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Portfolio (Quarterly) Guide ↗

ELEVATION POINT WEALTH PARTNERS, LLC

· CIK 0001744349
13F Portfolio $1.3B AUM 554 positions Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q2 2025 Q1 2025 · All 986 New 240 Added 231 Reduced 26 Exited
Page 41 of 50  ·  986 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 PNR PENTAIR PLC Industrials 25.0 $3K NEW $102.68 -29.4%
802 CLOU GLOBAL X FDS 110.0 $3K NEW $23.33 -4.6%
803 FIRST HAWAIIAN INC 102.0 $3K NEW $24.96
804 AA ALCOA CORP Basic Materials 86.0 $3K NEW $29.51 +147.9%
805 SANDISK CORP 55.0 $3K NEW $45.62
806 MOO VANECK ETF TRUST 34.0 $3K NEW $73.62 +9.3%
807 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 122.0 $2K NEW $20.28 -10.5%
808 ATLANTA BRAVES HLDGS INC 50.0 $2K NEW $49.22
809 EWK ISHARES INC 110.0 $2K NEW $22.05 +23.0%
810 DB DEUTSCHE BANK A G Financial Services 82.0 $2K NEW $29.28 +13.9%
811 XPO XPO INC Industrials 19.0 $2K NEW $126.32 +68.6%
812 AZEK CO INC 44.0 $2K NEW $54.34
813 AXTA AXALTA COATING SYS LTD Basic Materials 79.0 $2K NEW $29.70 +2.1%
814 RITM RITHM CAPITAL CORP Real Estate 205.0 $2K NEW $11.29 -17.5%
815 SSYS STRATASYS LTD Technology 200.0 $2K NEW $11.47 -13.6%
816 CAG CONAGRA BRANDS INC Consumer Defensive 109.0 $2K NEW $20.47 -34.9%
817 MIR MIRION TECHNOLOGIES INC Industrials 100.0 $2K NEW $21.53 -21.2%
818 APA APA CORPORATION Energy 115.0 $2K NEW $18.29 +100.3%
819 HST HOST HOTELS & RESORTS INC Real Estate 135.0 $2K NEW $15.36 +52.8%
820 VIPER ENERGY INC 54.0 $2K NEW $38.13
Page 41 of 50  ·  986 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 14.5%
Communication Services 9.9%
Consumer Cyclical 9.8%
Industrials 7.9%
Healthcare 7.2%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 2.3%
Basic Materials 1.9%