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 |
|---|---|---|---|---|---|
| 601 | IXORIX CORP | 7,029 | $0 | 0.00% | |
| 602 | OLLIOLLIES BARGAIN OUTLET HLDGS | 3,094 | $0 | 0.00% | |
| 603 | UPSUNITED PARCEL SERVICE INC | 3,575 | $0 | 0.00% | |
| 604 | UWMCUWM HOLDINGS CORPORATION | 13,262 | $0 | 0.00% | |
| 605 | ULUNILEVER PLC | 12,739 | $0 | 0.00% | |
| 606 | TRPTC ENERGY CORP | 7,588 | $0 | 0.00% | |
| 607 | TTANSERVICETITAN INC | 4,453 | $0 | 0.00% | |
| 608 | VOTVANGUARD INDEX FDS | 1,488 | $0 | 0.00% | |
| 609 | URIUNITED RENTALS INC | 559 | $0 | 0.00% | |
| 610 | SOXXISHARES TR | 2,619 | $0 | 0.00% | |
| 611 | DYHTARGET CORP | 4,017 | $0 | 0.00% | |
| 612 | ABGCENCORA INC | 2,945 | $0 | 0.00% | |
| 613 | INVZINNOVIZ TECHNOLOGIES LTD | 22,000 | $0 | 0.00% | |
| 614 | WRBBERKLEY W R CORP | 10,720 | $0 | 0.00% | |
| 615 | EMREMERSON ELEC CO | 3,714 | $0 | 0.00% | |
| 616 | PKWINVESCO EXCHANGE TRADED FD T | 4,331 | $0 | 0.00% | |
| 617 | NWGNATWEST GROUP PLC | 47,995 | $0 | 0.00% | |
| 618 | PPLPPL CORP | 13,397 | $0 | 0.00% | |
| 619 | WCCWESCO INTL INC | 1,364 | $0 | 0.00% | |
| 620 | RITMRITHM CAPITAL CORP | 46,885 | $0 | 0.00% | |
| 621 | EXPOEXPONENT INC | 3,368 | $0 | 0.00% | |
| 622 | MRSHMARSH & MCLENNAN COS INC | 4,432 | $0 | 0.00% | |
| 623 | CSXCSX CORP | 24,123 | $0 | 0.00% | |
| 624 | VXUSVANGUARD STAR FDS | 4,730 | $0 | 0.00% | |
| 625 | IWBISHARES TR | 654 | $0 | 0.00% | |
| 626 | VBKVANGUARD INDEX FDS | 849 | $0 | 0.00% | |
| 627 | AVKADVENT CONV & INCOME FD | 12,181 | $0 | 0.00% | |
| 628 | USIGISHARES TR | 6,290 | $0 | 0.00% | |
| 629 | AZOAUTOZONE INC | 101 | $0 | 0.00% | |
| 630 | XOPSPDR SERIES TRUST | 3,510 | $0 | 0.00% | |
| 631 | LYGLLOYDS BANKING GROUP PLC | 79,364 | $0 | 0.00% | |
| 632 | NEUNEWMARKET CORP | 314 | $0 | 0.00% | |
| 633 | EFGISHARES TR | 4,614 | $0 | 0.00% | |
| 634 | CARRCARRIER GLOBAL CORPORATION | 18,463 | $0 | 0.00% | |
| 635 | COOCOOPER COS INC | 6,978 | $0 | 0.00% | |
| 636 | XJQCXNUVEEN CR STRATEGIES INCOME | 16,188 | $0 | 0.00% | |
| 637 | ALCALCON AG | 3,905 | $0 | 0.00% | |
| 638 | HWMHOWMET AEROSPACE INC | 3,064 | $0 | 0.00% | |
| 639 | MDYSPDR S&P MIDCAP 400 ETF TR | 393 | $0 | 0.00% | |
| 640 | IM8NINSMED INC | 1,749 | $0 | 0.00% | |
| 641 | XWIAXWESTERN ASST INFLTN LKD INM | 22,350 | $0 | 0.00% | |
| 642 | BXMTBLACKSTONE MTG TR INC | 24,602 | $0 | 0.00% | |
| 643 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,176 | $0 | 0.00% | |
| 644 | VTWVVANGUARD SCOTTSDALE FDS | 1,365 | $0 | 0.00% | |
| 645 | FJETSTARFIGHTERS SPACE INC | 10,000 | $0 | 0.00% | |
| 646 | PGRPROGRESSIVE CORP | 2,649 | $0 | 0.00% | |
| 647 | AMEAMETEK INC | 1,044 | $0 | 0.00% | |
| 648 | WDCWESTERN DIGITAL CORP | 1,843 | $0 | 0.00% | |
| 649 | KNGFIRST TR EXCHANGE-TRADED FD | 4,778 | $0 | 0.00% | |
| 650 | ONONON HLDG AG | 8,101 | $0 | 0.00% | |
| 651 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 3,464 | $0 | 0.00% | |
| 652 | DASHDOORDASH INC | 2,270 | $0 | 0.00% | |
| 653 | GTLBGITLAB INC | 5,794 | $0 | 0.00% | |
| 654 | JPSTJ P MORGAN EXCHANGE TRADED F | 8,565 | $0 | 0.00% | |
| 655 | CPRTCOPART INC | 6,645 | $0 | 0.00% | |
| 656 | HUBSHUBSPOT INC | 1,738 | $0 | 0.00% | |
| 657 | DDECFIRST TR EXCHNG TRADED FD VI | 6,763 | $0 | 0.00% | |
| 658 | IYRISHARES TR | 4,463 | $0 | 0.00% | |
| 659 | SAIASAIA INC | 1,010 | $0 | 0.00% | |
| 660 | APDAIR PRODS & CHEMS INC | 2,329 | $0 | 0.00% | |
| 661 | SNOWSNOWFLAKE INC | 2,299 | $0 | 0.00% | |
| 662 | VNTVONTIER CORPORATION | 7,321 | $0 | 0.00% | |
| 663 | DEODIAGEO PLC | 2,792 | $0 | 0.00% | |
| 664 | EOSEATON VANCE ENHANCED EQUITY | 9,078 | $0 | 0.00% | |
| 665 | QLTAISHARES TR | 6,636 | $0 | 0.00% | |
| 666 | MIYBLACKROCK MUNIYIELD MICH QU | 46,672 | $0 | 0.00% | |
| 667 | SOLVSOLVENTUM CORP | 4,396 | $0 | 0.00% | |
| 668 | DDDUPONT DE NEMOURS INC | 7,204 | $0 | 0.00% | |
| 669 | AWCAMERICAN WTR WKS CO INC NEW | 2,814 | $0 | 0.00% | |
| 670 | CCCCCC INTELLIGENT SOLUTIONS HL | 18,921 | $0 | 0.00% | |
| 671 | EOGEOG RES INC | 6,867 | $0 | 0.00% | |
| 672 | NFJVIRTUS DIVIDEND INTEREST & P | 17,318 | $0 | 0.00% | |
| 673 | MPCMARATHON PETE CORP | 2,808 | $0 | 0.00% | |
| 674 | QMARFIRST TR EXCHNG TRADED FD VI | 8,880 | $0 | 0.00% | |
| 675 | ZWSZURN ELKAY WATER SOLNS CORP | 11,995 | $0 | 0.00% | |
| 676 | VGITVANGUARD SCOTTSDALE FDS | 6,899 | $0 | 0.00% | |
| 677 | PEGPUBLIC SVC ENTERPRISE GRP IN | 9,225 | $0 | 0.00% | |
| 678 | NINISOURCE INC | 15,036 | $0 | 0.00% | |
| 679 | BMNRBITMINE IMMERSION TECNOLOGIE | 25,787 | $0 | 0.00% | |
| 680 | NBISNEBIUS GROUP N.V. | 2,748 | $0 | 0.00% | |
| 681 | DJPBARCLAYS BANK PLC | 6,500 | $0 | 0.00% | |
| 682 | GUTGABELLI UTIL TR | 13,500 | $0 | 0.00% | |
| 683 | WELLWELLTOWER INC | 1,477 | $0 | 0.00% | |
| 684 | GISGENERAL MLS INC | 5,346 | $0 | 0.00% | |
| 685 | MKLMARKEL GROUP INC | 267 | $0 | 0.00% | |
| 686 | CRWDCROWDSTRIKE HLDGS INC | 1,701 | $0 | 0.00% | |
| 687 | PYPLPAYPAL HLDGS INC | 7,438 | $0 | 0.00% | |
| 688 | BLDTOPBUILD CORP | 829 | $0 | 0.00% | |
| 689 | WPCWP CAREY INC | 3,298 | $0 | 0.00% | |
| 690 | BKBANK NEW YORK MELLON CORP | 6,416 | $0 | 0.00% | |
| 691 | AONAON PLC | 1,800 | $0 | 0.00% | |
| 692 | OREALTY INCOME CORP | 11,683 | $0 | 0.00% | |
| 693 | HIMUBLACKROCK ETF TRUST II | 9,593 | $0 | 0.00% | |
| 694 | BKNGBOOKING HOLDINGS INC | 143 | $0 | 0.00% | |
| 695 | SHYDVANECK ETF TRUST | 13,378 | $0 | 0.00% | |
| 696 | JCIJOHNSON CTLS INTL PLC | 4,466 | $0 | 0.00% | |
| 697 | VICIVICI PPTYS INC | 13,314 | $0 | 0.00% | |
| 698 | IDXXIDEXX LABS INC | 868 | $0 | 0.00% | |
| 699 | CWSTCASELLA WASTE SYS INC | 2,795 | $0 | 0.00% | |
| 700 | IWMISHARES TR | 2,660 | $0 | 0.00% |