Elevation Capital Advisory, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    bend, OR
  • CIK
    0001871112
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

56

$249.49 M
MFUL, NDQ, TCHP, SCHG
13F-HR
Jul 29, 2025
000108514625004262

58

$229.28 M
MFUL, LVHI, XMMO, EFAV
13F-HR
May 12, 2025
000108514625002996

51

$233.37 M
KRE, MFUL, NDQ, MGK
13F-HR
Feb 6, 2025
000108514625000883

56

$226.50 M
MFUL, TMFC, IWY, KRMA
13F-HR
Nov 4, 2024
000108514624005325

40

$219.09 M
MFUL, SNAV, IWY, ONEQ
13F-HR
Aug 16, 2024
000108514624004034

21

$178.20 M
FPX, MTUM, IPO, SPDR SER TR
13F-HR
Aug 12, 2021
000108514621002403