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Elevated Capital Advisors, LLC

Portfolio Manager
Elevated Capital Advisors, LLC
Performance
-4.25% (2026 Q1)
AUM (13F)
$397.34M
# of Holdings
843
Performance Rank
Allocation (Top 20)
39.04%

Elevated Capital Advisors, LLC Holdings Map

Top 50 Elevated Capital Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
2.99%185.2K$11.9M
+1.01%(+1.84K)
2025-Q1: 181.9K shares2025-Q2: 181.9K shares2025-Q3: 185.9K shares2025-Q4: 183.3K shares2026-Q1: 185.2K shares
$42.27(+67.09%)
2026-03-31
AAPL
APPLE INC
2.94%46.0K$11.7M
-8.50%(-4.27K)
2025-Q1: 49.7K shares2025-Q2: 49.7K shares2025-Q3: 50.4K shares2025-Q4: 50.3K shares2026-Q1: 46.0K shares
$132.27(+125.96%)
2026-03-31
VUG
VANGUARD INDEX FDS
2.84%25.8K$11.3M
+2.73%(+685)
2025-Q1: 26.8K shares2025-Q2: 26.8K shares2025-Q3: 26.3K shares2025-Q4: 25.1K shares2026-Q1: 25.8K shares
$40.36(+116.82%)
2026-03-31
BUCK
SIMPLIFY EXCHANGE TRADED FUN
2.61%441.4K$10.4M
-1.67%(-7.51K)
2025-Q1: 219.0K shares2025-Q2: 219.0K shares2025-Q3: 376.9K shares2025-Q4: 448.9K shares2026-Q1: 441.4K shares
$24.17(-2.45%)
2026-03-31
CTA
SIMPLIFY EXCHANGE TRADED FUN
2.55%334.8K$10.1M
+0.82%(+2.72K)
2025-Q1: 192.1K shares2025-Q2: 192.1K shares2025-Q3: 277.5K shares2025-Q4: 332.1K shares2026-Q1: 334.8K shares
$27.96(+13.34%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.42%125.6K$9.6M
-21.49%(-34.38K)
2025-Q1: 197.6K shares2025-Q2: 197.6K shares2025-Q3: 167.3K shares2025-Q4: 160.0K shares2026-Q1: 125.6K shares
$53.47(+63.41%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.32%46.9K$9.2M
+2.29%(+1.05K)
2025-Q1: 44.5K shares2025-Q2: 44.5K shares2025-Q3: 46.3K shares2025-Q4: 45.9K shares2026-Q1: 46.9K shares
$137.79(+51.23%)
2026-03-31
MSFT
MICROSOFT CORP
1.9%20.4K$7.5M
+2.96%(+586)
2025-Q1: 19.3K shares2025-Q2: 19.3K shares2025-Q3: 19.4K shares2025-Q4: 19.8K shares2026-Q1: 20.4K shares
$326.38(+24.15%)
2026-03-31
AGGH
SIMPLIFY EXCHANGE TRADED FUN
1.8%351.5K$7.2M
+50.56%(+118.05K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 190.7K shares2025-Q4: 233.5K shares2026-Q1: 351.5K shares
$20.63(-1.64%)
2026-03-31
FOXY
SIMPLIFY EXCHANGE TRADED FUN
1.8%243.9K$7.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 243.9K shares
$28.22(+3.73%)
2026-03-31

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