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.
Elevation Capital Advisory, LLC (CIK 1871112) reported $234.9M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($28.5M, 12.14%), QQQ ($10.9M, 4.62%), STPZ ($7.8M, 3.32%), BAB ($7.7M, 3.29%), SCHD ($7.6M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $28.5M | 12.14% | 311,169 | Added |
| 2 | QQQ | INVESCO QQQ TR | $10.9M | 4.62% | 18,804 | Trimmed |
| 3 | STPZ | PIMCO ETF TR | $7.8M | 3.32% | 143,984 | New |
| 4 | BAB | INVESCO EXCH TRADED FD TR II | $7.7M | 3.29% | 286,444 | New |
| 5 | SCHD | SCHWAB STRATEGIC TR | $7.6M | 3.25% | 248,785 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $7.5M | 3.21% | 150,779 | Added |
| 7 | ULST | SSGA ACTIVE ETF TR | $7.2M | 3.08% | 178,670 | New |
| 8 | FLQL | FRANKLIN TEMPLETON ETF TR | $6.6M | 2.81% | 97,571 | Added |
| 9 | QUAL | ISHARES TR | $6.5M | 2.75% | 33,703 | Trimmed |
| 10 | MGK | VANGUARD WORLD FD | $6.1M | 2.61% | 16,656 | Added |
| 11 | SPYG | SPDR SERIES TRUST | $6.1M | 2.61% | 62,722 | Added |
| 12 | FEX | FIRST TR EXCHANGE-TRADED ALP | $6.0M | 2.55% | 49,089 | New |
| 13 | FDL | FIRST TR EXCHANGE-TRADED FD | $5.5M | 2.34% | 108,285 | New |
| 14 | MOAT | VANECK ETF TRUST | $5.3M | 2.27% | 55,131 | Trimmed |
| 15 | FDVV | FIDELITY COVINGTON TRUST | $5.2M | 2.22% | 94,480 | Added |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $5.0M | 2.14% | 99,225 | Trimmed |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $4.9M | 2.10% | 65,473 | Trimmed |
| 18 | SPGP | INVESCO EXCHANGE TRADED FD T | $4.7M | 2.00% | 43,664 | Trimmed |
| 19 | TMFC | RBB FD INC | $4.6M | 1.97% | 70,205 | Added |
| 20 | QUS | SPDR SERIES TRUST | $4.4M | 1.89% | 25,881 | Added |
| 21 | AOR | ISHARES TR | $4.3M | 1.84% | 67,214 | Added |
| 22 | MTUM | ISHARES TR | $4.2M | 1.80% | 17,621 | Added |
| 23 | POWA | INVESCO EXCH TRD SLF IDX FD | $4.2M | 1.78% | 48,569 | New |
| 24 | AOK | ISHARES TR | $4.1M | 1.75% | 102,956 | Added |
| 25 | ILCG | ISHARES TR | $4.0M | 1.69% | 41,524 | New |
Source: SEC Form 13F filings · as of 2026-03-31