Elevated Capital Advisors, LLC

All 13F Filings

Location
Sandy, UT
Most recent 13F
Q2 2026
Holdings value ($000)
363,625
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/3/2026 849 363,625 13F-HR Elevated Capital Advisors, LLC
Q1 2026 4/30/2026 843 397,340 13F-HR Elevated Capital Advisors, LLC
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 139.6 K 38.4% 0 57.89 K -57.89 K
ETFs 214.3 K 58.9% 30.76 K 0 30.76 K
Debt 9.722 K 2.7% 0 6.572 K -6.572 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
363,625
Holdings
849
QoQ value change ($000)
-33,715 (-8.5%)
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.