Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, GLD, NVDA, MSFT, VOO, and represent 12.46% of Elevation Point Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$87M), IVV (+$49M), NVDA (+$49M), GOOGL (+$48M), GLD (+$46M), RDVY (+$46M), SDVY (+$41M), MSFT (+$40M), JAVA (+$36M), HD (+$34M).
Started 410 new stock positions in KTB, ITUB, FDT, ITOT, VIK, GDDY, SMFG, XLRE, BOOT, MGNI.
Reduced shares in these 10 stocks: IQLT (-$8.0M), LMBS (-$7.4M), JMBS (-$7.3M), TFLO, SPTI, , EXR, OEF, RWR, FTEC.
Sold out of its positions in AFG, ARES, AstraZeneca, BBD, MYD, CHE, Comerica Incorporated, CSGP, EOS, PLUS.
Elevation Point Wealth Partners was a net buyer of stock by $2.3B.
Elevation Point Wealth Partners has $4.3B in assets under management (AUM), dropping by 107.67%.
Central Index Key (CIK): 0001744349

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Elevation Point Wealth Partners

Elevation Point Wealth Partners holds 1093 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Elevation Point Wealth Partners has 1093 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Point Wealth Partners March 31, 2026 positions
Download the Elevation Point Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.5	$150M	+136%	590k	253.79	View chart
Spdr Gold Tr Gold Shs (GLD)	3.1	$132M	+54%	307k	430.29	View chart
NVIDIA Corporation (NVDA)	2.0	$87M	+125%	500k	174.41	View chart
Microsoft Corporation (MSFT)	2.0	$86M	+87%	231k	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$83M	+7%	139k	597.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$70M	+214%	242k	287.56	View chart
Exxon Mobil Corporation (XOM)	1.5	$66M	+44%	388k	169.66	View chart
Amazon (AMZN)	1.5	$63M	+94%	303k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$58M	+503%	89k	653.20	View chart
Broadcom (AVGO)	1.2	$51M	+110%	166k	309.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	1.2	$51M	+177%	83k	613.00	View chart
JPMorgan Chase & Co. (JPM)	1.2	$51M	+96%	172k	294.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$49M	+1520%	723k	68.28	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.0	$41M	+14172%	1.0M	39.43	View chart
Home Depot (HD)	0.9	$40M	+489%	123k	328.89	View chart
Enterprise Products Partners (EPD)	0.9	$39M		1.0M	37.84	View chart
Eli Lilly & Co. (LLY)	0.9	$39M	+106%	42k	919.77	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.8	$36M	NEW	496k	71.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$34M	+281%	118k	286.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$34M	+263%	177k	191.81	View chart
Meta Platforms Cl A Call Option (META)	0.8	$34M	+116%	59k	571.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$34M	+25%	405k	82.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$33M	+17%	369k	90.53	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$32M	+15798%	233k	138.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$29M	+36%	429k	67.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$29M	+233%	217k	132.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$28M	+788%	65k	436.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$28M	+29%	228k	124.31	View chart
Comcast Corp Cl A (CMCSA)	0.7	$28M	+5%	988k	28.71	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$28M	+45%	302k	91.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$27M	+34%	344k	78.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$27M	+134%	337k	78.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$26M	+6%	90k	287.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$25M	+11%	396k	64.08	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$25M	+35%	496k	50.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$25M	+22%	1.1M	23.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$25M	+1191%	435k	56.68	View chart
Spdr Series Trust State Street Spd (SPAB)	0.6	$25M	+21%	957k	25.62	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$24M	+24%	345k	69.75	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$24M	NEW	116k	205.80	View chart
Wal-Mart Stores (WMT)	0.5	$23M	+321%	186k	124.51	View chart
Coca-Cola Company (KO)	0.5	$23M	+376%	303k	76.51	View chart
Johnson & Johnson (JNJ)	0.5	$23M	+56%	95k	244.44	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$22M	NEW	524k	42.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$22M	+58%	961k	22.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$19M	+1442%	60k	320.81	View chart
Abbvie (ABBV)	0.4	$19M	+157%	87k	217.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$19M	NEW	125k	148.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$18M	+324%	32k	577.17	View chart
Tesla Motors (TSLA)	0.4	$18M	+205%	49k	371.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$18M	+4%	195k	92.28	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$18M	+306%	52k	338.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M	+171%	37k	479.19	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$17M	+4773%	365k	46.07	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.4	$16M		103k	158.58	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.4	$16M	NEW	198k	79.90	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$16M	+459%	233k	67.12	View chart
Costco Wholesale Corporation (COST)	0.4	$16M	+158%	16k	996.46	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$15M	+17%	146k	106.01	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.4	$15M	NEW	301k	50.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$14M	+30%	166k	86.69	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$14M	-2%	198k	71.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$14M	+379%	286k	49.37	View chart
Merck & Co (MRK)	0.3	$14M	+108%	117k	120.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$14M	+671%	33k	426.39	View chart
Western Digital (WDC)	0.3	$14M	+2688%	51k	270.49	View chart
Chevron Corporation (CVX)	0.3	$14M	+78%	67k	206.90	View chart
Nextera Energy (NEE)	0.3	$14M	+17%	148k	92.88	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.3	$13M	NEW	464k	28.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$13M	+126%	62k	211.15	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$13M	+8%	491k	26.30	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.3	$13M	+173%	165k	78.27	View chart
Goldman Sachs (GS)	0.3	$13M	+217%	15k	845.96	View chart
Morgan Stanley Com New (MS)	0.3	$13M	+33%	78k	164.57	View chart
Visa Com Cl A (V)	0.3	$13M	+220%	42k	302.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$13M	+24%	52k	239.99	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.3	$12M	+67%	177k	69.89	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.3	$12M	+14%	234k	52.30	View chart
Micron Technology (MU)	0.3	$12M	+32%	36k	337.95	View chart
Walt Disney Company (DIS)	0.3	$12M	+840%	124k	96.38	View chart
Netflix Call Option (NFLX)	0.3	$12M	+214%	124k	95.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$12M	+150%	104k	113.11	View chart
Procter & Gamble Company (PG)	0.3	$11M	+77%	78k	144.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$11M	NEW	102k	110.47	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$11M	+5%	204k	55.35	View chart
Extra Space Storage (EXR)	0.3	$11M	-23%	86k	131.13	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$11M	+4%	275k	40.57	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$11M	+9%	140k	78.77	View chart
Raytheon Technologies Corp (RTX)	0.3	$11M	+82%	56k	192.90	View chart
At&t (T)	0.2	$11M	+235%	364k	28.99	View chart
Cisco Systems (CSCO)	0.2	$10M	+63%	134k	77.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$10M	+13%	105k	99.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$10M	+118%	47k	215.06	View chart
Hca Holdings (HCA)	0.2	$10M	+217%	21k	473.24	View chart
International Business Machines (IBM)	0.2	$10M	+94%	41k	242.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$9.9M	+100%	102k	97.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$9.6M	+117%	165k	58.18	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$9.5M	+152%	101k	94.95	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$9.5M	+78%	104k	91.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$9.4M	+121%	126k	74.35	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$9.3M	-44%	187k	49.81	View chart
Blackrock (BLK)	0.2	$9.3M	+159%	9.6k	961.76	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$9.2M	+41%	214k	43.20	View chart
McDonald's Corporation (MCD)	0.2	$9.2M	+47%	30k	310.78	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$9.2M	+121%	85k	108.98	View chart
Amphenol Corp Cl A (APH)	0.2	$9.0M	+510%	71k	126.54	View chart
Pfizer (PFE)	0.2	$8.9M	+642%	319k	28.08	View chart
Williams Companies (WMB)	0.2	$8.9M	+45%	123k	72.78	View chart
Astrazeneca Ord (AZN)	0.2	$8.9M	NEW	45k	197.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$8.9M	+613%	93k	95.44	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$8.9M	+194%	192k	46.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$8.6M	+10%	39k	217.25	View chart
Ishares Tr Russell 2000 Etf Call Option (IWM)	0.2	$8.5M	+1226%	35k	241.78	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$8.5M	NEW	102k	83.57	View chart
TJX Companies (TJX)	0.2	$8.3M	+408%	52k	159.70	View chart
Linde SHS (LIN)	0.2	$8.2M	+217%	17k	495.77	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.1M	+77%	16k	499.66	View chart
Palo Alto Networks (PANW)	0.2	$8.1M	+88%	50k	160.32	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$8.1M	NEW	100k	80.61	View chart
Analog Devices (ADI)	0.2	$8.0M	+171%	25k	318.15	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$8.0M	+131%	49k	161.73	View chart
Federated Hermes Etf Trust Mdt Small Cap (FSCC)	0.2	$8.0M	NEW	268k	29.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.9M	+162%	11k	697.70	View chart
Southern Company (SO)	0.2	$7.9M	+1062%	82k	96.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$7.9M	+14%	40k	196.20	View chart
Parker-Hannifin Corporation (PH)	0.2	$7.9M	+747%	8.8k	895.23	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$7.8M	+10%	166k	46.95	View chart
Thermo Fisher Scientific (TMO)	0.2	$7.7M	+105%	16k	491.96	View chart
Spotify Technology S A SHS (SPOT)	0.2	$7.7M	+658%	16k	484.91	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$7.7M	+273%	113k	68.14	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$7.6M	+2%	252k	30.07	View chart
Amgen (AMGN)	0.2	$7.5M	+91%	21k	351.86	View chart
Philip Morris International (PM)	0.2	$7.5M	+258%	45k	165.96	View chart
Kinder Morgan (KMI)	0.2	$7.4M	+23%	222k	33.53	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$7.3M	+805%	140k	51.84	View chart
Novartis Sponsored Adr (NVS)	0.2	$7.3M	+392%	48k	152.75	View chart
Eaton Corp SHS (ETN)	0.2	$7.2M	+411%	20k	357.66	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$7.1M	+1274%	63k	111.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$7.0M	-14%	69k	100.66	View chart
Bank of America Corporation (BAC)	0.2	$6.9M	+73%	142k	48.75	View chart
Qualcomm (QCOM)	0.2	$6.9M	+149%	54k	128.78	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$6.9M	+165%	62k	110.86	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$6.8M	+413%	5.2k	1321.01	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$6.8M	+1057%	410k	16.61	View chart
Union Pacific Corporation (UNP)	0.2	$6.8M	+123%	28k	242.62	View chart
Pepsi (PEP)	0.2	$6.8M	+78%	44k	155.29	View chart
Capital One Financial (COF)	0.2	$6.8M	+18%	37k	182.43	View chart
Honeywell International (HON)	0.2	$6.7M	+135%	30k	226.03	View chart
Verizon Communications (VZ)	0.2	$6.5M	+67%	130k	50.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$6.5M	+31%	115k	56.79	View chart
Ubs Group SHS (UBS)	0.2	$6.5M	+11%	166k	39.07	View chart
Medtronic SHS (MDT)	0.2	$6.5M	+152%	74k	87.11	View chart
Ge Vernova (GEV)	0.1	$6.4M	+38%	7.4k	873.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$6.4M	+371%	30k	213.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$6.3M	+14%	77k	82.43	View chart
Oracle Corporation (ORCL)	0.1	$6.3M	+37%	43k	147.11	View chart
Wells Fargo & Company (WFC)	0.1	$6.3M	+407%	79k	79.61	View chart
Ge Aerospace Com New (GE)	0.1	$6.2M	+33%	22k	284.19	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$6.2M	+35%	43k	145.94	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$6.2M		139k	44.85	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$6.2M	+30%	246k	25.32	View chart
American Express Company (AXP)	0.1	$6.0M	+303%	20k	302.49	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$6.0M	+154%	98k	61.26	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$6.0M	+21%	80k	74.55	View chart
Citigroup Com New (C)	0.1	$5.9M	+579%	52k	113.41	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$5.8M	-43%	115k	50.63	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$5.8M	+570%	18k	328.67	View chart
ConocoPhillips (COP)	0.1	$5.7M	+106%	43k	132.00	View chart
Lowe's Companies (LOW)	0.1	$5.7M	+187%	24k	236.28	View chart
Marsh & McLennan Companies (MRSH)	0.1	$5.7M	+640%	33k	173.45	View chart
Ross Stores (ROST)	0.1	$5.7M	+459%	26k	216.64	View chart
Welltower Inc Com reit (WELL)	0.1	$5.6M	+1810%	28k	197.71	View chart
Cloudflare Cl A Com (NET)	0.1	$5.6M	+2074%	27k	206.34	View chart
Royal Caribbean Cruises (RCL)	0.1	$5.4M	+28%	20k	276.55	View chart
Howmet Aerospace (HWM)	0.1	$5.4M	+666%	24k	230.46	View chart
Amicus Therapeutics (FOLD)	0.1	$5.3M		367k	14.46	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$5.3M	NEW	157k	33.47	View chart
Automatic Data Processing (ADP)	0.1	$5.2M	+35%	26k	204.46	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$5.2M	+18%	62k	84.44	View chart
Uber Technologies (UBER)	0.1	$5.2M	+63%	72k	71.93	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.1	$5.2M	NEW	161k	32.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.2M	+7%	59k	88.16	View chart
Johnson Controls Internation SHS (JCI)	0.1	$5.1M	+774%	39k	131.34	View chart
Abbott Laboratories (ABT)	0.1	$5.1M	+81%	49k	102.67	View chart
Metropcs Communications (TMUS)	0.1	$5.1M	+397%	24k	210.03	View chart
Boston Scientific Corporation (BSX)	0.1	$5.0M	+429%	80k	62.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$5.0M	NEW	32k	155.11	View chart
General Dynamics Corporation (GD)	0.1	$4.9M	+59%	14k	343.21	View chart
Entergy Corporation (ETR)	0.1	$4.9M	+515%	44k	112.36	View chart
Applied Materials (AMAT)	0.1	$4.9M	+114%	14k	341.79	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.8M	+658%	33k	146.61	View chart
Dream Finders Homes Com Cl A (DFH)	0.1	$4.8M	NEW	345k	13.92	View chart
Cummins (CMI)	0.1	$4.7M	+638%	8.8k	538.06	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$4.7M	+121%	144k	32.95	View chart
salesforce (CRM)	0.1	$4.7M	+109%	25k	186.68	View chart
Caterpillar (CAT)	0.1	$4.7M	+71%	6.6k	708.47	View chart
Nebius Group Shs Class A (NBIS)	0.1	$4.6M	+1521%	45k	103.76	View chart
Nxp Semiconductors N V (NXPI)	0.1	$4.6M	NEW	24k	196.91	View chart
AmerisourceBergen (COR)	0.1	$4.6M	+397%	15k	314.13	View chart
Global X Fds Global X Silver (SIL)	0.1	$4.6M	NEW	51k	90.08	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.6M	+1485%	65k	70.18	View chart
Advanced Micro Devices (AMD)	0.1	$4.5M	+166%	22k	203.43	View chart
UnitedHealth (UNH)	0.1	$4.5M	+65%	17k	270.59	View chart
3M Company (MMM)	0.1	$4.5M	+169%	31k	145.23	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$4.5M	+8%	488k	9.13	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$4.3M	NEW	64k	67.59	View chart
Bank of New York Mellon Corporation (BK)	0.1	$4.3M	+466%	36k	118.63	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.3M	+328%	11k	398.00	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.1	$4.3M	+13%	93k	45.81	View chart
Target Corporation (TGT)	0.1	$4.3M	+774%	35k	121.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.2M	+384%	29k	146.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.2M	+69%	16k	261.92	View chart
Nike CL B (NKE)	0.1	$4.1M	+564%	78k	52.94	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.1M	+150%	114k	36.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.1M	+309%	21k	198.29	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$4.1M	+17%	169k	24.29	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$4.1M	+211%	179k	22.98	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$4.1M	+783%	10k	392.03	View chart
Xcel Energy (XEL)	0.1	$4.1M	+54%	51k	79.90	View chart
Allstate Corporation (ALL)	0.1	$4.0M	+130%	19k	208.19	View chart
Kla Corp Com New (KLAC)	0.1	$4.0M	+120%	2.7k	1472.68	View chart
Progressive Corporation (PGR)	0.1	$4.0M	+660%	20k	198.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.0M	NEW	39k	102.25	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$4.0M	+7%	158k	25.11	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$4.0M	-3%	39k	100.72	View chart
Sea Sponsord Ads (SE)	0.1	$3.9M	+2338%	47k	82.81	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.9M	+206%	41k	93.98	View chart
Prologis (PLD)	0.1	$3.9M	+144%	29k	132.18	View chart
S&p Global (SPGI)	0.1	$3.9M	+675%	9.1k	425.32	View chart
Intel Corporation (INTC)	0.1	$3.9M	+38%	88k	44.13	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.8M	+9%	73k	52.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$3.8M	+2%	213k	17.75	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.8M	+184%	8.2k	460.99	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$3.8M	NEW	40k	93.74	View chart
Ameriprise Financial (AMP)	0.1	$3.8M	+50%	8.4k	444.40	View chart
Boeing Company (BA)	0.1	$3.7M	+58%	19k	199.03	View chart
Starbucks Corporation (SBUX)	0.1	$3.7M	+109%	41k	89.59	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$3.6M	+90%	62k	58.87	View chart
Cme (CME)	0.1	$3.6M	+728%	12k	295.36	View chart
United Parcel Svcs CL B (UPS)	0.1	$3.6M	+926%	37k	98.38	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.6M	+30%	17k	213.90	View chart
Shell Spon Ads (SHEL)	0.1	$3.6M	+184%	39k	93.00	View chart
NVR (NVR)	0.1	$3.6M	NEW	541.00	6589.83	View chart
Chesapeake Energy Corp (EXE)	0.1	$3.6M	+750%	33k	109.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.6M	+69%	19k	191.92	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.1	$3.5M		188k	18.78	View chart
Tyson Foods Cl A (TSN)	0.1	$3.5M	+1073%	55k	64.07	View chart
D.R. Horton (DHI)	0.1	$3.5M	+88%	26k	137.22	View chart
Gilead Sciences (GILD)	0.1	$3.5M	+368%	25k	139.37	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$3.5M	NEW	73k	48.15	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 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
Mount Yale Investment Advisors 2023 Q3 filed Oct. 11, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z