ELEVATION POINT WEALTH PARTNERS, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1744349 DENVER, CO

Position in LPLA

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

Position Value

$1,669,517

-$100,566 QoQ

Shares Held

5,927

+0.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#319

of 761 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $44,417,166 across 16 Capital Markets names. LPLA ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,669,517	5,927	+0.7%	Shares	Sole	2026-08-12
2026-03-31	$1,770,083	5,884	+69.2%	Shares	Sole	2026-04-27
2025-12-31	$1,242,237	3,478	+68.1%	Shares	Sole	2026-02-12
2025-09-30	$688,335	2,069	-38.3%	Shares	Sole	2025-11-14
2025-06-30	$1,258,024	3,355	+12.8%	Shares	Sole	2026-02-03
2025-03-31	$972,587	2,973	-19.5%	Shares	Sole	2026-02-03
2024-12-31	$1,205,801	3,693	+35.7%	Shares	Sole	2026-02-03
2024-09-30	$632,986	2,721	+39.4%	Shares	Sole	2026-02-03
2024-06-30	$545,193	1,952	+11.8%	Shares	Sole	2026-02-03
2024-03-31	$461,293	1,746	+78.0%	Shares	Sole	2026-02-03
2023-09-30	$233,134	981	-0.5%	Shares	Sole	2023-10-11
2023-06-30	$214,385	986	-31.0%	Shares	Sole	2023-08-14
2023-03-31	$289,229	1,429	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.