Elevated Capital Advisors, LLC

CIK 0001802387 · SANDY, UT · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Elevated Capital Advisors, LLC reported 849 positions worth $363.6M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VUG (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$363.6M
2026 Q2
Positions
849
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.0%
Est. Net Flow (Q)
2026 Q2
10 / 849 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$13.4M3.69%155,917
2VEAVANGUARD TAX-MANAGED FDSSH$13.3M3.64%185,986
3BUCKSIMPLIFY EXCHANGE TRADED FUNSH$11.7M3.20%497,573
4VTVVANGUARD INDEX FDSSH$10.5M2.90%48,340
5SPYMSPDR SERIES TRUSTSH$9.8M2.71%111,996
6AAPLAPPLE INCSH$9.5M2.61%32,827
7CTASIMPLIFY EXCHANGE TRADED FUNSH$9.4M2.58%360,978
8SBARSIMPLIFY EXCHANGE TRADED FUNSH$8.2M2.26%320,829
9FOXYSIMPLIFY EXCHANGE TRADED FUNSH$8.1M2.24%273,420
10AGGHSIMPLIFY EXCHANGE TRADED FUNSH$8.0M2.21%397,811

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Elevated Capital Advisors, LLC hold as of Q2 2026?

Elevated Capital Advisors, LLC reported 849 positions worth $363.6M in its Q2 2026 13F filing. Largest positions: VUG (3.7%), VEA (3.6%), BUCK (3.2%), VTV (2.9%) and SPYM (2.7%).

What did Elevated Capital Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Elevated Capital Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.