13F

Stock

Ishares Tr

Ticker not mapped · held by 2 managers

Reported value

$47.2M

Holders

2

+1 new · −0 exited

Holders’ est. mark

$3.46M

Price effect on 1 books still in the name

Largest holder

$24.7M

ELEVATION POINT WEALTH PARTNERS, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
ELEVATION POINT WEALTH PARTNERS, LLC409.4K$24.7MNew
INDEPENDENT FINANCIAL GROUP, LLC371.7K$22.4M$3.46MAdded$3.59M

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.