Manager record

Elevation Point Wealth Partners, Llc

Denver, CO · CIK 1744349 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.40BReported 13F valueQ2 2026 · as filed

1,202Holdings listed

+25.2%vs prior quartervalue change includes market moves

10Quarters on record

Aug 12Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Aug 12 2026 13F-HR · period Q2 2026

$5.40B · 1,202 holdings listed · View original SEC filing ↗

Apr 27 2026 13F-HR · period Q1 2026

$4.31B · 1,095 holdings listed · View original SEC filing ↗

Feb 12 2026 13F-HR · period Q4 2025

$2.08B · 719 holdings listed · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q2 2025

$1.25B · 554 holdings listed · amendment (restatement) · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q1 2025

$1.17B · 538 holdings listed · amendment (restatement) · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q2 2024

$1.26B · 576 holdings listed · amendment (restatement) · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q3 2024

$1.04B · 549 holdings listed · amendment (restatement) · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q4 2024

$1.24B · 562 holdings listed · amendment (restatement) · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q1 2024

$1.30B · 533 holdings listed · amendment (restatement) · View original SEC filing ↗

Nov 14 2025 13F-HR · period Q3 2025

$1.44B · 671 holdings listed · View original SEC filing ↗

Aug 13 2025 13F-HR · period Q2 2025

$1.28B · 1,499 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology

☆ Elevation Point Wealth Partners, Llc

Elevation Point Wealth Partners, Llc