Elevated Capital Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Elevated Capital Advisors, LLC 13F Holdings
CIK 0001802387 · SANDY, UT
As of Sep 30, 2025, Elevated Capital Advisors, LLC reported
257 positions worth $382.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 167,349 |
|
3.1M3.42% |
| APPLE INC | AAPL | Technology | 50,356 |
2.8M | 3.35% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 26,291 |
2.6M | 3.29% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 185,919 |
1.1M | 2.91% |
| MICROSOFT CORP | MSFT | Technology | 19,373 |
0.0M | 2.62% |
| SIMPLIFY TREASURY OPTION INCOME ETF | BUCK | — | 376,857 | $9.0M | 2.35% |
| VANGUARD VALUE INDEX FUND | VTV | — | 46,262 | $8.6M | 2.25% |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH | — | 348,295 | $8.0M | 2.10% |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | CTA | — | 277,459 | $7.8M | 2.03% |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF | FPEI | — | 358,418 | $6.9M | 1.81% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 135,558 | $6.7M | 1.75% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 79,661 | $6.3M | 1.64% |
| SIMPLIFY VOLATILITY PREMIUM ETF | SVOL | — | 345,650 | $6.2M | 1.63% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | VNLA | — | 100,981 | $5.0M | 1.30% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 183,127 | $4.9M | 1.28% |
| NVIDIA CORP | NVDA | Technology | 25,927 | $4.8M | 1.26% |
| PIMCO CORPORATE & INCM STRG FD COM | PCN | — | 361,168 | $4.8M | 1.26% |
| AIM ETF PRODUCTS TRUST | — | — | 154,367 | $4.4M | 1.14% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 99,577 | $4.3M | 1.13% |
| BLACKROCK DEBT STRATEGIES FUND INC | DSU | — | 401,963 | $4.3M | 1.12% |
| AMAZON.COM INC | AMZN | Equity | 18,890 | $4.1M | 1.08% |
| ALLIANZIM US LARGE CAP BUFFER20 AUG ETF | AUGW | — | 127,935 | $4.1M | 1.07% |
| SIMPLIFY EXCHANGE TRADED FUN | SBAR | — | 150,699 | $4.0M | 1.03% |
| SIMPLIFY AGGREGATE BOND ETF | AGGH | — | 190,678 | $3.9M | 1.03% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 41,477 | $3.9M | 1.01% |