ELEVATION POINT WEALTH PARTNERS, LLC

Position in HD — Home Depot, Inc.

CIK 1744349 DENVER, CO

Position in HD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$47,070,788

+$6,634,750 QoQ

Shares Held

133,466

+8.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#349

of 4,083 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $56,058,336 across 3 Home Improvement Retail names. HD ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	133,466	$47,070,788
2	LOW	Lowes Companies Inc	25,059	$5,525,258
3	FND	Floor & Decor Holdings, Inc.	58,327	$3,462,290

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,070,788	133,466	+8.6%	Shares	Sole	2026-08-12
2026-03-31	$40,436,038	122,947	+489.3%	Shares	Sole	2026-04-27
2025-12-31	$7,179,302	20,864	+50.1%	Shares	Sole	2026-02-12
2025-09-30	$5,633,356	13,903	+25.9%	Shares	Sole	2025-11-14
2025-06-30	$4,049,538	11,045	-9.2%	Shares	Sole	2026-02-03
2025-03-31	$4,457,617	12,163	-0.5%	Shares	Sole	2026-02-03
2024-12-31	$4,753,068	12,219	+25.6%	Shares	Sole	2026-02-03
2024-09-30	$3,942,190	9,729	-11.3%	Shares	Sole	2026-02-03
2024-06-30	$3,776,312	10,970	-4.9%	Shares	Sole	2026-02-03
2024-03-31	$4,425,593	11,537	+37.3%	Shares	Sole	2026-02-03
2023-12-31	$2,911,020	8,400	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$2,540,863	8,409	-0.8%	Shares	Sole	2023-10-11
2023-06-30	$2,633,916	8,479	-17.3%	Shares	Sole	2023-08-14
2023-03-31	$3,024,094	10,247	-11.9%	Shares	Sole	2023-05-11
2022-12-31	$3,672,820	11,628	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$3,229,049	11,702	+3.6%	Shares	Sole	2022-11-07
2022-06-30	$3,096,782	11,291	+1.3%	Shares	Sole	2022-08-02
2022-03-31	$3,335,134	11,142	-6.4%	Shares	Sole	2022-05-03
2021-12-31	$4,940,694	11,905	-4.6%	Shares	Sole	2022-02-02
2021-09-30	$4,096,356	12,479	-3.9%	Shares	Sole	2021-11-02
2021-06-30	$4,141,743	12,988	-6.0%	Shares	Sole	2021-08-04
2021-03-31	$4,217,944	13,818	-1.5%	Shares	Sole	2021-05-04
2020-12-31	$3,725,320	14,025	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$3,899,048	14,040	-1.1%	Shares	Sole	2020-11-16
2020-06-30	$3,554,987	14,191	-10.5%	Shares	Sole	2020-07-09
2020-03-31	$2,961,220	15,860	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.