ELEVATION POINT WEALTH PARTNERS, LLC
Position in DOMH — Dominari Holdings Inc.
CIK 1744349
DENVER, CO
Position in DOMH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$0
-$1,914 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Derivatives in DOMH
reported options exposure · as of Jun 30, 2026CallValue
$1,105
CallShares
352
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $44,417,166 across 16 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
79,775 | $16,676,166 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,005 | $16,186,976 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,009 | $3,230,280 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,927 | $1,669,517 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
18,189 | $1,583,170 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,238 | $1,427,786 | |
| 7 | IREN |
IREN Ltd
|
15,180 | $694,181 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
16,092 | $494,185 |
All Filings in DOMH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105 | 352 | Call | Sole | 2026-08-12 | |
| 2025-06-30 | $1,914 | 352 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||