Managers / Q4 2018 · view latest →
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349 · 1580 LINCOLN STREET, SUITE 680, DENVER, CO, 80203 · 952-897-5390
Reported Value
$492M
Q4 2018
Positions
309
Filings on Record
36
2019–present window
Filed
Feb 14, 2019
original filing
Summary
Elevation Point Wealth Partners, Llc reported $492M in U.S.-listed holdings across 309 positions for Q4 2018.
Its largest position, AAPL, represents 9.2% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.3B | 1,095 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 719 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 671 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 1,499 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 537 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 561 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.0B | 548 | Oct 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 575 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 532 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 495 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $920M | 499 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $944M | 479 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $891M | 482 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $881.3B | 452 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $753M | 442 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $794M | 453 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $920M | 462 | May 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $962M | 456 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $869M | 457 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $827M | 423 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $766M | 407 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $713M | 397 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $702M | 350 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $558M | 332 | Jul 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $444M | 289 | May 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $576M | 321 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $559M | 307 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $542M | 317 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $534M | 316 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $492M | 309 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.