Latest Mount Yale Investment Advisors, LLC Stock Portfolio

Mount Yale Investment Advisors, LLC Performance:

2026 Q1: -0.8%YTD: -0.8%2025: 8.38%

Performance for 2026 Q1 is -0.8%, and YTD is -0.8%, and 2025 is 8.38%.

About Mount Yale Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, ELEVATION POINT WEALTH PARTNERS, LLC reported an equity portfolio of $4.3 Billions as of 31 Mar, 2026.

The top stock holdings of ELEVATION POINT WEALTH PARTNERS, LLC are AAPL, GLD, NVDA. The fund has invested 3.5% of it's portfolio in APPLE INC and 3.1% of portfolio in SPDR GOLD TR.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), AMERICAN FINL GROUP INC OHIO (AFG) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), JANUS DETROIT STR TR (JAAA) and ISHARES TR (ACWF). ELEVATION POINT WEALTH PARTNERS, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD INDEX FDS (VB) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), FIRST TR EXCHANGE TRADED FD (LEGR) and J P MORGAN EXCHANGE TRADED F (BBAX).

Mount Yale Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ELEVATION POINT WEALTH PARTNERS, LLC made a return of -0.8% in the last quarter. In trailing 12 months, it's portfolio return was 11.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	35,566,900
vanguard index fds	23,821,000
ishares tr	22,269,200
vanguard whitehall fds	18,467,100
etfis ser tr i	15,779,800
morgan stanley etf trust	15,282,100
series portfolios tr	13,437,600
american centy etf tr	11,312,200

New stocks bought by Mount Yale Investment Advisors, LLC

Additions

Ticker	% Inc.
vanguard intl equity index f	15,798
first tr exchange traded fd	14,172
j p morgan exchange traded f	4,773
western digital corp	2,688
sea ltd	2,338
cloudflare inc	2,074
welltower inc	1,810
nebius group n.v.	1,521

Additions to existing portfolio by Mount Yale Investment Advisors, LLC

Reductions

Ticker	% Reduced
fidelity covington trust	-51.43
first tr exchange-traded fd	-44.36
ishares tr	-43.53
blue owl capital corporation	-35.07
ishares tr	-34.32
texas pacific land corporati	-24.94
extra space storage inc	-23.66
sempra	-18.5

Mount Yale Investment Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Mount Yale Investment Advisors, LLC

Sector Distribution

ELEVATION POINT WEALTH PARTNERS, LLC has about 51.6% of it's holdings in Others sector.

Sector	%
Others	51.6
Technology	14.2
Financial Services	5.5
Consumer Cyclical	5.3
Healthcare	5
Industrials	4.3
Energy	4.1
Communication Services	3.4
Consumer Defensive	2.7
Utilities	2

Market Cap. Distribution

ELEVATION POINT WEALTH PARTNERS, LLC has about 45.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	51.5
MEGA-CAP	26.5
LARGE-CAP	18.7
MID-CAP	2.3

Stocks belong to which Index?

About 44.9% of the stocks held by ELEVATION POINT WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.1
S&P 500	42.3
RUSSELL 2000	2.6

Top 5 Winners (%)		%
DOW	dow hldgs inc	61.8 %
RIG	transocean ltd	60.1 %
APA	apa corporation	60.0 %
CIEN	ciena corp	57.4 %
TPL	texas pacific land corporati	57.1 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	16.2 M
GLD	spdr gold tr	8.6 M
EPD	enterprise prods partners l	5.9 M
JNJ	johnson & johnson	2.9 M
CVX	chevron corporation	2.8 M

Top 5 Losers (%)		%
	starfighters space inc	-45.6 %
CBZ	cbiz inc	-42.3 %
OWL	blue owl capital inc	-38.0 %
HUBS	hubspot inc	-33.1 %
DASH	doordash inc	-32.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-20.1 M
AAPL	apple inc	-7.6 M
AMZN	amazon com inc	-5.2 M
LLY	eli lilly & co	-4.9 M
AVGO	broadcom inc	-4.5 M

Mount Yale Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mount Yale Investment Advisors, LLC

ELEVATION POINT WEALTH PARTNERS, LLC has 1084 stocks in it's portfolio. About 19.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for ELEVATION POINT WEALTH PARTNERS, LLC last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.47	590,038	149,746,000	added	136

AAXJ	ishares tr	0.26	139,661	11,001,100	added	9.48

AAXJ	ishares tr	0.22	100,537	9,546,030	added	152

AAXJ	ishares tr	0.22	126,124	9,377,260	added	121

AAXJ	ishares tr	0.16	63,417	7,062,730	added	1,274

AAXJ	ishares tr	0.09	39,335	3,961,780	reduced	-3.99

AAXJ	ishares tr	0.07	104,283	3,161,860	added	60.2

AAXJ	ishares tr	0.06	28,624	2,688,670	added	9.77

AAXJ	ishares tr	0.06	24,652	2,616,860	added	90.05

AAXJ	ishares tr	0.03	6,687	1,462,880	added	11.95

ABBV	abbvie inc	0.44	87,277	18,981,800	added	157

ABC	cencora inc	0.11	14,641	4,599,250	added	397

ABT	abbott laboratories	0.12	49,215	5,052,960	added	81.01

ACES	alps etf tr	0.09	72,552	3,819,140	added	9.51

ACGL	arch cap group ltd	0.04	17,386	1,668,840	new

ACM	aecom	0.03	14,464	1,226,820	added	73.53

ACN	accenture plc ireland	0.10	20,801	4,124,560	added	309

ACWF	ishares tr	0.52	524,043	22,269,200	new

ACWF	ishares tr	0.21	191,834	8,860,800	added	194

ACWF	ishares tr	0.13	114,522	5,798,250	reduced	-43.53