Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elevated Capital Advisors, LLC (CIK 1802387) reported $397.3M across 826 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($11.9M, 2.99%), AAPL ($11.7M, 2.94%), VUG ($11.3M, 2.84%), BUCK ($10.4M, 2.61%), CTA ($10.1M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 2.99% | 185,188 | Added |
| 2 | AAPL | APPLE INC | $11.7M | 2.94% | 45,998 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $11.3M | 2.84% | 25,801 | Added |
| 4 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $10.4M | 2.61% | 441,417 | Trimmed |
| 5 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $10.1M | 2.55% | 334,840 | Added |
| 6 | SPLG | SPDR SERIES TRUST | $9.6M | 2.42% | 125,601 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $9.2M | 2.32% | 46,948 | Added |
| 8 | MSFT | MICROSOFT CORP | $7.5M | 1.90% | 20,395 | Added |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $7.2M | 1.80% | 351,530 | Added |
| 10 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | $7.1M | 1.80% | 243,929 | New |
| 11 | SIXO | AIM ETF PRODUCTS TRUST | $7.1M | 1.79% | 210,017 | Added |
| 12 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | $7.1M | 1.78% | 287,955 | Added |
| 13 | FPEI | FIRST TR EXCH TRADED FD III | $7.0M | 1.76% | 367,491 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 1.64% | 135,344 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $6.3M | 1.59% | 36,272 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $6.2M | 1.55% | 78,699 | Added |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.8M | 1.21% | 94,796 | Trimmed |
| 18 | PCN | PIMCO CORPORATE & INCM STRG | $4.8M | 1.20% | 399,746 | Added |
| 19 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | $4.7M | 1.18% | 304,641 | Trimmed |
| 20 | OCTW | AIM ETF PRODUCTS TRUST | $4.6M | 1.17% | 120,829 | New |
| 21 | AMZN | AMAZON COM INC | $4.4M | 1.11% | 21,118 | Added |
| 22 | DSU | BLACKROCK DEBT STRATEGIES FD | $4.4M | 1.10% | 455,494 | Added |
| 23 | SEPW | AIM ETF PRODUCTS TRUST | $4.3M | 1.09% | 136,529 | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $3.9M | 0.98% | 71,728 | Added |
| 25 | JULW | AIM ETF PRODUCTS TRUST | $3.7M | 0.94% | 95,852 | Added |
Source: SEC Form 13F filings · as of 2026-03-31