Elevation Capital Advisory, LLC

Est. AUM

$234.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$28.5M	311169	12.16%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$10.9M	18804	4.63%	SOLE
3	PIMCO ETF TR	1-5 US TIP IDX	$7.8M	143984	3.32%	SOLE
4	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$7.7M	286444	3.29%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.6M	248785	3.26%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$7.5M	150779	3.21%	SOLE
7	SSGA ACTIVE ETF TR	STATE STREET ULT	$7.2M	178670	3.09%	SOLE
8	FRANKLIN TEMPLETON ETF TR	US LRG CP MLTFCT	$6.6M	97571	2.81%	SOLE
9	ISHARES TR	MSCI USA QLT FCT	$6.5M	33703	2.76%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$6.1M	62722	2.62%	SOLE
11	VANGUARD WORLD FD	MEGA GRWTH IND	$6.1M	16656	2.61%	SOLE
12	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$6.0M	49089	2.55%	SOLE
13	FIRST TR EXCHANGE-TRADED FD	SHS	$5.5M	108285	2.35%	SOLE
14	VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.3M	55131	2.27%	SOLE
15	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.2M	94480	2.23%	SOLE
16	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.0M	99225	2.14%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$4.9M	65473	2.10%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$4.7M	43664	2.00%	SOLE
19	RBB FD INC	MOTLEY FOL ETF	$4.6M	70205	1.98%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	25881	1.89%	SOLE
21	ISHARES TR	CORE 60/40 BALAN	$4.3M	67214	1.84%	SOLE
22	ISHARES TR	MSCI USA MMENTM	$4.2M	17621	1.80%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	BLOOMBERG PRICIN	$4.2M	48569	1.78%	SOLE
24	ISHARES TR	CORE 30/70 CONSE	$4.1M	102956	1.75%	SOLE
25	ISHARES TR	RUS TP200 GR ETF	$4.0M	15980	1.70%	SOLE
26	ISHARES TR	MORNINGSTAR GRWT	$4.0M	41524	1.69%	SOLE
27	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.9M	134363	1.67%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.7M	6275	1.60%	SOLE
29	HARBOR ETF TRUST	HARBOR COMMODITY	$3.7M	118960	1.57%	SOLE
30	WISDOMTREE TR	US QTLY DIV GRT	$3.6M	41433	1.55%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$3.6M	24996	1.55%	SOLE
32	AMERICAN CENTY ETF TR	US QUALITY GROW	$2.5M	24144	1.08%	SOLE
33	ISHARES TR	MSCI USA MIN VOL	$2.4M	25569	1.01%	SOLE
34	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$2.3M	31127	0.97%	SOLE
35	SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.2M	73208	0.95%	SOLE
36	ISHARES TR	MORNINGSTR US EQ	$2.2M	24556	0.94%	SOLE
37	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.7M	15480	0.72%	SOLE
38	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.3M	14413	0.57%	SOLE
39	ISHARES TR	CONV BD ETF	$1.3M	13114	0.57%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	7483	0.57%	SOLE
41	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$1.3M	16954	0.57%	SOLE
42	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$1.3M	21728	0.56%	SOLE
43	FIRST TR EXCHANGE TRADED FD	MULTI ASSET DI	$1.3M	79459	0.55%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	41729	0.55%	SOLE
45	ISHARES TR	U S EQUITY FACTR	$1.3M	18932	0.53%	SOLE
46	ISHARES TR	MSCI EAFE MIN VL	$1.2M	13430	0.52%	SOLE
47	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	20692	0.51%	SOLE
48	SSGA ACTIVE ETF TR	STATE STREET MUL	$1.2M	32565	0.50%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET COM	$1.2M	10554	0.50%	SOLE
50	ISHARES TR	S&P 100 ETF	$1.1M	3595	0.49%	SOLE

1–50 of 64

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