ELEVATION POINT WEALTH PARTNERS, LLC

DENVER, CO · CIK 1744349 · 13F filing filed 2026-08-12

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.

$5.4bn reported value +28.2% vs Q1 2026

1,181positions

19.2%in top 10

167 new 540 added 427 reduced 74 sold out vs Q1 2026

Options: 21 call positions ($7.2m notional), 0 put positions (— notional) – listed below, not included above.

Also in the report of:

Vestmark Advisory Solutions, Inc. – $3.9bn of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

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	587,164	$169.9m3.15%	3.15%	Reduced -2.9k	-2,874 -0.5%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	200,052	$137.4m2.55%	2.55%	Added +60.8k	+60,793 43.6%
3	SPDR GOLD TR GOLD SHS GLD	GLD	295,275	$108.8m2.02%	2.02%	Reduced -11.7k	-11,693 -3.8%
4	BOK FINL CORP COM NEW BOKF	BOKF	770,026	$106.9m1.98%	1.98%	New
5	NVIDIA CORPORATION COM NVDA	NVDA	527,328	$105.5m1.96%	1.96%	Added +27.6k	+27,601 5.5%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	265,550	$94.9m1.76%	1.76%	Added +23.3k	+23,341 9.6%
7	MICROSOFT CORP COM MSFT	MSFT	233,876	$87.2m1.62%	1.62%	Added +2.9k	+2,899 1.3%
8	AMAZON COM INC COM AMZN	AMZN	320,122	$76.3m1.41%	1.41%	Added +17.6k	+17,641 5.8%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	100,954	$75.6m1.40%	1.40%	Added +11.9k	+11,878 13.3%
10	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	871,237	$75.0m1.39%	1.39%	Added +480.5k	+480,535 123.0%
11	JPMORGAN CHASE & CO COM JPM	JPM	196,682	$64.4m1.19%	1.19%	Added +25.2k	+25,171 14.7%
12	BROADCOM INC COM AVGO	AVGO	162,693	$61.5m1.14%	1.14%	Reduced -3.2k	-3,171 -1.9%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	73,906	$55.3m1.03%	1.03%	New
14	EXXON MOBIL CORP COM XOM	XOM	392,100	$53.6m0.99%	0.99%	Added +4.2k	+4,210 1.1%
15	ELI LILLY & CO COM LLY	LLY	42,067	$50.4m0.93%	0.93%	Reduced -167	-167 -0.4%
16	HOME DEPOT INC COM HD	HD	133,466	$47.0m0.87%	0.87%	Added +10.5k	+10,519 8.6%
17	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	767,081	$46.6m0.86%	0.86%	New
18	ALPHABET INC CAP STK CL C GOOG	GOOG	127,665	$45.1m0.84%	0.84%	Added +9.3k	+9,320 7.9%
19	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	201,242	$44.2m0.82%	0.82%	Added +24.6k	+24,609 13.9%
20	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	504,374	$40.9m0.76%	0.76%	Reduced -218.5k	-218,468 -30.2%
21	MICRON TECHNOLOGY INC COM MU	MU	35,098	$40.5m0.75%	0.75%	Reduced -413	-413 -1.2%
22	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	326,305	$38.8m0.72%	0.72%	New
23	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	202,782	$38.6m0.72%	0.72%	Reduced -13.8k	-13,752 -6.3%
24	ISHARES TR CORE S&P SCP ETF IJR	IJR	256,339	$38.0m0.71%	0.71%	Added +28.2k	+28,186 12.3%
25	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	1,032,284	$37.9m0.70%	0.70%	Added +108	+108 0.0%
26	ISHARES TR MSCI USA QUALITY GARP	GARP	458,581	$37.9m0.70%	0.70%	New
27	ISHARES INC MSCI EMRG CHN EMXC	EMXC	368,846	$37.7m0.70%	0.70%	Added +32.1k	+32,138 9.5%
28	META PLATFORMS INC CL A META	META	66,600	$37.5m0.69%	0.69%	New
29	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	514,683	$36.7m0.68%	0.68%	Added +118.9k	+118,871 30.0%
30	PGIM ETF TR TOTAL RETURN BON PTRB	PTRB	869,256	$36.2m0.67%	0.67%	New
31	VANGUARD INDEX FDS MID CAP ETF VO	VO	443,568	$35.7m0.66%	0.66%	Added +83.9k	+83,928 23.3%
32	ISHARES TR CORE MSCI EAFE IEFA	IEFA	367,626	$35.5m0.66%	0.66%	Reduced -1.3k	-1,315 -0.4%
33	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	415,986	$34.4m0.64%	0.64%	Added +10.7k	+10,653 2.6%
34	ISHARES TR CORE S&P MCP ETF IJH	IJH	434,926	$33.5m0.62%	0.62%	Added +6.4k	+6,426 1.5%
35	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	402,698	$31.4m0.58%	0.58%	Added +59.2k	+59,163 17.2%
36	ISHARES TR INTL EQTY FACTOR INTF	INTF	741,199	$30.4m0.56%	0.56%	New
37	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	330,375	$30.3m0.56%	0.56%	Added +28.3k	+28,277 9.4%
38	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	592,455	$29.8m0.55%	0.55%	Added +96.6k	+96,571 19.5%
39	ISHARES INC CORE MSCI EMKT IEMG	IEMG	334,388	$27.7m0.51%	0.51%	Reduced -10.4k	-10,430 -3.0%
40	WESTERN DIGITAL CORP COM WDC	WDC	42,693	$27.3m0.51%	0.51%	Reduced -8.7k	-8,700 -16.9%
41	COCA COLA CO COM KO	KO	321,668	$26.3m0.49%	0.49%	Added +19.1k	+19,146 6.3%
42	GOLDMAN SACHS ETF TR CORPORATE BD ETF GIGL	GIGL	513,440	$26.0m0.48%	0.48%	New
43	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	519,149	$25.4m0.47%	0.47%	Added +496.1k	+496,052 2147.7%
44	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	144,188	$25.0m0.46%	0.46%	Added +41.5k	+41,455 40.4%
45	ISHARES TR US TREAS BD ETF GOVT	GOVT	1,092,317	$24.9m0.46%	0.46%	Added +131.8k	+131,752 13.7%
46	COMCAST CORP NEW CL A CMCSA	CMCSA	1,005,982	$24.7m0.46%	0.46%	Added +18.3k	+18,289 1.9%
47	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	51,370	$24.5m0.45%	0.45%	Reduced -1.0k	-1,027 -2.0%
48	JOHNSON & JOHNSON COM JNJ	JNJ	94,695	$24.0m0.45%	0.45%	Added +40	+40 0.0%
49	ABBVIE INC COM ABBV	ABBV	92,097	$23.2m0.43%	0.43%	Added +4.8k	+4,820 5.5%
50	GOLDMAN SACHS ETF TR ACCESS INFLATI GTIP	GTIP	471,983	$23.1m0.43%	0.43%	Added +425.5k	+425,542 916.3%
51	TESLA INC COM TSLA	TSLA	52,501	$22.0m0.41%	0.41%	Added +4.0k	+3,999 8.2%
52	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	834,847	$21.9m0.41%	0.41%	Added +343.6k	+343,627 70.0%
53	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	58,925	$21.8m0.40%	0.40%	Reduced -1.3k	-1,291 -2.1%
54	PALO ALTO NETWORKS INC COM PANW	PANW	60,596	$20.7m0.38%	0.38%	Added +10.2k	+10,250 20.4%
55	WALMART INC COM WMT	WMT	181,556	$20.6m0.38%	0.38%	Reduced -4.8k	-4,843 -2.6%
56	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	39,582	$19.8m0.37%	0.37%	Added +2.9k	+2,924 8.0%
57	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	26,865	$19.5m0.36%	0.36%	Added +541	+541 2.1%
58	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	196,090	$19.3m0.36%	0.36%	Added +56.4k	+56,429 40.4%
59	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	342,264	$19.2m0.36%	0.36%	Added +51.2k	+51,166 17.6%
60	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	121,505	$19.2m0.36%	0.36%	Reduced -3.2k	-3,188 -2.6%
61	MERCK & CO INC COM MRK	MRK	145,564	$18.8m0.35%	0.35%	Added +28.8k	+28,837 24.7%
62	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	811,408	$18.8m0.35%	0.35%	Reduced -253.2k	-253,238 -23.8%
63	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	728,177	$18.6m0.34%	0.34%	Reduced -228.7k	-228,665 -23.9%
64	ISHARES TR 20 YR TR BD ETF TLT	TLT	214,526	$18.5m0.34%	0.34%	Added +48.4k	+48,359 29.1%
65	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	199,347	$18.2m0.34%	0.34%	Added +99.2k	+99,235 99.1%
66	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	196,718	$18.1m0.34%	0.34%	Added +1.8k	+1,800 0.9%
67	ISHARES TR CORE S&P US VLU IUSV	IUSV	154,658	$17.0m0.32%	0.32%	Added +115.7k	+115,682 296.8%
68	SERIES PORTFOLIOS TR EQUABLE SHARES H HEDG	HEDG	567,283	$17.0m0.32%	0.32%	Added +103.6k	+103,597 22.3%
69	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	369,273	$17.0m0.32%	0.32%	Added +4.1k	+4,089 1.1%
70	COSTCO WHSL CORP NEW COM COST	COST	17,998	$16.8m0.31%	0.31%	Added +2.4k	+2,400 15.4%
71	FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT FTCB	FTCB	806,567	$16.8m0.31%	0.31%	Added +793.2k	+793,230 5947.6%
72	ISHARES TR MSCI USA MMENTM MTUM	MTUM	48,885	$16.8m0.31%	0.31%	Reduced -3.1k	-3,103 -6.0%
73	MORGAN STANLEY COM NEW MS	MS	79,775	$16.7m0.31%	0.31%	Added +2.0k	+2,005 2.6%
74	WISDOMTREE TR EUROPE HEDGED EQ HEDJ	HEDJ	291,745	$16.6m0.31%	0.31%	Added +58.1k	+58,107 24.9%
75	GOLDMAN SACHS GROUP INC COM GS	GS	16,005	$16.1m0.30%	0.30%	Added +874	+874 5.8%
76	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	212,619	$15.9m0.30%	0.30%	Reduced -20.8k	-20,787 -8.9%
77	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	295,165	$15.5m0.29%	0.29%	Added +9.1k	+9,110 3.2%
78	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	305,794	$15.5m0.29%	0.29%	Added +4.7k	+4,668 1.6%
79	FIDELITY COVINGTON TRUST ENHANCED MID FMDE	FMDE	374,896	$15.2m0.28%	0.28%	New
80	ISHARES TR RUS 1000 GRW ETF IWF	IWF	120,472	$15.0m0.28%	0.28%	Reduced -10.3k	-10,332 -7.9%
81	GOLDMAN SACHS ETF TR SMAL CAP EQU ETF GSC	GSC	210,982	$14.6m0.27%	0.27%	New
82	VISA INC COM CL A V	V	41,866	$14.4m0.27%	0.27%	Reduced -193	-193 -0.5%
83	NEXTERA ENERGY INC COM NEE	NEE	162,426	$14.3m0.26%	0.26%	Added +14.0k	+14,048 9.5%
84	CISCO SYS INC COM CSCO	CSCO	120,842	$14.2m0.26%	0.26%	Reduced -13.1k	-13,098 -9.8%
85	JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP JHML	JHML	157,809	$14.1m0.26%	0.26%	Reduced -7.0k	-7,027 -4.3%
86	GOLDMAN SACHS ETF TR MARKETBETA INTL GSID	GSID	186,635	$14.0m0.26%	0.26%	Added +9.8k	+9,848 5.6%
87	ADVANCED MICRO DEVICES INC COM AMD	AMD	24,086	$14.0m0.26%	0.26%	Added +1.8k	+1,812 8.1%
88	ISHARES TR S&P 500 GRWT ETF IVW	IVW	101,654	$14.0m0.26%	0.26%	Reduced -2.1k	-2,080 -2.0%
89	GOLDMAN SACHS ETF TR NASDAQ-100 PREMI GPIQ	GPIQ	233,850	$13.9m0.26%	0.26%	New
90	PROCTER AND GAMBLE CO COM PG	PG	93,187	$13.7m0.25%	0.25%	Added +14.8k	+14,783 18.9%
91	UNITEDHEALTH GROUP INC COM UNH	UNH	31,341	$13.0m0.24%	0.24%	Added +14.6k	+14,610 87.3%
92	INTEL CORP COM INTC	INTC	92,657	$12.9m0.24%	0.24%	Added +5.1k	+5,099 5.8%
93	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	54,629	$12.9m0.24%	0.24%	Added +7.4k	+7,422 15.7%
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	45,648	$12.8m0.24%	0.24%	Added +4.4k	+4,351 10.5%
95	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	253,730	$12.6m0.23%	0.23%	Added +66.7k	+66,721 35.7%
96	DISNEY WALT CO COM DIS	DIS	129,176	$12.5m0.23%	0.23%	Added +5.4k	+5,361 4.3%
97	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	99,752	$12.4m0.23%	0.23%	Reduced -2.6k	-2,649 -2.6%
98	ETFIS SER TR I VIRTUS REAVES UT UTES	UTES	150,787	$12.3m0.23%	0.23%	Reduced -46.7k	-46,707 -23.6%
99	ISHARES TR RUSSELL 2000 ETF IWM	IWM	40,030	$11.8m0.22%	0.22%	New
100	ISHARES TR S&P 500 VAL ETF IVE	IVE	51,641	$11.7m0.22%	0.22%	Reduced -10.2k	-10,194 -16.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD SCOTTSDALE FDS VMBS	VMBS	165,640	$7.8m165.6k shares
HONEYWELL INTL INC		14,906	$6.7m14.9k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	367,179	$5.3m367.2k shares
WISDOMTREE TR IHDG	IHDG	72,670	$3.5m72.7k shares
FS KKR CAP CORP FSK	FSK	303,022	$3.2m303.0k shares
COTERRA ENERGY INC CTRA	CTRA	60,213	$2.1m60.2k shares
ISHARES TR IAGG	IAGG	40,529	$2.0m40.5k shares
DIAMOND HILL INVT GROUP INC DHIL	DHIL	8,729	$1.5m8.7k shares
DOMINOS PIZZA INC DPZ	DPZ	3,356	$1.2m3.4k shares
DUPONT DE NEMOURS INC DWDP	DWDP	8,007	$1.1m8.0k shares
KEURIG DR PEPPER INC KDP	KDP	39,779	$1.0m39.8k shares
CORPAY INC CPAY	CPAY	2,081	$605.6k2.1k shares
VICI PPTYS INC VICI	VICI	21,836	$603.7k21.8k shares
COMPANIA DE MINAS BUENAVENTU BVN	BVN	16,667	$600.7k16.7k shares
KONINKLIJKE PHILIPS N V PHG	PHG	21,144	$579.3k21.1k shares
PLEXUS CORP PLXS	PLXS	2,256	$456.9k2.3k shares
CDW CORP CDW	CDW	3,724	$450.7k3.7k shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	6,229	$439.2k6.2k shares
DYCOM INDS INC DY	DY	1,296	$439.1k1.3k shares
INSPIRE MED SYS INC INSP	INSP	8,496	$438.2k8.5k shares
KT CORP KT	KT	20,110	$434.3k20.1k shares
NORTHERN OIL & GAS INC NOG	NOG	14,423	$421.6k14.4k shares
TOUCHSTONE ETF TRUST TSEC	TSEC	15,984	$412.2k16.0k shares
PATRICK INDS INC PATK	PATK	3,405	$378.2k3.4k shares
BOOT BARN HLDGS INC BOOT	BOOT	2,562	$375.0k2.6k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
QXO INC QXO · Call	QXO	Call	116,844	$2.0m116.8k shares	New
SAP SE SAP · Call	SAP	Call	9,743	$1.5m9.7k shares	New
KEURIG DR PEPPER INC KDP · Call	KDP	Call	35,839	$1.2m35.8k shares	New
CORPAY INC CPAY · Call	CPAY	Call	2,046	$681.9k2.0k shares	New
PLEXUS CORP PLXS · Call	PLXS	Call	1,939	$583.0k1.9k shares	New
MONSTER BEVERAGE CORP NEW MNST · Call	MNST	Call	4,646	$446.6k4.6k shares	New
ISHARES TR IWO · Call	IWO	Call	424	$167.0k424 shares	New
ISHARES TR IWD · Call	IWD	Call	482	$116.8k482 shares	New
SPROUTS FMRS MKT INC SFM · Call	SFM	Call	924	$78.1k924 shares	New
INTERNATIONAL FLAVORS&FRAGRA IFF · Call	IFF	Call	865	$68.5k865 shares	New
ENTERPRISE PRODS PARTNERS L EPD · Call	EPD	Call	1,708	$62.8k1.7k shares	New
PROSHARES TR QLD · Call	QLD	Call	644	$62.3k644 shares	New
GODADDY INC GDDY · Call	GDDY	Call	546	$46.3k546 shares	New
ISHARES TR OEF · Call	OEF	Call	122	$44.7k122 shares	New
ANNALY CAPITAL MANAGEMENT IN NLY · Call	NLY	Call	1,858	$41.5k1.9k shares	New
ISHARES TR IJK · Call	IJK	Call	318	$37.4k318 shares	New
HUNTSMAN CORP HUN · Call	HUN	Call	3,432	$36.4k3.4k shares	New
SUNBELT RENTALS HOLDINGS INC SUNB · Call	SUNB	Call	180	$13.5k180 shares	New
CNA FINL CORP CNA · Call	CNA	Call	48	$2.3k48 shares	New
DOMINARI HOLDINGS INC DOMH · Call	DOMH	Call	352	$1.1k352 shares	New
CNH INDL N V CNH · Call	CNH	Call	62	$69662 shares	New