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Elevated Capital Advisors, LLC

Q1 2026 13F Holdings

  • Location
    sandy, UT
  • Num holdings

    843

  • Value ($000)

    $397,340

  • Date Filed
    04/30/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.87M
3 %

185,188

A
AAPL

APPLE INC

COM
037833100
$11.67M
3 %

45,998

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$11.27M
3 %

25,801

B
BUCK

SIMPLIFY EXCHANGE TRADED FUN

TREASURY OPT INC
82889N640
$10.38M
3 %

441,417

C
CTA

SIMPLIFY EXCHANGE TRADED FUN

MANAGED FUTURES
82889N699
$10.12M
3 %

334,840

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$9.61M
2 %

125,601

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$9.21M
2 %

46,948

M
MSFT

MICROSOFT CORP

COM
594918104
$7.55M
2 %

20,395

A
AGGH

SIMPLIFY EXCHANGE TRADED FUN

AGGREGATE BOND E
82889N723
$7.15M
2 %

351,530

---

SIMPLIFY EXCHANGE TRADED FUN

CURRENCY STRATEG
82889N368
$7.13M
2 %

243,929

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