ELEVATION POINT WEALTH PARTNERS, LLC

CIK 0001744349 · Q1 2026

13F Equity AUM

$4.3B

+107.5% QoQ

Positions

1,093

+374 QoQ

AUM Rank

#1,115

Top 9%

Skill Alpha (FF)

-0.4%/yr^ns

No Clear Edge

Rank #2,897 · Top 35%

vs S&P -2.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 12.5%Top 10: 19.6%Top 20: 29.2%

AAPL3.5%

GQ93.1%

NVDA2.0%

MSFT2.0%

VOO1.9%

GOOGL1.6%

XOM1.5%

AMZN1.5%

IVV1.4%

AVGO1.2%

Others (1083)80.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.3%

Technology14.5%

Communication Services5.4%

Consumer Cyclical5.4%

Healthcare5.3%

Energy4.4%

Industrials4.4%

Consumer Defensive2.7%

Other4.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1093Median: 0.02%Avg: 0.09%

0–0.5%

1048(55.3%)

0.5–1%

32(21.6%)

1–3%

11(16.6%)

3–5%

2(6.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,072Unique: 21vs 20 funds

14.6%Low

1,093

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

20.2%

BANK OF AMERICA CORP /DE/

21.9%

20.4%

21.6%

28.9%

19.5%

VANGUARD CAPITAL MANAGEMENT LLC

18.4%

GEODE CAPITAL MANAGEMENT, LLC

17.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New409Increased566Decreased88Exited36

New Positions

JAVA0.8%

+496K

VXF0.6%

+116K

HEFA0.5%

+524K

VYM0.4%

+125K

UTES0.4%

+197K

EVTR0.3%

+301K

HEDG0.3%

+464K

AVUV0.3%

+102K

AZN0.2%

+45K

IDEV0.2%

+102K

Increased

SDVY0.9%

+1.0M(+14172%)

RDVY1.1%

+678K(+1520%)

JEPI0.6%

+401K(+1192%)

BPRE0.2%

+375K(+1058%)

JPIE0.4%

+358K(+4773%)

GOVT0.5%

+354K(+58%)

AAPL3.5%

+341K(+137%)

LYG0.0%

+286K(+360%)

NVDA2.0%

+278K(+125%)

PFE0.2%

+276K(+642%)

Decreased

IQLT0.0%

-174,113(-92%)

JMBS0.0%

-161,310(-94%)

OBDC0.1%

-158,745(-35%)

SPTI0.0%

-155,212(-95%)

LMBS0.2%

-149,067(-44%)

TFLO0.1%

-88,269(-44%)

STWD0.0%

-82,655(-73%)

GOF0.1%

-27,942(-11%)

EXR0.3%

-26,614(-24%)

RWR0.0%

-23,152(-89%)

Exited

-126,229

-11,284

-8,884

-14,471

-11,703

-6,450

-5,386

-9,868

-6,434

-7,559

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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