ELEVATION POINT WEALTH PARTNERS, LLC
Top Portfolio Positions
792 positions ·
$2,514,724,551 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 | 3.47% | |
| 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 | 2.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
302,481 | $62,997,717 | 2.51% | |
| 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 | 2.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DHIL
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,502,260 | 8,729 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $1,258,549 | 8,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,468,502 | 10,106 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,499,105 | 10,495 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,688,573 | 10,887 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,801,143 | 11,145 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,581,185 | 11,234 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,769,409 | 11,477 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,766,182 | 10,666 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,831,850 | 10,867 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,912,393 | 11,164 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,240,921 | 13,616 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,487,223 | 13,443 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,188,395 | 13,263 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,236,135 | 12,878 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,386,389 | 12,741 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,355,621 | 12,128 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,061,545 | 11,736 | Shares | Sole | 2021-11-02 | |
| No 13F history on record for this holder in this stock. | ||||||