Elevated Capital Advisors, LLC 13F Holdings · Q2 2026
Elevated Capital Advisors, LLC reported 849 securities worth $363.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (3.69%), VEA (3.64%), BUCK (3.20%). Among its top 25 positions this quarter: 1 new, 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $13.4M | 3.69% | 155,917 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $13.3M | 3.64% | 185,986 | Added |
| 3 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $11.7M | 3.20% | 497,573 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $10.5M | 2.90% | 48,340 | Added |
| 5 | SPYM | SPDR SERIES TRUST | $9.8M | 2.71% | 111,996 | Trimmed |
| 6 | AAPL | APPLE INC | $9.5M | 2.61% | 32,827 | Trimmed |
| 7 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $9.4M | 2.58% | 360,978 | Added |
| 8 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | $8.2M | 2.26% | 320,829 | Added |
| 9 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | $8.1M | 2.24% | 273,420 | Added |
| 10 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $8.0M | 2.21% | 397,811 | Added |
| 11 | FPEI | FIRST TR EXCH TRADED FD III | $7.2M | 1.98% | 372,937 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $7.0M | 1.92% | 144,433 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $6.6M | 1.81% | 84,558 | Added |
| 14 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | $5.6M | 1.53% | 346,217 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $5.1M | 1.40% | 25,524 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $4.9M | 1.36% | 13,211 | Trimmed |
| 17 | PCN | PIMCO CORPORATE & INCM STRG | $4.9M | 1.35% | 411,339 | Added |
| 18 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.6M | 1.27% | 94,673 | Trimmed |
| 19 | DSU | BLACKROCK DEBT STRATEGIES FD | $4.5M | 1.23% | 462,634 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $4.5M | 1.23% | 75,231 | Added |
| 21 | SIXO | AIM ETF PRODUCTS TRUST | $4.0M | 1.10% | 111,448 | Trimmed |
| 22 | ONEZ | ELEVATION SERIES TRUST | $3.9M | 1.09% | 143,052 | Added |
| 23 | QQQ | INVESCO QQQ TR | $3.8M | 1.05% | 5,181 | Added |
| 24 | MAYW | AIM ETF PRODUCTS TRUST | $3.6M | 0.99% | 103,773 | New |
| 25 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $3.3M | 0.92% | 163,300 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR