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Asset Manager ← All Institutions

ELEVATION POINT WEALTH PARTNERS, LLC

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

Q4 2025 · Filed 2026-02-12
Market Value
$2.1B
+44.7%
Holdings
801
-838
New Purchases
139
Added To
344
Closed
94
Reduced
197
Top 10 Concentration
23.5%
Turnover
29.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EPD 1.58% 0.04% +1.54% $33M
GLD 3.82% 2.30% +1.52% $79M
CMCSA 1.36% 0.21% +1.15% $28M
AAPL 3.28% 2.14% +1.14% $68M
XOM 1.56% 0.55% +1.01% $32M
BSV 0.97% 0.04% +0.93% $20M
BIL 0.92% 0.06% +0.85% $19M
USFR 0.89% 0.05% +0.84% $18M
SPY 0.99% 0.20% +0.79% $21M
VEA 1.07% 0.30% +0.77% $22M
GOVT 0.68% 0.05% +0.62% $14M
AMZN 1.73% 1.24% +0.49% $36M
VO 1.18% 0.72% +0.46% $24M
HEDJ 0.52% 0.09% +0.43% $11M
NOBL 0.63% 0.24% +0.39% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JPIE 0.02% 1.16% -1.14% $349K
EVTR 0.00% 1.07% -1.07% $0
LMBS 0.81% 1.57% -0.75% $17M
FSCC 0.00% 0.59% -0.59% $0
RDVY 0.15% 0.66% -0.51% $3M
EMXC 0.50% 0.98% -0.47% $10M
AVGO 1.32% 1.77% -0.44% $27M
IEFA 1.36% 1.76% -0.41% $28M
EXR 0.71% 1.11% -0.40% $15M
AGG 0.44% 0.85% -0.40% $9M
BRK-B 0.33% 0.72% -0.39% $7M
CVX 0.28% 0.65% -0.37% $6M
ORCL 0.29% 0.67% -0.37% $6M
SOXX 0.04% 0.40% -0.36% $789K
ARKK 0.00% 0.36% -0.36% $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 75 $743M 35.9%
Large Cap 508 $991M 47.9%
Mid Cap 124 $223M 10.8%
Small Cap 71 $100M 4.9%
Micro Cap 23 $10M 0.5%

Portfolio Analytics

Avg Market Cap
$113.9B
Median Market Cap
$30.3B
Avg P/E
34.7
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
540
# ETFs / Funds
261

Top Holdings (801 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 3.92% 129,073 $81M $627.13 $26M +39,700 +44.4%
2 GLD 3.82% 199,169 $79M $396.31 $46M +106,792 +115.6%
3 AAPL 3.28% 249,088 $68M $271.86 $37M +129,304 +108.0%
4 MSFT 2.88% 122,875 $59M $483.62 $20M +47,495 +63.0%
5 NVDA 2.00% 221,824 $41M $186.50 $12M +63,390 +40.0%
6 AMZN 1.73% 155,250 $36M $230.82 $18M +74,645 +92.6%
7 EPD 1.58% 1,019,056 $33M $32.06 $32M +1,000,397 +5361.5%
8 XOM 1.56% 268,050 $32M $120.34 $24M +198,834 +287.3%
9 JPM 1.36% 87,483 $28M $322.22 $11M +31,602 +56.5%
10 IEFA 1.36% 313,928 $28M $89.46 $3M +25,449 +8.8%
11 CMCSA 1.36% 937,087 $28M $29.89 $25M +843,755 +904.0%
12 AVGO 1.32% 78,934 $27M $346.10 $2M +2,536 +3.3%
13 VCIT 1.31% 323,930 $27M $83.75 $10M +124,885 +62.7%
14 VO 1.18% 84,299 $24M $290.22 $14M +49,243 +140.5%
15 GOOGL 1.17% 76,968 $24M $313.00 $11M +25,162 +48.6%
16 VEA 1.07% 353,510 $22M $62.47 $18M +283,142 +402.4%
17 LLY 1.07% 20,485 $22M $1,074.66 $8M +2,296 +12.6%
18 IJR 1.03% 176,783 $21M $120.18 $11M +88,841 +101.0%
19 IJH 1.01% 314,867 $21M $66.00 $4M +62,399 +24.7%
20 SPY 0.99% 30,022 $21M $683.90 $18M +25,714 +596.9%
21 SPAB 0.98% 786,845 $20M $25.75 $2M +82,608 +11.7%
22 SCHZ 0.98% 866,561 $20M $23.37 $2M +91,465 +11.8%
23 BSV 0.97% 254,686 $20M $78.81 $19M +247,150 +3279.6%
24 BIL 0.92% 207,166 $19M $91.38 $18M +197,432 +2028.3%
25 IEMG 0.90% 277,366 $19M $67.22 $7M +103,871 +59.9%
26 USFR 0.89% 366,801 $18M $50.32 $18M +351,592 +2311.7%
27 META 0.87% 27,373 $18M $660.10 $4M +8,613 +45.9%
28 BOND 0.84% 186,495 $17M $93.48 $2M +17,319 +10.2%
29 LMBS 0.81% 336,076 $17M $49.99 -$6M -113,329 -25.2%
30 DXJ 0.71% 101,651 $15M $144.16 $8M +52,354 +106.2%
31 EXR 0.71% 112,484 $15M $130.22 -$1M -226 -0.2%
32 GOVT 0.68% 606,823 $14M $23.02 $13M +575,247 +1821.8%
33 SIVR 0.66% 202,335 $14M $67.64 $2M -49,303 -19.6%
34 NOBL 0.63% 124,305 $13M $104.07 $10M +91,093 +274.3%
35 JNJ 0.61% 60,537 $13M $206.95 $5M +18,260 +43.2%
36 SPTL 0.58% 452,965 $12M $26.47 $31K +9,203 +2.1%
37 TLT 0.54% 127,772 $11M $87.16 $9M +99,419 +350.6%
38 HYLS 0.53% 263,984 $11M $41.86 $1M +26,183 +11.0%
39 HEDJ 0.52% 203,540 $11M $53.06 $9M +176,936 +665.1%
40 VGLT 0.52% 193,340 $11M $55.80 -$680K -8,351 -4.1%
41 EMXC 0.50% 143,444 $10M $72.68 -$4M -63,059 -30.5%
42 MTUM 0.50% 41,613 $10M $250.31 $8M +30,306 +268.0%
43 MS 0.50% 58,250 $10M $177.53 $6M +32,074 +122.5%
44 TFLO 0.50% 202,791 $10M $50.46 $8M +160,603 +380.7%
45 IMCG 0.49% 127,572 $10M $79.84 $4M +55,345 +76.6%
46 NEE 0.49% 126,376 $10M $80.28 $5M +61,298 +94.2%
47 IVV 0.49% 14,763 $10M $684.96 $7M +9,446 +177.7%
48 GOOG 0.47% 31,027 $10M $313.80 $5M +12,365 +66.3%
49 QUAL 0.47% 48,551 $10M $198.62 $6M +27,341 +128.9%
50 XLK 0.45% 64,992 $9M $143.97 $4M +45,145 +227.5%
51 AGG 0.44% 91,951 $9M $99.88 -$3M -28,811 -23.9%
52 IQLT 0.42% 189,609 $9M $45.45 $3M +59,048 +45.2%
53 SGOV 0.39% 81,271 $8M $100.38 $8M +78,884 +3304.7%
54 JMBS 0.38% 170,978 $8M $45.69 $110K +2,325 +1.4%
55 ABBV 0.37% 33,863 $8M $228.49 $149K +1,089 +3.3%
56 MU 0.37% 26,844 $8M $285.52 $6M +18,722 +230.5%
57 COF 0.37% 31,358 $8M $242.36 $6M +22,457 +252.3%
58 VBR 0.37% 35,718 $8M $211.79 $2M +11,395 +46.9%
59 SPSB 0.36% 245,974 $7M $30.20 $863K +29,206 +13.5%
60 GSID 0.35% 105,826 $7M $69.32 $3M +45,630 +75.8%
61 HD 0.35% 20,864 $7M $344.11 $2M +6,961 +50.1%
62 TSLA 0.35% 15,897 $7M $449.72 $2M +5,410 +51.6%
63 VMBS 0.34% 149,227 $7M $47.08 $7M +140,347 +1580.5%
64 UBS 0.33% 148,853 $7M $46.31 $3M +49,350 +49.6%
65 BRK-B 0.33% 13,526 $7M $502.64 -$3M -6,892 -33.8%
66 OWL 0.33% 451,650 $7M $14.94 $412K +77,414 +20.7%
67 VTV 0.33% 35,281 $7M $190.99 $893K +4,094 +13.1%
68 PG 0.31% 44,141 $6M $143.31 -$954K -3,237 -6.8%
69 GEM 0.31% 151,736 $6M $41.62 $4M +101,591 +202.6%
70 CSCO 0.30% 81,692 $6M $77.03 $3M +38,018 +87.0%
71 IBM 0.30% 21,231 $6M $296.21 -$2M -7,360 -25.7%
72 DIVO 0.30% 138,668 $6M $44.50 $1M +24,679 +21.6%
73 MCD 0.30% 20,097 $6M $305.63 -$878K -3,003 -13.0%
74 ORCL 0.29% 31,184 $6M $194.91 -$3M -2,592 -7.7%
75 MRK 0.29% 55,881 $6M $106.11 $3M +16,159 +40.7%
76 IVE 0.28% 27,324 $6M $212.07 +27,324 NEW
77 OBDC 0.28% 452,712 $6M $12.80 -$2M -159,639 -26.1%
78 CVX 0.28% 37,307 $6M $152.41 -$4M -22,258 -37.4%
79 RTX 0.27% 30,698 $6M $183.40 $2M +6,628 +27.5%
80 VGK 0.27% 67,311 $6M $83.61 $4M +45,883 +214.1%
81 FOLD 0.25% 367,557 $5M $14.24 $2M -8,163 -2.2%
82 MA 0.25% 9,121 $5M $570.85 $840K +1,445 +18.8%
83 COST 0.25% 6,036 $5M $862.33 $3M +3,734 +162.2%
84 IVW 0.25% 41,345 $5M $123.26 $4M +35,436 +599.7%
85 GE 0.25% 16,485 $5M $308.38 $3M +8,174 +98.3%
86 WMB 0.24% 84,233 $5M $60.11 $856K +17,828 +26.9%
87 GDX 0.24% 58,158 $5M $85.77 $8K -7,034 -10.8%
88 GSSC 0.24% 65,930 $5M $75.63 $4M +50,088 +316.2%
89 KMI 0.24% 179,928 $5M $27.49 $1M +50,691 +39.2%
90 WMT 0.24% 44,193 $5M $111.64 $365K -141 -0.3%
91 PANW 0.24% 26,730 $5M $184.20 $3M +15,280 +133.4%
92 EFA 0.24% 50,950 $5M $96.03 $3M +31,623 +163.6%
93 ADP 0.24% 18,815 $5M $258.89 -$79K +2,026 +12.1%
94 JHML 0.23% 60,175 $5M $79.85 -$352K -5,633 -8.6%
95 TUSI 0.23% 188,423 $5M $25.34 +188,423 NEW
96 EEM 0.23% 86,979 $5M $54.71 $1M +22,996 +35.9%
97 VIG 0.23% 21,620 $5M $219.78 $2M +7,374 +51.8%
98 FTEC 0.23% 21,049 $5M $224.67 $91K +173 +0.8%
99 SPTI 0.23% 163,810 $5M $28.84 $44K +1,849 +1.1%
100 DYNF 0.22% 75,879 $5M $60.81 +75,879 NEW

New Positions

SymbolValue% Port
IVE $6M 0.28%
TUSI $5M 0.23%
DYNF $5M 0.22%
EWJ $4M 0.20%
EMLC $4M 0.18%
IUSB $3M 0.15%
CBZ $2M 0.11%
BAI $2M 0.10%
L $2M 0.09%
GBND $2M 0.09%
THRO $2M 0.08%
VTI $1M 0.06%
ITA $1M 0.06%
SBCF $1M 0.06%
ROK $1M 0.05%

Sold Out Positions

SymbolValue% Port
LYV —%
HLI —%
CDE —%
CMG —%
D —%
MMD —%
AES —%
EIX —%
CON —%
WEX —%
AJG —%
EQR —%
E —%
GRMN —%
HLLY —%
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