Titelia

Holdings of ELEVATION POINT WEALTH PARTNERS, LLC

967 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 21.3 % of the equity sleeve

Sector breakdown

  • Technology 14.5 %
  • Funds 9.0 %
  • Financials 6.0 %
  • Consumer discretionary 5.0 %
  • Health care 4.9 %
  • Communication 4.3 %
  • Industrials 3.8 %
  • Energy 3.0 %
  • Consumer staples 2.8 %
  • Utilities 1.5 %
  • Materials 0.6 %
  • Real estate 0.6 %
  • Unattributed 44.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.2 %
  • GB 0.5 %
  • TW 0.5 %
  • NL 0.3 %
  • JP 0.1 %
  • DE 0.1 %
  • FR 0.1 %
  • IN 0.1 %
  • KR 0.0 %
  • IL 0.0 %
  • IT 0.0 %
  • KY 0.0 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9173.9B $98.20 %
2GB1321.2M $0.54 %
3TW217.9M $0.45 %
4NL510.9M $0.27 %
5JP55.5M $0.14 %
6DE12.8M $0.07 %
7FR22.4M $0.06 %
8IN22.2M $0.06 %
9KR41.6M $0.04 %
10IL21.5M $0.04 %
11IT11.2M $0.03 %
12KY21.1M $0.03 %

Positions

RankCompanySharesValueWeight
601Reliance Inc 1,884572.6K $
602Markel Group Inc 297568.5K $
603Entegris Inc 4,827565.9K $
604BLACKROCK MUNIYIELD MICH QUALITY FD INC 46,672557K $
605Murphy USA Inc 1,125555.8K $
606Pool Corp 2,743555K $
607Equifax Inc 3,076553.9K $
608Datadog Inc 4,657549.7K $
609iShares 20+ Year Treasury Bond BuyWrite Strategy ETF 24,240548.3K $
610Cohen & Steers Quality Income 45,471547.9K $
611iShares ESG Aware MSCI USA ETF 3,861546.1K $
612Hancock Whitney Corp 8,576545.4K $
613Starwood Property Trust Inc 30,717543.7K $
614Nutanix Inc 14,207540K $
615BlackRock Capital Allocation T 38,150539.1K $
616Jacobs Solutions Inc 4,202534.8K $
617Atmos Energy Corp 2,890533.9K $
618Willdan Group Inc 6,960532.9K $
619iShares Trust 5,947529.3K $
620Viatris Inc 39,055527.6K $
621Leidos Holdings Inc 3,385526.5K $
622Deckers Outdoor Corp 5,260526.5K $
623Mettler-Toledo International Inc 416524.7K $
624CareTrust REIT Inc 14,244522.7K $
625State Street SPDR S&P 600 Smal 5,371518.9K $
626Hershey Co/The 2,494518.5K $
627Ollie's Bargain Outlet Holdings Inc 5,630518.2K $
628iShares U.S. Real Estate ETF 5,439514.3K $
629GE HealthCare Technologies Inc 7,195512.1K $
630iShares Russell 3000 ETF 1,378511K $
631SPX Technologies Inc 2,553510.4K $
632Sandisk Corp/DE 801508.9K $
633Global X Funds 29,298502.5K $
634Arthur J Gallagher & Co 2,315501.4K $
635MPLX LP 8,729498.2K $
636Schwab U.S. Large-Cap ETF 19,397497.3K $
637Tenet Healthcare Corp 2,633496.9K $
638Silicon Motion Technology Corp 4,420496.3K $
639Waters Corp 1,665495.8K $
640iShares Trust 4,485492K $
641INVESCO EXCHANGE-TRADED FUND TRUST II 2,068491.4K $
642Armstrong World Industries Inc 2,978490.9K $
643Moody's Corp 1,123490K $
644Colgate-Palmolive Co 5,735488.8K $
645HealthEquity Inc 5,836487.7K $
646Saia Inc 1,386486.9K $
647Bright Horizons Family Solutions Inc 5,899484.5K $
648Booz Allen Hamilton Holding Corp 6,182482.3K $
649Vanguard Mid-Cap Growth ETF 1,856477.8K $
650Petroleo Brasileiro SA - Petrobras 22,727471.6K $
651Universal Technical Institute Inc 13,050471.1K $
652Sony Group Corp 22,748470.9K $
653Cheniere Energy Inc 1,640465.3K $
654iShares Aaa - A Rated Corporate Bond ETF 9,711462.1K $
655Nucor Corp 2,714460.2K $
656Dominion Energy Inc 7,444460.2K $
657Shinhan Financial Group Co Ltd 7,464458.1K $
658Woori Financial Group Inc 6,851457.1K $
659SM Energy Co 14,660457.1K $
660Plexus Corp 2,256456.9K $
661Toyota Motor Corp 2,213456.1K $
662Wintrust Financial Corp 3,279455.6K $
663CDW Corp/DE 3,724450.7K $
664HDFC Bank Ltd 18,101450.3K $
665ESCO Technologies Inc 1,598449.7K $
666Jack Henry & Associates Inc 2,835448.1K $
667Solventum Corp 6,857447.8K $
668Spire Inc 4,934446.8K $
669Rithm Capital Corp 46,885444.5K $
670Mitsubishi UFJ Financial Group Inc 26,129443.4K $
671Kratos Defense & Security Solutions, Inc. 6,229439.2K $
672Dycom Industries Inc 1,296439.1K $
673Choice Hotels International Inc 4,239438.7K $
674Inspire Medical Systems Inc 8,496438.2K $
675Janus Henderson Mortgage-Backed Securities ETF 9,668438.1K $
676Houlihan Lokey Inc 3,049437.9K $
677DT Midstream Inc 3,213435.5K $
678KT Corp 20,110434.3K $
679Tapestry Inc 3,071433.5K $
680Comfort Systems USA Inc 314433.1K $
681EQT Corp 6,773431.1K $
682Hamilton Lane Inc 4,275427.1K $
683Artivion Inc 11,621425.6K $
684Northern Oil & Gas Inc 14,423421.6K $
685Brixmor Property Group Inc 14,632421.4K $
686Allison Transmission Holdings Inc 3,577418.8K $
687Illumina Inc 3,396418.6K $
688Alnylam Pharmaceuticals Inc 1,263417.9K $
689Dianthus Therapeutics Inc 4,872408.9K $
690MGM Resorts International 11,039408.6K $
691Crane Co 2,387408.3K $
692Moelis & Co 7,107405.1K $
693Haleon PLC 40,396404.4K $
694Cardinal Health, Inc. 1,913404.3K $
695NewMarket Corp 628403.6K $
696National HealthCare Corp 2,515403.3K $
697Granite Construction Inc 3,328399K $
698Twilio Inc 3,162397.8K $
699J M Smucker Co/The 4,122397.5K $
700AMETEK Inc 1,852396.9K $