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Asset Manager ← All Institutions

ELEVATION POINT WEALTH PARTNERS, LLC

1580 LINCOLN STREET, SUITE 680, DENVER, CO 80203 • 952-897-5390

Q3 2025 · Filed 2026-02-03
Market Value
$1.4B
+12.2%
Holdings
1,639
+167
New Purchases
187
Added To
315
Closed
977
Reduced
159
Top 10 Concentration
20.7%
Turnover
71.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 3.84% 0.06% +3.78% $55M
GLD 2.30% 0.52% +1.78% $33M
IEFA 1.76% 0.19% +1.57% $25M
LMBS 1.57% 0.00% +1.57% $22M
SPAB 1.27% 0.00% +1.27% $18M
SCHZ 1.27% 0.00% +1.27% $18M
VCIT 1.17% 0.00% +1.17% $17M
EXR 1.11% 0.00% +1.11% $16M
BOND 1.11% 0.00% +1.11% $16M
AVGO 1.77% 0.67% +1.10% $25M
MSFT 2.73% 1.64% +1.10% $39M
NVDA 2.07% 1.12% +0.95% $30M
SPTL 0.84% 0.00% +0.84% $12M
AGG 0.85% 0.04% +0.81% $12M
VGLT 0.80% 0.00% +0.80% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.14% 11.25% -9.11% $31M
SPYV 0.00% 3.35% -3.35% $0
QUS 0.00% 3.05% -3.05% $0
SPYG 0.00% 2.69% -2.69% $0
PVAL 0.00% 2.38% -2.38% $0
COWZ 0.04% 2.40% -2.36% $620K
IVV 0.25% 2.37% -2.12% $4M
GARP 0.00% 1.94% -1.94% $0
FEGE 0.00% 1.10% -1.10% $0
SPOT 0.05% 0.93% -0.89% $678K
GOOG 0.32% 1.05% -0.73% $5M
GOOGL 0.88% 1.47% -0.59% $13M
VYM 0.15% 0.68% -0.52% $2M
XLK 0.39% 0.88% -0.49% $6M
IUSB 0.00% 0.49% -0.49% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 53.8%
Technology 14.9%
Healthcare 5.6%
Consumer Cyclical 5.5%
Energy 4.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $470M 32.9%
Large Cap 831 $645M 45.2%
Mid Cap 447 $227M 15.9%
Small Cap 214 $73M 5.1%
Micro Cap 67 $12M 0.8%

Portfolio Analytics

Avg Market Cap
$63.1B
Median Market Cap
$12.2B
Avg P/E
33.2
Median P/E
22.1
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,228
# ETFs / Funds
411

Top Holdings (1,639 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 3.84% 89,373 $55M $614.16 $54M +88,005 +6433.1%
2 MSFT 2.73% 75,380 $39M $517.95 $18M +33,330 +79.3%
3 GLD 2.30% 92,377 $33M $355.47 $26M +70,658 +325.3%
4 AAPL 2.14% 119,784 $31M $254.63 -$113M -578,042 -82.8%
5 NVDA 2.07% 158,434 $30M $186.59 $15M +67,029 +73.3%
6 AVGO 1.77% 76,398 $25M $329.91 $17M +45,676 +148.7%
7 IEFA 1.76% 288,479 $25M $87.31 $23M +259,254 +887.1%
8 LMBS 1.57% 449,405 $22M $49.79 +449,405 NEW
9 SPAB 1.27% 704,237 $18M $25.85 +704,237 NEW
10 SCHZ 1.27% 775,096 $18M $23.47 +775,096 NEW
11 AMZN 1.24% 80,605 $18M $219.57 $175K +733 +0.9%
12 JPM 1.23% 55,881 $18M $315.43 $7M +20,063 +56.0%
13 VCIT 1.17% 199,045 $17M $84.11 +199,045 NEW
14 JPIE 1.16% 357,465 $17M $46.41 $2M +47,134 +15.2%
15 IJH 1.15% 252,468 $16M $65.26 $8M +118,326 +88.2%
16 EXR 1.11% 112,710 $16M $140.94 $16M +112,457 +44449.4%
17 BOND 1.11% 169,176 $16M $93.35 +169,176 NEW
18 EVTR 1.07% 296,471 $15M $51.64 $2M +38,435 +14.9%
19 EMXC 0.98% 206,503 $14M $67.51 $3M +26,197 +14.5%
20 LLY 0.97% 18,189 $14M $762.98 $11M +14,797 +436.2%
21 META 0.96% 18,760 $14M $734.38 $5M +6,275 +50.3%
22 GOOGL 0.88% 51,806 $13M $243.10 -$6M -54,635 -51.3%
23 AGG 0.85% 120,762 $12M $100.25 $12M +116,019 +2446.1%
24 SPTL 0.84% 443,762 $12M $26.95 +443,762 NEW
25 VGLT 0.80% 201,691 $11M $56.86 $11M +201,676 +1344506.7%
26 IEMG 0.80% 173,495 $11M $65.92 $8M +111,109 +178.1%
27 SIVR 0.78% 251,638 $11M $44.48 +251,638 NEW
28 IJR 0.73% 87,942 $10M $118.83 $6M +50,664 +135.9%
29 VO 0.72% 35,056 $10M $294.76 $10M +34,732 +10719.8%
30 BRK-B 0.72% 20,418 $10M $502.74 -$2M -4,280 -17.3%
31 HYLS 0.70% 237,801 $10M $42.05 +237,801 NEW
32 ORCL 0.67% 33,776 $9M $281.24 $7M +22,766 +206.8%
33 RDVY 0.66% 140,922 $9M $67.26 $5M +75,439 +115.2%
34 CVX 0.65% 59,565 $9M $155.29 $7M +42,888 +257.2%
35 FSCC 0.59% 284,157 $8M $29.57 +284,157 NEW
36 IBM 0.56% 28,591 $8M $282.16 $3M +10,487 +57.9%
37 OBDC 0.56% 612,351 $8M $13.14 +612,351 NEW
38 JNJ 0.55% 42,277 $8M $185.42 $5M +26,567 +169.1%
39 XOM 0.55% 69,216 $8M $112.75 $2M +16,144 +30.4%
40 JMBS 0.54% 168,653 $8M $45.67 +168,653 NEW
41 ABBV 0.53% 32,774 $8M $231.54 $3M +8,652 +35.9%
42 PG 0.51% 47,378 $7M $153.65 $202K +2,954 +6.7%
43 MCD 0.49% 23,100 $7M $303.89 $5M +17,802 +336.0%
44 SPSB 0.46% 216,768 $7M $30.29 +216,768 NEW
45 OWL 0.44% 374,236 $6M $16.93 $6M +367,250 +5256.9%
46 DXJ 0.44% 49,297 $6M $128.03 +49,297 NEW
47 IMCG 0.42% 72,227 $6M $82.73 +72,227 NEW
48 VTV 0.41% 31,187 $6M $187.43 $6M +29,483 +1730.2%
49 IQLT 0.40% 130,561 $6M $44.19 +130,561 NEW
50 SOXX 0.40% 21,226 $6M $271.12 $117K -2,394 -10.1%
51 HD 0.39% 13,903 $6M $405.18 $2M +2,858 +25.9%
52 XLK 0.39% 19,847 $6M $281.86 -$6M -24,571 -55.3%
53 FTCS 0.39% 59,624 $6M $93.64 +59,624 NEW
54 GS 0.38% 6,774 $5M $796.35 $2M +1,388 +25.8%
55 MMC 0.37% 26,010 $5M $201.53 -$182K +1,205 +4.9%
56 JHML 0.36% 65,808 $5M $78.37 +65,808 NEW
57 VBR 0.36% 24,323 $5M $209.63 $5M +24,033 +8287.2%
58 ARKK 0.36% 58,940 $5M $86.30 -$597K -21,917 -27.1%
59 DIVO 0.36% 113,989 $5M $44.57 +113,989 NEW
60 GDX 0.35% 65,192 $5M $76.40 $3M +21,818 +50.3%
61 ADP 0.35% 16,789 $5M $294.83 $3M +10,824 +181.5%
62 NEE 0.34% 65,078 $5M $75.49 $925K +7,636 +13.3%
63 QQQ 0.34% 8,040 $5M $601.07 -$2M -4,005 -33.2%
64 DIS 0.34% 42,064 $5M $114.50 -$2M -14,259 -25.3%
65 FVD 0.34% 103,881 $5M $46.24 +103,881 NEW
66 BLK 0.33% 4,032 $5M $1,165.88 $5M +3,884 +2624.3%
67 SPTI 0.33% 161,961 $5M $28.90 +161,961 NEW
68 TSLA 0.33% 10,487 $5M $444.73 $190K -3,598 -25.5%
69 FTEC 0.32% 20,876 $5M $222.17 $5M +20,434 +4623.1%
70 WMT 0.32% 44,334 $5M $103.06 $4M +33,782 +320.1%
71 GOOG 0.32% 18,662 $5M $243.55 -$9M -56,692 -75.2%
72 TSM 0.32% 16,190 $5M $280.12 -$4M -19,901 -55.1%
73 MA 0.31% 7,676 $4M $568.84 $2M +3,648 +90.6%
74 TJX 0.30% 29,311 $4M $144.54 $2M +10,473 +55.6%
75 VEA 0.30% 70,368 $4M $59.92 $4M +69,531 +8307.2%
76 WMB 0.29% 66,405 $4M $63.35 $3M +46,196 +228.6%
77 MS 0.29% 26,176 $4M $158.96 $3M +19,182 +274.3%
78 QUAL 0.29% 21,210 $4M $194.50 -$2M -14,113 -40.0%
79 UBS 0.29% 99,503 $4M $41.00 $3M +62,545 +169.2%
80 RTX 0.28% 24,070 $4M $167.33 $4M +23,326 +3135.2%
81 GSID 0.28% 60,196 $4M $66.57 +60,196 NEW
82 SDY 0.28% 28,143 $4M $140.05 +28,143 NEW
83 V 0.28% 11,510 $4M $341.38 $842K +2,816 +32.4%
84 WFC 0.27% 46,301 $4M $83.82 $594K +5,278 +12.9%
85 XLG 0.27% 66,322 $4M $57.52 +66,322 NEW
86 FPE 0.27% 208,819 $4M $18.24 +208,819 NEW
87 DGRO 0.26% 55,277 $4M $68.08 $277K +760 +1.4%
88 KMI 0.26% 129,237 $4M $28.31 $4M +126,031 +3931.1%
89 SPTS 0.26% 124,759 $4M $29.32 +124,759 NEW
90 IVV 0.25% 5,317 $4M $669.34 -$27M -43,194 -89.0%
91 RWL 0.25% 32,097 $4M $110.66 +32,097 NEW
92 XLF 0.24% 64,399 $3M $53.87 -$1M -29,105 -31.1%
93 EOI 0.24% 164,532 $3M $21.00 +164,532 NEW
94 LIN 0.24% 7,273 $3M $474.99 -$209K -535 -6.8%
95 GOF 0.24% 229,296 $3M $14.98 +229,296 NEW
96 PEP 0.24% 24,455 $3M $140.44 $1M +6,715 +37.9%
97 NOBL 0.24% 33,212 $3M $103.07 $3M +32,863 +9416.3%
98 USMV 0.24% 35,954 $3M $95.14 $3M +29,387 +447.5%
99 EEM 0.24% 63,983 $3M $53.40 $2M +44,727 +232.3%
100 BGB 0.24% 277,023 $3M $12.17 +277,023 NEW

Options Breakdown

6 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
IWM $0 SOLD
META $0 SOLD
NFLX $0 SOLD
MSFT $0 SOLD
NVDA $0 SOLD
UNH $0 SOLD

New Positions

SymbolValue% Port
LMBS $22M 1.57%
SPAB $18M 1.27%
SCHZ $18M 1.27%
VCIT $17M 1.17%
BOND $16M 1.11%
SPTL $12M 0.84%
SIVR $11M 0.78%
HYLS $10M 0.70%
FSCC $8M 0.59%
OBDC $8M 0.56%
JMBS $8M 0.54%
SPSB $7M 0.46%
DXJ $6M 0.44%
IMCG $6M 0.42%
IQLT $6M 0.40%

Sold Out Positions

SymbolValue% Port
21P.F —%
AME —%
PAC —%
AVB —%
AAP —%
NVT —%
EXPD —%
ALB —%
IBP —%
NFG —%
ATR —%
GOOS —%
ACI —%
RH —%
AN —%
View SEC EDGAR Filings for ELEVATION POINT WEALTH PARTNERS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms