Manager record

Elevation Point Wealth Partners, Llc

Denver, CO · CIK 1744349 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record

Aug 12 2026 13F-HR · period Q2 2026

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

Apr 27 2026 13F-HR · period Q1 2026

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

Feb 12 2026 13F-HR · period Q4 2025

$2.08B · 719 positions · View original SEC filing ↗

Feb 03 2026 13F-HR/A · period Q1 2024

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

Feb 03 2026 13F-HR/A · period Q2 2024

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

Feb 03 2026 13F-HR/A · period Q3 2024

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

Feb 03 2026 13F-HR/A · period Q4 2024

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

Feb 03 2026 13F-HR/A · period Q1 2025

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

Feb 03 2026 13F-HR/A · period Q2 2025

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

Nov 14 2025 13F-HR · period Q3 2025

$1.44B · 671 positions · View original SEC filing ↗

Aug 13 2025 13F-HR · period Q2 2025

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

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Aug 12, 2026 · Change methodology

☆ Elevation Point Wealth Partners, Llc

Elevation Point Wealth Partners, Llc