ELEVATION POINT WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
1,095
Total value ($000)
$4,311,561
Net value change ($000)
+2,233,931 (107.5%)
New positions
410
Sold out positions
41
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 82,029 121.1%
GLD 53,152 67.3%
IVV 48,072 475.4%
RDVY 46,257 1492.6%
NVDA 45,786 110.7%
GOOGL 45,559 189.1%
SDVY 40,723 14596.1%
JAVA 35,567 NEW
XOM 33,552 104.0%
HD 33,257 463.3%
Top Reduces (Value $000, Stocks/ETFs)
SPY -20,532 -100.0%
META -18,069 -100.0%
IQLT -7,902 -91.7%
LMBS -7,485 -44.6%
JMBS -7,374 -94.4%
SPTI -4,478 -94.8%
TFLO -4,435 -43.3%
SPTS -3,696 -100.0%
NFLX -3,692 -100.0%
EXR -3,388 -23.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 105,604 (2.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type