Portfolio (Quarterly) Guide ↗

ELEVATION WEALTH PARTNERS, LLC

· CIK 0001976256

13F Portfolio $334M AUM 1,305 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 294 New 613 Added 146 Reduced 64 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	VSNT	VERSANT MEDIA GROUP INC	Industrials	17	$630.0	—	SOLD
62	XRAY	DENTSPLY SIRONA INC	Healthcare	45	$522.0	—	SOLD
63	OWL	BLUE OWL CAPITAL INC	Financial Services	47	$430.0	—	SOLD
64	AAL	AMERICAN AIRLINES GROUP INC	Industrials	26	$280.0	—	SOLD

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Sector Allocation

Technology 32.9%

Financial Services 17.5%

Communication Services 10.9%

Healthcare 9.8%

Consumer Cyclical 8.6%

Industrials 8.0%

Real Estate 4.9%

Consumer Defensive 3.6%

Utilities 1.5%

Energy 1.4%