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 FORTY
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,672 | 1,865 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $222,285 | 1,740 | Shares | Sole | 2026-02-03 | |
| 2021-12-31 | $256,989 | 2,073 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $201,739 | 2,055 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $359,730 | 3,997 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $387,789 | 4,367 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $387,229 | 4,529 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $354,999 | 4,583 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $366,457 | 4,723 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $292,752 | 5,472 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||