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
701First Trust Exchange-Traded AlphaDEX Fund 2,567395.7K $
702Avantis Emerging Markets Equity ETF 4,895394.4K $
703SiteOne Landscape Supply Inc 2,955393.3K $
704Enpro Inc 1,567392.9K $
705Banner Corp 6,471392.7K $
706Atmus Filtration Technologies Inc 6,880390.6K $
707Otis Worldwide Corp 5,041388.5K $
708Piper Sandler Cos 5,052386.7K $
709Axsome Therapeutics Inc 2,277384.9K $
710Sunbelt Rentals Holdings Inc 5,878382.6K $
711Ubiquiti Inc 481380.1K $
712RadNet Inc 6,780378.9K $
713Patrick Industries Inc 3,405378.2K $
714AAR Corp 3,452377.9K $
715Teradyne Inc 1,274377.8K $
716Boot Barn Holdings Inc 2,562375K $
717Meritage Homes Corp 6,032373K $
718Black Hills Corp 5,371372.8K $
719Expedia Group Inc 1,612372.2K $
720Acushnet Holdings Corp 3,969371K $
721WESCO International Inc 1,345368K $
722EastGroup Properties Inc 1,971365.4K $
723VANGUARD ENERGY ETF VANGUARD ENERGY ETF 2,110365.1K $
724ITT Inc 1,911364.6K $
725Cboe Global Markets Inc 1,294363.8K $
726VanEck Short High Yield Muni ETF 16,006362.7K $
727iShares High Yield Muni Active ETF 7,549362.2K $
728Paychex Inc 3,910360.2K $
729First Trust Exchange-Traded Fund VIII 9,320360K $
730Invesco Variable Rate Preferred ETF 14,973359K $
731DigitalOcean Holdings Inc 4,166357.4K $
732Clorox Co/The 3,410353.4K $
733Merit Medical Systems Inc 5,125353.3K $
734WW Grainger Inc 323352.4K $
735STAG Industrial Inc 9,723350.9K $
736Impinj Inc 3,416350.8K $
737SPDR Series Trust 4,580350.6K $
738eBay Inc 3,844349.9K $
739Bentley Systems Inc 9,943349.2K $
740Invesco RAFI Emerging Markets 12,900347.1K $
741Banco Bilbao Vizcaya Argentaria SA 15,989346.3K $
742Tyler Technologies Inc 1,008345.1K $
743Kinsale Capital Group Inc 1,007343.9K $
744T. Rowe Price Capital Appreciation Equity ETF 9,634342.9K $
745Tractor Supply Co 7,561342.5K $
746Synopsys Inc 857339.6K $
747Equinix Inc 345338.3K $
748Lithia Motors Inc 1,353337.9K $
749Occidental Petroleum Corp 5,166336.9K $
750Roundhill Magnificent Seven ET 5,794335.7K $
751Vanguard World Fund 1,492335.1K $
752Qualys Inc 3,790333K $
753JBT Marel Corp 2,600332.5K $
754UniFirst Corp/MA 1,318331.7K $
755Kenvue Inc 19,188330.8K $
756Fiserv Inc 5,915330K $
757iShares Trust 3,398329.3K $
758Avient Corp 9,062329.1K $
759Align Technology Inc 1,910327.4K $
760Broadridge Financial Solutions Inc 2,005326.8K $
761JPMorgan Ultra-Short Income ETF 6,422325K $
762RBC Bearings Inc 597324.2K $
763UMB Financial Corp 2,872324K $
764State Street Corp 2,557323.6K $
765Schwab Strategic Trust 10,608323.5K $
766Home BancShares Inc/AR 11,967322.3K $
767Encompass Health Corp 3,331322.3K $
768Warner Bros Discovery Inc 11,729322.1K $
769Knife River Corp 3,934321.2K $
770Vontier Corp 9,014319.7K $
771Calamos Strategic Total Return 18,605318.5K $
772iShares Select Dividend ETF 2,103318.5K $
773Goldman Sachs ETF Trust 6,310315.8K $
774Arcosa Inc 2,973315.6K $
775Preferred Bank/Los Angeles CA 3,437311.7K $
776DoorDash Inc 2,072311.1K $
777Archer-Daniels-Midland Co 4,277310.9K $
778BioMarin Pharmaceutical Inc 5,494310.4K $
779Universal Display Corp 3,361308.1K $
780Ameris Bancorp 3,932306.8K $
781First Trust Exchange-Traded Fund VIII 6,805305.6K $
782Hanover Insurance Group Inc/The 1,750303.4K $
783Matson Inc 1,829299.8K $
784Baker Hughes Co 4,906299.5K $
785First Trust Exchange-Traded Fund VIII 6,763299.5K $
786First Trust Exchange-Traded Fund VIII 8,880298.5K $
787Constellation Brands Inc 1,990298.5K $
788Landstar System Inc 1,861298.3K $
789ON Semiconductor Corp 4,817298.3K $
790Exponent Inc 4,564297.8K $
791VanEck ETF Trust 736297.5K $
792Ziff Davis Inc 7,084297.2K $
793Geospace Technologies Corp 24,355297.1K $
794Agilent Technologies Inc 2,597296.2K $
795Mirion Technologies Inc 15,890295.4K $
796Penumbra Inc 900295.4K $
797Samsara Inc 9,277294K $
798HubSpot Inc 1,202293.4K $
799Solaris Energy Infrastructure Inc 5,179292.7K $
800KB Financial Group Inc 2,927292.4K $