Long-term investor
Elevation Point Wealth Partners, LLC @elevationpointwealthpart
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001744349).
Record
- Tracked since 2025-06-30 (446 days), 412 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +18.4% · all +18.4%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.1% · long · since 2025-06-30
- 922908363 · 2.5% · long · since 2025-06-30
- GLD · 2.0% · long · since 2025-06-30
- BOKF · 2.0% · long · since 2026-06-30
- NVDA · 2.0% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- 464287200 · 1.4% · long · since 2025-06-30
- 922908736 · 1.4% · long · since 2025-06-30
- JPM · 1.2% · long · since 2025-06-30
- AVGO · 1.1% · long · since 2025-06-30