Top 50 Elevation Capital Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 12.14% | 311.2K | $28.5M | +109.21%(+162.43K) | $91.57(-0.15%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.62% | 18.8K | $10.9M | -12.45%(-2.67K) | $539.88(+31.99%) | 2026-03-31 | |
| STPZ | PIMCO ETF TR | 3.32% | 144.0K | $7.8M | +1021.11%(+131.14K) | $53.82(-1.71%) | 2026-03-31 | |
| BAB | INVESCO EXCH TRADED FD TR II | 3.29% | 286.4K | $7.7M | new | $27.01(-0.82%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.25% | 248.8K | $7.6M | +399.24%(+198.95K) | $28.67(+12.98%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.21% | 150.8K | $7.5M | +18.38%(+23.41K) | $50.06(-0.95%) | 2026-03-31 | |
| ULST | SSGA ACTIVE ETF TR | 3.08% | 178.7K | $7.2M | +1299.91%(+165.91K) | $40.50(-0.47%) | 2026-03-31 | |
| FLQL | FRANKLIN TEMPLETON ETF TR | 2.81% | 97.6K | $6.6M | +24.04%(+18.91K) | $68.05(+13.07%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.75% | 33.7K | $6.5M | -44.80%(-27.36K) | $183.34(+19.14%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.61% | 62.7K | $6.1M | +753.13%(+55.37K) | $89.78(+30.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.43% | +13.89% |
| Top 20 Holdings Unweighted | +4.36% | +13.65% |
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