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Elevated Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Elevated Capital Advisors, LLC

Investment Activity

  • Elevated Capital Advisors, LLC has $397.34 million in total holdings as of March 31, 2026.
  • Elevated Capital Advisors, LLC owns shares of 843 different stocks, but just 114 companies or ETFs make up 80% of its holdings.
  • Approximately 18.76% of the portfolio was purchased this quarter.
  • About 25.34% of the portfolio was sold this quarter.
  • This quarter, Elevated Capital Advisors, LLC has purchased 831 new stocks and bought additional shares in 126 stocks.
  • Elevated Capital Advisors, LLC sold shares of 261 stocks and completely divested from 48 stocks this quarter.

Largest New Holdings this Quarter

82889N368 - SIMPLIFY EXCHANGE TRADED FUN
$7,132,488 Holding
00888H505 - AllianzIM U.S. Large Cap Buffer20 Oct ETF
$4,648,292 Holding
00888H521 - AIM ETF PRODUCTS TRUST
$2,944,240 Holding
210322608 - ELEVATION SERIES TRUST
$2,178,902 Holding
210322798 - ELEVATION SERIES TRUST
$2,132,637 Holding

Largest Purchases this Quarter

SIMPLIFY EXCHANGE TRADED FUN
243,929 shares (about $7.13M)
AllianzIM U.S. Large Cap Buffer20 Oct ETF
120,829 shares (about $4.65M)
AIM ETF PRODUCTS TRUST
114,556 shares (about $3.62M)
AIM ETF PRODUCTS TRUST
110,769 shares (about $2.94M)

Largest Sales this Quarter

Simplify Enhanced Income ETF
404,059 shares (about $8.62M)
AIM ETF PRODUCTS TRUST
144,438 shares (about $4.08M)
AIM ETF PRODUCTS TRUST
118,937 shares (about $3.82M)
AllianzIM U.S. Large Cap Buffer20 Jun ETF
84,545 shares (about $2.82M)
SPDR Portfolio S&P 500 ETF
34,383 shares (about $2.63M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElevated Capital Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,866,839$118,163 â–²1.0%185,1883.0%ETF
Apple Inc. stock logo
AAPL
Apple
$11,673,765$1,084,692 â–¼-8.5%45,9982.9%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,269,783$299,206 â–²2.7%25,8012.8%ETF
BUCK
Simplify Treasury Option Income ETF
$10,375,496$176,475 â–¼-1.7%441,4172.6%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$10,118,855$82,168 â–²0.8%334,8402.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$9,613,475$2,631,668 â–¼-21.5%125,6012.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,211,105$206,597 â–²2.3%46,9482.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,549,657$216,921 â–²3.0%20,3951.9%Computer and Technology
Simplify Aggregate Bond ETF stock logo
AGGH
Simplify Aggregate Bond ETF
$7,153,640$2,402,400 â–²50.6%351,5301.8%ETF
SIMPLIFY EXCHANGE TRADED FUN
$7,132,488$7,132,488 â–²New Holding243,9291.8%CURRENCY STRATEG
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$7,094,374$6,534,167 â–²1,166.4%210,0171.8%ETF
SIMPLIFY EXCHANGE TRADED FUN
$7,066,426$2,514,642 â–²55.2%287,9551.8%BARRIER INCOME
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$6,982,335$257,963 â–²3.8%367,4911.8%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$6,503,301$152,848 â–²2.4%135,3441.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,325,836$1,507,513 â–²31.3%36,2721.6%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$6,170,800$109,225 â–²1.8%78,6991.6%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$4,815,652$164,491 â–¼-3.3%94,7961.2%ETF
PIMCO Corporate & Income Strategy Fund stock logo
PCN
PIMCO Corporate & Income Strategy Fund
$4,756,981$441,907 â–²10.2%399,7461.2%Financial Services
Simplify Volatility Premium ETF stock logo
SVOL
Simplify Volatility Premium ETF
$4,673,188$1,671,261 â–¼-26.3%304,6411.2%ETF
OCTW
AllianzIM U.S. Large Cap Buffer20 Oct ETF
$4,648,292$4,648,292 â–²New Holding120,8291.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,398,145$432,983 â–²10.9%21,1181.1%Retail/Wholesale
BlackRock Debt Strategies Fund, Inc. stock logo
DSU
BlackRock Debt Strategies Fund
$4,368,183$462,372 â–²11.8%455,4941.1%Finance
AIM ETF PRODUCTS TRUST
$4,312,760$3,618,664 â–²521.3%136,5291.1%ALLIANZIM US EQT
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,876,874$94,209 â–²2.5%71,7281.0%ETF
JULW
AllianzIM U.S. Large Cap Buffer20 Jul ETF
$3,720,179$1,675,385 â–²81.9%95,8520.9%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$3,498,421$1,136,783 â–²48.1%165,8020.9%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$3,439,291$1,429,394 â–¼-29.4%70,3910.9%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$3,268,388$1,445,109 â–¼-30.7%124,7480.8%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$3,182,784$37,044 â–²1.2%67,7910.8%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$3,103,033$46,077 â–²1.5%40,2050.8%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$2,966,456$59,701 â–²2.1%43,1300.7%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$2,962,923$41,010 â–¼-1.4%63,0010.7%ETF
AIM ETF PRODUCTS TRUST
$2,944,240$2,944,240 â–²New Holding110,7690.7%ALLIANZIM US EQU
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,756,792$637,919 â–¼-18.8%16,2490.7%Energy
ELEVATION SERIES TRUST
$2,689,442$1,744,800 â–²184.7%111,4420.7%TRUESHARES QUART
PIMCO ETF TR
$2,577,377$1,185,150 â–¼-31.5%27,9300.6%ACTIVE BD ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,539,633$4,618 â–¼-0.2%4,4000.6%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,531,458$65,742 â–²2.7%9,6650.6%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$2,467,462$85,291 â–²3.6%50,6560.6%ETF
SIMPLIFY EXCHANGE TRADED FUN
$2,429,597$54,965 â–²2.3%93,8430.6%GAMMA EMERGING
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,401,573$1,092,095 â–¼-31.3%8,3520.6%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$2,321,039$1,019,536 â–²78.3%7,4990.6%Computer and Technology
ELEVATION SERIES TRUST
$2,178,902$2,178,902 â–²New Holding87,0290.5%TRUESHARES SEASO
ELEVATION SERIES TRUST
$2,132,637$2,132,637 â–²New Holding52,5130.5%TRUESHARES STRUC
Visa Inc. stock logo
V
Visa
$2,130,979$82,507 â–²4.0%7,0510.5%Business Services
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$2,007,558$99,745 â–¼-4.7%10,4660.5%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,989,309$184,293 â–¼-8.5%6,4010.5%Retail/Wholesale
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$1,871,970$125,828 â–¼-6.3%42,8760.5%ETF
Fidelity MSCI Industrials Index ETF stock logo
FIDU
Fidelity MSCI Industrials Index ETF
$1,840,411$653,297 â–¼-26.2%21,2720.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,838,218$858,007 â–¼-31.8%6,4080.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,813,520$410,759 â–²29.3%3,1700.5%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,806,792$249,456 â–¼-12.1%4,8600.5%Auto/Tires/Trucks
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$1,797,189$1,186,318 â–²194.2%19,9380.5%Finance
Flaherty & Crumrine Preferred Securities Income Fund Inc. stock logo
FFC
Flaherty & Crumrine Preferred Securities Income Fund
$1,767,877$6,041 â–¼-0.3%114,1300.4%Financial Services
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,728,696$126,457 â–²7.9%5,0580.4%Computer and Technology
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$1,726,203$132,706 â–¼-7.1%18,5100.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,715,908$50,968 â–¼-2.9%3,4340.4%Business Services
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$1,678,215$640,330 â–¼-27.6%17,4890.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,668,345$1,537,046 â–¼-48.0%2,5540.4%ETF
Intuit Inc. stock logo
INTU
Intuit
$1,596,153$1,205,761 â–²308.9%3,6920.4%Computer and Technology
Fidelity MSCI Materials Index ETF stock logo
FMAT
Fidelity MSCI Materials Index ETF
$1,595,580$271,944 â–¼-14.6%27,6820.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,583,060$276,271 â–¼-14.9%9,5750.4%Consumer Staples
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$1,561,170$1,374,502 â–²736.3%22,1880.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,531,421$544,989 â–¼-26.2%7,5280.4%Computer and Technology
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$1,518,307$130,897 â–¼-7.9%25,7040.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,487,900$409,680 â–¼-21.6%6,0870.4%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,405,996$268,356 â–¼-16.0%2,9340.4%Finance
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$1,394,012$227,695 â–¼-14.0%16,3710.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,377,839$682,721 â–¼-33.1%6,3350.3%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,346,172$245,287 â–²22.3%5,5540.3%Computer and Technology
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,315,033$108,721 â–²9.0%5,3220.3%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,306,439$837,521 â–¼-39.1%4,4410.3%Finance
First Trust Dow Jones Global Select Dividend Index Fund stock logo
FGD
First Trust Dow Jones Global Select Dividend Index Fund
$1,298,153$172,327 â–¼-11.7%40,6560.3%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$1,273,748$1,739,600 â–¼-57.7%3,2510.3%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$1,270,647$585,692 â–²85.5%45,2510.3%Medical
BILZ
PIMCO Ultra Short Government Active ETF
$1,255,752$2,532,203 â–¼-66.8%12,4370.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,217,502$633,826 â–¼-34.2%24,2530.3%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,204,739$711,202 â–¼-37.1%8,3410.3%Consumer Staples
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,201,909$37,963 â–¼-3.1%17,6030.3%Manufacturing
ELEVATION SERIES TRUST
$1,190,765$735,185 â–²161.4%32,3920.3%TRUESHARES STRCD
Accenture PLC stock logo
ACN
Accenture
$1,177,307$589,348 â–²100.2%5,9370.3%Computer and Technology
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$1,146,685$1,146,103 â–²197,087.5%15,7750.3%Consumer Staples
First Trust Multi-Asset Diversified Income Index Fund stock logo
MDIV
First Trust Multi-Asset Diversified Income Index Fund
$1,130,377$5,999 â–²0.5%69,9060.3%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$1,107,964$628,471 â–¼-36.2%3,3690.3%Retail/Wholesale
FlexShares Credit-Scored US Corporate Bond Index Fund stock logo
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
$1,106,519$373,539 â–²51.0%22,7590.3%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,093,980$98,295 â–²9.9%17,6960.3%Utilities
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$1,083,847$707,232 â–¼-39.5%13,4540.3%Basic Materials
ELEVATION SERIES TRUST
$1,077,027$62,941 â–¼-5.5%27,7380.3%TRUESHARES DEC
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$1,070,621$201,003 â–¼-15.8%36,8800.3%ETF
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$1,064,590$58,111 â–²5.8%17,7520.3%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,050,483$70,004 â–¼-6.2%20,1980.3%Finance
ELEVATION SERIES TRUST
$1,046,216$1,046,216 â–²New Holding47,6620.3%S&P AUTOCALLABLE
Amgen Inc. stock logo
AMGN
Amgen
$1,041,626$619,697 â–²146.9%2,9600.3%Medical
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$1,033,889$155,906 â–¼-13.1%21,1080.3%ETF
AT&T Inc. stock logo
T
AT&T
$1,025,275$118,919 â–¼-10.4%35,3660.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,017,969$209,491 â–¼-17.1%13,1200.3%Computer and Technology
KeyCorp stock logo
KEY
KeyCorp
$1,010,586$49,544 â–²5.2%50,4030.3%Finance
Ford Motor Company stock logo
F
Ford Motor
$1,009,069$178,605 â–²21.5%87,4410.3%Auto/Tires/Trucks
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$984,040$147,611 â–¼-13.0%42,9520.2%ETF
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$968,139$24,228 â–²2.6%9,9100.2%Finance

Showing largest 100 holdings. View all holdings.
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