ELEVATION POINT WEALTH PARTNERS, LLC
Top Portfolio Positions
792 positions ·
$2,517,101,562 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
590,038 | $149,745,744 | 5.95% | |
| GLD |
Spdr Gold Trust
|
306,968 | $132,085,260 | 5.25% | |
| NVDA |
Nvidia Corp
Technology
|
499,727 | $87,152,388 | 3.46% | |
| MSFT |
Microsoft Corp
Technology
|
230,977 | $85,500,756 | 3.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
242,209 | $69,649,620 | 2.77% | |
| XOM |
Exxon Mobil Corp
Energy
|
387,890 | $65,809,417 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
302,481 | $62,997,717 | 2.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
83,233 | $54,129,749 | 2.15% | |
| AVGO |
Broadcom Inc.
Technology
|
165,864 | $51,336,566 | 2.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
171,511 | $50,451,675 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,939 | 12,181 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $152,749 | 12,181 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $155,794 | 12,181 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||