Holdings of ELEVATION POINT WEALTH PARTNERS, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 967 in 19 countries
- Top ten
- 21.3 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 14.4 %
- Funds 9.0 %
- Financials 6.0 %
- Consumer discretionary 5.1 %
- Health care 4.9 %
- Communication 4.3 %
- Industrials 3.8 %
- Energy 3.0 %
- Consumer staples 2.9 %
- Utilities 1.5 %
- Materials 0.6 %
- Real estate 0.6 %
- Unattributed 44.1 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.2 %
- United Kingdom 0.5 %
- Taiwan 0.5 %
- Netherlands 0.3 %
- Japan 0.1 %
- Germany 0.1 %
- France 0.1 %
- India 0.1 %
- South Korea 0.0 %
- Israel 0.0 %
- Italy 0.0 %
- Cayman Islands 0.0 %
- Other countries 0.1 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 917 | 3.9B $ | 98.20 % |
| 2 | United Kingdom | 13 | 21.2M $ | 0.54 % |
| 3 | Taiwan | 2 | 17.9M $ | 0.45 % |
| 4 | Netherlands | 5 | 10.9M $ | 0.27 % |
| 5 | Japan | 5 | 5.5M $ | 0.14 % |
| 6 | Germany | 1 | 2.8M $ | 0.07 % |
| 7 | France | 2 | 2.4M $ | 0.06 % |
| 8 | India | 2 | 2.2M $ | 0.06 % |
| 9 | South Korea | 4 | 1.6M $ | 0.04 % |
| 10 | Israel | 2 | 1.5M $ | 0.04 % |
| 11 | Italy | 1 | 1.2M $ | 0.03 % |
| 12 | Cayman Islands | 2 | 1.1M $ | 0.03 % |
Cite this page
Titelia. "Holdings of ELEVATION POINT WEALTH PARTNERS, LLC". https://titelia.com/en/funds/US13F1744349