StockDriftsStockDriftsTop 50 Elevated Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 3.69% | 155.9K | $13.4M | +0.72%(+1.11K) | $40.63(+119.49%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.64% | 186.0K | $13.3M | +0.43%(+798) | $42.38(+74.65%) | 2026-06-30 | |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 3.2% | 497.6K | $11.7M | +12.72%(+56.16K) | $24.09(-2.84%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.9% | 48.3K | $10.5M | +2.96%(+1.39K) | $139.74(+62.81%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.71% | 112.0K | $9.8M | -10.83%(-13.61K) | $53.47(+70.68%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.61% | 32.8K | $9.5M | -28.63%(-13.17K) | $132.27(+130.88%) | 2026-06-30 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 2.58% | 361.0K | $9.4M | +7.81%(+26.14K) | $27.98(-1.69%) | 2026-06-30 | |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 2.26% | 320.8K | $8.2M | +11.42%(+32.87K) | $25.82(-0.00%) | 2026-06-30 | |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | 2.24% | 273.4K | $8.1M | +12.09%(+29.49K) | $28.38(-1.89%) | 2026-06-30 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 2.21% | 397.8K | $8.0M | +13.17%(+46.28K) | $20.58(-3.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.38% | +27.32% | +9.38% | +56.54% |
| Top 20 Holdings Unweighted | +6.50% | +20.79% | +8.35% | +49.36% |
Elevated Capital Advisors, LLC reports $363.62M in US-listed equity holdings across 849 positions in its most recent 13F filing. Its largest disclosed positions are VUG (3.7%), VEA (3.6%) and BUCK (3.2%). The top 20 holdings account for 43.12% of reported assets. Its disclosed equity book has returned +27.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevated Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802387). View Elevated Capital Advisors, LLC’s 13F filings on SEC