Top 50 Elevated Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 2.99% | 185.2K | $11.9M | +1.01%(+1.84K) | $42.27(+67.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.94% | 46.0K | $11.7M | -8.50%(-4.27K) | $132.27(+125.96%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.84% | 25.8K | $11.3M | +2.73%(+685) | $40.36(+116.82%) | 2026-03-31 | |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 2.61% | 441.4K | $10.4M | -1.67%(-7.51K) | $24.17(-2.45%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 2.55% | 334.8K | $10.1M | +0.82%(+2.72K) | $27.96(+13.34%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.42% | 125.6K | $9.6M | -21.49%(-34.38K) | $53.47(+63.41%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.32% | 46.9K | $9.2M | +2.29%(+1.05K) | $137.79(+51.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.9% | 20.4K | $7.5M | +2.96%(+586) | $326.38(+24.15%) | 2026-03-31 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.8% | 351.5K | $7.2M | +50.56%(+118.05K) | $20.63(-1.64%) | 2026-03-31 | |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | 1.8% | 243.9K | $7.1M | new | $28.22(+3.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.56% | +24.45% |
| Top 20 Holdings Unweighted | +5.73% | +18.19% |
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