Elevated Capital Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
849
Total value ($000)
$363,625
Net value change ($000)
-33,715 (-8.5%)
New positions
31
Sold out positions
25
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AGGH 8,024 NEW
MAYW 3,608 NEW
SIXD 3,159 3256.7%
VUG 2,161 19.2%
JUNW 2,118 2681.0%
ONEZ 1,768 81.1%
MAYT 1,672 NEW
VEA 1,385 11.7%
VTV 1,324 14.4%
BUCK 1,278 12.3%
Top Reduces (Value $000, Stocks/ETFs)
SIXO -3,096 -43.6%
XOM -2,757 -100.0%
MSFT -2,622 -34.7%
AAPL -2,175 -18.6%
OCTW -2,145 -46.1%
SEPW -1,978 -45.9%
JULW -1,734 -46.6%
AMZN -1,447 -32.9%
QBER -1,288 -47.9%
DECU -1,275 -43.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type