Elevation Capital Advisory, LLC

Q3 2025 13F Holdings

  • Location
    bend, OR
  • Num holdings

    59

  • Value ($000)

    $250,390

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001871112
  • 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
M
MFUL

COLLABORATIVE INVESTMNT SER

MINDFUL CNSRVTV
19423L615
$19.70M
8 %

890,230

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$14.23M
6 %

52,003

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$10.98M
4 %

91,133

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$10.96M
4 %

27,225

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$9.92M
4 %

29,814

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$9.79M
4 %

59,514

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$9.56M
4 %

79,198

U
USMC

PRINCIPAL EXCHANGE TRADED FD

US MEGA CP ETF
74255Y870
$8.73M
4 %

128,122

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$8.56M
3 %

93,310

K
KRMA

GLOBAL X FDS

CONSCIOUS COS
37954Y731
$8.30M
3 %

192,285

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