Elevated Capital Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
843
Total value ($000)
$397,340
Net value change ($000)
-31,683 (-7.4%)
New positions
59
Sold out positions
48
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
FOXY 7,132 NEW
SIXO 6,518 1131.6%
OCTW 4,648 NEW
SEPW 3,612 515.3%
DECU 2,944 NEW
SBAR 2,214 45.6%
ONEZ 2,179 NEW
SEPZ 2,133 NEW
QBER 1,751 186.7%
JULW 1,659 80.5%
Top Reduces (Value $000, Stocks/ETFs)
HIGH -9,031 -96.2%
SIXD -4,175 -97.7%
AUGW -3,871 -97.9%
SPYM -3,221 -25.1%
JUNW -2,823 -97.3%
SVOL -2,590 -35.7%
BILZ -2,524 -66.8%
MSFT -2,030 -21.2%
VOO -2,020 -95.1%
AAPL -1,993 -14.6%
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