ELEVATION POINT WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 5,399,655
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 1,202 | 5,399,655 | 13F-HR | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q1 2026 | 4/27/2026 | 1,095 | 4,311,561 | 13F-HR | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q4 2025 | 2/12/2026 | 719 | 2,077,630 | 13F-HR | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q3 2025 | 11/14/2025 | 671 | 1,435,364 | 13F-HR | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q2 2025 | 2/3/2026 | 1,493 | 1,281,732 | 13F-HR/A - RESTATEMENT | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q2 2025 | 8/13/2025 | 1,499 | 1,281,732 | 13F-HR | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q1 2025 | 2/3/2026 | 533 | 1,166,877 | 13F-HR/A - RESTATEMENT | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q4 2024 | 2/3/2026 | 556 | 1,238,399 | 13F-HR/A - RESTATEMENT | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q3 2024 | 2/3/2026 | 543 | 1,041,711 | 13F-HR/A - RESTATEMENT | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q2 2024 | 2/3/2026 | 544 | 1,262,510 | 13F-HR/A - RESTATEMENT | ELEVATION POINT WEALTH PARTNERS, LLC |
| Q1 2024 | 2/3/2026 | 532 | 1,303,508 | 13F-HR/A - RESTATEMENT | ELEVATION POINT WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.184 K
(0.1% of total reported value)
· QoQ Δ:
-98.42 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.021 M | 56.1% | 600.2 K | 0 | 600.2 K |
| ETFs | 2.328 M | 43.2% | 579.2 K | 0 | 579.2 K |
| Debt | 37.87 K | 0.7% | 7.82 K | 0 | 7.82 K |
| Other | 592 | 0.0% | 202 | 0 | 202 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
5,399,655
Holdings
1202
QoQ value change ($000)
1,088,094
(25.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.