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Mount Yale Investment Advisors

Latest statistics and disclosures from Elevation Point Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, GLD, AAPL, MSFT, NVDA, and represent 15.81% of Elevation Point Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: GLD (+$42M), AAPL (+$35M), EPD (+$32M), CMCSA (+$25M), VOO (+$25M), XOM (+$24M), MSFT (+$23M), BSV (+$20M), BIL (+$18M), USFR (+$18M).
Started 144 new stock positions in DG, OTF, BAP, WPC, RGLD, BPRE, FJET, FTCB, QQQM, L.
Reduced shares in these 10 stocks: JPIE (-$16M), EVTR (-$15M), FSCC (-$8.4M), RDVY (-$6.7M), LMBS (-$5.7M), SOXX (-$5.6M), ARKK (-$5.1M), EMXC, Marsh & McLennan Companies, DGRO.
Sold out of its positions in AES, ARKK, ADBE, YOLO, ABNB, ALIT, BP, CAKE, CMG, CLX.
Elevation Point Wealth Partners was a net buyer of stock by $622M.
Elevation Point Wealth Partners has $2.1B in assets under management (AUM), dropping by 44.75%.
Central Index Key (CIK): 0001744349

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Portfolio Holdings for Elevation Point Wealth Partners

Elevation Point Wealth Partners holds 719 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Elevation Point Wealth Partners has 719 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Point Wealth Partners Dec. 31, 2025 positions
Download the Elevation Point Wealth Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$81M	+44%	129k	627.13	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$79M	+115%	199k	396.31	View chart
Apple (AAPL)	3.3	$68M	+107%	249k	271.86	View chart
Microsoft Corporation (MSFT)	2.9	$59M	+63%	123k	483.62	View chart
NVIDIA Corporation (NVDA)	2.0	$41M	+40%	222k	186.50	View chart
Amazon (AMZN)	1.7	$36M	+92%	155k	230.82	View chart
Enterprise Products Partners (EPD)	1.6	$33M	+5361%	1.0M	32.06	View chart
Exxon Mobil Corporation (XOM)	1.6	$32M	+287%	268k	120.34	View chart
JPMorgan Chase & Co. (JPM)	1.4	$28M	+56%	88k	322.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$28M	+8%	314k	89.46	View chart
Comcast Corp Cl A (CMCSA)	1.3	$28M	+904%	937k	29.89	View chart
Broadcom (AVGO)	1.3	$27M	+3%	79k	346.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$27M	+62%	324k	83.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$25M	+140%	84k	290.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$24M	+48%	77k	313.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$22M	+402%	354k	62.47	View chart
Eli Lilly & Co. (LLY)	1.1	$22M	+12%	21k	1074.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$21M	+101%	177k	120.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$21M	+24%	315k	66.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$21M	+596%	30k	683.90	View chart
Spdr Series Trust State Street Spd (SPAB)	1.0	$20M	+11%	787k	25.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$20M	+11%	867k	23.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$20M	+3279%	255k	78.81	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$19M	+2028%	207k	91.38	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$19M	+59%	277k	67.22	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$19M	+2311%	367k	50.32	View chart
Meta Platforms Cl A (META)	0.9	$18M	+45%	27k	660.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.8	$17M	+10%	187k	93.48	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$17M	-25%	336k	49.99	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.7	$15M	+106%	102k	144.16	View chart
Extra Space Storage (EXR)	0.7	$15M		113k	130.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$14M	+1821%	607k	23.02	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.7	$14M	-19%	202k	67.64	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$13M	+274%	124k	104.07	View chart
Johnson & Johnson (JNJ)	0.6	$13M	+43%	61k	206.95	View chart
Spdr Series Trust State Street Spd (SPTL)	0.6	$12M	+2%	453k	26.47	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$11M	+350%	128k	87.16	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.5	$11M	+11%	264k	41.86	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.5	$11M	+665%	204k	53.06	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$11M	-4%	193k	55.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$10M	-30%	143k	72.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$10M	+268%	42k	250.31	View chart
Morgan Stanley Com New (MS)	0.5	$10M	+122%	58k	177.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.5	$10M	+380%	203k	50.46	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$10M	+76%	128k	79.84	View chart
Nextera Energy (NEE)	0.5	$10M	+94%	126k	80.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$10M	+177%	15k	684.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$9.7M	+66%	31k	313.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$9.6M	+128%	49k	198.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$9.4M	+227%	65k	143.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$9.2M	-23%	92k	99.88	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$8.6M	+45%	190k	45.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$8.2M	+3304%	81k	100.38	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$7.8M		171k	45.69	View chart
Abbvie (ABBV)	0.4	$7.7M	+3%	34k	228.49	View chart
Micron Technology (MU)	0.4	$7.7M	+230%	27k	285.52	View chart
Capital One Financial (COF)	0.4	$7.6M	+252%	31k	242.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$7.6M	+46%	36k	211.79	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$7.4M	+13%	246k	30.20	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.4	$7.3M	+75%	106k	69.32	View chart
Home Depot (HD)	0.3	$7.2M	+50%	21k	344.11	View chart
Tesla Motors (TSLA)	0.3	$7.1M	+51%	16k	449.72	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$7.0M	+1580%	149k	47.08	View chart
Ubs Group SHS (UBS)	0.3	$6.9M	+49%	149k	46.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.8M	-33%	14k	502.64	View chart
Blue Owl Capital Com Cl A (OWL)	0.3	$6.7M	+20%	452k	14.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.7M	+13%	35k	190.99	View chart
Procter & Gamble Company (PG)	0.3	$6.3M	-6%	44k	143.31	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$6.3M	+202%	152k	41.62	View chart
Cisco Systems (CSCO)	0.3	$6.3M	+87%	82k	77.03	View chart
International Business Machines (IBM)	0.3	$6.3M	-25%	21k	296.21	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$6.2M	+21%	139k	44.50	View chart
McDonald's Corporation (MCD)	0.3	$6.1M	-13%	20k	305.63	View chart
Oracle Corporation (ORCL)	0.3	$6.1M	-7%	31k	194.91	View chart
Merck & Co (MRK)	0.3	$5.9M	+40%	56k	106.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.8M	NEW	27k	212.07	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$5.8M	-26%	453k	12.80	View chart
Chevron Corporation (CVX)	0.3	$5.7M	-37%	37k	152.41	View chart
Raytheon Technologies Corp (RTX)	0.3	$5.6M	+27%	31k	183.40	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$5.6M	+214%	67k	83.61	View chart
Amicus Therapeutics (FOLD)	0.3	$5.2M	-2%	368k	14.24	View chart
Mastercard Incorporated Cl A (MA)	0.3	$5.2M	+18%	9.1k	570.85	View chart
Costco Wholesale Corporation (COST)	0.3	$5.2M	+162%	6.0k	862.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.1M	+599%	41k	123.26	View chart
Ge Aerospace Com New (GE)	0.2	$5.1M	+98%	17k	308.38	View chart
Williams Companies (WMB)	0.2	$5.1M	+26%	84k	60.11	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$5.0M	-10%	58k	85.77	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.2	$5.0M	+316%	66k	75.63	View chart
Kinder Morgan (KMI)	0.2	$4.9M	+39%	180k	27.49	View chart
Wal-Mart Stores (WMT)	0.2	$4.9M		44k	111.64	View chart
Palo Alto Networks (PANW)	0.2	$4.9M	+133%	27k	184.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.9M	+163%	51k	96.03	View chart
Automatic Data Processing (ADP)	0.2	$4.9M	+12%	19k	258.89	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$4.8M	-8%	60k	79.85	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.2	$4.8M	NEW	188k	25.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.8M	+35%	87k	54.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.8M	+51%	22k	219.78	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$4.7M		21k	224.67	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$4.7M		164k	28.84	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$4.6M	NEW	76k	60.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.6M	-6%	7.5k	614.29	View chart
Visa Com Cl A (V)	0.2	$4.6M	+13%	13k	350.72	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$4.6M	+602%	38k	119.41	View chart
Bank of America Corporation (BAC)	0.2	$4.5M	+126%	82k	55.00	View chart
Coca-Cola Company (KO)	0.2	$4.4M	+43%	64k	69.91	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.4M	+162%	7.6k	579.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$4.4M	+184%	54k	81.17	View chart
Fs Kkr Capital Corp (FSK)	0.2	$4.4M	+394%	298k	14.81	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$4.4M	+12%	32k	139.16	View chart
Royal Caribbean Cruises (RCL)	0.2	$4.3M	+179%	15k	279.92	View chart
Goldman Sachs (GS)	0.2	$4.2M	-29%	4.8k	878.92	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$4.2M	NEW	52k	80.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$4.2M	+106%	41k	101.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.1M	+911%	57k	71.41	View chart
Blackrock (BLK)	0.2	$4.0M	-8%	3.7k	1070.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.9M	-20%	13k	304.68	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.2	$3.9M	+15%	190k	20.56	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$3.8M	+515%	11k	342.97	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$3.8M	NEW	147k	25.82	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.2	$3.8M	+28%	82k	46.36	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$3.8M	+20%	40k	95.22	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$3.8M		207k	18.22	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$3.7M		126k	29.28	View chart
Netflix (NFLX)	0.2	$3.7M	+1634%	39k	93.76	View chart
General Motors Company (GM)	0.2	$3.7M	-12%	45k	81.32	View chart
Qualcomm (QCOM)	0.2	$3.7M	+14%	22k	171.05	View chart
Amgen (AMGN)	0.2	$3.7M	+79%	11k	327.31	View chart
Uber Technologies (UBER)	0.2	$3.6M	+117%	44k	81.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.6M	+66%	7.3k	487.88	View chart
Pepsi (PEP)	0.2	$3.5M		24k	144.93	View chart
Ge Vernova (GEV)	0.2	$3.5M	+193%	5.3k	653.61	View chart
Abbott Laboratories (ABT)	0.2	$3.4M	+31%	27k	125.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$3.4M	-13%	57k	59.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$3.4M	-8%	29k	114.50	View chart
UnitedHealth (UNH)	0.2	$3.3M	+84%	10k	330.13	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$3.3M	+95%	21k	155.12	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$3.3M	-31%	71k	46.08	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$3.3M	-7%	60k	54.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.3M	+11%	4.3k	753.73	View chart
salesforce (CRM)	0.2	$3.2M	+105%	12k	265.33	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$3.2M	+7%	248k	12.88	View chart
Verizon Communications (VZ)	0.2	$3.2M	+66%	78k	40.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.1M	-43%	34k	92.51	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.1M	+25%	66k	47.02	View chart
Hca Holdings (HCA)	0.1	$3.1M	+260%	6.7k	466.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$3.1M	-68%	45k	69.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$3.0M	NEW	65k	46.54	View chart
General Dynamics Corporation (GD)	0.1	$3.0M	+13%	9.0k	336.66	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.1	$3.0M	-8%	253k	11.86	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$3.0M		110k	27.07	View chart
American Electric Power Company (AEP)	0.1	$2.9M	+3%	25k	115.31	View chart
Union Pacific Corporation (UNP)	0.1	$2.9M	-7%	13k	231.32	View chart
Medtronic SHS (MDT)	0.1	$2.9M	-9%	30k	96.75	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$2.8M	+91%	144k	19.53	View chart
Ameriprise Financial (AMP)	0.1	$2.8M	+150%	5.6k	490.35	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.7M	+91%	103k	26.81	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$2.7M	+2%	23k	117.72	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$2.7M	+8%	42k	65.48	View chart
At&t (T)	0.1	$2.7M	+118%	109k	24.84	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.7M	+6%	53k	50.58	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$2.6M	+114%	62k	41.69	View chart
Boeing Company (BA)	0.1	$2.6M	+26%	12k	217.12	View chart
Spdr Series Trust State Street Spd (RWR)	0.1	$2.5M	+68%	26k	98.23	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$2.5M	+38%	62k	41.27	View chart
Analog Devices (ADI)	0.1	$2.5M	-21%	9.3k	271.19	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$2.5M	+130%	26k	96.28	View chart
Ftai Aviation SHS (FTAI)	0.1	$2.5M		13k	196.85	View chart
Honeywell International (HON)	0.1	$2.5M	+157%	13k	195.10	View chart
Xcel Energy (XEL)	0.1	$2.5M	-5%	33k	74.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.4M	-28%	26k	94.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.4M	+1085%	9.4k	257.95	View chart
Intel Corporation (INTC)	0.1	$2.3M	+145%	63k	36.90	View chart
Te Connectivity Ord Shs (TEL)	0.1	$2.3M	+131%	9.9k	227.50	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$2.2M	+66%	46k	48.75	View chart
Linde SHS (LIN)	0.1	$2.2M	-28%	5.2k	426.43	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.2M	+29%	13k	171.43	View chart
Caterpillar (CAT)	0.1	$2.2M	+119%	3.8k	572.86	View chart
Intuit (INTU)	0.1	$2.2M	+50%	3.3k	662.49	View chart
Cbiz (CBZ)	0.1	$2.2M	NEW	43k	50.45	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$2.2M	NEW	65k	33.30	View chart
Raymond James Financial (RJF)	0.1	$2.1M	+27%	13k	160.59	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$2.1M		21k	100.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.1M	+47%	78k	27.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.1M	+19%	11k	191.56	View chart
Starwood Property Trust (STWD)	0.1	$2.1M	+33%	113k	18.49	View chart
Southstate Bk Corp (SSB)	0.1	$2.1M	+352%	22k	94.11	View chart
Agree Realty Corporation (ADC)	0.1	$2.1M	+3%	29k	72.29	View chart
Penske Automotive (PAG)	0.1	$2.0M		13k	158.29	View chart
Philip Morris International (PM)	0.1	$2.0M	+16%	13k	161.88	View chart
Lowe's Companies (LOW)	0.1	$2.0M	-21%	8.4k	241.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.0M	+276%	65k	30.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.0M	+5%	4.2k	473.32	View chart
D.R. Horton (DHI)	0.1	$2.0M	+4%	14k	144.03	View chart
ConocoPhillips (COP)	0.1	$2.0M	+6%	21k	93.61	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.9M	+49%	30k	64.42	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$1.9M		20k	97.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.9M	+65%	34k	57.67	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$1.9M	+522%	42k	45.35	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.9M	-10%	36k	52.56	View chart
Danaher Corporation (DHR)	0.1	$1.9M	+65%	8.2k	229.23	View chart
Clear Secure Com Cl A (YOU)	0.1	$1.9M	+2%	54k	35.08	View chart
Loews Corporation (L)	0.1	$1.9M	NEW	18k	105.31	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.9M	+171%	32k	57.37	View chart
American Express Company (AXP)	0.1	$1.8M	-43%	4.9k	369.95	View chart
3M Company (MMM)	0.1	$1.8M	-12%	11k	160.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.8M	+105%	36k	50.29	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$1.8M	+30%	52k	34.74	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$1.8M		43k	42.49	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.8M	+108%	42k	42.69	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.1	$1.8M	NEW	35k	51.02	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$1.8M	+192%	39k	46.44	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M	+59%	8.3k	214.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.8M	NEW	46k	38.56	View chart
Allstate Corporation (ALL)	0.1	$1.7M	+61%	8.4k	209.13	View chart
Sempra Energy (SRE)	0.1	$1.7M	+144%	19k	88.92	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.7M	+41%	38k	44.71	View chart
Applied Materials (AMAT)	0.1	$1.7M	+44%	6.6k	257.00	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.7M	+86%	2.5k	673.82	View chart
Starbucks Corporation (SBUX)	0.1	$1.7M	+44%	20k	84.21	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.1	$1.7M		76k	21.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.7M	-19%	9.5k	173.49	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.6M	+42%	2.9k	566.36	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.6M	+40%	39k	41.93	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$1.6M	+15%	32k	50.20	View chart
AFLAC Incorporated (AFL)	0.1	$1.6M	+69%	15k	110.27	View chart
Ares Capital Corporation (ARCC)	0.1	$1.6M		80k	20.23	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.6M	+37%	37k	42.94	View chart
Oneok (OKE)	0.1	$1.6M	-3%	22k	73.50	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.1	$1.6M	+103%	25k	63.66	View chart
Altria (MO)	0.1	$1.6M	+88%	27k	58.68	View chart
Amphenol Corp Cl A (APH)	0.1	$1.6M	+29%	12k	135.40	View chart
TJX Companies (TJX)	0.1	$1.6M	-65%	10k	153.61	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.6M	-9%	31k	51.14	View chart
American Financial (AFG)	0.1	$1.5M	+2%	11k	136.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.5M	+146%	14k	109.91	View chart
Prologis (PLD)	0.1	$1.5M	-39%	12k	127.66	View chart
Truist Financial Corp equities (TFC)	0.1	$1.5M	+323%	31k	49.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.5M		92k	16.49	View chart
Walt Disney Company (DIS)	0.1	$1.5M	-68%	13k	114.52	View chart
Kla Corp Com New (KLAC)	0.1	$1.5M	-25%	1.2k	1214.78	View chart
Sherwin-Williams Company (SHW)	0.1	$1.5M	+118%	4.6k	324.03	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	-66%	16k	93.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.4M	+30%	9.4k	154.14	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.4M	+7%	27k	52.81	View chart
Boston Scientific Corporation (BSX)	0.1	$1.4M	-16%	15k	95.35	View chart
Becton, Dickinson and (BDX)	0.1	$1.4M	-5%	7.3k	194.06	View chart
Ford Motor Company (F)	0.1	$1.4M	+167%	108k	13.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.4M	+10%	17k	82.82	View chart
CVS Caremark Corporation (CVS)	0.1	$1.4M		18k	79.36	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$1.4M	+193%	29k	49.33	View chart

Past Filings by Elevation Point Wealth Partners

SEC 13F filings are viewable for Elevation Point Wealth Partners going back to 2018

Elevation Point Wealth Partners 2025 Q4 filed Feb. 12, 2026
Elevation Point Wealth Partners 2025 Q1 restated filed Feb. 3, 2026
Elevation Point Wealth Partners 2025 Q2 restated filed Feb. 3, 2026
Elevation Point Wealth Partners 2024 Q4 restated filed Feb. 3, 2026
Elevation Point Wealth Partners 2024 Q3 restated filed Feb. 3, 2026
Elevation Point Wealth Partners 2024 Q2 restated filed Feb. 3, 2026
Elevation Point Wealth Partners 2024 Q1 restated filed Feb. 3, 2026
Elevation Point Wealth Partners 2025 Q3 filed Nov. 14, 2025
Elevation Point Wealth Partners 2025 Q2 filed Aug. 13, 2025
Elevation Point Wealth Partners 2025 Q1 filed April 16, 2025
Mount Yale Investment Advisors 2024 Q4 filed Jan. 22, 2025
Mount Yale Investment Advisors 2024 Q3 filed Oct. 23, 2024
Mount Yale Investment Advisors 2024 Q2 filed Aug. 13, 2024
Mount Yale Investment Advisors 2024 Q1 filed May 15, 2024
Mount Yale Investment Advisors 2023 Q3 filed Oct. 11, 2023
Mount Yale Investment Advisors 2023 Q2 filed Aug. 14, 2023

View all past filings

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