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
- SPLG - SPDR SERIES TRUST, 3.14%
- VEA - VANGUARD TAX-MANAGED FDS, 2.84%
- 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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