4, 2020
000174434920000002

321

$575.8M
AAPL, BMY, IVV, GOOGL
13F-HR
Feb 13, 2020
000174434920000001

307

$558.9M
AAPL, CELG, CVS, GOOGL
13F-HR
Nov 14, 2019
000158064219005147

315

$541.67M
AAPL, GOOGL, CVS, CELG
13F-HR
Aug 13, 2019
000158064219003665

313

$533.84M
AAPL, GOOGL, CELG, 1848782D
13F-HR
May 15, 2019
000158064219002513

309

$492.42M
AAPL, CELG, CVS, IVV
13F-HR
Feb 14, 2019
000158064219000826

947

$572.67M
AAPL, CVS, IVV, CELG
13F-HR
Nov 13, 2018
000158064218005412

955

$528.39M
AAPL, CELG, IVV, SHW
13F-HR
Aug 22, 2018
000158064218003999

939

$466.49M
AAPL, IVV, SHW, CVS
13F-HR
Jun 25, 2018
000158064218003101