StockDriftsStockDriftsTop 50 Elevation Point Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.15% | 587.2K | $169.9M | -0.49%(-2.87K) | $227.89(+34.00%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.55% | 200.1K | $137.4M | +43.65%(+60.79K) | $609.90(+16.85%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.02% | 295.3K | $108.8M | -3.81%(-11.69K) | $364.60(+10.86%) | 2026-06-30 | |
| BOKF | BOK FINL CORP | 1.98% | 770.0K | $106.9M | new | $132.03(+9.96%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.96% | 527.3K | $105.5M | +5.52%(+27.60K) | $157.21(+43.79%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.76% | 265.6K | $94.9M | +9.64%(+23.34K) | $260.41(+32.37%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.62% | 233.9K | $87.2M | +1.26%(+2.90K) | $424.09(+14.61%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.41% | 320.1K | $76.3M | +5.83%(+17.64K) | $207.79(+26.35%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.4% | 101.0K | $75.6M | +13.33%(+11.88K) | $656.88(+18.58%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.39% | 871.2K | $75.0M | +122.99%(+480.54K) | $77.48(+15.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.71% | +67.28% | +11.07% | +69.04% |
| Top 20 Holdings Unweighted | +17.01% | +60.19% | +7.67% | +44.68% |
Elevation Point Wealth Partners LLC reports $5.40B in US-listed equity holdings across 1,181 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.1%), VOO (2.5%) and GLD (2.0%). The top 20 holdings account for 28.67% of reported assets. Its disclosed equity book has returned +67.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevation Point Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1744349). View Elevation Point Wealth Partners LLC’s 13F filings on SEC