13F-HR filed by ELEVATION POINT WEALTH PARTNERS, LLC
ELEVATION POINT WEALTH PARTNERS, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-27, with 1,095 holding rows worth $4,311,561,006.
- Accession
- 0001744349-26-000008
- Filer
- CIK 1744349
- Filed
- 2026-04-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 1,095 entries on the cover page, a total value of $4,311,561,006 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,311,561,006 with VALUE read as dollars as filed, 13F file number 028-18840. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COMMERCIAL METALS CO COM | 201723103 | Stock | 3,746 | $230,110 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 4,379 | $230,073 | dollars as filed | |
| RENTOKIL INITIAL PLC SPONSORED ADR | 760125104 | ADR | 7,299 | $229,784 | dollars as filed | |
| NUVEEN PFD & INCOME OPPORTUN | 67073B106 | COM | 30,081 | $228,692 | dollars as filed | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 1,365 | $228,255 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 637 | $227,995 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 655 | $225,734 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 1,651 | $224,262 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 3,330 | $224,141 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 1,795 | $224,016 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 11,164 | $223,838 | dollars as filed | |
| HAWKINS INC | 420261109 | COM | 1,456 | $223,641 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 1,893 | $222,730 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 2,805 | $222,549 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 3,045 | $221,494 | dollars as filed | |
| AFFILIATED MANAGERS GROUP COM | 008252108 | Stock | 799 | $221,083 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,469 | $219,704 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 419 | $219,334 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 405 | $219,137 | dollars as filed | |
| MAXIMUS INC | 577933104 | COM | 3,416 | $218,995 | dollars as filed | |
| VIRTUS DIVIDEND, INTEREST & PR | 92840R101 | COM | 17,318 | $218,380 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 10,041 | $218,093 | dollars as filed | |
| REVOLVE GROUP INC CL A | 76156B107 | Stock | 9,632 | $217,779 | dollars as filed | |
| ETF SER SOLUTIONS | 26922B527 | BAHL GA GROW ETF | 6,532 | $217,250 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 1,071 | $215,874 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,191 | $215,674 | dollars as filed | |
| ARCBEST CORP COM | 03937C105 | Stock | 2,186 | $215,036 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 884 | $214,883 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 5,811 | $214,872 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 5,059 | $214,046 | dollars as filed | |
| INTERPARFUMS INC COM | 458334109 | Stock | 2,352 | $213,667 | dollars as filed | |
| PIMCO DYNAMIC INCOME FD | 72201Y101 | SHS | 12,279 | $212,656 | dollars as filed | |
| MONRO INC | 610236101 | COMMON STOCK | 13,254 | $212,595 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 2,364 | $212,394 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 584 | $212,295 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 3,244 | $211,541 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 2,071 | $210,809 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,543 | $210,575 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 3,033 | $210,399 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 2,627 | $209,854 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 3,687 | $209,348 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 3,237 | $209,207 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33737K205 | INDXX NEXTG ETF | 1,869 | $209,147 | dollars as filed | |
| RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | REIT | 2,212 | $206,765 | dollars as filed | |
| ISHARES INC | 464286426 | MSCI EM ASIA ETF | 2,157 | $206,500 | dollars as filed | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 1,935 | $206,426 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 2,256 | $206,131 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 2,554 | $205,730 | dollars as filed | |
| FORMULA SYSTEMS 1985 LTD | 346414105 | SPONSORED ADS | 1,865 | $205,709 | dollars as filed | |
| FIRST TR EXCH TRD ALPHDX FD | 33737J174 | DEV MRK EX US | 2,360 | $205,154 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 824 | $205,044 | dollars as filed | |
| VENTURE GLOBAL INC | 92333F101 | COM CL A | 13,000 | $204,880 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 3,434 | $204,769 | dollars as filed | |
| ISHARES TR | 464288729 | GLOB INDSTRL ETF | 1,131 | $204,751 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 538 | $204,486 | dollars as filed | |
| EATON VANCE RISK-MANAGED DIVSF | 27829G106 | COM | 25,000 | $204,250 | dollars as filed | |
| SI BONE INC | 825704109 | COM | 16,148 | $203,949 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 1,597 | $203,195 | dollars as filed | |
| China Yuchai Intl Ltd | G21082105 | COM | 5,245 | $201,933 | dollars as filed | |
| CARLYLE GROUP INC COM | 14316J108 | Stock | 4,161 | $201,351 | dollars as filed | |
| RAMACO RES INC | 75134P600 | COM CL A | 12,763 | $197,316 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 32,033 | $192,198 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 22,301 | $187,299 | dollars as filed | |
| BLACKROCK MUNIYIELD QUALITY FU | 09254F100 | COM | 16,524 | $182,081 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 15,624 | $176,234 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 11,891 | $171,591 | dollars as filed | |
| LADDER CAP CORP CL A | 505743104 | REIT | 17,452 | $170,519 | dollars as filed | |
| WESTERN ASST INFLTN LKD INM | 95766Q106 | COM SH BEN INT | 20,750 | $167,660 | dollars as filed | |
| CLOUGH GLOBAL OPPORTUNITIES | 18914E106 | SH BEN INT | 27,950 | $155,682 | dollars as filed | |
| UNITED MICROELECTRONICS CORP SPON ADR NEW | 910873405 | ADR | 16,208 | $145,549 | dollars as filed | |
| BARINGS GLOBAL SHORT DURATIO | 06760L100 | COM | 10,000 | $137,823 | dollars as filed | |
| ADVENT CONVERTIBLE AND INCOME | 00764C109 | COM | 12,181 | $135,940 | dollars as filed | |
| CBRE GBL REAL ESTATE INC FD COM | 12504G100 | CEF | 30,938 | $135,819 | dollars as filed | |
| MARTEN TRANSPORT LTD | 573075108 | COM | 10,058 | $132,062 | dollars as filed | |
| BLACKROCK TECH AND PRIVATE E | 09260Q108 | SHS BEN INT | 19,772 | $130,495 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 12,998 | $123,741 | dollars as filed | |
| GIFTIFY INC | 74940T104 | COM | 100,000 | $100,000 | dollars as filed | |
| CLOUGH GLOBAL DIVID & INCOME | 18913Y103 | COM | 15,967 | $94,525 | dollars as filed | |
| FRANKLIN MASTER INTER INCOME SH BEN INT | 746909100 | CEF | 27,700 | $90,579 | dollars as filed | |
| GENWORTH FINL INC | 37247D106 | COM SHS | 10,454 | $84,886 | dollars as filed | |
| GABELLI UTIL TR | 36240A101 | COM | 13,500 | $81,675 | dollars as filed | |
| NEURAXIS INC | 64134X201 | COM | 11,000 | $81,400 | dollars as filed | |
| STARFIGHTERS SPACE INC | 85529M104 | CMN | 13,660 | $80,867 | dollars as filed | |
| NUVEEN CR STRATEGIES INCOME | 67073D102 | COM SHS | 16,236 | $79,873 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 13,479 | $75,482 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 10,542 | $69,893 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 500 | $54,335 | dollars as filed | call |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 13,365 | $49,707 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 16,766 | $49,178 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,000 | $44,300 | dollars as filed | put |
| AQUESTIVE THERAPEUTICS INC COM | 03843E104 | Stock | 10,100 | $41,915 | dollars as filed | |
| INNOVIZ TECHNOLOGIES LTD | M5R635108 | SHS | 52,000 | $32,890 | dollars as filed | |
| SOLID POWER INC CLASS A COM | 83422N105 | Stock | 10,559 | $31,677 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 10,008 | $9,500 | dollars as filed | |
| COGNITION THERAPEUTICS INC | 19243B102 | COM | 10,040 | $7,625 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001744349-26-000008 | this filing | 2026-04-27 | acceptance time not in the bulk data set |