Elevation Capital Advisory, LLC
Q3 2025 13F Holdings
- Locationbend, OR
- Num holdings
59
- Value ($000)
$250,390
- Date Filed10/30/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MFUL COLLABORATIVE INVESTMNT SER | MINDFUL CNSRVTV | 19423L615 | $19.70 M | 8 % | 890,230 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $14.23 M | 6 % | 52,003 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $10.98 M | 4 % | 91,133 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $10.96 M | 4 % | 27,225 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $9.92 M | 4 % | 29,814 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $9.79 M | 4 % | 59,514 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $9.56 M | 4 % | 79,198 | ||
USMC PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $8.73 M | 4 % | 128,122 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $8.56 M | 3 % | 93,310 | ||
KRMA GLOBAL X FDS | CONSCIOUS COS | 37954Y731 | $8.30 M | 3 % | 192,285 |
Rows Per Page
10
- 10
- 50
- 100