Elevated Capital Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
831
Total value ($000)
$429,023
Net value change ($000)
+26,872 (6.7%)
New positions
576
Sold out positions
2
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BUCK 1,654 18.4%
HIGH 1,346 16.7%
CTA 1,293 16.7%
GOOGL 1,075 39.4%
SVOL 1,041 16.7%
SBAR 895 22.6%
AAPL 845 6.6%
MDYG 658 41.8%
ADBE 579 43.4%
OMC 559 68.1%
Top Reduces (Value $000, Stocks/ETFs)
ABBV -858 -28.4%
IPG -804 -100.0%
TSLA -753 -23.2%
MSFT -454 -4.5%
AVGO -436 -23.1%
GE -369 -20.0%
VUG -356 -2.8%
ABT -348 -71.5%
BNDX -319 -4.8%
NEM -283 -19.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type