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 |
|---|---|---|---|---|---|
| 201 | TRVTRAVELERS COMPANIES INC | 5,707 | $1.6B | 0.11% | |
| 202 | ETENERGY TRANSFER L P | 92,258 | $1.6B | 0.11% | |
| 203 | COINCOINBASE GLOBAL INC | 4,685 | $1.6B | 0.11% | |
| 204 | DUKDUKE ENERGY CORP NEW | 12,486 | $1.5B | 0.11% | |
| 205 | RWRSPDR SERIES TRUST | 15,354 | $1.5B | 0.11% | |
| 206 | ACNACCENTURE PLC IRELAND | 6,244 | $1.5B | 0.11% | |
| 207 | PSXPHILLIPS 66 | 11,231 | $1.5B | 0.11% | |
| 208 | INTUINTUIT | 2,183 | $1.5B | 0.10% | |
| 209 | BDXBECTON DICKINSON CO | 7,782 | $1.5B | 0.10% | |
| 210 | SMIGETF SER SOLUTIONS | 48,712 | $1.4B | 0.10% | |
| 211 | PYLDPIMCO ETF TR | 53,618 | $1.4B | 0.10% | |
| 212 | FSMBFIRST TR EXCH TRADED FD III | 71,546 | $1.4B | 0.10% | |
| 213 | SCHDSCHWAB STRATEGIC TR | 52,483 | $1.4B | 0.10% | |
| 214 | EOGEOG RES INC | 12,660 | $1.4B | 0.10% | |
| 215 | CCEPCOCACOLA EUROPACIFIC PARTNE | 15,653 | $1.4B | 0.10% | |
| 216 | TMOTHERMO FISHER SCIENTIFIC INC | 2,906 | $1.4B | 0.10% | |
| 217 | TATT INC | 49,747 | $1.4B | 0.10% | |
| 218 | JCIJOHNSON CTLS INTL PLC | 12,671 | $1.4B | 0.10% | |
| 219 | CRMSALESFORCE INC | 5,879 | $1.4B | 0.10% | |
| 220 | IAU*ISHARES GOLD TR | 19,110 | $1.4B | 0.10% | |
| 221 | XLFISELECT SECTOR SPDR TR | 17,416 | $1.4B | 0.10% | |
| 222 | MUMICRON TECHNOLOGY INC | 8,122 | $1.4B | 0.09% | |
| 223 | CLOIVANECK ETF TRUST | 25,553 | $1.4B | 0.09% | |
| 224 | FMHIFIRST TR EXCH TRADED FD III | 28,344 | $1.3B | 0.09% | |
| 225 | PZAINVESCO EXCH TRADED FD TR II | 58,264 | $1.3B | 0.09% | |
| 226 | HEDJWISDOMTREE TR | 26,604 | $1.3B | 0.09% | |
| 227 | SSUSSTRATEGY SHS | 27,653 | $1.3B | 0.09% | |
| 228 | LRCXLAM RESEARCH CORP | 9,931 | $1.3B | 0.09% | |
| 229 | CVSCVS HEALTH CORP | 17,548 | $1.3B | 0.09% | |
| 230 | USIGISHARES TR | 25,197 | $1.3B | 0.09% | |
| 231 | BIPBROOKFIELD INFRAST PARTNERS | 39,905 | $1.3B | 0.09% | |
| 232 | VRTSVIRTUS INVT PARTNERS INC | 6,890 | $1.3B | 0.09% | |
| 233 | INGRINGREDION INC | 10,709 | $1.3B | 0.09% | |
| 234 | XLYSELECT SECTOR SPDR TR | 5,437 | $1.3B | 0.09% | |
| 235 | TTTRANE TECHNOLOGIES PLC | 3,082 | $1.3B | 0.09% | |
| 236 | SHYISHARES TR | 15,488 | $1.3B | 0.09% | |
| 237 | TRPTC ENERGY CORP | 23,060 | $1.3B | 0.09% | |
| 238 | PNCPNC FINL SVCS GROUP INC | 6,312 | $1.3B | 0.09% | |
| 239 | ORLYOREILLY AUTOMOTIVE INC | 11,755 | $1.3B | 0.09% | |
| 240 | DHILDIAMOND HILL INVT GROUP INC | 8,989 | $1.3B | 0.09% | |
| 241 | MAAMIDAMER APT CMNTYS INC | 8,918 | $1.2B | 0.09% | |
| 242 | MLPXGLOBAL X FDS | 19,858 | $1.2B | 0.09% | |
| 243 | SMMUPIMCO ETF TR | 24,600 | $1.2B | 0.09% | |
| 244 | BXBLACKSTONE INC | 7,181 | $1.2B | 0.09% | |
| 245 | JBLJABIL INC | 5,587 | $1.2B | 0.08% | |
| 246 | GCORGOLDMAN SACHS ETF TR | 28,831 | $1.2B | 0.08% | |
| 247 | GSSCGOLDMAN SACHS ETF TR | 15,842 | $1.2B | 0.08% | |
| 248 | USHYISHARES TR | 31,331 | $1.2B | 0.08% | |
| 249 | VRTVERTIV HOLDINGS CO | 7,836 | $1.2B | 0.08% | |
| 250 | SNYSANOFI SA | 24,934 | $1.2B | 0.08% | |
| 251 | JEPIJ P MORGAN EXCHANGE TRADED F | 20,344 | $1.2B | 0.08% | |
| 252 | SBUXSTARBUCKS CORP | 13,689 | $1.2B | 0.08% | |
| 253 | CRWDCROWDSTRIKE HLDGS INC | 2,361 | $1.2B | 0.08% | |
| 254 | IXCISHARES TR | 27,577 | $1.2B | 0.08% | |
| 255 | EXIISHARES TR | 6,663 | $1.2B | 0.08% | |
| 256 | NRANRG ENERGY INC | 6,984 | $1.1B | 0.08% | |
| 257 | RPMRPM INTL INC | 9,469 | $1.1B | 0.08% | |
| 258 | ALSALLSTATE CORP | 5,183 | $1.1B | 0.08% | |
| 259 | GSIEGOLDMAN SACHS ETF TR | 27,106 | $1.1B | 0.08% | |
| 260 | IWMISHARES TR | 4,605 | $1.1B | 0.08% | |
| 261 | GEVGE VERNOVA INC | 1,812 | $1.1B | 0.08% | |
| 262 | APHAMPHENOL CORP NEW | 8,976 | $1.1B | 0.08% | |
| 263 | DEDEERE CO | 2,422 | $1.1B | 0.08% | |
| 264 | SCHBSCHWAB STRATEGIC TR | 43,114 | $1.1B | 0.08% | |
| 265 | SMFGSUMITOMO MITSUI FINL GROUP I | 65,989 | $1.1B | 0.08% | |
| 266 | A4SAMERIPRISE FINL INC | 2,245 | $1.1B | 0.08% | |
| 267 | FT2FIRST HORIZON CORPORATION | 48,465 | $1.1B | 0.08% | |
| 268 | USBUS BANCORP DEL | 22,497 | $1.1B | 0.08% | |
| 269 | SHOPSHOPIFY INC | 7,395 | $1.1B | 0.08% | |
| 270 | NSCNORFOLK SOUTHN CORP | 3,648 | $1.1B | 0.08% | |
| 271 | IEFISHARES TR | 11,330 | $1.1B | 0.08% | |
| 272 | DOWDOW INC | 47,026 | $1.1B | 0.08% | |
| 273 | EMBISHARES TR | 11,323 | $1.1B | 0.08% | |
| 274 | VONGVANGUARD SCOTTSDALE FDS | 8,786 | $1.1B | 0.07% | |
| 275 | PHMPULTE GROUP INC | 7,912 | $1.0B | 0.07% | |
| 276 | KDPKEURIG DR PEPPER INC | 40,645 | $1.0B | 0.07% | |
| 277 | HYMBSPDR SERIES TRUST | 41,904 | $1.0B | 0.07% | |
| 278 | T7DTRANSDIGM GROUP INC | 790 | $1.0B | 0.07% | |
| 279 | PHPARKERHANNIFIN CORP | 1,374 | $1.0B | 0.07% | |
| 280 | MRVLMARVELL TECHNOLOGY INC | 12,360 | $1.0B | 0.07% | |
| 281 | HONHONEYWELL INTL INC | 4,918 | $1.0B | 0.07% | |
| 282 | FSKFS KKR CAP CORP | 60,338 | $1.0B | 0.07% | |
| 283 | GPCGENUINE PARTS CO | 7,228 | $1.0B | 0.07% | |
| 284 | CEGCONSTELLATION ENERGY CORP | 3,038 | $999.7M | 0.07% | |
| 285 | SPGISP GLOBAL INC | 2,052 | $998.9M | 0.07% | |
| 286 | VONVVANGUARD SCOTTSDALE FDS | 11,167 | $998.0M | 0.07% | |
| 287 | ANETARISTA NETWORKS INC | 6,805 | $991.6M | 0.07% | |
| 288 | DHRDANAHER CORPORATION | 4,950 | $982.8M | 0.07% | |
| 289 | AFLAFLAC INC | 8,688 | $970.5M | 0.07% | |
| 290 | APPAPPLOVIN CORP | 1,346 | $967.2M | 0.07% | |
| 291 | MOALTRIA GROUP INC | 14,230 | $954.8M | 0.07% | |
| 292 | TELTE CONNECTIVITY PLC | 4,275 | $938.5M | 0.07% | |
| 293 | AMATAPPLIED MATLS INC | 4,583 | $938.3M | 0.07% | |
| 294 | HBCPHOME BANCORP INC | 17,160 | $932.2M | 0.06% | |
| 295 | FISVFISERV INC | 7,165 | $923.8M | 0.06% | |
| 296 | CWBSPDR SERIES TRUST | 10,150 | $918.6M | 0.06% | |
| 297 | TRVCCITIGROUP INC | 8,991 | $912.6M | 0.06% | |
| 298 | ISRGINTUITIVE SURGICAL INC | 2,018 | $902.5M | 0.06% | |
| 299 | BKBANK NEW YORK MELLON CORP | 8,276 | $901.8M | 0.06% | |
| 300 | BILSPDR SERIES TRUST | 9,734 | $893.1M | 0.06% |