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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 BIL, QQQ, STPZ, BAB, SCHD, and represent 26.61% of Elevation Capital Advisory's stock portfolio.
Added to shares of these 10 stocks: BIL (+$15M), STPZ (+$7.8M), BAB (+$7.7M), ULST (+$7.2M), SCHD (+$6.1M), FEX (+$6.0M), FDL (+$5.5M), SPYG (+$5.4M), POWA, ILCG.
Started 25 new stock positions in ILCG, SPLV, IGIB, USFR, SLQD, SCHV, JHML, STIP, FLRN, SHV.
Reduced shares in these 10 stocks: ANGL (-$11M), XLG (-$9.6M), USMC (-$6.9M), TFLO (-$6.6M), IVV (-$5.7M), MGC (-$5.6M), QUAL (-$5.2M), JPST (-$5.1M), NULG, .
Sold out of its positions in AAPL, BKLC, FBCG, FDMO, FLTB, HYLS, LMBS, GBIL, XLG, IVV. SUSA, TFLO, LVHI, NVDA, NULG, MINT, USMC, IGHG, XNTK, ANGL, VIG, MGC, VV, HYZD.
Elevation Capital Advisory was a net seller of stock by $-4.8M.
Elevation Capital Advisory has $235M in assets under management (AUM), dropping by -4.04%.
Central Index Key (CIK): 0001871112

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Portfolio Holdings for Elevation Capital Advisory

Elevation Capital Advisory holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	12.1	$29M	+109%	311k	91.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$11M	-12%	19k	577.18	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	3.3	$7.8M	NEW	144k	54.11	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	3.3	$7.7M	NEW	286k	26.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.2	$7.6M	+399%	249k	30.68	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.2	$7.5M	+18%	151k	49.95	View chart
Ssga Active Etf Tr State Street Ult (ULST)	3.1	$7.2M	NEW	179k	40.50	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	2.8	$6.6M	+24%	98k	67.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$6.5M	-44%	34k	191.81	View chart
Spdr Series Trust State Street Spd (SPYG)	2.6	$6.1M	+753%	63k	97.91	View chart
Vanguard World Mega Grwth Ind (MGK)	2.6	$6.1M	+27%	17k	367.44	View chart
First Tr Exchange-traded A Com Shs (FEX)	2.5	$6.0M	NEW	49k	121.93	View chart
First Tr Exchange-traded SHS (FDL)	2.3	$5.5M	NEW	108k	50.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.3	$5.3M	-27%	55k	96.70	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.2	$5.2M	+120%	95k	55.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.1	$5.0M	-50%	99k	50.61	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.1	$4.9M	-24%	66k	75.19	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	2.0	$4.7M	-30%	44k	107.62	View chart
RBB Motley Fol Etf (TMFC)	2.0	$4.6M	+83%	70k	65.97	View chart
Spdr Series Trust State Street Spd (QUS)	1.9	$4.4M	+14%	26k	171.64	View chart
Ishares Tr Core 60/40 Balan (AOR)	1.8	$4.3M	+50%	67k	64.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.8	$4.2M	+11%	18k	239.99	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	1.8	$4.2M	NEW	49k	86.15	View chart
Ishares Tr Core 30/70 Conse (AOK)	1.7	$4.1M	+295%	103k	39.89	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.7	$4.0M	-48%	16k	248.84	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.7	$4.0M	NEW	42k	95.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$3.9M	+9%	134k	29.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$3.7M	-47%	6.3k	597.51	View chart
Harbor Etf Trust Harbor Commodity (HGER)	1.6	$3.7M	NEW	119k	31.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.5	$3.6M	+168%	41k	87.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.5	$3.6M	-15%	25k	145.02	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.1	$2.5M	NEW	24k	105.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.0	$2.4M	+25%	26k	92.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.0	$2.3M	NEW	31k	73.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$2.2M	NEW	73k	30.50	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.9	$2.2M	NEW	25k	89.86	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$1.7M	+6%	16k	109.69	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.3M	NEW	14k	92.76	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.6	$1.3M	NEW	13k	101.79	View chart
Spdr Series Trust State Street Spd (LGLV)	0.6	$1.3M	-28%	7.5k	178.10	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.6	$1.3M	NEW	17k	78.27	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$1.3M	-3%	22k	60.12	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.5	$1.3M	-54%	80k	16.17	View chart
Spdr Series Trust State Street Spd (FLRN)	0.5	$1.3M	NEW	42k	30.78	View chart
Ishares Tr U S Equity Factr (LRGF)	0.5	$1.2M		19k	66.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$1.2M	-39%	13k	91.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$1.2M	+70%	21k	58.18	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.5	$1.2M	+155%	33k	36.15	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$1.2M	NEW	11k	110.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$1.1M	+66%	3.6k	318.05	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.5	$1.1M	+68%	12k	93.66	View chart
Vanguard Wellington Us Momentum (VFMO)	0.5	$1.1M	NEW	5.7k	197.10	View chart
Spdr Series Trust State Street Spd (CWB)	0.5	$1.1M	-77%	12k	91.52	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.5	$1.1M	-55%	8.8k	125.93	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.4	$1.0M	NEW	54k	19.19	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.0M	NEW	9.4k	110.39	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.0M	NEW	9.9k	103.43	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$1.0M	NEW	20k	50.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.0M	NEW	20k	50.34	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$1.0M	NEW	19k	53.22	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$999k	+109%	16k	61.32	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$849k	-78%	5.5k	155.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$432k	+27%	3.9k	112.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$337k	NEW	5.7k	59.55	View chart
Amazon (AMZN)	0.1	$208k		1.0k	208.27	View chart

Past Filings by Elevation Capital Advisory

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

Elevation Capital Advisory 2026 Q1 filed May 8, 2026
Elevation Capital Advisory 2025 Q4 filed Jan. 26, 2026
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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