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Elevation Capital Advisory

Latest statistics and disclosures from Elevation Capital Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are MFUL, IWY, VONG, MGK, OEF, and represent 26.27% of Elevation Capital Advisory's stock portfolio.
Added to shares of these 10 stocks: VONG (+$11M), IVW (+$9.6M), MGK (+$9.4M), IWY (+$9.1M), USMC (+$8.7M), KRMA (+$8.3M), USMV (+$7.6M), IMCG (+$7.3M), SUSA (+$6.8M), PKW (+$6.3M).
Started 26 new stock positions in VONG, USMC, KRMA, LRGF, IYY, HYZD, SUSA, JPST, IYLD, IVW.
Reduced shares in these 10 stocks: TCHP (-$13M), SCHG (-$12M), QQQ (-$11M), VUG (-$9.7M), AOK (-$9.1M), PWB (-$9.1M), ONEQ (-$8.9M), FDG (-$8.6M), QUAL (-$7.1M), ILCB (-$7.0M).
Sold out of its positions in AAPL, USSG, ONEQ, FPE, FFOG, ILCG, ILCB, IGSB, AOR, QUAL. TFLO, ESGU, CORP, PLDR, SPYG, SPLG, SCHG, TCHP, VCR, VDC, VFH, VIS, VOX.
Elevation Capital Advisory was a net seller of stock by $-9.9M.
Elevation Capital Advisory has $250M in assets under management (AUM), dropping by 0.36%.
Central Index Key (CIK): 0001871112

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Portfolio Holdings for Elevation Capital Advisory

Elevation Capital Advisory holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)	7.9	$20M	-19%	890k	22.12	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.7	$14M	+179%	52k	273.65	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	4.4	$11M	NEW	91k	120.50	View chart
Vanguard World Mega Grwth Ind (MGK)	4.4	$11M	+612%	27k	402.42	View chart
Ishares Tr S&p 100 Etf (OEF)	4.0	$9.9M	-22%	30k	332.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.9	$9.8M	+153%	60k	164.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.8	$9.6M	NEW	79k	120.72	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	3.5	$8.7M	NEW	128k	68.17	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	3.4	$8.6M	-5%	93k	91.75	View chart
Global X Fds Conscious Cos (KRMA)	3.3	$8.3M	NEW	192k	43.15	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	3.2	$8.1M	+337%	61k	132.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$8.1M	-58%	14k	600.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	3.1	$7.7M	+1801%	93k	82.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.0	$7.6M	NEW	80k	95.14	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.9	$7.4M	-23%	128k	57.52	View chart
Ishares Tr Esg Optimized (SUSA)	2.7	$6.8M	NEW	50k	135.65	View chart
Spdr Series Trust Bloomberg 1 10 Y (TIPX)	2.5	$6.2M	-14%	323k	19.29	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	2.4	$6.1M	+78%	67k	90.50	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.2	$5.6M	NEW	56k	100.05	View chart
Ssga Active Etf Tr Incom Allo Etf (INKM)	2.2	$5.5M	NEW	165k	33.12	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	2.1	$5.2M	NEW	232k	22.48	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	1.9	$4.7M	NEW	222k	21.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.7	$4.3M	-45%	48k	88.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$4.2M	-10%	6.9k	612.39	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	1.5	$3.8M	NEW	22k	171.20	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.5	$3.8M	+21%	33k	113.62	View chart
RBB Motley Fol Etf (TMFC)	1.3	$3.3M		47k	70.53	View chart
Ishares Tr Core 80/20 Aggre (AOA)	1.2	$3.0M	NEW	35k	88.14	View chart
Ishares Tr Dow Jones Us Etf (IYY)	1.2	$2.9M	NEW	18k	162.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$2.7M	+30%	19k	145.65	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.1	$2.6M	NEW	63k	42.05	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	1.0	$2.5M	NEW	37k	67.90	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	1.0	$2.5M	NEW	76k	33.07	View chart
Vanguard World Mega Cap Index (MGC)	1.0	$2.5M	-61%	10k	244.09	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.8	$1.9M	NEW	23k	83.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$1.8M	NEW	35k	50.73	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$1.7M		33k	49.79	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.7	$1.7M	NEW	33k	50.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$1.6M		28k	58.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$1.5M	-11%	11k	135.23	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$1.5M	-7%	15k	99.11	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$1.5M	-7%	25k	60.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.5M	+3%	53k	27.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$1.2M	NEW	24k	50.63	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$1.0M	-55%	34k	29.73	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$584k	NEW	11k	55.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$517k	-72%	1.2k	435.46	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$494k	-94%	3.9k	125.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$443k	NEW	6.1k	73.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$412k	-87%	552.00	746.63	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$406k	NEW	2.4k	166.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$402k	-96%	839.00	479.61	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.2	$401k	-95%	3.3k	120.44	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$401k	NEW	7.5k	53.66	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.2	$400k	-95%	10k	40.16	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$363k	NEW	31k	11.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$227k	-8%	2.9k	78.09	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$227k	NEW	3.3k	69.08	View chart
Amazon (AMZN)	0.1	$220k		1.0k	219.57	View chart

Past Filings by Elevation Capital Advisory

SEC 13F filings are viewable for Elevation Capital Advisory going back to 2024

Elevation Capital Advisory 2025 Q3 filed Oct. 30, 2025
Elevation Capital Advisory 2025 Q2 filed July 29, 2025
Elevation Capital Advisory 2025 Q1 filed May 13, 2025
Elevation Capital Advisory 2024 Q4 filed Feb. 7, 2025
Elevation Capital Advisory 2024 Q3 filed Nov. 4, 2024
Elevation Capital Advisory 2024 Q2 filed Aug. 16, 2024

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