1y return+20.9%S&P 500 +20.9%
3y return+54.2%S&P 500 +68.5%
5y return+56.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $254 against $284 in the S&P 500.2
Elevation Point Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $169.9M | 3.2% | |
| VOOVanguard Index Fds | $137.4M | 2.5% | +43.7% |
| GLDSpdr Gold Tr | $108.8M | 2.0% | −3.8% |
| BOKFBok Finl Corp | $106.9M | 2.0% | New |
| NVDANvidia Corporation | $105.5M | 2.0% | +5.5% |
| GOOGLAlphabet Inc | $94.9M | 1.8% | +9.6% |
| MSFTMicrosoft Corp | $87.2M | 1.6% | +1.3% |
| AMZNAmazon Com Inc | $76.3M | 1.4% | +5.8% |
| IVVIshares Tr | $75.6M | 1.4% | +13.3% |
| VUGVanguard Index Fds | $75.0M | 1.4% | +123.0% |
| JPMJpmorgan Chase & Co | $64.4M | 1.2% | +14.7% |
| AVGOBroadcom Inc | $61.5M | 1.1% | −1.9% |
| SPYState Str Spdr S&p 500 Etf T | $55.3M | 1.0% | New |
| Exxon Mobil CorpCUSIP 30231G102 | $53.6M | 1.0% | +1.1% |
| LLYEli Lilly & Co | $50.4M | 0.9% | |
| HDHome Depot Inc | $47.0M | 0.9% | +8.6% |
| SPYVSpdr Series Trust | $46.6M | 0.9% | New |
| GOOGAlphabet Inc | $45.1M | 0.8% | +7.9% |
| QUALIshares Tr | $44.2M | 0.8% | +13.9% |
| RDVYFirst Tr Exchange Traded Fd | $40.9M | 0.8% | −30.2% |
| MUMicron Technology Inc | $40.5M | 0.8% | −1.2% |
| SPYGSpdr Series Trust | $38.8M | 0.7% | New |
| XLKSelect Sector Spdr Tr | $38.6M | 0.7% | −6.4% |
| IJRIshares Tr | $38.0M | 0.7% | +12.4% |
| EPDEnterprise Prods Partners L | $37.9M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $105.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $61.5M |
| LLYEli Lilly & Co | September 30, 2021 | +419.1% | $50.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $94.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $45.1M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $27.3M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $38.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $64.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $169.9M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $53.6M |
Sold off last quarter
- VMBSVanguard Scottsdale Fds was $7.8M
- Honeywell Intl IncCUSIP 438516106 was $6.7M
- Amicus TherapeuticCUSIP 03152W109 was $5.3M
- IHDGWisdomtree Tr was $3.5M
- FSKFs Kkr Cap Corp was $3.2M
- CTRACoterra Energy Inc was $2.1M
- IAGGIshares Tr was $2.0M
- Diamond Hill Invt Group IncCUSIP 25264R207 was $1.5M
- DPZDominos Pizza Inc was $1.2M
- Dupont De Nemours IncCUSIP 26614N102 was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +7.2% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −5.8% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elevation Point Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1744349&type=13F-HR&dateb=&owner=include&count=40CIK 1744349
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1744349/000174434926000010/Filed August 12, 2026 · accession 0001744349-26-000010