ELEVATION POINT WEALTH PARTNERS, LLC
Position in FIGR — Figure Technology Solutions, Inc.
CIK 1744349
DENVER, CO
Position in FIGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$494,185
-$80,894 QoQ
Shares Held
16,092
-5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 302 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $44,417,166 across 16 Capital Markets names. FIGR ranks #8 (1.1% of the industry book) .
| # | 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.
This page
|
16,092 | $494,185 |
All Filings in FIGR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,185 | 16,092 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $575,079 | 16,939 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||