Elevated Capital Advisors, LLC

All 13F Filings

Location
Sandy, UT
Most recent 13F
Q4 2025
Holdings value ($000)
429,023
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/27/2026 831 429,023 13F-HR Elevated Capital Advisors, LLC
Q3 2025 11/13/2025 257 402,151 13F-HR Elevated Capital Advisors, LLC
Q2 2025 7/15/2025 252 356,971 13F-HR Elevated Capital Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 338.6 K 78.9% 23.97 K 0 23.97 K
ETFs 76.39 K 17.8% 2.214 K 0 2.214 K
Debt 13.87 K 3.2% 511 0 511
Other 158 0.0% 158 0 158
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Fund Snapshot

Q4 2025
Latest filed
1/27/2026
Total value ($000)
429,023
Holdings
831
QoQ value change ($000)
26,872 (6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.