ELEVATION POINT WEALTH PARTNERS, LLC
Follow13F filer, CIK 1744349, DENVER, CO
ELEVATION POINT WEALTH PARTNERS, LLC reported $1,435,363,684 across 671 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 20.62% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001744349-25-000020
- Period
- 2025-09-30
- Reported value
- $1.44B
- Holdings
- 671
- Top 10 weight
- 20.62%
- New
- 191
- Sold out
- 1,013
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOOadded | +88,005 | $54M |
| GLDadded | +70,658 | $25.1M |
| IEFAadded | +259,254 | $22.6M |
| LMBSnew | +449,405 | $22.4M |
| SPABnew | +704,237 | $18.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AAPLreduced | -578,042 | -$147M |
| SPYVexited | -815,592 | -$42.7M |
| QUSexited | -238,262 | -$38.9M |
| SPYGexited | -358,726 | -$34.2M |
| COWZreduced | -543,640 | -$31.2M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 671 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VIPSVIPSHOP HLDGS LTD | 2 | $30 | shares |
| SNNSMITH & NEPHEW PLC | 1 | $30 | shares |
| SITCSITE CTRS CORP | 2 | $23 | shares |
| FIBKFIRST INTST BANCSYSTEM INC | 1 | $22 | shares |
| PAVMED INCPAVMED INC | 34 | $20 | shares |
| SNAPSNAP INC | 2 | $17 | shares |
| FCELFUELCELL ENERGY INC | 3 | $17 | shares |
| LUCDLUCID DIAGNOSTICS INC | 12 | $14 | shares |
| LTRXLANTRONIX INC | 5 | $14 | shares |
| GENPREX INCGENPREX INC | 50 | $11 | shares |
| ACBAURORA CANNABIS INC | 2 | $8 | shares |
| SPHERE 3D CORP NEWSPHERE 3D CORP NEW | 14 | $8 | shares |
| BTAIQBIOXCEL THERAPEUTICS INC | 1 | $2 | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001744349-25-000020 | base | 2025-11-14 | acceptance time not in the bulk data set |