Notify me when ELEVATION POINT WEALTH PARTNERS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 719 | $2,077,630,213 | +$833,531,119 | -$211,522,344 | +$622,008,775 | VOO, GLD, AAPL, MSFT, NVDA | 13F-HR | 12 Feb 2026, 12:18 |
| Q3 2025 | 671 | $1,435,363,684 | +$872,620,822 | -$810,255,832 | +$62,364,990 | VOO, MSFT, GLD, AAPL, NVDA | 13F-HR | 14 Nov 2025, 14:05 |
| Q2 2025 | 1,498 | $1,281,564,339 | +$184,861,103 | -$143,785,986 | +$41,075,117 | AAPL, SPYV, QUS, SPYG, COWZ | Restatement | 03 Feb 2026, 14:12 |
| Q1 2025 | 527 | $1,166,605,116 | +$73,150,765 | -$99,775,849 | -$26,625,084 | AAPL, SPYV, SPYG, QUS, IVV | Restatement | 03 Feb 2026, 14:08 |
| Q4 2024 | 537 | $1,237,948,285 | +$351,727,446 | -$168,554,079 | +$183,173,367 | AAPL, SPYV, SPYG, IVV, QUS | Restatement | 03 Feb 2026, 14:14 |
| Q3 2024 | 530 | $1,041,191,814 | +$96,997,967 | -$380,191,104 | -$283,193,137 | AAPL, IVV, MSFT, GOOGL, JPIE | Restatement | 03 Feb 2026, 14:21 |
| Q2 2024 | 531 | $1,261,995,492 | +$72,295,945 | -$149,958,057 | -$77,662,112 | AAPL, SPYV, SPYG, IVV, QUS | Restatement | 03 Feb 2026, 14:23 |
| Q1 2024 | 532 | $1,303,381,540 | +$326,603,627 | -$114,750,037 | +$211,853,590 | AAPL, SPYV, SPYG, IVV, QUS | Restatement | 03 Feb 2026, 14:25 |
| Q4 2023 | 492 | $1,052,060,226 | +$155,554,727 | -$117,050,132 | +$38,504,595 | AAPL, IVV, GOOG, GOOGL, MSFT | 13F-HR | 12 Feb 2024, 17:32 |
| Q3 2023 | 496 | $919,359,996 | +$90,090,148 | -$68,792,019 | +$21,298,129 | AAPL, IVV, GOOG, GOOGL, MSFT | 13F-HR | 11 Oct 2023, 15:20 |
| Q2 2023 | 477 | $943,741,463 | +$76,936,199 | -$85,412,372 | -$8,476,173 | AAPL, IVV, GOOGL, GOOG, MSFT | 13F-HR | 14 Aug 2023, 12:12 |
| Q1 2023 | 480 | $890,270,433 | +$133,154,133 | -$178,658,945 | -$45,504,812 | AAPL, IVV, GOOGL, MSFT, CSCO | 13F-HR | 11 May 2023, 08:45 |
| Q4 2022 | 448 | $877,717,331 | +$178,556,434 | -$106,543,533 | +$72,012,901 | AAPL, IVV, GOOGL, ACWX, SHW | 13F-HR | 13 Feb 2023, 20:04 |
| Q3 2022 | 440 | $752,468,000 | +$72,753,518 | -$48,507,409 | +$24,246,109 | AAPL, IVV, GOOGL, MSFT, CVS | 13F-HR | 07 Nov 2022, 14:38 |
| Q2 2022 | 452 | $792,875,000 | +$83,171,779 | -$65,105,317 | +$18,066,462 | AAPL, IVV, GOOGL, MSFT, SHW | 13F-HR | 02 Aug 2022, 14:20 |
| Q1 2022 | 462 | $919,894,000 | +$77,538,080 | -$61,795,589 | +$15,742,491 | AAPL, IVV, GOOGL, MSFT, GOOG | 13F-HR | 03 May 2022, 15:33 |
| Q4 2021 | 448 | $958,427,000 | +$80,548,557 | -$76,455,168 | +$4,093,389 | AAPL, IVV, GOOGL, SHW, MSFT | 13F-HR | 01 Feb 2022, 18:59 |
| Q3 2021 | 454 | $868,700,000 | +$99,954,983 | -$56,804,677 | +$43,150,306 | AAPL, IVV, GOOGL, SHW, MSFT | 13F-HR | 02 Nov 2021, 10:23 |
| Q2 2021 | 420 | $825,003,000 | +$68,139,252 | -$53,994,854 | +$14,144,398 | AAPL, IVV, GOOGL, SHW, BMY | 13F-HR | 04 Aug 2021, 13:08 |
| Q1 2021 | 405 | $764,721,000 | +$94,770,841 | -$77,632,412 | +$17,138,429 | AAPL, IVV, GOOGL, SHW, BMY | 13F-HR | 04 May 2021, 10:34 |
| Q4 2020 | 395 | $711,760,000 | +$71,603,777 | -$68,963,597 | +$2,640,180 | AAPL, IVV, GOOGL, SHW, BMY | 13F-HR | 12 Feb 2021, 11:17 |
| Q3 2020 | 348 | $622,783,000 | +$130,243,385 | -$41,413,272 | +$88,830,113 | AAPL, IVV, SHW, GOOGL, BMY | 13F-HR | 16 Nov 2020, 16:04 |
| Q2 2020 | 331 | $558,228,000 | +$93,313,016 | -$74,853,870 | +$18,459,146 | AAPL, IVV, GOOGL, BMY, SHW | 13F-HR | 09 Jul 2020, 11:24 |
| Q1 2020 | 288 | $443,451,000 | +$40,375,832 | -$43,191,034 | -$2,815,202 | AAPL, BMY, IVV, INTC, CVS | 13F-HR | 04 May 2020, 11:47 |
| Q4 2019 | 319 | $562,088,000 | +$72,966,607 | -$81,825,001 | -$8,858,394 | AAPL, BMY, IVV, GOOGL, INTC | 13F-HR | 13 Feb 2020, 16:03 |
| Q3 2019 | 302 | $550,030,000 | +$41,560,116 | -$78,857,763 | -$37,297,647 | AAPL, CELG, CVS, GOOGL, IVV | 13F-HR | 14 Nov 2019, 12:43 |
| Q2 2019 | 304 | $540,304,000 | +$39,274,469 | -$44,657,423 | -$5,382,954 | AAPL, GOOGL, CVS, CELG, GOOG | 13F-HR | 13 Aug 2019, 16:24 |
| Q1 2019 | 297 | $533,673,000 | +$55,144,403 | -$33,328,674 | +$21,815,729 | AAPL, GOOGL, CELG, INTC, GOOG | 13F-HR | 15 May 2019, 10:24 |
| Q4 2018 | 304 | $452,068,000 | +$52,098,981 | -$97,592,766 | -$45,493,785 | AAPL, CVS, IVV, INTC, SHW | 13F-HR | 14 Feb 2019, 15:48 |
| Q3 2018 | 937 | $564,731,000 | +$107,215,172 | -$73,581,617 | +$33,633,555 | AAPL, CVS, IVV, CELG, CMCSA | 13F-HR | 13 Nov 2018, 10:16 |
| Q2 2018 | 934 | $527,998,000 | +$100,739,940 | -$49,318,801 | +$51,421,139 | AAPL, CELG, IVV, SHW, CVS | 13F-HR | 22 Aug 2018, 09:27 |
| Q1 2018 | 925 | $464,971,000 | $0 | $0 | $0 | AAPL, IVV, SHW, CVS, WDC | 13F-HR | 25 Jun 2018, 15:35 |