ELEVATION POINT WEALTH PARTNERS, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1744349 DENVER, CO

Position in TOL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$251,573

+$41,000 QoQ

Shares Held

1,527

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#577

of 799 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $15,841,816 across 6 Residential Construction names. TOL ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DFH	Dream Finders Homes, Inc.	344,821	$5,951,610
2	DHI	Horton D R Inc /De/	24,068	$3,920,195
3	NVR	Nvr Inc	538	$3,665,609
4	PHM	Pultegroup Inc/Mi/	9,798	$1,344,383
5	LEN	Lennar Corp /New/	7,829	$708,446
6	TOL	Toll Brothers, Inc. This page	1,527	$251,573

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,573	1,527	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$210,573	1,543	+1034.6%	Shares	Sole	2026-04-27
2025-06-30	$15,521	136	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.