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CIK: 0001802387
Total reported value
$363.6M
$363.6M
843 檔
15.2%
During the Q1 2026 filing period, Elevated Capital Advisors, LLC (CIK: 0001802387) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $363.6M across 843 reported positions.
In Q1 2026, Elevated Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 116 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 843 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.99% | +0.65% | +1.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.33% | -8.50% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.84% | +0.85% | +2.73% | |
| 4 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 2.61% | +0.59% | -1.67% | |
| 5 | CTA | Simplify Managed Futures St | ETF-Other | 2.55% | +0.03% | +0.82% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | +0.29% | -21.49% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.32% | +0.58% | +2.29% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.54% | +2.96% | |
| 9 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.80% | +0.41% | +50.56% | |
| 10 | FOXY | Simplify Currency Strtgy ETF | ETF-Other | 1.80% | +0.44% | — | |
| 11 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.79% | -0.69% | +1166.38% | |
| 12 | SBAR | Simplify Barrier Income ETF | ETF-Other | 1.78% | +0.48% | +55.25% | |
| 13 | FPEI | First Trust Institutional Pr | ETF-Other | 1.76% | +0.22% | +3.84% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.64% | +0.28% | +2.41% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | -0.19% | +31.29% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.55% | +0.26% | +1.80% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.21% | +0.06% | -3.30% | |
| 18 | PCN | Pimco Corporate & Income Str | Stock-Other | 1.20% | +0.15% | +10.24% | |
| 19 | SVOL | Simplify Volatility Premium | ETF-Other | 1.18% | +0.35% | -26.34% | |
| 20 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.17% | -0.48% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.30% | +10.92% | |
| 22 | DSU | Blackrock Debt Strategies | Stock-Other | 1.10% | +0.13% | +11.84% | |
| 23 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 1.09% | -0.45% | +521.35% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | +0.25% | +2.49% | |
| 25 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.94% | -0.39% | +81.93% | |
| 26 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.88% | +0.04% | +48.14% | |
| 27 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.87% | +0.04% | -29.36% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.82% | +0.06% | -30.66% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.80% | +0.09% | +1.18% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.78% | +0.09% | +1.51% | |
| 31 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.75% | +0.11% | +2.05% | |
| 32 | FVD | First Trust Value Line Dvd | ETF-Other | 0.75% | +0.09% | -1.37% | |
| 33 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 0.74% | -0.28% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.69% | EXIT | |
| 35 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.68% | -0.29% | +184.70% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.65% | +0.04% | -31.50% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.41% | -0.18% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | +0.20% | +2.67% | |
| 39 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.62% | +0.10% | +3.58% | |
| 40 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-Other | 0.61% | +0.15% | +2.31% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.06% | -31.26% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.12% | +78.34% | |
| 43 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.55% | +0.54% | — | |
| 44 | SEPZ | Trueshares Struc Out Sep ETF | ETF-Other | 0.54% | +0.07% | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | -0.06% | +4.03% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.17% | -4.73% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.18% | -8.48% | |
| 48 | EMLP | First Trust North American E | ETF-Other | 0.47% | +0.04% | -6.30% | |
| 49 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.46% | -0.12% | -26.20% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.10% | -31.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SIXO | Allian US Equ 6 Mon Bu10-usd | +1.7% | +1166.38% | Add |
| 2 | SEPW | Alianzim US Eq Bfr20 Sep-usd | +0.9% | +521.35% | Add |
| 3 | AGGH | Simplify Aggregate Bond ETF | +0.7% | +50.56% | Add |
| 4 | SBAR | Simplify Barrier Income ETF | +0.7% | +55.25% | Add |
| 5 | QBER | Trueshares Quartly B Hdg ETF | +0.5% | +184.70% | Add |
| 6 | JULW | Alianzim US Eq Bfr20 Jul-usd | +0.5% | +81.93% | Add |
| 7 | CTA | Simplify Managed Futures St | +0.4% | +0.82% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | +31.29% | Add |
| 9 | FHLC | Fidelity Msci Health Care | +0.3% | +736.34% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.3% | +1.01% | Add |
| 11 | TUA | Sim St Treas Fut Strat ETF | +0.3% | +48.14% | Add |
| 12 | ADM | Archer-daniels-midland Co | +0.3% | +197087.50% | Add |
| 13 | TROW | T Rowe Price Group Inc | +0.3% | +194.20% | Add |
| 14 | VTV | Vanguard Value ETF | +0.3% | +2.29% | Add |
| 15 | INTU | Intuit Inc | +0.3% | +308.86% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +78.34% | Add |
| 17 | RF | Regions Financial CORP | +0.2% | +1482.84% | Add |
| 18 | FDL | First Trust Morn Dvd Lead In | +0.2% | -3.30% | Trim |
| 19 | MU | Micron Technology Inc | +0.2% | +6323.53% | Add |
| 20 | JANZ | Trueshares Struct Outc Jan | +0.2% | +161.37% | Add |
| 21 | CVS | Cvs Health CORP | +0.2% | +6039.88% | Add |
| 22 | PFE | Pfizer Inc | +0.2% | +85.51% | Add |
| 23 | ORCL | Oracle CORP | +0.2% | +1455.41% | Add |
| 24 | AMGN | Amgen Inc | +0.2% | +146.87% | Add |
| 25 | WMT | Walmart Inc | +0.2% | +284.81% | Add |
| 26 | WFC | Wells Fargo & Co | +0.2% | +338.90% | Add |
| 27 | AMAT | Applied Materials Inc | +0.2% | +7.89% | Add |
| 28 | BBY | Best Buy Co Inc | +0.2% | +3903.93% | Add |
| 29 | GPC | Genuine Parts Co | +0.1% | +693.41% | Add |
| 30 | VLO | Valero Energy CORP | +0.1% | +9.01% | Add |
| 31 | CMCSA | Comcast Corp-class A | +0.1% | +2879.43% | Add |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -18.79% | Trim |
| 33 | BUCK | Simplify Treasury Option Inc | +0.1% | -1.67% | Trim |
| 34 | DSU | Blackrock Debt Strategies | +0.1% | +11.84% | Add |
| 35 | LEN | Lennar Corp-a | +0.1% | +63422.22% | Add |
| 36 | VRSK | Verisk Analytics Inc | +0.1% | +126500.00% | Add |
| 37 | NEE | Nextera Energy Inc | +0.1% | +1043.74% | Add |
| 38 | PCN | Pimco Corporate & Income Str | +0.1% | +10.24% | Add |
| 39 | C | Citigroup Inc | +0.1% | +5892.54% | Add |
| 40 | PLTR | Palantir Technologies Inc-a | +0.1% | +1483.09% | Add |
| 41 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +3018.64% | Add |
| 42 | ACN | Accenture plc | +0.1% | +100.24% | Add |
| 43 | SKOR | Flexshares Credit-scored US | +0.1% | +50.96% | Add |
| 44 | MS | Morgan Stanley | +0.1% | +1130.32% | Add |
| 45 | BMY | Bristol-myers Squibb Co | +0.1% | +122.84% | Add |
| 46 | SPD | Simplify US Eqty Plus Down | +0.1% | +54.41% | Add |
| 47 | META | Meta Platforms Inc-class A | +0.1% | +29.28% | Add |
| 48 | EMLP | First Trust North American E | +0.1% | -6.30% | Trim |
| 49 | D | Dominion Energy Inc | +0.1% | +9.87% | Add |
| 50 | MO | Altria Group Inc | +0.1% | +7.59% | Add |
According to official SEC Form 13F filings, Elevated Capital Advisors, LLC reported a total U.S. public equity portfolio value of $363.6M across 843 disclosed positions in Q1 2026.
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 VEA, AAPL, VUG) accounted for 15.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
FOXY
市值: $7.1M
Top Position Liquidated / Trimmed
FEBW
前期市值: $1.3M
During Q1 2026, Elevated Capital Advisors, LLC's top holdings by market value included VEA (3.0%)、AAPL (2.9%)、VUG (2.8%). The largest single position, VEA, represented 3.0% of total portfolio value.
In Q1 2026, Elevated Capital Advisors, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 52 positions, trimming 116 holdings, and fully liquidating 11 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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