Elevation Capital Advisory, LLC
Q1 2026 13F Holdings
- Locationbend, OR
- Num holdings
65
- Value ($000)
$234,911
- Date Filed 05/08/2026
- Form type13F-HR
- CIK 0001871112
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $28.52M | 12 % | 311,169 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.85M | 5 % | 18,804 | ||
PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 | $7.79M | 3 % | 143,984 | ||
INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 | $7.72M | 3 % | 286,444 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $7.63M | 3 % | 248,785 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $7.53M | 3 % | 150,779 | ||
SSGA ACTIVE ETF TR | STATE STREET ULT | 78467V707 | $7.24M | 3 % | 178,670 | ||
FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | 35473P801 | $6.6M | 3 % | 97,571 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $6.46M | 3 % | 33,703 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $6.14M | 3 % | 62,722 |
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