ELEVATION POINT WEALTH PARTNERS, LLC
Top Portfolio Positions
790 positions ·
$2,498,882,552 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
590,038 | $149,745,744 | 5.99% |
| GLD |
Spdr Gold Trust
|
306,968 | $132,085,260 | 5.29% |
| NVDA |
Nvidia Corp
Technology
|
499,727 | $87,152,388 | 3.49% |
| MSFT |
Microsoft Corp
Technology
|
230,977 | $85,500,756 | 3.42% |
| GOOGL |
Alphabet Inc.
Communication Services
|
242,209 | $69,649,620 | 2.79% |
| XOM |
Exxon Mobil Corp
Energy
|
387,890 | $65,809,417 | 2.63% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
302,481 | $62,997,717 | 2.52% |
| SPY |
Spdr S&P 500 Etf Trust
|
83,233 | $54,129,749 | 2.17% |
| AVGO |
Broadcom Inc.
Technology
|
165,864 | $51,336,566 | 2.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
171,511 | $50,451,675 | 2.02% |
Holdings in GDV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,680 | 29,472 | Shares | Sole | 2026-04-27 | |
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