Elevated Capital Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
873
Total value ($000)
$300,322
Net value change ($000)
-63,303 (-17.4%)
New positions
45
Sold out positions
20
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MAYW 3,950 109.5%
SIXD 3,610 110.9%
JUNW 2,279 103.7%
ONEZ 1,848 46.8%
MAYT 1,722 103.0%
CTA 1,650 17.6%
CORO 1,224 1406.9%
VUG 1,195 8.9%
BILZ 918 44.2%
XOM 768 NEW
Top Reduces (Value $000, Stocks/ETFs)
SIXO -3,838 -96.0%
VNLA -2,877 -87.0%
PYLD -2,763 -86.6%
NVDA -2,672 -52.3%
OCTW -2,475 -98.9%
AAPL -2,328 -24.5%
SEPW -2,310 -98.9%
BOND -2,161 -86.7%
JULW -1,913 -96.3%
MSFT -1,738 -35.3%
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.
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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