DOSSIER · 13F-HR · Q1 2026

Elevated Capital Advisors, LLC

$397M in tracked AUM across 843 positions as of Q1 2026.

EC
CIK 0001802387 · last filed Mar 31, 2026
Total AUM
$397M
as of Q1 2026
Holdings
843
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Elevated Capital Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$12M185K3.0%
02
AAPL
APPLE INC
$12M46K2.9%
03
VUG
VANGUARD INDEX FDS
$11M26K2.8%
04
BUCK
SIMPLIFY EXCHANGE TRADED FUN
$10M441K2.6%
05
CTA
SIMPLIFY EXCHANGE TRADED FUN
$10M335K2.5%
06
SPYM
SPDR SERIES TRUST
$10M126K2.4%
07
VTV
VANGUARD INDEX FDS
$9M47K2.3%
08
MSFT
MICROSOFT CORP
$8M20K1.9%
09
AGGH
SIMPLIFY EXCHANGE TRADED FUN
$7M352K1.8%
10
FOXY
SIMPLIFY EXCHANGE TRADED FUN
$7M244K1.8%

Filing history

2026Q1Mar 31
$397M 7.4%
843 positionsView →
2025Q4Dec 31
$429M 6.7%
831 positionsView →
2025Q3Sep 30
$402M 12.7%
257 positionsView →
2025Q2Jun 30
$357M 0.0%
252 positionsLocked
2025Q1Mar 31
$357M 2.7%
252 positionsLocked
2024Q4Dec 31
$367M 2.5%
260 positionsLocked
2024Q3Sep 30
$376M 5.8%
264 positionsLocked
2024Q2Jun 30
$356M 1.9%
226 positionsLocked
2024Q1Mar 31
$349M 9.2%
175 positionsLocked
2023Q4Dec 31
$320M 8.9%
174 positionsLocked
2023Q3Sep 30
$294M 2.3%
167 positionsLocked
2023Q2Jun 30
$301M 7.7%
179 positionsLocked
Showing 12 of 22