Elevation Point Wealth Partners, LLC
Elevation Point Wealth Partners, LLC reported 1,202 holdings worth US$5.4B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Elevation Point Wealth Partners, LLC reported 1,202 holdings worth US$5.4B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Bok Financial Corporation. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 1,202
- Value as reported
- US$5.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 587K | US$170M | 3.1% |
| Alphabet Inc (google) Class C | 392K | US$140M | 2.6% |
| Bok Financial Corporation | 770K | US$107M | 2.0% |
| Nvidia Corporation | 527K | US$105M | 2.0% |
| Microsoft Corp. | 234K | US$87.2M | 1.6% |
| Amazon.com, Inc. | 320K | US$76.3M | 1.4% |
| Jp Morgan Chase & Co. | 197K | US$64.4M | 1.2% |
| Broadcom Inc. | 163K | US$61.5M | 1.1% |
| Exxon Mobil Corporation | 392K | US$53.6M | 0.99% |
| Eli Lilly And Company | 42,067 | US$50.4M | 0.93% |
| Home Depot, Inc. (the) | 133K | US$47M | 0.87% |
| Micron Technology, Inc. | 35,098 | US$40.5M | 0.75% |
| Enterprise Products Partners L.p. | 1.03M | US$37.9M | 0.70% |
| Meta Platforms, Inc. | 66,600 | US$37.5M | 0.69% |
| Western Digital Corporation | 42,693 | US$27.3M | 0.51% |
| Coca-cola Company (the) | 322K | US$26.3M | 0.49% |
| Comcast Corporation | 1.01M | US$24.7M | 0.46% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 51,370 | US$24.5M | 0.45% |
| Johnson & Johnson | 94,695 | US$24M | 0.45% |
| Abbvie Inc. | 92,097 | US$23.2M | 0.43% |
| Tesla, Inc. | 52,501 | US$22M | 0.41% |
| Palo Alto Networks, Inc. | 60,596 | US$20.7M | 0.38% |
| Walmart Inc. | 182K | US$20.6M | 0.38% |
| Berkshire Hathaway Inc. | 39,582 | US$19.8M | 0.37% |
| Merck & Company, Inc. | 146K | US$18.8M | 0.35% |
| Costco Wholesale Corporation | 17,998 | US$16.8M | 0.31% |
| Morgan Stanley | 79,775 | US$16.7M | 0.31% |
| Goldman Sachs Group, Inc. (the) | 16,005 | US$16.1M | 0.30% |
| Visa Inc. | 41,866 | US$14.4M | 0.27% |
| Nextera Energy, Inc. | 162K | US$14.3M | 0.26% |
| Cisco Systems, Inc. | 121K | US$14.2M | 0.26% |
| Advanced Micro Devices Inc | 24,086 | US$14M | 0.26% |
| Procter & Gamble Company (the) | 93,187 | US$13.7M | 0.25% |
| Unitedhealth Group Incorporated | 31,341 | US$13M | 0.24% |
| Intel Corporation | 92,657 | US$12.9M | 0.24% |
| International Business Machines Corporation | 45,648 | US$12.8M | 0.24% |
| Walt Disney Company (the) | 129K | US$12.5M | 0.23% |
| Lam Research Corporation | 26,690 | US$11.6M | 0.21% |
| Amphenol Corporation | 64,326 | US$11.4M | 0.21% |
| Chevron Corporation | 66,204 | US$11M | 0.20% |
| Cummins Inc. | 14,962 | US$10.7M | 0.20% |
| Asml Holding Nv | 5,311 | US$10.6M | 0.20% |
| Space Exploration Technologies Corp | 61,973 | US$10.5M | 0.20% |
| Philip Morris International Inc | 56,673 | US$10.3M | 0.19% |
| Rtx Corporation | 53,023 | US$10.1M | 0.19% |
| Mcdonald's Corporation | 36,036 | US$9.74M | 0.18% |
| Dell Technologies Inc. | 22,289 | US$9.62M | 0.18% |
| Analog Devices, Inc. | 24,110 | US$9.58M | 0.18% |
| Amgen Inc. | 25,505 | US$9.24M | 0.17% |
| Applied Materials, Inc. | 12,659 | US$9.15M | 0.17% |
| Williams Companies, Inc. (the) | 123K | US$9.12M | 0.17% |
| Ge Vernova Inc. | 7,713 | US$9.06M | 0.17% |
| Wells Fargo & Company | 109K | US$9.05M | 0.17% |
| Southern Company (the) | 93,411 | US$8.94M | 0.17% |
| Ge Aerospace | 23,393 | US$8.74M | 0.16% |
| American Express Company | 25,478 | US$8.62M | 0.16% |
| Hca Healthcare, Inc. | 21,700 | US$8.46M | 0.16% |
| Parker-hannifin Corporation | 8,454 | US$8.27M | 0.15% |
| Caterpillar, Inc. | 7,660 | US$8.16M | 0.15% |
| Mastercard Incorporated | 15,827 | US$8.13M | 0.15% |
| Bank Of America Corporation | 141K | US$8.05M | 0.15% |
| Capital One Financial Corporation | 38,229 | US$7.67M | 0.14% |
| Union Pacific Corporation | 28,084 | US$7.64M | 0.14% |
| Pfizer, Inc. | 317K | US$7.63M | 0.14% |
| Verizon Communications Inc. | 179K | US$7.59M | 0.14% |
| Netflix, Inc. | 107K | US$7.57M | 0.14% |
| Novartis Ag | 47,580 | US$7.46M | 0.14% |
| Kla Corporation | 24,558 | US$7.41M | 0.14% |
| Citigroup, Inc. | 50,716 | US$7.1M | 0.13% |
| Kinder Morgan, Inc. | 221K | US$7.07M | 0.13% |
| Conocophillips | 66,700 | US$6.93M | 0.13% |
| Blackrock, Inc. | 7,203 | US$6.93M | 0.13% |
| Cloudflare, Inc. | 27,423 | US$6.73M | 0.12% |
| Oracle Corporation | 45,728 | US$6.7M | 0.12% |
| Crowdstrike Holdings, Inc. | 8,737 | US$6.67M | 0.12% |
| Qualcomm Incorporated | 35,925 | US$6.64M | 0.12% |
| Howmet Aerospace Inc. | 23,668 | US$6.36M | 0.12% |
| Applovin Corporation | 12,309 | US$6.34M | 0.12% |
| Welltower Inc. | 27,630 | US$6.27M | 0.12% |
| Thermo Fisher Scientific Inc | 12,323 | US$6.18M | 0.11% |
| At&t Inc. | 298K | US$6.16M | 0.11% |
| Tjx Companies, Inc. (the) | 40,667 | US$6.16M | 0.11% |
| Dream Finders Homes, Inc. | 345K | US$5.95M | 0.11% |
| Uber Technologies, Inc. | 80,648 | US$5.82M | 0.11% |
| Marsh | 34,419 | US$5.74M | 0.11% |
| The Bank Of New York Mellon Corporation | 38,875 | US$5.62M | 0.10% |
| Ross Stores, Inc. | 26,201 | US$5.58M | 0.10% |
| Nike, Inc. | 135K | US$5.55M | 0.10% |
| Lowe's Companies, Inc. | 25,059 | US$5.53M | 0.10% |
| Pepsico, Inc. | 39,997 | US$5.42M | 0.10% |
| Entergy Corporation | 47,142 | US$5.41M | 0.10% |
| Allstate Corporation (the) | 22,019 | US$5.26M | 0.10% |
| Automatic Data Processing, Inc. | 23,031 | US$5.19M | 0.10% |
| Ing Groep N.v. | 153K | US$4.81M | 0.09% |
| 3m Company | 28,987 | US$4.69M | 0.09% |
| Abbott Laboratories | 51,158 | US$4.64M | 0.09% |
| Target Corporation | 35,449 | US$4.63M | 0.09% |
| Salesforce, Inc. | 29,278 | US$4.59M | 0.09% |
| United Rentals, Inc. | 3,971 | US$4.5M | 0.08% |
| Hilton Worldwide Holdings Inc. | 13,292 | US$4.39M | 0.08% |
Every holding of Elevation Point Wealth Partners, LLC
Source
View original at SEC
Related