What does Elevated Capital Advisors, LLC hold?

Elevated Capital Advisors, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1802387.

What is Elevated Capital Advisors, LLC's AUM?

Elevated Capital Advisors, LLC reported approximately $363.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $499.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Elevated Capital Advisors, LLC's holdings?

All Elevated Capital Advisors, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1802387. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Elevated Capital Advisors, LLC's 13F data updated on 13F Pro?

Elevated Capital Advisors, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Elevated Capital Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802387

Institutional-grade research for retail investors

Sector Allocation

Other70.5%$256.4M
Technology13.0%$47.3M
Financials5.4%$19.6M
Consumer Discretionary2.6%$9.6M
Healthcare1.8%$6.6M
Industrials1.6%$5.8M
Utilities1.6%$5.8M
Consumer Staples1.6%$5.7M
Communication Services0.6%$2.3M
Energy0.6%$2.1M

AUM History

13fpro.ai/research/fund/elevated-capital-advisors-llc-1802387

Conviction and streaks

Concentrating · top 10 = 28.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold3.7% weight · held 10 quarters

$Conviction hold3.6% weight · held 10 quarters

$Conviction hold3.2% weight · held 9 quarters

$Conviction hold2.9% weight · held 10 quarters

$Conviction hold2.7% weight · held 10 quarters

$Accumulating+88% shares · 4 quarters running

$Accumulating+147% shares · 4 quarters running

$Accumulating+2% shares · 4 quarters running

$Accumulating+113% shares · 3 quarters running

$Accumulating+109% shares · 3 quarters running

$Trimming-97% shares · 5 quarters running

$Trimming-43% shares · 4 quarters running

$Trimming-10% shares · 4 quarters running

$Trimming-41% shares · 4 quarters running

$Trimming-42% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$13.4M
VANGUARD
$13.3M
SIMPLIFY
$11.7M
VANGUARD
$10.5M
SPDR
$9.8M
AAPL
$9.5M
SIMPLIFY
$9.4M
SIMPLIFY
$8.2M
SIMPLIFY
$8.1M
SIMPLIFY
$8.0M
FIRST
$7.2M
VANGUARD
$7.0M
META
$6.6M
SIMPLIFY
$5.6M
NVDA
$5.1M
MSFT
$4.9M
PCN
$4.9M
FIRST
$4.6M
VANGUARD
$4.5M
DSU
$4.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/elevated-capital-advisors-llc-1802387

Elevated Capital Advisors, LLC 13F holdings — Q2 2026

$363.6M portfolio (-8.5% QoQ) · 849 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio

1
VANGUARD INDEX FDS - GROWTH ETF
$13.4M
3.7% of stocks
+504%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$13.3M
3.6% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC
$11.7M
3.2% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - VALUE ETF
$10.5M
2.9% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SPDR SERIES TRUST - ST STR P500ETF
$9.8M
2.7% of stocks
-11%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Apple Inc.
$AAPL
$9.5M
2.6% of stocks
-29%This quarter+13.3%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
7
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES
$9.4M
2.6% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME
$8.2M
2.3% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF
$8.1M
2.2% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF
$8.0M
2.2% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - GROWTH ETF	$13.4M	3.7%	+504%	—	—	—	—
2	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$13.3M	3.6%	+0.4%	—	—	—	—
3	SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC	$11.7M	3.2%	+13%	—	—	—	—
4	VANGUARD INDEX FDS - VALUE ETF	$10.5M	2.9%	+3%	—	—	—	—
5	SPDR SERIES TRUST - ST STR P500ETF	$9.8M	2.7%	-11%	—	—	—	—
6	Apple Inc.$AAPL	$9.5M	2.6%	-29%	+13.3%	10+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
7	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	$9.4M	2.6%	+8%	—	—	—	—
8	SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME	$8.2M	2.3%	+11%	—	—	—	—
9	SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF	$8.1M	2.2%	+12%	—	—	—	—
10	SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF	$8.0M	2.2%	+13%	—	—	—	—

All holdings — Elevated Capital Advisors, LLC (Q2 2026)

Sort

849 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	FIRST TR EXCH TRADED FD III - INSTL PFD SECSpreferred	—	$7.2M	2.0%	373K	+1%	—	—	13F
12	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund	—	$7.0M	1.9%	144K	+7%	—	—	13F
13	$META	Meta Platforms, Inc.note	Technology	$6.6M	1.8%	85K	+7%	10+ qtrsAdded 2 qtrs in a row	78.0	13F
14	—	SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM	—	$5.6M	1.5%	346K	+14%	—	—	13F
15	$NVDA	NVIDIA CORP	Technology	$5.1M	1.4%	26K	-30%	10+ qtrs	86.0	13F
16	$MSFT	MICROSOFT CORP	Technology	$4.9M	1.4%	13K	-35%	10+ qtrs	79.8	13F
17	$PCN	PIMCO CORPORATE & INCOME STRATEGY FUND	Other	$4.9M	1.4%	411K	+3%	10+ qtrsAdded 2 qtrs in a row	—	13F
18	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$4.6M	1.3%	95K	-0.1%	—	—	13F
19	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund	—	$4.5M	1.2%	75K	+5%	—	—	13F
20	$DSU	BLACKROCK DEBT STRATEGIES FUND, INC.	Other	$4.5M	1.2%	463K	+2%	10+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund	—	$4.0M	1.1%	111K	-47%	—	—	13F
22	—	ELEVATION SERIES TRUST - TRUE SE BUFF ETFetf/fund	—	$3.9M	1.1%	143K	+64%	—	—	13F
23	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$3.8M	1.1%	5,181	+18%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	AIM ETF PRODUCTS TRUST - ALLIA US MAY ETFetf/fund	—	$3.6M	1.0%	104K	New	—	—	13F
25	—	SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA	—	$3.3M	0.9%	163K	-2%	—	—	13F
26	—	JANUS DETROIT STR TR - HENDRSN SHRT ETF	—	$3.3M	0.9%	68K	-4%
27	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$3.3M	0.9%	106K	+2991%
28	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$3.3M	0.9%	69K	+2%
29	—	PIMCO ETF TR - MULTISECTOR BD	—	$3.2M	0.9%	120K	-4%
30	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$3.2M	0.9%	41K	+3%
31	—	VANGUARD BD INDEX FDS - LONG TERM BOND	—	$3.1M	0.9%	45K	+5%
32	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$3.1M	0.8%	64K	+1%
33	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$3.0M	0.8%	10K	+4%
34	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.0M	0.8%	12K	-41%
35	—	SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING	—	$2.8M	0.8%	102K	+9%
36	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	—	$2.6M	0.7%	52K	+3%
37	—	AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF	—	$2.5M	0.7%	61K	-49%
38	—	PIMCO ETF TR - ACTIVE BD ETF	—	$2.5M	0.7%	27K	-3%
39	—	ISHARES TR - MSCI USA QLT FCT	—	$2.5M	0.7%	11K	+8%
40	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$2.3M	0.6%	70K	-49%
41	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.3M	0.6%	3,978	-47%
42	—	ELEVATION SERIES TRUST - TRUE ST SEPT ETF	—	$2.2M	0.6%	49K	-7%
43	—	AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF	—	$2.2M	0.6%	64K	+2596%
44	—	PIMCO ETF TR - ULTR SH GO AC FD	—	$2.1M	0.6%	21K	+65%
45	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$2.0M	0.6%	49K	-49%
46	$GOOGL	Alphabet Inc.	Technology	$1.9M	0.5%	5,454	-35%
47	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.9M	0.5%	2,615	-48%
48	—	FLAHERTY & CRUMRIN PFD & INM - COM	—	$1.9M	0.5%	116K	+2%
49	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$1.9M	0.5%	43K	-0.6%
50	$V	VISA INC.	Financials	$1.8M	0.5%	5,133	-27%
51	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$1.7M	0.5%	43K	New
52	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU	—	$1.7M	0.5%	57K	-48%
53	$AVGO	Broadcom Inc.	Technology	$1.7M	0.5%	4,382	-42%
54	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.5M	0.4%	4,074	+50%
55	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.5M	0.4%	3,518	-28%
56	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$1.4M	0.4%	17K	-2%
57	—	ELEVATION SERIES TRUST - TRUE QU BEAR ETF	—	$1.4M	0.4%	59K	-47%
58	$STX	Seagate Technology Holdings plc	Technology	$1.4M	0.4%	1,428	-56%
59	—	ELEVATION SERIES TRUST - S&P AU DE IN ETF	—	$1.4M	0.4%	54K	+14%
60	$GOOG	Alphabet Inc.	Technology	$1.3M	0.4%	3,726	-42%
61	—	FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID	—	$1.3M	0.4%	41K	+0.2%
62	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$1.3M	0.4%	19K	+18%
63	$META	Meta Platforms, Inc.	Technology	$1.3M	0.3%	2,230	-30%
64	—	FIDELITY COVINGTON TRUST - MSCI INDL INDX	—	$1.2M	0.3%	12K	-42%
65	$STT	STATE STREET CORP	Financials	$1.2M	0.3%	11K	-38%
66	—	FIDELITY COVINGTON TRUST - MSCI CONSM DIS	—	$1.2M	0.3%	12K	-37%
67	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.2M	0.3%	8,610	+18%
68	$MA	Mastercard Inc	Financials	$1.2M	0.3%	2,294	-33%
69	—	ISHARES TR - CORE S&P500 ETF	—	$1.2M	0.3%	1,570	-39%
70	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.2M	0.3%	4,343	-32%
71	—	FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI	—	$1.2M	0.3%	71K	+2%
72	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.1M	0.3%	4,263	-30%
73	$TROW	PRICE T ROWE GROUP INC	Financials	$1.1M	0.3%	9,496	-52%
74	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.1M	0.3%	2,144	-27%
75	$GBCI	GLACIER BANCORP, INC.	Financials	$1.1M	0.3%	20K	—
76	—	FIDELITY COVINGTON TRUST - MSCI HLTH CARE I	—	$1.0M	0.3%	14K	-39%
77	$PM	Philip Morris International Inc.	Consumer Staples	$1.0M	0.3%	5,749	-40%
78	—	FIDELITY COVINGTON TRUST - MSCI UTILS INDEX	—	$1.0M	0.3%	17K	-32%
79	$MU	MICRON TECHNOLOGY INC	Technology	$1.0M	0.3%	881	-60%
80	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	—	$1.0M	0.3%	8,800	-3%
81	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$1.0M	0.3%	38K	+12%
82	$ABBV	AbbVie Inc.	Healthcare	$993K	0.3%	3,945	-38%
83	—	FIRST TR EXCHANGE TRADED FD - NASDAQ BUYWRITE	—	$974K	0.3%	44K	+1.0%
84	—	SPDR SERIES TRUST - ST STR SP400VAL	—	$952K	0.3%	10K	-39%
85	$PG	PROCTER & GAMBLE Co	Consumer Staples	$941K	0.3%	6,420	-23%
86	—	SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD	—	$915K	0.3%	22K	-7%
87	$CSCO	CISCO SYSTEMS, INC.	Technology	$905K	0.3%	7,704	-41%
88	$JPM	JPMORGAN CHASE & CO	Financials	$886K	0.2%	2,706	-39%
89	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$883K	0.2%	4,636	—
90	—	FIDELITY COVINGTON TRUST - MSCI MATLS INDEX	—	$883K	0.2%	15K	-46%
91	—	ISHARES TR - MSCI USA MMENTM	—	$868K	0.2%	2,532	+4%
92	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$865K	0.2%	20K	+0.2%
93	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$864K	0.2%	3,071	-45%
94	$HD	HOME DEPOT, INC.	Consumer Discretionary	$843K	0.2%	2,390	-29%
95	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	—	$827K	0.2%	7,724	-3%
96	$INTU	INTUIT INC.	Technology	$772K	0.2%	2,959	-20%
97	$GE	GENERAL ELECTRIC CO	Industrials	$735K	0.2%	1,968	-39%
98	—	ISHARES TR - S&P 500 VAL ETF	—	$708K	0.2%	3,116	+23%
99	—	ELEVATION SERIES TRUST - TRUESHARES STRCD	—	$705K	0.2%	17K	-47%
100	$AMGN	AMGEN INC	Healthcare	$675K	0.2%	1,865	-37%
101	—	FIRST TR EXCHANGE-TRADED FD - COMMON SHS	—	$670K	0.2%	36K	-2%
102	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$663K	0.2%	1,594	-39%
103	$VLO	VALERO ENERGY CORP/TX	Energy	$629K	0.2%	2,417	-55%
104	$WFC	WELLS FARGO & COMPANY/MN	Financials	$627K	0.2%	7,592	-26%
105	—	ELEVATION SERIES TRUST - TRUESHARES DEC	—	$626K	0.2%	14K	-48%
106	$WMT	Walmart Inc.	Consumer Staples	$614K	0.2%	5,418	-20%
107	—	ISHARES TR - 0-3 MTH TREASURY	—	$607K	0.2%	6,030	-1%
108	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$602K	0.2%	3,248	-4%
109	—	ISHARES INC - MSCI EMRG CHN	—	$582K	0.2%	5,691	+7%
110	$CFG	CITIZENS FINANCIAL GROUP INC/RI	Financials	$581K	0.2%	8,287	-53%
111	$F	FORD MOTOR CO	Consumer Discretionary	$568K	0.2%	41K	-53%
112	$USB	US BANCORP \DE\	Financials	$565K	0.2%	9,347	-54%
113	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$564K	0.1%	20K	+13%
114	$D	DOMINION ENERGY, INC	Utilities	$556K	0.1%	8,140	-54%
115	$ACN	Accenture plc	Technology	$555K	0.1%	4,463	-25%
116	$IVZ	Invesco Ltd.	Financials	$555K	0.1%	1,832	-0.4%
117	—	SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX	—	$549K	0.1%	12K	-7%
118	—	ISHARES TR - 20 YR TR BD ETF	—	$544K	0.1%	6,296	-0.4%
119	$KEY	KEYCORP /NEW/	Financials	$542K	0.1%	24K	-53%
120	—	ISHARES TR - EAFE GRWTH ETF	—	$542K	0.1%	4,353	+15%
121	$WTS	WATTS WATER TECHNOLOGIES INC	Industrials	$538K	0.1%	1,373	-38%
122	$AFL	AFLAC INC	Financials	$530K	0.1%	4,520	—
123	$ADM	Archer-Daniels-Midland Co	Consumer Staples	$528K	0.1%	6,917	-56%
124	$CVX	CHEVRON CORP	Energy	$527K	0.1%	3,179	-26%
125	$FITB	FIFTH THIRD BANCORP	Financials	$515K	0.1%	9,131	-49%
126	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$512K	0.1%	547	-37%
127	$PFE	PFIZER INC	Healthcare	$510K	0.1%	21K	-53%
128	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$505K	0.1%	12K	-51%
129	$ADBE	ADOBE INC.	Technology	$501K	0.1%	2,442	-29%
130	$PEP	PEPSICO INC	Consumer Staples	$500K	0.1%	3,690	-40%
131	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$492K	0.1%	4,555	-54%
132	$ORCL	ORACLE CORP	Technology	$470K	0.1%	3,210	-34%
133	$RF	REGIONS FINANCIAL CORP	Financials	$463K	0.1%	15K	-56%
134	$TFC	TRUIST FINANCIAL CORP	Financials	$459K	0.1%	9,216	-52%
135	$LLY	ELI LILLY & Co	Healthcare	$458K	0.1%	382	-50%
136	$SHEL	Shell plc	Energy	$456K	0.1%	5,881	—
137	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$453K	0.1%	26K	-55%
138	$PAYX	PAYCHEX INC	Technology	$440K	0.1%	4,473	-44%
139	$UNP	UNION PACIFIC CORP	Industrials	$438K	0.1%	1,611	-15%
140	$GGG	GRACO INC	Industrials	$434K	0.1%	5,742	-23%
141	$BAC	BANK OF AMERICA CORP /DE/	Financials	$433K	0.1%	7,601	-30%
142	$CVS	CVS HEALTH Corp	Healthcare	$429K	0.1%	4,145	-59%
143	$WSM	WILLIAMS SONOMA INC	Consumer Discretionary	$426K	0.1%	1,829	-44%
144	$PB	PROSPERITY BANCSHARES INC	Financials	$424K	0.1%	5,801	—
145	$OMC	OMNICOM GROUP INC.	Communication Services	$422K	0.1%	5,791	-53%
146	—	ISHARES TR - U.S. TECH ETF	—	$420K	0.1%	1,666	+13%
147	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$420K	0.1%	3,072	-52%
148	$ANET	Arista Networks, Inc.	Technology	$419K	0.1%	2,468	-41%
149	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$413K	0.1%	1,747	+19%
150	$MO	ALTRIA GROUP, INC.	Consumer Staples	$412K	0.1%	5,726	-53%

What changed in Q2 2026

Against the previous quarter's 13F: 28 new, 89 added to, 290 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.

New positions (28)

AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$3.6M
first bought this quarter
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$1.7M
first bought this quarter
$HONAHoneywell Aerospace Inc.$361K
first bought this quarter
PIMCO ETF TR - US STK PLUS AC$238K
first bought this quarter
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$173K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$90K
first bought this quarter

+22 more in the Excel export

Added to (89)

VANGUARD INDEX FDS - GROWTH ETF+504%
now $13.4M
AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF+2596%
now $2.2M
ELEVATION SERIES TRUST - TRUE SE BUFF ETF+64%
now $3.9M
SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC+13%
now $11.7M
SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF+13%
now $8.0M
SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF+12%
now $8.1M

+83 more in the Excel export

Trimmed (290)

$AAPLApple Inc.-29%
now $9.5M · held 10+ qtrs, 2 trims in a row
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT-47%
now $4.0M
$MSFTMICROSOFT CORP-35%
now $4.9M · held 10+ qtrs
AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF-49%
now $2.5M
$NVDANVIDIA CORP-30%
now $5.1M · held 10+ qtrs
$AMZNAMAZON COM INC-41%
now $3.0M · held 10+ qtrs

+284 more in the Excel export

Sold out (19)

$XOM.R34088EXXON MOBIL CORPwas $2.8M
held 9+ qtrs
$TPHTri Pointe Homes, Inc.was $57K
held 6 qtrs
LISTED FDS TRwas $9K
$PKSTPeakstone Realty Trustwas $8K
SPDR SERIES TRUSTwas $6K
SPDR SERIES TRUSTwas $6K

+13 more in the Excel export

Firm AUM (Form ADV): $499.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Elevated Capital Advisors, LLC has filed, 23 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Elevated Capital Advisors?

Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Elevated Capital Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+2.6%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 40% over the last 4

Top 10 weight

28%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Elevated Capital Advisors, LLC disclosed 849 positions worth $363.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 28 new positions and exited 19 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (70.5% of disclosed assets). All figures are sourced directly from Elevated Capital Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1802387.

Funds like this

managers whose biggest positions overlap Elevated Capital Advisors's

AE Wealth Management LLC$21.45B 13F book · 4 shared top holdingsSTTMCDPMAMGN FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$8.38B 13F book · 4 shared top holdingsSTTPMAMGNWFC GLOBALT Investments LLC / GA$2.90B 13F book · 5 shared top holdingsSTTSTXPMAMGN FIRST NATIONAL TRUST CO$2.95B 13F book · 4 shared top holdingsSTTMCDPMAMGN AMICA MUTUAL INSURANCE CO$1.20B 13F book · 3 shared top holdingsSTTMCDPM GHE, LLC$264.92M 13F book · 3 shared top holdingsPCNMCDTROW

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Elevated Capital Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Elevated Capital Advisors, LLC (SEC CIK: 1802387), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Elevated Capital Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.