§ 13F · FUND PROFILE
Elevated Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $402M (13F)Positions · 257Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 185K | $12M | 3.0% | +1% |
| 2 | AAPL | APPLE INC | 46K | $12M | 2.9% | −8% |
| 3 | VUG | VANGUARD INDEX FDS | 26K | $11M | 2.8% | +3% |
| 4 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 441K | $10M | 2.6% | −2% |
| 5 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 335K | $10M | 2.5% | +1% |
| 6 | SPYM | SPDR SERIES TRUST | 126K | $10M | 2.4% | −21% |
| 7 | VTV | VANGUARD INDEX FDS | 47K | $9M | 2.3% | +2% |
| 8 | MSFT | MICROSOFT CORP | 20K | $8M | 1.9% | +3% |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 352K | $7M | 1.8% | +51% |
| 10 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | 244K | $7M | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATED SIGNAL
AC read
Elevated Capital Advisors, LLC is a Other fund managing $402 million in assets. The fund runs a broad portfolio of 257 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed