Elevation Point Wealth Partners, LLC ETF holdings
Denver, CO
Reported $2.6B in 363 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.6B
ETFs held
363
Change from prior quarter
+34.2%
With price moves
ETFs as a share of its 13F
48.2%
of $5.4B
Top 10 of 363 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $137.4M | 200,052 | +60,793 shares |
| GLD | SPDR Gold Shares | $108.8M | 295,275 | −11,693 shares |
| IVV | iShares Core S&P 500 ETF | $75.6M | 100,954 | +11,878 shares |
| VUG | Vanguard Morningstar Growth ETF | $75.0M | 871,237 | +806,120 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $55.3M | 73,906 | New position |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $46.6M | 767,081 | New position |
| QUAL | iShares MSCI USA Quality Factor ETF | $44.2M | 201,242 | +24,609 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $40.9M | 504,374 | −218,468 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $38.8M | 326,305 | New position |
| XLK | State Street Technology Select Sector SPDR ETF | $38.6M | 202,782 | −13,752 shares |
353 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001744349. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elevation Point Wealth Partners, LLC own?
Elevation Point Wealth Partners, LLC reported 363 ETF positions worth $2.6B in its Form 13F for June 30, 2026. The largest was VOO, at $137.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.