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CIK: 0001802387
Total reported value
$363.6M
$363.6M
257 檔
16.4%
As reported in its official Q3 2025 Form 13F filing, Elevated Capital Advisors, LLC's tracked investment portfolio stood at $363.6M with 257 total positions.
In Q3 2025, Elevated Capital Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | +0.29% | -15.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.33% | +1.41% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.14% | +0.85% | -1.81% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.77% | +0.65% | +2.22% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.54% | +0.51% | |
| 6 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 2.23% | +0.59% | +72.05% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.15% | +0.58% | +4.04% | |
| 8 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 2.00% | -0.03% | +107.93% | |
| 9 | CTA | Simplify Managed Futures St | ETF-Other | 1.93% | +0.03% | +44.47% | |
| 10 | FPEI | First Trust Institutional Pr | ETF-Other | 1.72% | +0.22% | -4.26% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.67% | +0.28% | -8.08% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.56% | +0.26% | -8.32% | |
| 13 | SVOL | Simplify Volatility Premium | ETF-Other | 1.55% | +0.35% | +45.86% | |
| 14 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.24% | +0.04% | -11.27% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.22% | +0.06% | -11.62% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.19% | -0.38% | |
| 17 | PCN | Pimco Corporate & Income Str | Stock-Other | 1.20% | +0.15% | -0.37% | |
| 18 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.09% | +0.88% | -13.89% | |
| 19 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.07% | +0.06% | -5.03% | |
| 20 | DSU | Blackrock Debt Strategies | Stock-Other | 1.06% | +0.13% | -2.81% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.30% | +1.27% | |
| 22 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 1.02% | — | -14.08% | |
| 23 | SBAR | Simplify Barrier Income ETF | ETF-Other | 0.98% | +0.48% | — | |
| 24 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.98% | +0.41% | — | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.96% | +0.04% | -11.44% | |
| 26 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.96% | +0.25% | -9.15% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | +0.25% | +3.21% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.10% | -9.50% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.81% | +0.09% | -7.64% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.04% | -9.67% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.80% | +0.09% | -8.24% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.10% | -16.07% | |
| 33 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.77% | +0.11% | -6.91% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | -0.08% | +5.24% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.74% | +0.09% | -4.73% | |
| 36 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.74% | +0.58% | -15.50% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.41% | -3.47% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.06% | +19.40% | |
| 39 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.62% | +0.04% | -10.95% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | +0.20% | +2.78% | |
| 41 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.60% | +0.10% | -2.61% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.01% | -12.01% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.06% | +2.26% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.53% | +0.17% | -11.31% | |
| 45 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.53% | -0.39% | -14.42% | |
| 46 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.52% | +0.06% | -30.60% | |
| 47 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.50% | — | -13.53% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.69% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.09% | +14.16% | |
| 50 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-Other | 0.49% | +0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HIGH | Simplify Enhanced Income ETF | +1% | +107.93% | Add |
| 2 | BUCK | Simplify Treasury Option Inc | +0.7% | +72.05% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.51% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | -0.38% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.4% | -1.81% | Trim |
| 6 | CTA | Simplify Managed Futures St | +0.3% | +44.47% | Add |
| 7 | SVOL | Simplify Volatility Premium | +0.3% | +45.86% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +19.40% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | -9.67% | Trim |
| 10 | STX | Seagate Technology Holdings plc | +0.2% | -30.60% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.22% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +6.95% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | -19.72% | Trim |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +49.41% | Add |
| 15 | IWO | Ishares Russell 2000 Growth | +0.1% | +48.46% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -16.07% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +14.16% | Add |
| 18 | FIDU | Fidelity Msci Indust Indx | +0.1% | +23.68% | Add |
| 19 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +27.93% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +1.41% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.21% | Add |
| 22 | NEM | Newmont CORP | +0.1% | -13.80% | Trim |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +49.99% | Add |
| 24 | FUTY | Fidelity Msci US Utilities | +0.1% | +44.19% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -3.47% | Trim |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +9.47% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +1.27% | Add |
| 28 | ABBV | Abbvie Inc | 0% | +5.24% | Add |
| 29 | VTV | Vanguard Value ETF | — | +4.04% | Add |
| 30 | BOND | Pimco Active Bond Exchange-t | -0.3% | -11.44% | Trim |
| 31 | PYLD | Pimco Multisector Bond Actv | -0.3% | -11.62% | Trim |
| 32 | VNLA | Janus Henderson Short Durati | -0.3% | -11.27% | Trim |
| 33 | BSV | Vanguard Short-term Bond ETF | -0.4% | -8.32% | Trim |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | -8.08% | Trim |
| 35 | SBAR | Simplify Barrier Income ETF | — | NEW | New buy |
| 36 | AGGH | Simplify Aggregate Bond ETF | — | NEW | New buy |
| 37 | GAEM | Simplify Gamma Emrg Mrk Bnd | — | NEW | New buy |
| 38 | DECZ | Trueshares Struc Out Dec ETF | — | NEW | New buy |
| 39 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 40 | WBA | Walgreens Boots Alliance Inc | — | EXIT | Sold out |
| 41 | JULZ | Ts Str Outcome Jul ETF | — | NEW | New buy |
| 42 | NOVZ | Trueshares Struc Outcome Nov | — | NEW | New buy |
| 43 | MARZ | Trueshares Struc Outcome Mar | — | NEW | New buy |
| 44 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 45 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 46 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 47 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 48 | JANZ | Trueshares Struct Outc Jan | — | NEW | New buy |
| 49 | ✓ | Listed Fd Tr | — | EXIT | Sold out |
| 50 | APRZ | Trueshares Str Outcome April | — | NEW | New buy |
According to official SEC Form 13F filings, Elevated Capital Advisors, LLC reported a total U.S. public equity portfolio value of $363.6M across 257 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, VUG) accounted for 16.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
SBAR
市值: $4.0M
Top Position Liquidated / Trimmed
LISTED FD TR
前期市值: $1.2M
During Q3 2025, Elevated Capital Advisors, LLC's top holdings by market value included SPYM (3.3%)、AAPL (3.2%)、VUG (3.1%). The largest single position, SPYM, represented 3.3% of total portfolio value.
In Q3 2025, Elevated Capital Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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