Elevation Capital Advisory, LLC
All 13F Filings
- Location
- Bend, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 259,007
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 63 | 259,007 | 13F-HR | Elevation Capital Advisory, LLC |
| Q1 2026 | 5/8/2026 | 65 | 234,911 | 13F-HR | Elevation Capital Advisory, LLC |
| Q4 2025 | 1/26/2026 | 64 | 244,803 | 13F-HR | Elevation Capital Advisory, LLC |
| Q3 2025 | 10/30/2025 | 59 | 250,390 | 13F-HR | Elevation Capital Advisory, LLC |
| Q2 2025 | 7/29/2025 | 56 | 249,492 | 13F-HR | Elevation Capital Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.77 K | 11.1% | 12.42 K | 0 | 12.42 K |
| ETFs | 229.3 K | 88.9% | 10.77 K | 0 | 10.77 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
259,007
Holdings
63
QoQ value change ($000)
24,096
(10.3%)
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.