Elevated Capital Advisors, LLC - Portfolio overview

Elevated Capital Advisors, LLC has 854 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPLG - SPDR SERIES TRUST, 3.14%
  2. VEA - VANGUARD TAX-MANAGED FDS, 2.84%
  3. AAPL - APPLE INC, 2.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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