Elevation Point Wealth Partners, LLC holds a diversified book of 1088 stocks worth $4.2B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Active Value ETF and trimmed Abrdn Physical Silver Shares. Their largest long position is Apple Inc at 4% of the equity book. They also disclosed $51.1M in put options (a bearish bet) and $54.5M in call options (bullish), shown separately below and excluded from the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1744349/holdings"
Use Arkolith to show ELEVATION POINT WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $149.7M | 590.0K | 3.6% | ▲+137% Added · +341K sh | |
| 2 | SPDR Gold TR GOLD SHS | $132.1M | 307.0K | 3.1% | ▲+54% Added · +108K sh | |
| 3 | Nvidia Corporation COM | $87.2M | 499.7K | 2.1% | ▲+125% Added · +278K sh | |
| 4 | Microsoft Corp COM | $85.5M | 231.0K | 2.0% | ▲+88% Added · +108K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $83.2M | 139.3K | 2.0% | ▲+7.9% Added · +10K sh | |
| 6 | Alphabet Inc CAP STK CL A | $69.6M | 242.2K | 1.7% | ▲+215% Added · +165K sh | |
| 7 | Exxon Mobil Corp COM | $65.8M | 387.9K | 1.6% | ▲+45% Added · +120K sh | |
| 8 | Amazon Com Inc COM | $63.0M | 302.5K | 1.5% | ▲+95% Added · +147K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $58.2M | 89.1K | 1.4% | ▲+503% Added · +74K sh | |
| 10 | Broadcom Inc COM | $51.3M | 165.9K | 1.2% | ▲+110% Added · +87K sh | |
| 11 | JPMorgan Chase & Co COM | $50.5M | 171.5K | 1.2% | ▲+96% Added · +84K sh | |
| 12 | First TR Exchange Traded FD RISNG DIVD ACHIV | $49.4M | 722.8K | 1.2% | ▲16× Added · +678K sh | |
| 13 | First TR Exchange Traded FD SMID RISNG ETF | $41.0M | 1.04M | 1.0% | ▲143× Added · +1.0M sh | |
| 14 | Home Depot Inc COM | $40.4M | 122.9K | 1.0% | ▲+489% Added · +102K sh | |
| 15 | Enterprise Prods Partners L COM | $39.1M | 1.03M | 0.9% | ▲+1.3% Added · +13K sh | |
| 16 | Eli Lilly & Co COM | $38.8M | 42.2K | 0.9% | ▲+106% Added · +22K sh | |
| 17 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $35.6M | 495.7K | 0.8% | ▲New New position | |
| 18 | Alphabet Inc CAP STK CL C | $33.9M | 118.3K | 0.8% | ▲+281% Added · +87K sh | |
| 19 | Ishares TR MSCI USA QLT FCT | $33.9M | 176.6K | 0.8% | ▲+264% Added · +128K sh | |
| 20 | Vanguard Scottsdale FDS INT-TERM CORP | $33.5M | 405.3K | 0.8% | ▲+25% Added · +81K sh | |
| 21 | Ishares TR CORE MSCI EAFE | $33.4M | 368.9K | 0.8% | ▲+18% Added · +55K sh | |
| 22 | Vanguard Intl Equity Index F TT WRLD ST ETF | $32.2M | 232.9K | 0.8% | ▲159× Added · +231K sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $28.9M | 428.5K | 0.7% | ▲+36% Added · +114K sh | |
| 24 | Select Sector SPDR TR STATE STREET TEC | $28.8M | 216.5K | 0.7% | ▲+233% Added · +152K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $28.4M | 65.1K | 0.7% | ▲+789% Added · +58K sh | |
| 26 | Ishares TR CORE S&P SCP ETF | $28.4M | 228.2K | 0.7% | ▲+29% Added · +51K sh | |
| 27 | Comcast Corp New CL A | $28.4M | 987.7K | 0.7% | ▲+5.4% Added · +51K sh | |
| 28 | SPDR Series Trust STATE STREET SPD | $27.7M | 302.1K | 0.7% | ▲+46% Added · +95K sh | |
| 29 | Vanguard BD Index FDS SHORT TRM BOND | $26.9M | 343.5K | 0.6% | ▲+35% Added · +89K sh | |
| 30 | Ishares Inc MSCI EMRG CHN | $26.5M | 336.7K | 0.6% | ▲+135% Added · +193K sh | |
| 31 | Vanguard Index FDS MID CAP ETF | $25.8M | 89.9K | 0.6% | ▲+6.7% Added · +6K sh | |
| 32 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $25.4M | 395.8K | 0.6% | ▲+12% Added · +42K sh | |
| 33 | Wisdomtree TR FLOATNG RAT TREA | $25.0M | 495.9K | 0.6% | ▲+35% Added · +129K sh | |
| 34 | Schwab Strategic TR US AGGREGATE B | $24.7M | 1.06M | 0.6% | ▲+23% Added · +198K sh | |
| 35 | J P Morgan Exchange Traded F EQUITY PREMIUM | $24.7M | 435.0K | 0.6% | ▲13× Added · +401K sh | |
| 36 | SPDR Series Trust STATE STREET SPD | $24.5M | 956.8K | 0.6% | ▲+22% Added · +170K sh | |
| 37 | Ishares Inc CORE MSCI EMKT | $24.1M | 344.8K | 0.6% | ▲+24% Added · +67K sh | |
| 38 | Vanguard Index FDS EXTEND MKT ETF | $23.8M | 115.7K | 0.6% | ▲New New position | |
| 39 | Walmart Inc COM | $23.2M | 186.4K | 0.6% | ▲+322% Added · +142K sh | |
| 40 | Coca Cola Co COM | $23.1M | 302.5K | 0.6% | ▲+376% Added · +239K sh | |
| 41 | Johnson & Johnson COM | $23.1M | 94.7K | 0.6% | ▲+56% Added · +34K sh | |
| 42 | Ishares TR HDG MSCI EAFE | $22.3M | 524.0K | 0.5% | ▲New New position | |
| 43 | Ishares TR US TREAS BD ETF | $22.0M | 960.6K | 0.5% | ▲+58% Added · +354K sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $19.3M | 60.2K | 0.5% | ▲15× Added · +56K sh | |
| 45 | Abbvie Inc COM | $19.0M | 87.3K | 0.5% | ▲+158% Added · +53K sh | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $18.5M | 124.7K | 0.4% | ▲New New position | |
| 47 | Tesla Inc COM | $18.0M | 48.5K | 0.4% | ▲+205% Added · +33K sh | |
| 48 | Pimco ETF TR ACTIVE BD ETF | $18.0M | 194.9K | 0.4% | ▲+4.5% Added · +8K sh | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $17.7M | 52.4K | 0.4% | ▲+307% Added · +40K sh | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $17.6M | 36.7K | 0.4% | ▲+171% Added · +23K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $51.0M | 83K |
| CALL · bullish | META PLATFORMS INC-CLASS AMETA | $33.9M | 59K |
| CALL · bullish | NETFLIX INCNFLX | $11.8M | 124K |
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $8.5M | 35K |
| CALL · bullish | INSULET CORPPODD | $264K | 1K |
| CALL · bullish | INVESCO QQQ TRUST SERIES 1QQQ | $54K | 500 |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $44K | 5K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 1,095 | $4.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 719 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 671 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Feb 3, 2026 | 1,499 | $1.3B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Feb 3, 2026 | 537 | $1.2B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2026 | 561 | $1.2B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Feb 3, 2026 | 548 | $1.0B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Feb 3, 2026 | 575 | $1.3B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Feb 3, 2026 | 532 | $1.3B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 495 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 11, 2023 | 499 | $919.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 479 | $944.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 482 | $890.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 452 | $881.3M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 442 | $753.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 453 | $793.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 3, 2022 | 462 | $919.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 456 | $962.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.