Elevated Capital Advisors, LLC

Est. AUM

$396.7M

13F long equity, this entity only

Positions

838

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.9M	185188	2.99%	SOLE
2	APPLE INC	COM	$11.7M	45998	2.94%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$11.3M	25801	2.84%	SOLE
4	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$10.4M	441417	2.62%	SOLE
5	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$10.1M	334840	2.55%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$9.6M	125601	2.42%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$9.2M	46948	2.32%	SOLE
8	MICROSOFT CORP	COM	$7.5M	20395	1.90%	SOLE
9	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$7.2M	351530	1.80%	SOLE
10	SIMPLIFY EXCHANGE TRADED FUN	CURRENCY STRATEG	$7.1M	243929	1.80%	SOLE
11	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$7.1M	210017	1.79%	SOLE
12	SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$7.1M	287955	1.78%	SOLE
13	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$7.0M	367491	1.76%	SOLE
14	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$6.5M	135344	1.64%	SOLE
15	NVIDIA CORPORATION	COM	$6.3M	36272	1.59%	SOLE
16	VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.2M	78699	1.56%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	SHS	$4.8M	94796	1.21%	SOLE
18	PIMCO CORPORATE & INCM STRG	COM	$4.8M	399746	1.20%	SOLE
19	SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$4.7M	304641	1.18%	SOLE
20	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$4.6M	120829	1.17%	SOLE
21	AMAZON COM INC	COM	$4.4M	21118	1.11%	SOLE
22	BLACKROCK DEBT STRATEGIES FD	COM NEW	$4.4M	455494	1.10%	SOLE
23	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$4.3M	136529	1.09%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.9M	71728	0.98%	SOLE
25	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$3.7M	95852	0.94%	SOLE
26	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.5M	165802	0.88%	SOLE
27	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$3.4M	70391	0.87%	SOLE
28	PIMCO ETF TR	MULTISECTOR BD	$3.3M	124748	0.82%	SOLE
29	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$3.2M	67791	0.80%	SOLE
30	VANGUARD BD INDEX FDS	INTERMED TERM	$3.1M	40205	0.78%	SOLE
31	VANGUARD BD INDEX FDS	LONG TERM BOND	$3.0M	43130	0.75%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	SHS	$3.0M	63001	0.75%	SOLE
33	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.9M	110769	0.74%	SOLE
34	EXXON MOBIL CORP	COM	$2.8M	16249	0.69%	SOLE
35	ELEVATION SERIES TRUST	TRUESHARES QUART	$2.7M	111442	0.68%	SOLE
36	PIMCO ETF TR	ACTIVE BD ETF	$2.6M	27930	0.65%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$2.5M	4400	0.64%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	9665	0.64%	SOLE
39	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.5M	50656	0.62%	SOLE
40	SIMPLIFY EXCHANGE TRADED FUN	GAMMA EMERGING	$2.4M	93843	0.61%	SOLE
41	ALPHABET INC	CAP STK CL A	$2.4M	8352	0.61%	SOLE
42	BROADCOM INC	COM	$2.3M	7499	0.59%	SOLE
43	ELEVATION SERIES TRUST	TRUESHARES SEASO	$2.2M	87029	0.55%	SOLE
44	ELEVATION SERIES TRUST	TRUESHARES STRUC	$2.1M	52513	0.54%	SOLE
45	VISA INC	COM CL A	$2.1M	7051	0.54%	SOLE
46	ISHARES TR	MSCI USA QLT FCT	$2.0M	10466	0.51%	SOLE
47	MCDONALDS CORP	COM	$2.0M	6401	0.50%	SOLE
48	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$1.9M	42876	0.47%	SOLE
49	FIDELITY COVINGTON TRUST	MSCI INDL INDX	$1.8M	21272	0.46%	SOLE
50	ALPHABET INC	CAP STK CL C	$1.8M	6408	0.46%	SOLE

1–50 of 838

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.