Elevation Capital Advisory, LLC - Portfolio overview

Elevation Capital Advisory, LLC has 96 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 8.00%
2. MFUL - COLLABORATIVE INVESTMNT SER, 5.52%
3. QQQ - INVESCO QQQ TR, 3.04%

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

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