Elevated Capital Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Elevated Capital Advisors, Llc disclosed 844 stock positions valued at approximately $363.62M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and SIMPLIFY EXCHANGE TRADED FUN.
- Report Period
- June 30, 2026
- No. of Stocks
- 844
- Portfolio Value
- $363.62M
Holdings by Sector
Elevated Capital Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 3.69% | 155,917 | +130,116 | +504.31% | $13,430,670 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.64% | 185,986 | +798 | +0.43% | $13,251,510 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 3.20% | 497,573 | +56,156 | +12.72% | $11,653,154 |
| VANGUARD INDEX FDS | VTV | Other | 2.90% | 48,340 | +1,392 | +2.96% | $10,534,795 |
| SPDR SERIES TRUST | SPLG | Other | 2.71% | 111,996 | -13,605 | -10.83% | $9,842,236 |
| APPLE INC | AAPL | Technology | 2.61% | 32,827 | -13,171 | -28.63% | $9,498,761 |
| SIMPLIFY EXCHANGE TRADED FUN | CTA | Other | 2.58% | 360,978 | +26,138 | +7.81% | $9,363,766 |
| SIMPLIFY EXCHANGE TRADED FUN | SBAR | Other | 2.26% | 320,829 | +32,874 | +11.42% | $8,213,225 |
| SIMPLIFY EXCHANGE TRADED FUN | FOXY | Other | 2.24% | 273,420 | +29,491 | +12.09% | $8,145,189 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGH | Other | 2.21% | 397,811 | +46,281 | +13.17% | $8,023,849 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 1.98% | 372,937 | +5,446 | +1.48% | $7,193,959 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.92% | 144,433 | +9,089 | +6.72% | $6,994,873 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.81% | 84,558 | +5,859 | +7.44% | $6,587,885 |
| SIMPLIFY EXCHANGE TRADED FUN | SVOL | Other | 1.53% | 346,217 | +41,576 | +13.65% | $5,553,319 |
| NVIDIA CORPORATION | NVDA | Technology | 1.40% | 25,524 | -10,748 | -29.63% | $5,107,074 |
| MICROSOFT CORP | MSFT | Technology | 1.36% | 13,211 | -7,184 | -35.22% | $4,928,014 |
| PIMCO CORPORATE & INCM STRG | PCN | Financial Services | 1.35% | 411,339 | +11,593 | +2.90% | $4,915,506 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 1.27% | 94,673 | -123 | -0.13% | $4,606,805 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.23% | 75,231 | +3,503 | +4.88% | $4,490,552 |
| BLACKROCK DEBT STRATEGIES FD | DSU | Financial Services | 1.23% | 462,634 | +7,140 | +1.57% | $4,487,554 |
| AIM ETF PRODUCTS TRUST | SIXO | Other | 1.10% | 111,448 | -98,569 | -46.93% | $3,997,640 |
| ELEVATION SERIES TRUST | ONEZ | Other | 1.09% | 143,052 | +56,023 | +64.37% | $3,946,805 |
| INVESCO QQQ TR | QQQ | Other | 1.05% | 5,181 | +781 | +17.75% | $3,815,341 |
| AIM ETF PRODUCTS TRUST | MAYW | Other | 0.99% | 103,773 | +103,773 | +100.00% | $3,608,187 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 0.92% | 163,300 | -2,502 | -1.51% | $3,335,404 |
| JANUS DETROIT STR TR | VNLA | Other | 0.91% | 67,641 | -2,750 | -3.91% | $3,305,282 |
| AIM ETF PRODUCTS TRUST | SIXD | Other | 0.90% | 105,606 | +102,189 | +2990.61% | $3,256,361 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.89% | 69,468 | +1,677 | +2.47% | $3,251,796 |
| PIMCO ETF TR | PYLD | Other | 0.88% | 120,324 | -4,424 | -3.55% | $3,190,992 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.87% | 41,213 | +1,008 | +2.51% | $3,161,004 |
Showing 30 of 844 holdings in the latest reporting period.