Elevated Capital Advisors, LLC

Q3 2025 13F Holdings

  • Location
    sandy, UT
  • Num holdings

    257

  • Value ($000)

    $402,151

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001802387
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$13.11M
3 %

167,349

A
AAPL

APPLE INC

COM
037833100
$12.82M
3 %

50,356

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$12.61M
3 %

26,291

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.14M
3 %

185,919

M
MSFT

MICROSOFT CORP

COM
594918104
$10.03M
3 %

19,373

B
BUCK

SIMPLIFY EXCHANGE TRADED FUN

TREASURY OPT INC
82889N640
$8.99M
2 %

376,857

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$8.63M
2 %

46,262

H
HIGH

SIMPLIFY EXCHANGE TRADED FUN

ENHANCED INM ETF
82889N632
$8.04M
2 %

348,295

C
CTA

SIMPLIFY EXCHANGE TRADED FUN

MANAGED FUTURES
82889N699
$7.76M
2 %

277,459

F
FPEI

FIRST TR EXCH TRADED FD III

INSTL PFD SECS
33739P855
$6.93M
2 %

358,418

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