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Rodrigo Diaz

Elevation Point Wealth Partners, Llc

Assets Managed
$4.312B
Holdings
1093
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
107.53%(2Q avg: 76.14%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevation Point Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1093 positions.

Assets under management

The assets under management (AUM) of Elevation Point Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.312B in assets, with a quarterly growth rate of 107.53% and a 2-quarter average growth rate of 76.14%. The portfolio is managed by Rodrigo Diaz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 136.88%
3.48%
$149.746M
590,038 shares@ $253.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 54.13%
3.07%
$132.085M
306,968 shares@ $430.3 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 125.29%
2.03%
$87.156M
499,727 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 87.98%
1.99%
$85.501M
230,977 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 7.9%
1.94%
$83.214M
139,259 shares@ $597.56 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 214.69%
1.62%
$69.65M
242,209 shares@ $287.57 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 44.71%
1.53%
$65.809M
387,890 shares@ $169.66 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 94.84%
1.47%
$62.998M
302,481 shares@ $208.27 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 503.38%
1.35%
$58.184M
89,076 shares@ $653.21 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 110.13%
1.2%
$51.337M
165,864 shares@ $309.51 avg price

1-10 of 1093