ELEVATION WEALTH PARTNERS, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in TOL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,590

+$3,452 QoQ

Shares Held

+73.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#725

of 799 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $93,854 across 4 Residential Construction names. TOL ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	796	$72,030
2	DHI	Horton D R Inc /De/	59	$9,609
3	TOL	Toll Brothers, Inc. This page	40	$6,590
4	PHM	Pultegroup Inc/Mi/	41	$5,625

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,590	40	+73.9%	Shares	Sole	2026-07-08
2026-03-31	$3,138	23	+283.3%	Shares	Sole	2026-04-14
2025-12-31	$811	6	+100.0%	Shares	Sole	2026-01-09
2025-09-30	$414	3	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.