Managers / Q3 2023 · view latest →
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349 · 1580 LINCOLN STREET, SUITE 680, DENVER, CO, 80203 · 952-897-5390
Reported Value
$920M
Q3 2023
Positions
499
Filings on Record
36
2019–present window
Filed
Oct 11, 2023
original filing
Summary
Elevation Point Wealth Partners, Llc reported $920M in U.S.-listed holdings across 499 positions for Q3 2023.
Its largest position, AAPL, represents 18.2% of the portfolio.
Compared with Q2 2023, the fund opened 40 new positions and exited 21.
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 — Q3 2023
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 ↗.