Elevated Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationsandy, UT
- Num holdings
257
- Value ($000)
$402,151
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001802387
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $13.11 M | 3 % | 167,349 | ||
AAPL APPLE INC | COM | 037833100 | $12.82 M | 3 % | 50,356 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $12.61 M | 3 % | 26,291 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.14 M | 3 % | 185,919 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.03 M | 3 % | 19,373 | ||
BUCK SIMPLIFY EXCHANGE TRADED FUN | TREASURY OPT INC | 82889N640 | $8.99 M | 2 % | 376,857 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.63 M | 2 % | 46,262 | ||
HIGH SIMPLIFY EXCHANGE TRADED FUN | ENHANCED INM ETF | 82889N632 | $8.04 M | 2 % | 348,295 | ||
CTA SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $7.76 M | 2 % | 277,459 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $6.93 M | 2 % | 358,418 |
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