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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 AAPL, VOO, GLD, BOKF, NVDA, and represent 11.64% of Elevation Point Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: BOKF (+$107M), VUG (+$69M), SPYV (+$47M), VOO (+$42M), SPYG (+$39M), GARP (+$38M), PTRB (+$36M), INTF (+$30M), VO (+$29M), GIGL (+$26M).
Started 169 new stock positions in LSCC, CORO, AVDE, MMYT, IR, ALLY, CRDO, NOVT, JHX, VTR.
Reduced shares in these 10 stocks: SDVY (-$34M), JAVA (-$32M), VT (-$28M), HEFA (-$21M), VXF (-$20M), JEPI (-$19M), RDVY (-$18M), EXR (-$12M), , SPY (-$7.0M).
Sold out of its positions in ADBE, FOLD, ACA, BMRN, HIMU, MQY, BOOT, BBIO, CDW, CTRA.
Elevation Point Wealth Partners was a net buyer of stock by $715M.
Elevation Point Wealth Partners has $5.4B in assets under management (AUM), dropping by 25.15%.
Central Index Key (CIK): 0001744349

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Positions held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevation Point Wealth Partners

Elevation Point Wealth Partners holds 1194 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Elevation Point Wealth Partners has 1194 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Point Wealth Partners June 30, 2026 positions
Download the Elevation Point Wealth Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$170M		587k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$137M	+43%	200k	686.81	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$109M	-3%	295k	368.38	View chart
Bok Finl Corp Com New (BOKF)	2.0	$107M	NEW	770k	138.88	View chart
NVIDIA Corporation (NVDA)	2.0	$106M	+5%	527k	200.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$95M	+9%	266k	357.37	View chart
Microsoft Corporation (MSFT)	1.6	$87M		234k	373.02	View chart
Amazon (AMZN)	1.4	$76M	+5%	320k	238.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$76M	+13%	101k	748.90	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$75M	+1237%	871k	86.14	View chart
JPMorgan Chase & Co. (JPM)	1.2	$64M	+14%	197k	327.33	View chart
Broadcom (AVGO)	1.1	$62M		163k	377.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$55M	-11%	74k	748.34	View chart
Exxon Mobil Corporation (XOM)	1.0	$54M		392k	136.72	View chart
Eli Lilly & Co. (LLY)	0.9	$50M		42k	1197.61	View chart
Home Depot (HD)	0.9	$47M	+8%	134k	352.25	View chart
Spdr Series Trust St Str P500val (SPYV)	0.9	$47M	NEW	767k	60.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$45M	+7%	128k	352.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$44M	+13%	201k	219.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$41M	-30%	504k	81.06	View chart
Micron Technology (MU)	0.8	$41M		35k	1154.27	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.7	$39M	NEW	326k	118.99	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$39M	-6%	203k	190.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$38M	+12%	256k	148.31	View chart
Enterprise Products Partners Call Option (EPD)	0.7	$38M		1.0M	36.76	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.7	$38M	NEW	459k	82.55	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$38M	+9%	369k	102.30	View chart
Meta Platforms Cl A (META)	0.7	$38M	+12%	67k	562.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$37M	+30%	515k	71.25	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.7	$36M	NEW	869k	41.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$36M	+393%	444k	80.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$36M		368k	96.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$34M	+2%	416k	82.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$34M		435k	77.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$31M	+17%	403k	77.91	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.6	$30M	NEW	741k	40.96	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.6	$30M	+9%	330k	91.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$30M	+19%	593k	50.35	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$28M	-3%	334k	82.84	View chart
Western Digital (WDC)	0.5	$27M	-16%	43k	638.73	View chart
Coca-Cola Company (KO)	0.5	$26M	+6%	322k	81.73	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.5	$26M	NEW	513k	50.60	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.5	$25M	+2147%	519k	48.92	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$25M	+40%	144k	173.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$25M	+13%	1.1M	22.78	View chart
Comcast Corp Cl A (CMCSA)	0.5	$25M		1.0M	24.55	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$25M		51k	476.77	View chart
Johnson & Johnson (JNJ)	0.4	$24M		95k	253.97	View chart
Abbvie (ABBV)	0.4	$23M	+5%	92k	251.64	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.4	$23M	+916%	472k	48.85	View chart
Tesla Motors (TSLA)	0.4	$22M	+8%	53k	418.36	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.4	$22M	+69%	835k	26.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$22M	-2%	59k	370.04	View chart
Palo Alto Networks (PANW)	0.4	$21M	+20%	61k	341.02	View chart
Wal-Mart Stores (WMT)	0.4	$21M	-2%	182k	113.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$20M	+7%	40k	500.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$20M	-15%	27k	727.22	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$19M	+40%	196k	98.30	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$19M	+135%	342k	56.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$19M	-2%	122k	158.03	View chart
Merck & Co (MRK)	0.3	$19M	+24%	146k	129.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$19M	-23%	811k	23.13	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.3	$19M	-23%	728k	25.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$19M	+29%	215k	86.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$18M	+99%	199k	91.21	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$18M		197k	92.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$17M	+296%	155k	110.15	View chart
Series Portfolios Tr Equab Equit Etf (HEDG)	0.3	$17M	+22%	567k	30.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$17M		369k	46.05	View chart
Costco Wholesale Corporation (COST)	0.3	$17M	+15%	18k	935.48	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$17M	+5947%	807k	20.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$17M	-5%	49k	342.83	View chart
Morgan Stanley Com New (MS)	0.3	$17M	+2%	80k	209.04	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.3	$17M	+24%	292k	57.00	View chart
Goldman Sachs (GS)	0.3	$16M	+5%	16k	1006.59	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$16M	-8%	213k	74.96	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$16M	+3%	295k	52.62	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.3	$16M		306k	50.71	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.3	$15M	NEW	375k	40.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$15M	+268%	121k	124.17	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.3	$15M	NEW	211k	69.23	View chart
Visa Com Cl A (V)	0.3	$14M		42k	343.09	View chart
Nextera Energy (NEE)	0.3	$14M	+9%	162k	87.77	View chart
Cisco Systems (CSCO)	0.3	$14M	-9%	121k	117.46	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.3	$14M	-4%	158k	89.18	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.3	$14M	+5%	187k	75.14	View chart
Advanced Micro Devices (AMD)	0.3	$14M	+8%	24k	580.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$14M	-2%	102k	137.53	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.3	$14M	NEW	234k	59.31	View chart
Procter & Gamble Company (PG)	0.3	$14M	+18%	93k	146.64	View chart
UnitedHealth (UNH)	0.2	$13M	+87%	31k	415.63	View chart
Intel Corporation (INTC)	0.2	$13M	+5%	93k	139.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$13M	+15%	55k	236.62	View chart
International Business Machines (IBM)	0.2	$13M	+10%	46k	281.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$13M	+35%	254k	49.78	View chart
Walt Disney Company (DIS)	0.2	$13M	+4%	129k	96.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$12M	-2%	100k	124.76	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.2	$12M	-23%	151k	81.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$12M	+13%	40k	294.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$12M	-16%	52k	227.06	View chart
Lam Research Corp Com New (LRCX)	0.2	$12M	+59%	27k	433.56	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$11M		207k	55.18	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$11M		167k	68.01	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$11M	+807%	103k	110.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$11M	+6%	109k	103.88	View chart
Amphenol Corp Cl A (APH)	0.2	$11M	-9%	64k	176.51	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$11M		215k	52.00	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$11M	+25%	242k	46.15	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$11M	-75%	258k	43.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$11M		17k	640.76	View chart
Chevron Corporation (CVX)	0.2	$11M		66k	165.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$11M	+5%	111k	98.98	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.2	$11M	NEW	58k	186.86	View chart
Cummins (CMI)	0.2	$11M	+69%	15k	713.22	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$11M	+2%	5.3k	1989.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$11M	+676%	88k	119.52	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$11M	NEW	62k	170.07	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$10M	+4%	11k	965.30	View chart
Philip Morris International (PM)	0.2	$10M	+26%	57k	181.53	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.2	$10M	+2791%	183k	55.57	View chart
Federated Hermes Etf Trust Mdt Small Cap (FSCC)	0.2	$10M		270k	37.33	View chart
Raytheon Technologies Corp (RTX)	0.2	$10M	-5%	53k	189.73	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$9.9M	NEW	256k	38.60	View chart
McDonald's Corporation (MCD)	0.2	$9.7M	+21%	36k	270.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$9.7M	+23%	142k	68.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$9.7M	+42%	110k	88.54	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$9.7M	NEW	74k	130.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$9.6M		40k	242.99	View chart
Dell Technologies CL C (DELL)	0.2	$9.6M	+5%	22k	431.44	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$9.6M	+4%	52k	185.23	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$9.6M	NEW	76k	127.34	View chart
Analog Devices (ADI)	0.2	$9.6M	-4%	24k	397.18	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$9.5M	-14%	170k	56.22	View chart
Ubs Group SHS (UBS)	0.2	$9.4M	+14%	190k	49.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$9.4M	+6%	100k	94.57	View chart
Amgen (AMGN)	0.2	$9.2M	+18%	26k	362.12	View chart
Applied Materials (AMAT)	0.2	$9.2M	-10%	13k	722.99	View chart
Williams Companies (WMB)	0.2	$9.1M		123k	74.34	View chart
Eaton Corp SHS (ETN)	0.2	$9.1M	+6%	21k	426.11	View chart
Ge Vernova (GEV)	0.2	$9.1M	+4%	7.7k	1175.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$9.1M	-75%	58k	156.95	View chart
Wells Fargo & Company (WFC)	0.2	$9.0M	+38%	110k	82.64	View chart
Southern Company (SO)	0.2	$8.9M	+13%	93k	95.71	View chart
Pgim Etf Tr Shor Dura Bd Etf (PSDM)	0.2	$8.9M	NEW	175k	50.90	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$8.8M	-2%	99k	89.01	View chart
Ge Aerospace Com New (GE)	0.2	$8.7M	+6%	23k	373.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$8.7M		40k	217.92	View chart
American Express Company (AXP)	0.2	$8.6M	+27%	26k	338.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$8.5M	-70%	34k	246.21	View chart
Hca Holdings (HCA)	0.2	$8.5M	+2%	22k	389.89	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$8.3M	+19%	83k	100.67	View chart
Parker-Hannifin Corporation (PH)	0.2	$8.3M	-3%	8.5k	978.12	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$8.3M	NEW	209k	39.57	View chart
Caterpillar (CAT)	0.2	$8.2M	+16%	7.7k	1064.85	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$8.2M	+3%	66k	124.42	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.1M	-2%	16k	513.59	View chart
Linde SHS (LIN)	0.2	$8.1M	-5%	16k	518.95	View chart
Bank of America Corporation (BAC)	0.1	$8.1M		141k	56.98	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$7.9M	-79%	100k	79.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$7.9M		105k	75.45	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$7.9M	-29%	194k	40.65	View chart
Capital One Financial (COF)	0.1	$7.7M	+3%	38k	200.62	View chart
Spotify Technology S A SHS (SPOT)	0.1	$7.6M	+4%	17k	459.14	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$7.6M		255k	30.01	View chart
Union Pacific Corporation (UNP)	0.1	$7.6M		28k	272.00	View chart
Pfizer (PFE)	0.1	$7.6M		317k	24.08	View chart
Verizon Communications (VZ)	0.1	$7.6M	+37%	179k	42.34	View chart
Netflix (NFLX)	0.1	$7.6M	-13%	107k	70.65	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$7.5M	-20%	80k	94.52	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$7.5M	+2%	144k	51.91	View chart
Novartis Sponsored Adr (NVS)	0.1	$7.5M		48k	156.72	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$7.4M	+2%	82k	91.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$7.4M	+222%	224k	33.29	View chart
Kla Corp Com New (KLAC)	0.1	$7.4M	+805%	25k	301.71	View chart
Astrazeneca Ord (AZN)	0.1	$7.3M	-14%	39k	189.53	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$7.3M	-3%	139k	52.72	View chart
Nebius Group Shs Class A (NBIS)	0.1	$7.3M	-40%	26k	276.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$7.3M	NEW	82k	89.20	View chart
Citigroup Com New (C)	0.1	$7.1M		51k	139.96	View chart
Kinder Morgan (KMI)	0.1	$7.1M		221k	31.97	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$7.0M	+22%	75k	93.27	View chart
ConocoPhillips (COP)	0.1	$6.9M	+54%	67k	103.96	View chart
Royal Caribbean Cruises (RCL)	0.1	$6.9M	+10%	22k	319.02	View chart
Blackrock (BLK)	0.1	$6.9M	-25%	7.2k	961.53	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$6.7M		63k	107.13	View chart
Cloudflare Cl A Com (NET)	0.1	$6.7M		27k	245.28	View chart
Oracle Corporation (ORCL)	0.1	$6.7M	+6%	46k	146.55	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.7M	+7%	8.7k	763.14	View chart
Qualcomm (QCOM)	0.1	$6.6M	-33%	36k	184.79	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$6.4M	+104%	240k	26.52	View chart
Howmet Aerospace (HWM)	0.1	$6.4M		24k	268.86	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$6.3M	+18%	488k	13.01	View chart
Applovin Corp Com Cl A (APP)	0.1	$6.3M	+14%	12k	515.24	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$6.3M	-3%	41k	152.18	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$6.3M	-36%	54k	117.28	View chart
Welltower Inc Com reit (WELL)	0.1	$6.3M	-2%	28k	226.97	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$6.2M	+29%	18k	354.57	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$6.2M	-2%	135k	45.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.2M	-21%	12k	501.83	View chart
At&t (T)	0.1	$6.2M	-18%	298k	20.70	View chart
TJX Companies (TJX)	0.1	$6.2M	-21%	41k	151.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$6.1M	-75%	108k	56.48	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$6.1M		113k	53.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$6.0M	NEW	127k	46.94	View chart
Dream Finders Homes Com Cl A (DFH)	0.1	$6.0M		345k	17.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$5.9M	+21%	19k	303.12	View chart
Uber Technologies (UBER)	0.1	$5.8M	+11%	81k	72.16	View chart
Ishares Tr Rus 1000 Val Etf Call Option (IWD)	0.1	$5.7M	-20%	24k	242.24	View chart
Marsh & McLennan Companies (MRSH)	0.1	$5.7M	+4%	34k	166.67	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$5.7M	+13%	183k	31.30	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$5.7M	+5%	166k	34.27	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$5.6M	+6%	39k	144.61	View chart
Ross Stores (ROST)	0.1	$5.6M		26k	212.85	View chart
Nike CL B (NKE)	0.1	$5.5M	+72%	135k	41.25	View chart
Lowe's Companies (LOW)	0.1	$5.5M	+3%	25k	220.49	View chart
Pepsi (PEP)	0.1	$5.4M	-8%	40k	135.40	View chart
Entergy Corporation (ETR)	0.1	$5.4M	+7%	47k	114.86	View chart
Nxp Semiconductors N V (NXPI)	0.1	$5.4M	-17%	19k	281.09	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$5.4M	+3%	101k	53.11	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$5.4M	+2%	34k	158.66	View chart
Medtronic SHS (MDT)	0.1	$5.3M	-9%	68k	78.59	View chart
Allstate Corporation (ALL)	0.1	$5.3M	+14%	22k	238.85	View chart
Johnson Controls Internation SHS (JCI)	0.1	$5.2M	-8%	36k	146.51	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$5.2M		65k	80.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$5.2M	-46%	68k	76.55	View chart
Automatic Data Processing (ADP)	0.1	$5.2M	-9%	23k	225.48	View chart
Sea Sponsord Ads (SE)	0.1	$5.1M	+12%	53k	95.83	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$4.9M	+72%	60k	83.07	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$4.8M	-16%	95k	50.63	View chart
Ing Groep Sponsored Adr (ING)	0.1	$4.8M	+35%	153k	31.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.8M	-3%	63k	75.79	View chart
3M Company (MMM)	0.1	$4.7M	-5%	29k	161.91	View chart
Te Connectivity Ord Shs (TEL)	0.1	$4.7M	+101%	23k	201.61	View chart
Abbott Laboratories (ABT)	0.1	$4.6M	+3%	51k	90.74	View chart
Target Corporation (TGT)	0.1	$4.6M		35k	130.61	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$4.6M	+22%	206k	22.34	View chart
salesforce (CRM)	0.1	$4.6M	+15%	29k	156.91	View chart
United Rentals (URI)	0.1	$4.5M	+14%	4.0k	1132.91	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$4.5M	+4%	42k	106.31	View chart
Flex Ord (FLEX)	0.1	$4.5M	-3%	28k	162.07	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	0.1	$4.4M	+3%	97k	45.59	View chart
Hilton Worldwide Holdings (HLT)	0.1	$4.4M	+16%	13k	330.46	View chart
General Dynamics Corporation (GD)	0.1	$4.4M	-14%	12k	354.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.4M		58k	75.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.4M	+324%	70k	62.20	View chart
Progressive Corporation (PGR)	0.1	$4.4M		20k	218.45	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$4.3M	+2%	184k	23.52	View chart
Xcel Energy (XEL)	0.1	$4.2M	+2%	52k	80.76	View chart
Ameriprise Financial (AMP)	0.1	$4.2M	+9%	9.2k	458.77	View chart
Nortonlifelock (GEN)	0.1	$4.2M	-7%	168k	24.89	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 2026 Q2 filed Aug. 12, 2026
Elevation Point Wealth Partners 2026 Q1 filed April 27, 2026
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

View all past filings

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