Elevation Point Wealth Partners
Elevation Point Wealth Partners reported 1,181 stocks worth $5.4B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (3.1%), VOO (2.5%) and GLD (2.0%). Compared with Q1 2026, the fund opened new positions in BOKF, SPY and SPYV, added to VOO, NVDA and GOOGL, trimmed AAPL, GLD and AVGO and sold out of VMBS, IHDG and FSK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $170M | 3.1% | 587K | −2,874 (−0%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $137M | 2.5% | 200K | +61K (+44%) | 8 of 8 | |
| 3 |  GLD Spdr Gold TR | $109M | 2.0% | 295K | −12K (−4%) | 8 of 8 | |
| 4 |  BOKF Bok Finl Corp | $107M | 2.0% | 770K | New position | 1 of 8 | |
| 5 |  NVDA Nvidia Corporation | $105M | 2.0% | 527K | +28K (+6%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $94.9M | 1.8% | 266K | +23K (+10%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $87.2M | 1.6% | 234K | +2,899 (+1%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $76.3M | 1.4% | 320K | +18K (+6%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $75.6M | 1.4% | 101K | +12K (+13%) | 8 of 8 | |
| 10 |  VUG Vanguard Index Fds | $75M | 1.4% | 871K | +806K (+1238%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VMBS Vanguard Scottsdale Fds | $7.8M | 166K |
HONEYWELL INTL INC | $6.7M | 30K |
AMICUS THERAPEUTICS INC | $5.3M | 367K |
 IHDG Wisdomtree TR | $3.5M | 73K |
 FSK FS KKR | $3.2M | 303K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 QXO Qxo Inc | Call | $2M | 117K | +116,844 |
 SAP Sap SE | Call | $1.5M | 9,743 | +9,743 |
 KDP Keurig DR Pepper Inc | Call | $1.2M | 36K | +35,839 |
 CPAY Corpay Inc | Call | $682K | 2,046 | +2,046 |
 PLXS Plexus Corp | Call | $583K | 1,939 | +1,939 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elevation Point Wealth Partners 13F FAQ
What does Elevation Point Wealth Partners own?
Elevation Point Wealth Partners reported 1,181 stocks worth $5.4B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (3.1%), VOO (2.5%) and GLD (2.0%). The table above lists every position in the filing (the top 10 without an account).
What did Elevation Point Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 167 new positions, 533 added to, 418 trimmed and 74 sold out. New positions include BOKF, SPY and SPYV. It sold all of VMBS, IHDG and FSK.
When will Elevation Point Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Elevation Point Wealth Partners's portfolio worth?
The Q2 2026 filing reports $5.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.