ELEVATION POINT WEALTH PARTNERS, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1744349
DENVER, CO
Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,186,976
+$3,386,302 QoQ
Shares Held
16,005
+5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#511
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS 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. GS ranks #2 (36.4% 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
This page
|
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 GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,186,976 | 16,005 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,800,674 | 15,131 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,183,161 | 4,759 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,394,474 | 6,774 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,811,941 | 5,386 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $2,901,892 | 5,312 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $3,412,815 | 5,960 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,688,942 | 5,431 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $3,699,525 | 8,179 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,508,178 | 8,399 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $3,238,924 | 8,396 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,800,821 | 8,656 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,813,193 | 8,722 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,978,663 | 9,106 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,186,909 | 9,281 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,753,204 | 9,395 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,719,515 | 9,156 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,499,187 | 7,571 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,024,440 | 7,906 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,928,598 | 7,747 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,690,426 | 4,454 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,475,751 | 4,513 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,227,570 | 4,655 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $726,707 | 3,616 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $636,138 | 3,219 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $232,039 | 1,501 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||