ELEVATION POINT WEALTH PARTNERS, LLC

DENVER, CO · CIK 1744349 · 13F filing filed 2026-02-03

SEC-registered investment adviser since 2006 · limited liability company

Assets managed$8.3bn
Staff91 · 54 in investment roles
Main clients (by assets)High net worth individuals 77%, Individuals 20%, Companies 2%
Form ADV · 2026-09-22SEC adviser record

Legal entityElevation Point Wealth Partners, LLC (US)

Kindwealth
Others nearbyDenver, CO, Minneapolis, MN, Lafayette, LA, Jupiter, FL, Las Vegas, NV, Farmington, MI

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Denver, CO (main office)United States	United States
Minneapolis, MNUnited States	United States	10
Lafayette, LAUnited States	United States	8
Tequesta, FLUnited States	United States	7
Las Vegas, NVUnited States	United States	6
Farmington Hills, MIUnited States	United States	5
Indianapolis, INUnited States	United States	5
Alpharetta, GAUnited States	United States	4
Aitkin, MNUnited States	United States	3
Fernandina Beach, FLUnited States	United States	3
Houston, TXUnited States	United States	3
Atlanta, GAUnited States	United States	2

4 more cities

Bloomfield Hills, MIUnited States	United States	2
Jacksonville, FLUnited States	United States	2
Plymouth, MNUnited States	United States	2
Evergreen, COUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.3bn reported value -3.2% vs Q1 2024

531positions

37.9%in top 10

39 new 150 added 321 reduced 40 sold out vs Q1 2024

Options: 11 call positions ($485.8k notional), 2 put positions ($29.0k notional) – listed below, not included above.

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	935,899	$197.1m15.62%	15.62%	Reduced -141.2k	-141,196 -13.1%
2	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	1,373,876	$67.0m5.31%	5.31%	Added +6.9k	+6,944 0.5%
3	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	576,263	$46.2m3.66%	3.66%	Added +15.1k	+15,108 2.7%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	64,598	$35.3m2.80%	2.80%	Reduced -8.1k	-8,113 -11.2%
5	SPDR SER TR MSCI USA STRTGIC QUS	QUS	216,434	$31.9m2.53%	2.53%	Added +12.0k	+11,969 5.8%
6	PACER FDS TR US CASH COWS 100 COWZ	COWZ	515,019	$28.1m2.22%	2.22%	Added +16.5k	+16,536 3.3%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	120,288	$21.9m1.74%	1.74%	Reduced -9.3k	-9,290 -7.2%
8	MICROSOFT CORP COM MSFT	MSFT	46,189	$20.6m1.64%	1.64%	Reduced -552	-552 -1.2%
9	AMAZON COM INC COM AMZN	AMZN	81,570	$15.8m1.25%	1.25%	Added +1.5k	+1,501 1.9%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	81,842	$15.0m1.19%	1.19%	Reduced -23.3k	-23,296 -22.2%
11	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	266,769	$12.1m0.96%	0.96%	Added +9.8k	+9,848 3.8%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	29,738	$12.1m0.96%	0.96%	Added +669	+669 2.3%
13	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	50,957	$11.5m0.91%	0.91%	Reduced -8.6k	-8,593 -14.4%
14	NVIDIA CORPORATION COM NVDA	NVDA	90,140	$11.1m0.88%	0.88%	Added +6.1k	+6,130 7.3%
15	SHERWIN WILLIAMS CO COM SHW	SHW	36,186	$10.8m0.86%	0.86%	Added +24	+24 0.1%
16	UNITEDHEALTH GROUP INC COM UNH	UNH	20,305	$10.3m0.82%	0.82%	Added +4.2k	+4,231 26.3%
17	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	67,391	$8.0m0.63%	0.63%	Added +182	+182 0.3%
18	JPMORGAN CHASE & CO COM JPM	JPM	35,817	$7.2m0.57%	0.57%	Reduced -306	-306 -0.8%
19	META PLATFORMS INC CL A META	META	14,226	$7.2m0.57%	0.57%	Reduced -668	-668 -4.5%
20	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	169,663	$7.0m0.55%	0.55%	Reduced -6.8k	-6,761 -3.8%
21	PROCTER AND GAMBLE CO COM PG	PG	42,217	$7.0m0.55%	0.55%	Reduced -1.8k	-1,799 -4.1%
22	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	164,361	$6.8m0.54%	0.54%	Reduced -16.1k	-16,103 -8.9%
23	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	39,709	$6.8m0.54%	0.54%	Reduced -405	-405 -1.0%
24	ISHARES TR EAFE GRWTH ETF EFG	EFG	64,975	$6.6m0.53%	0.53%	Added +15.8k	+15,802 32.1%
25	CORNING INC COM GLW	GLW	169,371	$6.6m0.52%	0.52%	Reduced -15.6k	-15,606 -8.4%
26	COMCAST CORP NEW CL A CMCSA	CMCSA	167,013	$6.5m0.52%	0.52%	Reduced -17.1k	-17,117 -9.3%
27	ISHARES TR S&P 500 GRWT ETF IVW	IVW	70,183	$6.5m0.51%	0.51%	Added +22.1k	+22,131 46.1%
28	CITIGROUP INC COM NEW C	C	102,237	$6.5m0.51%	0.51%	Reduced -16.2k	-16,192 -13.7%
29	EXXON MOBIL CORP COM XOM	XOM	54,367	$6.3m0.50%	0.50%	Added +395	+395 0.7%
30	CVS HEALTH CORP COM CVS	CVS	105,308	$6.2m0.49%	0.49%	Reduced -3.7k	-3,730 -3.4%
31	DISCOVER FINL SVCS COM DFS	DFS	47,133	$6.2m0.49%	0.49%	Reduced -13.2k	-13,243 -21.9%
32	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	20,277	$6.2m0.49%	0.49%	Added +5.0k	+5,013 32.8%
33	FEDEX CORP COM FDX	FDX	20,511	$6.2m0.49%	0.49%	New
34	NOVO-NORDISK A S ADR NVO	NVO	42,573	$6.1m0.48%	0.48%	Reduced -20.0k	-20,045 -32.0%
35	CISCO SYS INC COM CSCO	CSCO	127,838	$6.1m0.48%	0.48%	Reduced -18.8k	-18,751 -12.8%
36	ISHARES TR CORE TOTAL USD IUSB	IUSB	133,772	$6.0m0.48%	0.48%	Reduced -3.8k	-3,797 -2.8%
37	EASTMAN CHEM CO COM EMN	EMN	59,407	$5.8m0.46%	0.46%	Reduced -9.6k	-9,622 -13.9%
38	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	33,267	$5.8m0.46%	0.46%	Added +15.1k	+15,063 82.8%
39	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	18,007	$5.7m0.45%	0.45%	Added +4.8k	+4,776 36.1%
40	BEST BUY INC COM BBY	BBY	66,060	$5.6m0.44%	0.44%	Reduced -10.5k	-10,487 -13.7%
41	FOX CORP CL A COM FOXA	FOXA	161,244	$5.5m0.44%	0.44%	Reduced -24.3k	-24,323 -13.1%
42	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	11,076	$5.3m0.42%	0.42%	Reduced -424	-424 -3.7%
43	TYSON FOODS INC CL A TSN	TSN	91,068	$5.2m0.41%	0.41%	Reduced -14.4k	-14,366 -13.6%
44	EVEREST GROUP LTD COM EG	EG	13,602	$5.2m0.41%	0.41%	Reduced -2.1k	-2,052 -13.1%
45	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	28,213	$5.1m0.41%	0.41%	Added +403	+403 1.4%
46	DOLLAR GEN CORP NEW COM DG	DG	38,643	$5.1m0.40%	0.40%	Reduced -5.0k	-4,994 -11.4%
47	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	107,673	$5.1m0.40%	0.40%	Reduced -2.8k	-2,805 -2.5%
48	ISHARES TR CORE S&P SCP ETF IJR	IJR	47,068	$5.0m0.40%	0.40%	Added +668	+668 1.4%
49	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	34,176	$5.0m0.39%	0.39%	Added +46	+46 0.1%
50	SKYWORKS SOLUTIONS INC COM SWKS	SWKS	46,065	$4.9m0.39%	0.39%	Reduced -7.8k	-7,839 -14.5%
51	BORGWARNER INC COM BWA	BWA	152,110	$4.9m0.39%	0.39%	Reduced -22.3k	-22,283 -12.8%
52	ABBVIE INC COM ABBV	ABBV	28,223	$4.8m0.38%	0.38%	Added +4.7k	+4,727 20.1%
53	PROGRESSIVE CORP COM PGR	PGR	22,980	$4.8m0.38%	0.38%	Reduced -1.7k	-1,723 -7.0%
54	TRICO BANCSHARES COM TCBK	TCBK	118,520	$4.7m0.37%	0.37%	Reduced -1.3k	-1,300 -1.1%
55	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	18,969	$4.7m0.37%	0.37%	Added +979	+979 5.4%
56	HALLIBURTON CO COM HAL	HAL	136,066	$4.6m0.36%	0.36%	Reduced -19.5k	-19,487 -12.5%
57	AES CORP COM AES	AES	261,060	$4.6m0.36%	0.36%	Added +246.5k	+246,504 1693.5%
58	ISHARES TR CORE S&P MCP ETF IJH	IJH	78,078	$4.6m0.36%	0.36%	Reduced -1.7k	-1,696 -2.1%
59	SPDR GOLD TR GOLD SHS GLD	GLD	20,715	$4.5m0.35%	0.35%	Added +310	+310 1.5%
60	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	22,319	$4.4m0.35%	0.35%	Reduced -2.7k	-2,746 -11.0%
61	DISNEY WALT CO COM DIS	DIS	43,733	$4.3m0.34%	0.34%	Reduced -3.3k	-3,333 -7.1%
62	NORFOLK SOUTHN CORP COM NSC	NSC	19,960	$4.3m0.34%	0.34%	Added +211	+211 1.1%
63	SELECT SECTOR SPDR TR INDL XLI	XLI	34,639	$4.2m0.33%	0.33%	Reduced -1.8k	-1,801 -4.9%
64	ICON PLC SHS ICLR	ICLR	13,126	$4.1m0.33%	0.33%	Reduced -2.7k	-2,651 -16.8%
65	NVR INC COM NVR	NVR	536	$4.1m0.32%	0.32%	Unchanged
66	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	23,415	$4.0m0.32%	0.32%	Reduced -540	-540 -2.2%
67	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		51,012	$4.0m0.32%	0.32%	Added +3.1k	+3,058 6.4%
68	FERGUSON PLC NEW SHS FERG1GBX	FERG1GBX	19,974	$3.9m0.31%	0.31%	Reduced -4.0k	-4,033 -16.8%
69	ELI LILLY & CO COM LLY	LLY	4,219	$3.8m0.30%	0.30%	Reduced -189	-189 -4.3%
70	HOME DEPOT INC COM HD	HD	10,970	$3.8m0.30%	0.30%	Reduced -567	-567 -4.9%
71	BROADCOM INC COM AVGO	AVGO	2,349	$3.8m0.30%	0.30%	Reduced -23	-23 -1.0%
72	ISHARES TR RUSSELL 2000 ETF IWM	IWM	18,551	$3.8m0.30%	0.30%	Reduced -2.0k	-1,993 -9.7%
73	GOLDMAN SACHS GROUP INC COM GS	GS	8,179	$3.7m0.29%	0.29%	Reduced -220	-220 -2.6%
74	RAYMOND JAMES FINL INC COM RJF	RJF	28,903	$3.6m0.28%	0.28%	Reduced -664	-664 -2.2%
75	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	39,613	$3.4m0.27%	0.27%	Reduced -2.5k	-2,460 -5.8%
76	VISA INC COM CL A V	V	12,814	$3.4m0.27%	0.27%	Reduced -1.2k	-1,236 -8.8%
77	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,250	$3.3m0.26%	0.26%	Reduced -2.0k	-1,997 -38.1%
78	AON PLC SHS CL A AON	AON	11,105	$3.3m0.26%	0.26%	Reduced -2.5k	-2,457 -18.1%
79	JOHNSON & JOHNSON COM JNJ	JNJ	22,147	$3.2m0.26%	0.26%	Added +96	+96 0.4%
80	CHEVRON CORP NEW COM CVX	CVX	20,457	$3.2m0.25%	0.25%	Added +18	+18 0.1%
81	FERRARI N V COM RACE	RACE	7,702	$3.1m0.25%	0.25%	Reduced -4.1k	-4,054 -34.5%
82	BOOZ ALLEN HAMILTON HLDG COR CL A BAH	BAH	20,426	$3.1m0.25%	0.25%	Reduced -483	-483 -2.3%
83	ISHARES TR CORE DIV GRWTH DGRO	DGRO	53,714	$3.1m0.25%	0.25%	Reduced -34	-34 -0.1%
84	ISHARES TR S&P 500 VAL ETF IVE	IVE	16,889	$3.1m0.24%	0.24%	Reduced -1.1k	-1,099 -6.1%
85	ISHARES TR MSCI EAFE ETF EFA	EFA	38,931	$3.0m0.24%	0.24%	Added +914	+914 2.4%
86	ARK ETF TR INNOVATION ETF ARKK	ARKK	69,288	$3.0m0.24%	0.24%	Added +2.2k	+2,225 3.3%
87	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	53,933	$3.0m0.23%	0.23%	Reduced -349	-349 -0.6%
88	ISHARES TR U.S. TECH ETF IYW	IYW	19,612	$3.0m0.23%	0.23%	Reduced -2.0k	-2,026 -9.4%
89	NETFLIX INC COM NFLX	NFLX	4,358	$2.9m0.23%	0.23%	Added +271	+271 6.6%
90	HERCULES CAPITAL INC COM HTGC	HTGC	142,679	$2.9m0.23%	0.23%	Added +2.6k	+2,589 1.9%
91	ISHARES TR CORE S&P TTL STK ITOT	ITOT	24,287	$2.9m0.23%	0.23%	Reduced -719	-719 -2.9%
92	ISHARES TR CORE MSCI EAFE IEFA	IEFA	39,317	$2.9m0.23%	0.23%	Added +4.8k	+4,827 14.0%
93	T-MOBILE US INC COM TMUS	TMUS	15,865	$2.8m0.22%	0.22%	Added +375	+375 2.4%
94	ANALOG DEVICES INC COM ADI	ADI	12,094	$2.8m0.22%	0.22%	Added +1.1k	+1,139 10.4%
95	MERCADOLIBRE INC COM MELI	MELI	1,672	$2.7m0.22%	0.22%	Reduced -906	-906 -35.1%
96	UNITED RENTALS INC COM URI	URI	4,166	$2.7m0.21%	0.21%	Reduced -300	-300 -6.7%
97	HERSHEY CO COM HSY	HSY	14,573	$2.7m0.21%	0.21%	Reduced -401	-401 -2.7%
98	PEPSICO INC COM PEP	PEP	16,129	$2.7m0.21%	0.21%	Reduced -1.7k	-1,744 -9.8%
99	AVERY DENNISON CORP COM AVY	AVY	12,090	$2.6m0.21%	0.21%	Reduced -287	-287 -2.3%
100	CANADIAN PACIFIC KANSAS CITY COM CP	CP	33,573	$2.6m0.21%	0.21%	Reduced -17.3k	-17,293 -34.0%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
CUMMINS INC CMI	CMI	5,102	$1.5m5.1k shares
AIR PRODS & CHEMS INC APD	APD	5,653	$1.4m5.7k shares
FIRST SOLAR INC FSLR	FSLR	8,090	$1.4m8.1k shares
BRUKER CORP BRKR	BRKR	10,417	$978.6k10.4k shares
CHAMPIONX CORPORATION CHX	CHX	26,667	$957.1k26.7k shares
WORKDAY INC WDAY	WDAY	2,912	$794.2k2.9k shares
SM ENERGY CO SM	SM	13,871	$691.5k13.9k shares
DOW INC DOW	DOW	11,409	$660.9k11.4k shares
MONDELEZ INTL INC MDLZ	MDLZ	9,180	$642.6k9.2k shares
BJS WHSL CLUB HLDGS INC BJ	BJ	7,960	$602.2k8.0k shares
JAMES HARDIE INDS PLC		14,755	$597.0k14.8k shares
RELX PLC RELX	RELX	13,495	$584.2k13.5k shares
PERFICIENT INC PRFT	PRFT	9,965	$560.9k10.0k shares
GLOBAL PMTS INC GPN	GPN	4,111	$549.5k4.1k shares
CORTEVA INC CTVA	CTVA	9,026	$520.5k9.0k shares
LATTICE SEMICONDUCTOR CORP LSCC	LSCC	6,152	$481.3k6.2k shares
PUBLIC SVC ENTERPRISE GRP IN PEG	PEG	7,073	$472.3k7.1k shares
ACADIA HEALTHCARE COMPANY IN ACHC	ACHC	5,432	$430.3k5.4k shares
PUBLIC STORAGE PSA	PSA	1,325	$384.4k1.3k shares
SALESFORCE INC CRM	CRM	1,258	$378.9k1.3k shares
MOBILEYE GLOBAL INC MBLY	MBLY	10,073	$323.8k10.1k shares
SNOWFLAKE INC SNOW	SNOW	1,999	$323.0k2.0k shares
SEMTECH CORP SMTC	SMTC	11,298	$310.6k11.3k shares
ISHARES TR LQD	LQD	2,804	$305.4k2.8k shares
NEWMARKET CORP NEU	NEU	476	$302.1k476 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Call	NVDA	Call	3,000	$235.6k3.0k shares	New
INVESCO QQQ TR QQQ · Call	QQQ	Call	1,000	$141.5k1.0k shares	New
MICROSOFT CORP MSFT · Call	MSFT	Call	300	$47.1k300 shares	New
TESLA INC TSLA · Put	TSLA	Put	5,500	$26.8k5.5k shares	New
ISHARES TR IWM · Call	IWM	Call	2,500	$23.9k2.5k shares	New
UNITEDHEALTH GROUP INC UNH · Call	UNH	Call	200	$14.6k200 shares	New
META PLATFORMS INC META · Call	META	Call	100	$14.0k100 shares	New
SALESFORCE INC CRM · Call	CRM	Call	100	$4.9k100 shares	New
UNITED RENTALS INC URI · Call	URI	Call	100	$3.5k100 shares	New
COMCAST CORP NEW CMCSA · Put	CMCSA	Put	10,000	$2.2k10.0k shares	New
ENVESTNET INC ENV · Call	ENV	Call	200	$365200 shares	New
MORGAN STANLEY MS · Call	MS	Call	100	$152100 shares	New
LATTICE SEMICONDUCTOR CORP LSCC · Call	LSCC	Call	300	$138300 shares	New