Elevation Capital Advisory, LLC

Q4 2025 13F Holdings

  • Location
    bend, OR
  • Num holdings

    64

  • Value ($000)

    $244,803

  • Date Filed
    01/26/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$13.59M
6 %

148,736

NDQ

INVESCO QQQ TR

UNIT SER 1
$13.19M
5 %

21,478

QUAL

ISHARES TR

MSCI USA QLT FCT
$12.13M
5 %

61,058

ANGL

VANECK ETF TRUST

FALLEN ANGEL HG
$10.82M
4 %

368,570

JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$10.11M
4 %

199,830

XLG

INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50
$9.59M
4 %

161,707

IWY

ISHARES TR

RUS TP200 GR ETF
$8.6M
4 %

31,055

MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$7.89M
3 %

76,162

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$7.46M
3 %

11,896

SPGP

INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF
$7.12M
3 %

62,520

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