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Latest Mount Yale Investment Advisors, LLC Stock Portfolio

Mount Yale Investment Advisors, LLC Performance:
2025 Q4: 2.04%YTD: 8.38%2024: 12.68%
Performance for 2025 Q4 is 2.04%, and YTD is 8.38%, and 2024 is 12.68%.

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

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, ELEVATION POINT WEALTH PARTNERS, LLC reported an equity portfolio of $2.1 Billions as of 31 Dec, 2025.

The top stock holdings of ELEVATION POINT WEALTH PARTNERS, LLC are VB, GLD, AAPL. The fund has invested 3.9% of it's portfolio in VANGUARD INDEX FDS and 3.8% of portfolio in SPDR GOLD TR.

The fund managers got completely rid off MORGAN STANLEY ETF TRUST, FEDERATED HERMES ETF TRUST (FCSH) and ARK ETF TR (ARKF) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (ACWF) and SELECT SECTOR SPDR TR (XLB). ELEVATION POINT WEALTH PARTNERS, LLC opened new stock positions in ISHARES TR (IJR), TOUCHSTONE ETF TRUST and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to ENTERPRISE PRODS PARTNERS L (EPD), ISHARES TR (DMXF) and VANGUARD BD INDEX FDS (BIV).

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 2.04% in the last quarter. In trailing 12 months, it's portfolio return was 8.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr5,794,500
touchstone etf trust4,773,700
blackrock etf trust4,614,190
ishares inc4,180,540
vaneck etf trust3,804,610
ishares tr3,036,040
cbiz inc2,173,080
blackrock etf trust2,160,060
New stocks bought by Mount Yale Investment Advisors, LLC

Additions

Ticker% Inc.
enterprise prods partners l5,361
ishares tr3,304
vanguard bd index fds3,279
wisdomtree tr2,311
spdr series trust2,028
ishares tr1,821
vanguard scottsdale fds1,580
vanguard index fds1,085
Additions to existing portfolio by Mount Yale Investment Advisors, LLC

Reductions

Ticker% Reduced
select sector spdr tr-88.89
ishares tr-87.66
marsh & mclennan cos inc-82.96
barclays plc-82.81
first tr exchange-traded fd-77.49
first tr exchange-traded fd-73.18
lockheed martin corp-70.7
disney walt co-68.71
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 54.1% of it's holdings in Others sector.

Sector%
Others54.1
Technology14
Financial Services5.9
Healthcare4.9
Energy4.5
Consumer Cyclical4.2
Industrials3.4
Communication Services3.2
Utilities2.1
Consumer Defensive1.7
Real Estate1.5

Market Cap. Distribution

ELEVATION POINT WEALTH PARTNERS, LLC has about 42.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED54.1
MEGA-CAP26.3
LARGE-CAP15.8
MID-CAP2.7
SMALL-CAP1.1

Stocks belong to which Index?

About 42.5% of the stocks held by ELEVATION POINT WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others57.5
S&P 50039.9
RUSSELL 20002.6
Top 5 Winners (%)%
XLB
select sector spdr tr
100.1 %
FOLD
amicus therapeutics inc
79.8 %
XLB
select sector spdr tr
75.6 %
XLB
select sector spdr tr
74.8 %
XLB
select sector spdr tr
72.7 %
Top 5 Winners ($)$
LLY
eli lilly & co
6.0 M
GLD
spdr gold tr
6.0 M
SIVR
abrdn silver etf trust
5.3 M
GOOG
alphabet inc
4.5 M
AAPL
apple inc
3.2 M
Top 5 Losers (%)%
TPL
texas pacific land corporati
-57.1 %
INVZ
innoviz technologies ltd
-56.9 %
coreweave inc
-42.3 %
fiserv inc
-39.4 %
BMNR
bitmine immersion tecnologie
-39.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.4 M
ORCL
oracle corp
-2.8 M
META
meta platforms inc
-1.7 M
EXR
extra space storage inc
-1.2 M
TPL
texas pacific land corporati
-1.2 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 715 stocks in it's portfolio. About 23.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for ELEVATION POINT WEALTH PARTNERS, LLC last quarter.

Last Reported on: 12 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions