Elevation Capital Advisory, LLC
Q2 2025 13F Holdings
- Locationbend, OR
- Num holdings
56
- Value ($000)
$249,492
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001871112
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MFUL COLLABORATIVE INVESTMNT SER | MINDFUL CNSRVTV | 19423L615 | $23.89 M | 10 % | 1,099,287 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.80 M | 7 % | 32,269 | ||
TCHP T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | $13.09 M | 5 % | 288,685 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.21 M | 5 % | 417,929 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $11.70 M | 5 % | 38,444 | ||
AOK ISHARES TR | CORE 30/70 CONSE | 464289883 | $9.26 M | 4 % | 237,005 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.25 M | 4 % | 21,097 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $9.03 M | 4 % | 98,402 | ||
PWB INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 | $8.99 M | 4 % | 76,541 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $8.92 M | 4 % | 111,305 |
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