ELEVATION POINT WEALTH PARTNERS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.4T
Holdings
671
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (671 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 89,373 | $54.9B | 3.82% | |
| 2 | MSFTMICROSOFT CORP | 75,380 | $39.0B | 2.72% | |
| 3 | GQ9SPDR GOLD TR | 92,377 | $32.8B | 2.29% | |
| 4 | AAPLAPPLE INC | 119,784 | $30.5B | 2.12% | |
| 5 | NVDANVIDIA CORPORATION | 158,434 | $29.6B | 2.06% | |
| 6 | AVGOBROADCOM INC | 76,398 | $25.2B | 1.76% | |
| 7 | AQLTISHARES TR | 288,479 | $25.2B | 1.75% | |
| 8 | LMBSFIRST TR EXCHANGETRADED FD | 449,405 | $22.4B | 1.56% | |
| 9 | SPABSPDR SERIES TRUST | 704,237 | $18.2B | 1.27% | |
| 10 | SCHZSCHWAB STRATEGIC TR | 775,096 | $18.2B | 1.27% | |
| 11 | AMZNAMAZON COM INC | 80,605 | $17.7B | 1.23% | |
| 12 | JPMJPMORGAN CHASE CO | 55,881 | $17.6B | 1.23% | |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 199,045 | $16.7B | 1.17% | |
| 14 | JPIEJ P MORGAN EXCHANGE TRADED F | 357,465 | $16.6B | 1.16% | |
| 15 | IJHISHARES TR | 252,468 | $16.5B | 1.15% | |
| 16 | EXREXTRA SPACE STORAGE INC | 112,710 | $15.9B | 1.11% | |
| 17 | BONDPIMCO ETF TR | 169,176 | $15.8B | 1.10% | |
| 18 | EVTRMORGAN STANLEY ETF TRUST | 296,471 | $15.3B | 1.07% | |
| 19 | EMXCISHARES INC | 206,503 | $13.9B | 0.97% | |
| 20 | LLYELI LILLY CO | 18,189 | $13.9B | 0.97% | |
| 21 | METAMETA PLATFORMS INC | 18,760 | $13.8B | 0.96% | |
| 22 | GOOGLALPHABET INC | 51,806 | $12.6B | 0.88% | |
| 23 | AGGISHARES TR | 120,762 | $12.1B | 0.84% | |
| 24 | SPTLSPDR SERIES TRUST | 443,762 | $12.0B | 0.83% | |
| 25 | VGLTVANGUARD SCOTTSDALE FDS | 201,691 | $11.5B | 0.80% | |
| 26 | IEMGISHARES INC | 173,495 | $11.4B | 0.80% | |
| 27 | SIVRABRDN SILVER ETF TRUST | 251,638 | $11.2B | 0.78% | |
| 28 | IJRISHARES TR | 87,942 | $10.5B | 0.73% | |
| 29 | VOVANGUARD INDEX FDS | 35,056 | $10.3B | 0.72% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 20,418 | $10.3B | 0.72% | |
| 31 | HYLSFIRST TR EXCHANGETRADED FD | 237,801 | $10.0B | 0.70% | |
| 32 | ORCLORACLE CORP | 33,776 | $9.5B | 0.66% | |
| 33 | RDVYFIRST TR EXCHANGE TRADED FD | 140,922 | $9.5B | 0.66% | |
| 34 | CVXCHEVRON CORP NEW | 59,565 | $9.2B | 0.64% | |
| 35 | FSCCFEDERATED HERMES ETF TRUST | 284,157 | $8.4B | 0.59% | |
| 36 | IBMINTERNATIONAL BUSINESS MACHS | 28,591 | $8.1B | 0.56% | |
| 37 | OBDCBLUE OWL CAPITAL CORPORATION | 612,351 | $8.0B | 0.56% | |
| 38 | JNJJOHNSON JOHNSON | 42,277 | $7.8B | 0.55% | |
| 39 | XOMEXXON MOBIL CORP | 69,216 | $7.8B | 0.54% | |
| 40 | JMBSJANUS DETROIT STR TR | 168,653 | $7.7B | 0.54% | |
| 41 | ABBVABBVIE INC | 32,774 | $7.6B | 0.53% | |
| 42 | PGPROCTER AND GAMBLE CO | 47,378 | $7.3B | 0.51% | |
| 43 | MCDMCDONALDS CORP | 23,100 | $7.0B | 0.49% | |
| 44 | SPSBSPDR SERIES TRUST | 216,768 | $6.6B | 0.46% | |
| 45 | OWLBLUE OWL CAPITAL INC | 374,236 | $6.3B | 0.44% | |
| 46 | DXJWISDOMTREE TR | 49,297 | $6.3B | 0.44% | |
| 47 | IMCGISHARES TR | 72,227 | $6.0B | 0.42% | |
| 48 | VTVVANGUARD INDEX FDS | 31,187 | $5.8B | 0.41% | |
| 49 | IQLTISHARES TR | 130,561 | $5.8B | 0.40% | |
| 50 | SOXXISHARES TR | 21,226 | $5.8B | 0.40% | |
| 51 | HDHOME DEPOT INC | 13,903 | $5.6B | 0.39% | |
| 52 | XLKSELECT SECTOR SPDR TR | 19,847 | $5.6B | 0.39% | |
| 53 | FTCSFIRST TR EXCHANGETRADED FD | 59,624 | $5.6B | 0.39% | |
| 54 | GSGOLDMAN SACHS GROUP INC | 6,774 | $5.4B | 0.38% | |
| 55 | MRSHMARSH MCLENNAN COS INC | 26,010 | $5.2B | 0.37% | |
| 56 | JHMLJOHN HANCOCK EXCHANGE TRADED | 65,808 | $5.2B | 0.36% | |
| 57 | VBRVANGUARD INDEX FDS | 24,323 | $5.1B | 0.36% | |
| 58 | ARKKARK ETF TR | 58,940 | $5.1B | 0.35% | |
| 59 | DIVOAMPLIFY ETF TR | 113,989 | $5.1B | 0.35% | |
| 60 | GDXVANECK ETF TRUST | 65,192 | $5.0B | 0.35% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 16,789 | $4.9B | 0.34% | |
| 62 | NEENEXTERA ENERGY INC | 65,078 | $4.9B | 0.34% | |
| 63 | NDQINVESCO QQQ TR | 8,040 | $4.8B | 0.34% | |
| 64 | DISDISNEY WALT CO | 42,064 | $4.8B | 0.34% | |
| 65 | FVDFIRST TR EXCHANGETRADED FD | 103,881 | $4.8B | 0.33% | |
| 66 | BLKBLACKROCK INC | 4,032 | $4.7B | 0.33% | |
| 67 | SPTISPDR SERIES TRUST | 161,961 | $4.7B | 0.33% | |
| 68 | TSLATESLA INC | 10,487 | $4.7B | 0.32% | |
| 69 | FTECFIDELITY COVINGTON TRUST | 20,876 | $4.6B | 0.32% | |
| 70 | WMTWALMART INC | 44,334 | $4.6B | 0.32% | |
| 71 | GOOGALPHABET INC | 18,662 | $4.5B | 0.32% | |
| 72 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 16,190 | $4.5B | 0.32% | |
| 73 | MAMASTERCARD INCORPORATED | 7,676 | $4.4B | 0.30% | |
| 74 | TJXTJX COS INC NEW | 29,311 | $4.2B | 0.30% | |
| 75 | VEAVANGUARD TAXMANAGED FDS | 70,368 | $4.2B | 0.29% | |
| 76 | WMBWILLIAMS COS INC | 66,405 | $4.2B | 0.29% | |
| 77 | DWDMORGAN STANLEY | 26,176 | $4.2B | 0.29% | |
| 78 | QUALISHARES TR | 21,210 | $4.1B | 0.29% | |
| 79 | UBSUBS GROUP AG | 99,503 | $4.1B | 0.28% | |
| 80 | RTXRTX CORPORATION | 24,070 | $4.0B | 0.28% | |
| 81 | GSIDGOLDMAN SACHS ETF TR | 60,196 | $4.0B | 0.28% | |
| 82 | SDYSPDR SERIES TRUST | 28,143 | $3.9B | 0.27% | |
| 83 | VVISA INC | 11,510 | $3.9B | 0.27% | |
| 84 | WFCWELLS FARGO CO NEW | 46,301 | $3.9B | 0.27% | |
| 85 | XLGINVESCO EXCHANGE TRADED FD T | 66,322 | $3.8B | 0.27% | |
| 86 | XFEBFIRST TR EXCH TRADED FD III | 208,819 | $3.8B | 0.27% | |
| 87 | DGROISHARES TR | 55,277 | $3.8B | 0.26% | |
| 88 | KMIKINDER MORGAN INC DEL | 129,237 | $3.7B | 0.25% | |
| 89 | SPTSSPDR SERIES TRUST | 124,759 | $3.7B | 0.25% | |
| 90 | IVVISHARES TR | 5,317 | $3.6B | 0.25% | |
| 91 | RWLINVESCO EXCH TRADED FD TR II | 32,097 | $3.6B | 0.25% | |
| 92 | XLFSELECT SECTOR SPDR TR | 64,399 | $3.5B | 0.24% | |
| 93 | EOIEATON VANCE ENHANCED EQUITY | 164,532 | $3.5B | 0.24% | |
| 94 | LINLINDE PLC | 7,273 | $3.5B | 0.24% | |
| 95 | GOFGUGGENHEIM STRATEGIC OPPORTU | 229,296 | $3.4B | 0.24% | |
| 96 | PEPPEPSICO INC | 24,455 | $3.4B | 0.24% | |
| 97 | NOBLPROSHARES TR | 33,212 | $3.4B | 0.24% | |
| 98 | USMVISHARES TR | 35,954 | $3.4B | 0.24% | |
| 99 | EEMISHARES TR | 63,983 | $3.4B | 0.24% | |
| 100 | BGBBLACKSTONE STRATEGIC CRED 20 | 277,023 | $3.4B | 0.23% |
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