ELEVATION POINT WEALTH PARTNERS, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$2.1T
Holdings
719
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (719 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | ROLROLLINS INC | 17,680 | $1.0B | 0.05% | |
| 202 | IWDISHARES TR | 6,365 | $1.0B | 0.05% | |
| 203 | FMHIFIRST TR EXCH TRADED FD III | 27,284 | $1.0B | 0.05% | |
| 204 | GGUSGOLDMAN SACHS ETF TR | 24,755 | $1.0B | 0.05% | |
| 205 | TFCTRUIST FINL CORP | 30,837 | $1.0B | 0.05% | |
| 206 | YOUCLEAR SECURE INC | 53,503 | $1.0B | 0.05% | |
| 207 | VTIVANGUARD INDEX FDS | 3,903 | $1.0B | 0.05% | |
| 208 | INGING GROEP N.V. | 40,364 | $1.0B | 0.05% | |
| 209 | NRANRG ENERGY INC | 7,276 | $1.0B | 0.05% | |
| 210 | ASMLASML HOLDING N V | 1,008 | $1.0B | 0.05% | |
| 211 | ETNEATON CORP PLC | 3,914 | $1.0B | 0.05% | |
| 212 | GIGBGOLDMAN SACHS ETF TR | 38,613 | $1.0B | 0.05% | |
| 213 | XLBSELECT SECTOR SPDR TR | 42,271 | $1.0B | 0.05% | |
| 214 | AEISADVANCED ENERGY INDS | 4,913 | $1.0B | 0.05% | |
| 215 | AEEAMEREN CORP | 12,329 | $1.0B | 0.05% | |
| 216 | VRTSVIRTUS INVT PARTNERS INC | 6,450 | $1.0B | 0.05% | |
| 217 | SHOPSHOPIFY INC | 8,204 | $1.0B | 0.05% | |
| 218 | MMM3M CO | 11,401 | $1.0B | 0.05% | |
| 219 | FFORD MTR CO | 107,912 | $1.0B | 0.05% | |
| 220 | VCSHVANGUARD SCOTTSDALE FDS | 12,786 | $1.0B | 0.05% | |
| 221 | ISRGINTUITIVE SURGICAL INC | 2,879 | $1.0B | 0.05% | |
| 222 | THROBLACKROCK ETF TRUST | 45,501 | $1.0B | 0.05% | |
| 223 | APHAMPHENOL CORP NEW | 11,591 | $1.0B | 0.05% | |
| 224 | PLDPROLOGIS INC. | 12,003 | $1.0B | 0.05% | |
| 225 | PLTRPALANTIR TECHNOLOGIES INC | 5,935 | $1.0B | 0.05% | |
| 226 | MOALTRIA GROUP INC | 26,823 | $1.0B | 0.05% | |
| 227 | DALDELTA AIR LINES INC DEL | 18,251 | $1.0B | 0.05% | |
| 228 | PFEPFIZER INC | 42,913 | $1.0B | 0.05% | |
| 229 | VRTVERTIV HOLDINGS CO | 7,161 | $1.0B | 0.05% | |
| 230 | DISDISNEY WALT CO | 13,163 | $1.0B | 0.05% | |
| 231 | SLVISHARES SILVER TR | 30,228 | $1.0B | 0.05% | |
| 232 | DHID R HORTON INC | 13,661 | $1.0B | 0.05% | |
| 233 | CPCANADIAN PACIFIC KANSAS CITY | 17,447 | $1.0B | 0.05% | |
| 234 | IBBISHARES TR | 6,215 | $1.0B | 0.05% | |
| 235 | LPLALPL FINL HLDGS INC | 3,478 | $1.0B | 0.05% | |
| 236 | BXBLACKSTONE INC | 9,407 | $1.0B | 0.05% | |
| 237 | CEGCONSTELLATION ENERGY CORP | 3,691 | $1.0B | 0.05% | |
| 238 | ROKROCKWELL AUTOMATION INC | 2,687 | $1.0B | 0.05% | |
| 239 | XLUSELECT SECTOR SPDR TR | 42,251 | $1.0B | 0.05% | |
| 240 | XLFISELECT SECTOR SPDR TR | 16,703 | $1.0B | 0.05% | |
| 241 | XHBSPDR SERIES TRUST | 12,866 | $1.0B | 0.05% | |
| 242 | MUBISHARES TR | 12,971 | $1.0B | 0.05% | |
| 243 | BARGRANITESHARES GOLD TR | 42,497 | $1.0B | 0.05% | |
| 244 | ITA*ISHARES TR | 5,973 | $1.0B | 0.05% | |
| 245 | LLOEWS CORP | 17,682 | $1.0B | 0.05% | |
| 246 | AIGAMERICAN INTL GROUP INC | 12,656 | $1.0B | 0.05% | |
| 247 | NDAQNASDAQ INC | 10,331 | $1.0B | 0.05% | |
| 248 | NOWSERVICENOW INC | 6,889 | $1.0B | 0.05% | |
| 249 | FMBFIRST TR EXCH TRADED FD III | 30,550 | $1.0B | 0.05% | |
| 250 | SBUXSTARBUCKS CORP | 19,729 | $1.0B | 0.05% | |
| 251 | AMTAMERICAN TOWER CORP NEW | 6,885 | $1.0B | 0.05% | |
| 252 | IEFISHARES TR | 13,071 | $1.0B | 0.05% | |
| 253 | SBG1SEACOAST BKG CORP FLA | 37,143 | $1.0B | 0.05% | |
| 254 | AMATAPPLIED MATLS INC | 6,634 | $1.0B | 0.05% | |
| 255 | TXNTEXAS INSTRS INC | 9,520 | $1.0B | 0.05% | |
| 256 | MTBM & T BK CORP | 6,241 | $1.0B | 0.05% | |
| 257 | SHYISHARES TR | 17,057 | $1.0B | 0.05% | |
| 258 | GTIPGOLDMAN SACHS ETF TR | 28,519 | $1.0B | 0.05% | |
| 259 | KLACKLA CORP | 1,232 | $1.0B | 0.05% | |
| 260 | XLESELECT SECTOR SPDR TR | 38,294 | $1.0B | 0.05% | |
| 261 | BNBROOKFIELD CORP | 23,378 | $1.0B | 0.05% | |
| 262 | SPOTSPOTIFY TECHNOLOGY S A | 2,096 | $1.0B | 0.05% | |
| 263 | JBLJABIL INC | 5,547 | $1.0B | 0.05% | |
| 264 | GBNDGOLDMAN SACHS ETF TR | 35,333 | $1.0B | 0.05% | |
| 265 | ARMARM HOLDINGS PLC | 12,414 | $1.0B | 0.05% | |
| 266 | ACNACCENTURE PLC IRELAND | 5,079 | $1.0B | 0.05% | |
| 267 | PSXPHILLIPS 66 | 10,598 | $1.0B | 0.05% | |
| 268 | TJXTJX COS INC NEW | 10,215 | $1.0B | 0.05% | |
| 269 | VTEBVANGUARD MUN BD FDS | 36,115 | $1.0B | 0.05% | |
| 270 | PZAINVESCO EXCH TRADED FD TR II | 57,340 | $1.0B | 0.05% | |
| 271 | CMACOMERICA INC | 11,703 | $1.0B | 0.05% | |
| 272 | NVSNNOVARTIS AG | 9,641 | $1.0B | 0.05% | |
| 273 | BMTABRITISH AMERN TOB PLC | 32,430 | $1.0B | 0.05% | |
| 274 | JEPIJ P MORGAN EXCHANGE TRADED F | 33,677 | $1.0B | 0.05% | |
| 275 | SYKSTRYKER CORPORATION | 3,461 | $1.0B | 0.05% | |
| 276 | AFGAMERICAN FINL GROUP INC OHIO | 11,284 | $1.0B | 0.05% | |
| 277 | GSIEGOLDMAN SACHS ETF TR | 37,274 | $1.0B | 0.05% | |
| 278 | ETENERGY TRANSFER L P | 91,832 | $1.0B | 0.05% | |
| 279 | FSMBFIRST TR EXCH TRADED FD III | 68,375 | $1.0B | 0.05% | |
| 280 | FT2FIRST HORIZON CORPORATION | 48,384 | $1.0B | 0.05% | |
| 281 | AXPAMERICAN EXPRESS CO | 4,943 | $1.0B | 0.05% | |
| 282 | DTEDTE ENERGY CO | 9,798 | $1.0B | 0.05% | |
| 283 | SRESEMPRA | 19,346 | $1.0B | 0.05% | |
| 284 | CVSCVS HEALTH CORP | 17,772 | $1.0B | 0.05% | |
| 285 | BDXBECTON DICKINSON & CO | 7,337 | $1.0B | 0.05% | |
| 286 | SHWSHERWIN WILLIAMS CO | 4,590 | $1.0B | 0.05% | |
| 287 | BIPBROOKFIELD INFRAST PARTNERS | 52,140 | $1.0B | 0.05% | |
| 288 | EPREPR PPTYS | 32,301 | $1.0B | 0.05% | |
| 289 | JMSTJ P MORGAN EXCHANGE TRADED F | 20,190 | $1.0B | 0.05% | |
| 290 | SMIGETF SER SOLUTIONS | 42,183 | $1.0B | 0.05% | |
| 291 | ARCCARES CAPITAL CORP | 79,580 | $1.0B | 0.05% | |
| 292 | COPCONOCOPHILLIPS | 20,920 | $1.0B | 0.05% | |
| 293 | AZNASTRAZENECA PLC | 14,471 | $1.0B | 0.05% | |
| 294 | WFCWELLS FARGO CO NEW | 15,592 | $1.0B | 0.05% | |
| 295 | CWBSPDR SERIES TRUST | 13,225 | $1.0B | 0.05% | |
| 296 | ALSALLSTATE CORP | 8,352 | $1.0B | 0.05% | |
| 297 | IXJISHARES TR | 19,957 | $1.0B | 0.05% | |
| 298 | CDNSCADENCE DESIGN SYSTEM INC | 3,850 | $1.0B | 0.05% | |
| 299 | CTRACOTERRA ENERGY INC | 43,137 | $1.0B | 0.05% | |
| 300 | SCHWSCHWAB CHARLES CORP | 13,517 | $1.0B | 0.05% |