Position in V
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,363,805
+$1,651,893 QoQ
Shares Held
41,866
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,050
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $42,295,331 across 11 Credit Services names. V ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
41,866 | $14,363,805 | |
| 2 | AXP |
American Express Co
|
25,478 | $8,617,933 | |
| 3 | MA |
Mastercard Inc
|
15,827 | $8,128,747 | |
| 4 | COF |
Capital One Financial Corp
|
38,229 | $7,669,501 | |
| 5 | SYF |
Synchrony Financial
|
14,318 | $1,088,883 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,274 | $789,071 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
2,878 | $622,568 | |
| 8 | ENVA |
Enova International, Inc.
|
1,351 | $325,226 |
All Filings in V
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,363,805 | 41,866 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,711,912 | 42,059 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,599,912 | 13,116 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,929,283 | 11,510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,086,804 | 8,694 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $4,183,090 | 11,936 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $4,200,803 | 13,292 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,926,017 | 10,642 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $3,363,289 | 12,814 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,921,074 | 14,050 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $3,656,876 | 14,046 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,299,033 | 14,343 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,477,894 | 14,645 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,357,775 | 14,893 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,332,885 | 16,042 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,134,811 | 17,646 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,017,540 | 20,405 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,331,611 | 19,532 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,105,570 | 18,945 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,600,901 | 20,655 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,090,027 | 21,769 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,609,997 | 21,773 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,213,210 | 23,834 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,649,702 | 23,252 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,350,574 | 22,522 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,621,494 | 22,477 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||