ELEVATION POINT WEALTH PARTNERS, LLC
Position in AFRM — Affirm Holdings, Inc.
CIK 1744349
DENVER, CO
Position in AFRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$256,230
+$243,647 QoQ
Shares Held
3,142
+1626.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 654 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $42,295,331 across 11 Credit Services names. AFRM ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,866 | $14,363,805 | |
| 2 | AXP |
American Express Co
|
25,478 | $8,617,933 | |
| 3 | MA |
Mastercard Inc
|
15,827 | $8,128,747 | |
| 4 | COF |
Capital One Financial Corp
|
38,229 | $7,669,501 | |
| 5 | SYF |
Synchrony Financial
|
14,318 | $1,088,883 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,274 | $789,071 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,878 | $622,568 | |
| 8 | ENVA |
Enova International, Inc.
|
1,351 | $325,226 |
All Filings in AFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,230 | 3,142 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $12,583 | 182 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||