ELEVATION POINT WEALTH PARTNERS, LLC

Position in AON — Aon plc

CIK 1744349 DENVER, CO

Position in AON

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,575,618

+$114,126 QoQ

Shares Held

10,780

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#388

of 1,247 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,336,416 across 5 Insurance Brokers names. AON ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	34,419	$5,736,614
2	AON	Aon plc This page	10,780	$3,575,618
3	AJG	Arthur J. Gallagher & Co.	1,797	$412,537
4	WTW	Willis Towers Watson PLC	1,394	$364,349
5	BRO	Brown & Brown, Inc.	3,855	$247,298

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,575,618	10,780	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$3,461,492	10,724	+495.8%	Shares	Sole	2026-04-27
2025-12-31	$635,184	1,800	+8.4%	Shares	Sole	2026-02-12
2025-09-30	$592,279	1,661	-82.0%	Shares	Sole	2025-11-14
2025-06-30	$3,292,538	9,229	-0.2%	Shares	Sole	2026-02-03
2025-03-31	$3,692,380	9,252	-2.1%	Shares	Sole	2026-02-03
2024-12-31	$3,394,062	9,450	-16.7%	Shares	Sole	2026-02-03
2024-09-30	$3,923,180	11,339	+2.1%	Shares	Sole	2026-02-03
2024-06-30	$3,260,205	11,105	-18.1%	Shares	Sole	2026-02-03
2024-03-31	$4,525,910	13,562	-1.3%	Shares	Sole	2026-02-03
2023-12-31	$4,000,651	13,747	-1.8%	Shares	Sole	2024-02-13
2023-09-30	$4,536,810	13,993	-2.7%	Shares	Sole	2023-10-11
2023-06-30	$4,962,595	14,376	-2.0%	Shares	Sole	2023-08-14
2023-03-31	$4,623,727	14,665	+0.8%	Shares	Sole	2023-05-11
2022-12-31	$4,365,836	14,546	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$3,865,364	14,430	-0.3%	Shares	Sole	2022-11-07
2022-06-30	$3,901,730	14,468	-2.6%	Shares	Sole	2022-08-02
2022-03-31	$4,834,954	14,848	+18.7%	Shares	Sole	2022-05-03
2021-12-31	$3,759,404	12,508	-1.0%	Shares	Sole	2022-02-02
2021-09-30	$3,612,132	12,640	-4.6%	Shares	Sole	2021-11-02
2021-06-30	$3,163,092	13,248	-3.1%	Shares	Sole	2021-08-04
2021-03-31	$3,146,984	13,676	+1.5%	Shares	Sole	2021-05-04
2020-12-31	$2,847,708	13,479	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$2,779,892	13,475	+41.3%	Shares	Sole	2020-11-16
2020-06-30	$1,836,441	9,535	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.