Institutions / Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC
CIK 1802387 · Institution · as of Dec 31, 2025
Portfolio value
$429.02M
Positions
831
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 831 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $13.67M | 3.2% |
| SPDR Series Trust | $12.83M | 3.0% |
| Vanguard Index Fds | $12.25M | 2.9% |
| Vanguard Tax-Managed Fds | $11.45M | 2.7% |
| Simplify Exchange Traded Fun | $10.64M | 2.5% |
| Microsoft Corp | $9.58M | 2.2% |
| Simplify Exchange Traded Fun | $9.39M | 2.2% |
| Simplify Exchange Traded Fun | $9.05M | 2.1% |
| Vanguard Index Fds | $8.77M | 2.0% |
| Simplify Exchange Traded Fun | $7.26M | 1.7% |
| First Tr Exch Traded Fd III | $6.86M | 1.6% |
| Vanguard Charlotte Fds | $6.39M | 1.5% |
| Vanguard Bd Index Fds | $6.09M | 1.4% |
| NVIDIA Corp | $5.15M | 1.2% |
| Janus Detroit Str Tr | $4.90M | 1.1% |
| Simplify Exchange Traded Fun | $4.85M | 1.1% |
| Simplify Exchange Traded Fun | $4.83M | 1.1% |
| PIMCO ETF Tr | $4.80M | 1.1% |
| PIMCO Corporate & Income Strategy FundPCN | $4.63M | 1.1% |
| Amazon.com Inc | $4.39M | 1.0% |
| First Tr Exchange-Traded Fd | $4.35M | 1.0% |
| Aim ETF Products Trust | $4.27M | 1.0% |
| BlackRock Debt Strategies Fund, Inc. | $4.15M | 1.0% |
| Aim ETF Products Trust | $3.96M | 0.9% |
| Alphabet Inc. | $3.80M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.