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CIK: 0001802387
Total reported value
$363.6M
$363.6M
831 檔
16.7%
At the close of Q4 2025, Elevated Capital Advisors, LLC disclosed equity holdings valued at approximately $363.6M, spread across 831 reported holdings.
In Q4 2025, Elevated Capital Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 831 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.33% | -0.17% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.99% | +0.29% | -4.40% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.86% | +0.85% | -4.47% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.67% | +0.65% | -1.39% | |
| 5 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 2.48% | +0.59% | +19.12% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.54% | +2.25% | |
| 7 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 2.19% | -0.03% | +20.82% | |
| 8 | CTA | Simplify Managed Futures St | ETF-Other | 2.11% | +0.03% | +19.70% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.04% | +0.58% | -0.79% | |
| 10 | SVOL | Simplify Volatility Premium | ETF-Other | 1.69% | +0.35% | +19.66% | |
| 11 | FPEI | First Trust Institutional Pr | ETF-Other | 1.60% | +0.22% | -1.26% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.49% | +0.28% | -2.50% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.42% | +0.26% | -2.96% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.19% | +6.56% | |
| 15 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.14% | +0.04% | -1.32% | |
| 16 | SBAR | Simplify Barrier Income ETF | ETF-Other | 1.13% | +0.48% | +23.08% | |
| 17 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.13% | +0.41% | +22.45% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.12% | +0.06% | -1.76% | |
| 19 | PCN | Pimco Corporate & Income Str | Stock-Other | 1.08% | +0.15% | +0.40% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.30% | +0.79% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.01% | +0.06% | -1.55% | |
| 22 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.00% | +0.88% | -4.22% | |
| 23 | DSU | Blackrock Debt Strategies | Stock-Other | 0.97% | +0.13% | +1.32% | |
| 24 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 0.92% | — | -4.96% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.06% | +8.29% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.88% | +0.04% | -1.70% | |
| 27 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.88% | +0.25% | -1.46% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | +0.25% | -1.29% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.10% | -2.85% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.74% | +0.09% | -3.70% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.72% | +0.09% | -3.85% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.10% | -28.52% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-Other | 0.69% | +0.09% | -1.35% | |
| 34 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.68% | +0.11% | -3.31% | |
| 35 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.68% | +0.58% | -3.96% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.41% | -3.97% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.04% | -24.11% | |
| 38 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.57% | +0.04% | -2.42% | |
| 39 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-Other | 0.57% | +0.15% | +22.55% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | +0.20% | -1.90% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.69% | EXIT | |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.56% | +0.10% | +0.74% | |
| 43 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.55% | -0.12% | +27.47% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.06% | +2.45% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.09% | +16.48% | |
| 46 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.52% | -0.09% | +40.48% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.25% | -9.56% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.17% | -0.40% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.08% | -27.44% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.18% | +25.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BUCK | Simplify Treasury Option Inc | +0.2% | +19.12% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.29% | Add |
| 3 | HIGH | Simplify Enhanced Income ETF | +0.2% | +20.82% | Add |
| 4 | CTA | Simplify Managed Futures St | +0.2% | +19.70% | Add |
| 5 | SBAR | Simplify Barrier Income ETF | +0.2% | +23.08% | Add |
| 6 | AGGH | Simplify Aggregate Bond ETF | +0.2% | +22.45% | Add |
| 7 | SVOL | Simplify Volatility Premium | +0.1% | +19.66% | Add |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +40.48% | Add |
| 9 | ADBE | Adobe Inc | +0.1% | +44.52% | Add |
| 10 | OMC | Omnicom Group | +0.1% | +69.61% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +15.80% | Add |
| 12 | IWO | Ishares Russell 2000 Growth | +0.1% | +35.99% | Add |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +41.21% | Add |
| 14 | FIDU | Fidelity Msci Indust Indx | +0.1% | +27.47% | Add |
| 15 | GAEM | Simplify Gamma Emrg Mrk Bnd | +0.1% | +22.55% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +40.19% | Add |
| 17 | MCD | Mcdonald's CORP | +0.1% | +25.57% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +22.19% | Add |
| 19 | FUTY | Fidelity Msci US Utilities | +0.1% | +39.50% | Add |
| 20 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +28.98% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +26.57% | Add |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | +44.86% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +26.90% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +12.57% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +16.48% | Add |
| 26 | AMD | Advanced Micro Devices | +0.1% | -9.56% | Trim |
| 27 | FMAT | Fidelity Msci Materials Indx | +0.1% | +23.92% | Add |
| 28 | UNP | Union Pacific CORP | +0.1% | +31.43% | Add |
| 29 | EGP | Eastgroup Properties Inc | +0.1% | +41.04% | Add |
| 30 | ATR | Aptargroup Inc | +0.1% | +58.60% | Add |
| 31 | PEP | Pepsico Inc | 0% | +14.99% | Add |
| 32 | AAPL | Apple Inc | — | -0.17% | Trim |
| 33 | NVDA | Nvidia CORP | — | +6.56% | Add |
| 34 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -76.28% | Trim |
| 35 | ABT | Abbott Laboratories | -0.1% | -69.57% | Trim |
| 36 | NEM | Newmont CORP | -0.1% | -32.44% | Trim |
| 37 | WSM | Williams-sonoma Inc | -0.1% | -20.51% | Trim |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.39% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | -28.52% | Trim |
| 40 | GE | General Electric | -0.1% | -21.84% | Trim |
| 41 | AVGO | Broadcom Inc | -0.1% | -26.64% | Trim |
| 42 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -2.50% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | -24.11% | Trim |
| 44 | ABBV | Abbvie Inc | -0.3% | -27.44% | Trim |
| 45 | MSFT | Microsoft CORP | -0.3% | +2.25% | Add |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -4.40% | Trim |
| 47 | VUG | Vanguard Growth ETF | -0.3% | -4.47% | Trim |
| 48 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 49 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 50 | IAU | Ishares Gold Trust | — | EXIT | Sold out |
According to official SEC Form 13F filings, Elevated Capital Advisors, LLC reported a total U.S. public equity portfolio value of $363.6M across 831 disclosed positions in Q4 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 AAPL, SPYM, VUG) accounted for 16.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
LULU
市值: $507.3K
Top Position Liquidated / Trimmed
IPG
前期市值: $803.6K
During Q4 2025, Elevated Capital Advisors, LLC's top holdings by market value included AAPL (3.2%)、SPYM (3.0%)、VUG (2.9%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q4 2025, Elevated Capital Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 15 holdings, and fully liquidating 2 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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