ELEVATION POINT WEALTH PARTNERS, LLC
SEC Form 13F institutional filer · CIK 0001744349
13F-HR · 413 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$2.52B
Top-10 concentration
38.0%
ELEVATION POINT WEALTH PARTNERS, LLC — $2.52B AUM allocation strategy
ELEVATION POINT WEALTH PARTNERS, LLC files SEC Form 13F and reports $2.52B of long US equity value across 413 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.8%, followed by Financials 8.1% and Communication Services 5.3%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ELEVATION POINT WEALTH PARTNERS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.52B
total across 413 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +1.15M sh · +$117M+$AAPL +341K sh · +$82M+$MS +321K sh · +$17.7M
Biggest trims (shares)
−$EXR −26.6K sh · −$3.39M−$BDX −5.71K sh · −$1.17M−$SRE −3.58K sh · −$179K
Exited to nil (held last quarter, gone now)
$SPY ($20.5M last qtr)$META ($18.1M last qtr)$NFLX ($3.69M last qtr)$MAA ($1.23M last qtr)$LVS ($582K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals5.9%—
- Semiconductors5.5%—
- Investment Banking & Brokerage4.7%—
- Interactive Media & Services4.1%—
- Systems Software3.4%—
- Integrated Oil & Gas2.6%—
- Broadline Retail2.5%—
- Diversified Banks2.0%—
- Other holdings69.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 590K | $150M | +341K | 5.9% |
| $NVDA | NVIDIA Corporation | 500K | $87.2M | +278K | 3.5% |
| $MSFT | Microsoft Corporation | 231K | $85.5M | +108K | 3.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 242K | $69.6M | +165K | 2.8% |
| $XOM | ExxonMobil Holdings Corporation | 388K | $65.8M | +120K | 2.6% |
| $AMZN | Amazon.com Inc | 302K | $63M | +147K | 2.5% |
| $GS | Goldman Sachs Group Inc | 797K | $56.1M | +253K | 2.2% |
| $AVGO | Broadcom Inc | 166K | $51.3M | +86.9K | 2.0% |
…and 405 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.