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 |
|---|---|---|---|---|---|
| 301 | DHRDANAHER CORPORATION | 8,200 | $1.0B | 0.05% | |
| 302 | AFLAFLAC INC | 14,699 | $1.0B | 0.05% | |
| 303 | TRVTRAVELERS COMPANIES INC | 4,744 | $1.0B | 0.05% | |
| 304 | FTGCFIRST TR EXCHANGE TRAD FD VI | 51,780 | $1.0B | 0.05% | |
| 305 | PNCPNC FINL SVCS GROUP INC | 6,024 | $1.0B | 0.05% | |
| 306 | MAAMID-AMER APT CMNTYS INC | 8,884 | $1.0B | 0.05% | |
| 307 | INGRINGREDION INC | 9,868 | $1.0B | 0.05% | |
| 308 | TTTRANE TECHNOLOGIES PLC | 3,329 | $1.0B | 0.05% | |
| 309 | VNQVANGUARD INDEX FDS | 14,999 | $1.0B | 0.05% | |
| 310 | IXCISHARES TR | 38,731 | $1.0B | 0.05% | |
| 311 | BSXBOSTON SCIENTIFIC CORP | 15,103 | $1.0B | 0.05% | |
| 312 | PDXPIMCO DYNAMIC INCOME STRATEG | 75,539 | $1.0B | 0.05% | |
| 313 | OKEONEOK INC NEW | 21,623 | $1.0B | 0.05% | |
| 314 | HLNEHAMILTON LANE INC | 1,987 | $0 | 0.00% | |
| 315 | GEHCGE HEALTHCARE TECHNOLOGIES I | 6,129 | $0 | 0.00% | |
| 316 | FERGFERGUSON ENTERPRISES INC | 2,727 | $0 | 0.00% | |
| 317 | EAELECTRONIC ARTS INC | 1,195 | $0 | 0.00% | |
| 318 | EXEEXPAND ENERGY CORPORATION | 3,820 | $0 | 0.00% | |
| 319 | SNPSSYNOPSYS INC | 543 | $0 | 0.00% | |
| 320 | PAHUSDELEMENT SOLUTIONS INC | 14,843 | $0 | 0.00% | |
| 321 | ETJEATON VANCE RISK-MANAGED DIV | 25,000 | $0 | 0.00% | |
| 322 | GPCGENUINE PARTS CO | 1,885 | $0 | 0.00% | |
| 323 | ECLECOLAB INC | 1,730 | $0 | 0.00% | |
| 324 | WSOWATSCO INC | 1,740 | $0 | 0.00% | |
| 325 | GSWOGOLDMAN SACHS ETF TR | 3,549 | $0 | 0.00% | |
| 326 | NDSNNORDSON CORP | 2,451 | $0 | 0.00% | |
| 327 | ZTSZOETIS INC | 3,058 | $0 | 0.00% | |
| 328 | ADSKAUTODESK INC | 1,858 | $0 | 0.00% | |
| 329 | IBNICICI BANK LIMITED | 16,466 | $0 | 0.00% | |
| 330 | INDAISHARES TR | 8,271 | $0 | 0.00% | |
| 331 | FDLFIRST TR EXCHANGE-TRADED FD | 10,603 | $0 | 0.00% | |
| 332 | KTKT CORP | 12,724 | $0 | 0.00% | |
| 333 | NEMNEWMONT CORP | 3,584 | $0 | 0.00% | |
| 334 | TAKTAKEDA PHARMACEUTICAL CO LTD | 29,790 | $0 | 0.00% | |
| 335 | APOAPOLLO GLOBAL MGMT INC | 2,600 | $0 | 0.00% | |
| 336 | HELOJ P MORGAN EXCHANGE TRADED F | 9,742 | $0 | 0.00% | |
| 337 | TTETOTALENERGIES SE | 13,858 | $0 | 0.00% | |
| 338 | HDBHDFC BANK LTD | 26,813 | $0 | 0.00% | |
| 339 | CCOCAMECO CORP | 5,296 | $0 | 0.00% | |
| 340 | TECK/BTECK RESOURCES LTD | 5,254 | $0 | 0.00% | |
| 341 | DEDEERE & CO | 1,949 | $0 | 0.00% | |
| 342 | FTCFIRST TR EXCHANGE-TRADED ALP | 2,567 | $0 | 0.00% | |
| 343 | CRCCANADIAN NAT RES LTD | 14,191 | $0 | 0.00% | |
| 344 | NKENIKE INC | 11,759 | $0 | 0.00% | |
| 345 | BAHBOOZ ALLEN HAMILTON HLDG COR | 7,765 | $0 | 0.00% | |
| 346 | IBKRINTERACTIVE BROKERS GROUP IN | 11,783 | $0 | 0.00% | |
| 347 | WTWWILLIS TOWERS WATSON PLC LTD | 804 | $0 | 0.00% | |
| 348 | MSIMOTOROLA SOLUTIONS INC | 1,020 | $0 | 0.00% | |
| 349 | FDISFIDELITY COVINGTON TRUST | 7,559 | $0 | 0.00% | |
| 350 | RGLDROYAL GOLD INC | 987 | $0 | 0.00% | |
| 351 | NOCNORTHROP GRUMMAN CORP | 745 | $0 | 0.00% | |
| 352 | GGGGRACO INC | 3,793 | $0 | 0.00% | |
| 353 | WMWASTE MGMT INC DEL | 3,771 | $0 | 0.00% | |
| 354 | DRIDARDEN RESTAURANTS INC | 2,304 | $0 | 0.00% | |
| 355 | PDIPIMCO DYNAMIC INCOME FD | 12,261 | $0 | 0.00% | |
| 356 | WABWABTEC | 1,257 | $0 | 0.00% | |
| 357 | EFXEQUIFAX INC | 2,159 | $0 | 0.00% | |
| 358 | IMCBISHARES TR | 2,508 | $0 | 0.00% | |
| 359 | LHLABCORP HOLDINGS INC | 1,090 | $0 | 0.00% | |
| 360 | MTHMERITAGE HOMES CORP | 4,668 | $0 | 0.00% | |
| 361 | KGCKINROSS GOLD CORP | 11,897 | $0 | 0.00% | |
| 362 | EQTEQT CORP | 5,387 | $0 | 0.00% | |
| 363 | USFDUS FOODS HLDG CORP | 4,665 | $0 | 0.00% | |
| 364 | BAPCREDICORP LTD | 1,558 | $0 | 0.00% | |
| 365 | PIMPUTNAM MASTER INTER INCOME T | 27,700 | $0 | 0.00% | |
| 366 | TMTOYOTA MOTOR CORP | 1,563 | $0 | 0.00% | |
| 367 | QQQMINVESCO EXCH TRADED FD TR II | 1,312 | $0 | 0.00% | |
| 368 | VTRSVIATRIS INC | 33,927 | $0 | 0.00% | |
| 369 | ERICTELEFONAKTIEBOLAGET LM ERICS | 63,495 | $0 | 0.00% | |
| 370 | AWIARMSTRONG WORLD INDS INC NEW | 1,605 | $0 | 0.00% | |
| 371 | SOSOUTHERN CO | 7,056 | $0 | 0.00% | |
| 372 | GTESGATES INDL CORP PLC | 12,365 | $0 | 0.00% | |
| 373 | COINCOINBASE GLOBAL INC | 3,390 | $0 | 0.00% | |
| 374 | VRTXVERTEX PHARMACEUTICALS INC | 2,136 | $0 | 0.00% | |
| 375 | ELVELEVANCE HEALTH INC FORMERLY | 2,599 | $0 | 0.00% | |
| 376 | CRWVCOREWEAVE INC | 5,019 | $0 | 0.00% | |
| 377 | PLUSEPLUS INC | 2,351 | $0 | 0.00% | |
| 378 | REEVEREST GROUP LTD | 904 | $0 | 0.00% | |
| 379 | BTZBLACKROCK CR ALLOCATION INCO | 81,558 | $0 | 0.00% | |
| 380 | VMCVULCAN MATLS CO | 2,194 | $0 | 0.00% | |
| 381 | TRVCCITIGROUP INC | 7,618 | $0 | 0.00% | |
| 382 | TNGYTORTOISE CAPITAL SERIES TRUS | 66,735 | $0 | 0.00% | |
| 383 | ANETARISTA NETWORKS INC | 6,536 | $0 | 0.00% | |
| 384 | MYDBLACKROCK MUNIYIELD FD INC | 12,116 | $0 | 0.00% | |
| 385 | POOLPOOL CORP | 1,785 | $0 | 0.00% | |
| 386 | MCMOELIS & CO | 3,067 | $0 | 0.00% | |
| 387 | VTVANGUARD INTL EQUITY INDEX F | 1,465 | $0 | 0.00% | |
| 388 | CA8ACACI INTL INC | 674 | $0 | 0.00% | |
| 389 | RQICOHEN & STEERS QUALITY INCOM | 52,009 | $0 | 0.00% | |
| 390 | IBITISHARES BITCOIN TRUST ETF | 7,056 | $0 | 0.00% | |
| 391 | JKHYHENRY JACK & ASSOC INC | 2,737 | $0 | 0.00% | |
| 392 | TDYTELEDYNE TECHNOLOGIES INC | 924 | $0 | 0.00% | |
| 393 | LMTLOCKHEED MARTIN CORP | 1,006 | $0 | 0.00% | |
| 394 | MNSTMONSTER BEVERAGE CORP NEW | 4,831 | $0 | 0.00% | |
| 395 | MPWRMONOLITHIC PWR SYS INC | 252 | $0 | 0.00% | |
| 396 | ABEVAMBEV SA | 15,263 | $0 | 0.00% | |
| 397 | WTMWHITE MTNS INS GROUP LTD | 223 | $0 | 0.00% | |
| 398 | NGGNATIONAL GRID PLC | 6,462 | $0 | 0.00% | |
| 399 | CHECHEMED CORP NEW | 1,377 | $0 | 0.00% | |
| 400 | DTMDT MIDSTREAM INC | 2,907 | $0 | 0.00% |