Elevation Wealth Partners’s ServiceTitan Inc TTAN Stock Holding History

Elevation Wealth Partners’s Portfolio TTAN Stock Details TTAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61K	Buy	863 +144	+20%	+$9.27K	0.02%	259
2026 Q1	$45.6K	Buy	719 +385	+115%	+$29.7K	0.02%	256
2025 Q4	$35.6K	Buy	+334	New	+$32.6K	0.01%	282

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Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return