Universe · entity
Elevated Capital Advisors, LLC
Institutional manager (13F) · CIK 1802387
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $240M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $12M | 185,188 |
| 2 | APPLE INC | $12M | 45,998 |
| 3 | VANGUARD INDEX FDS | $11M | 25,801 |
| 4 | SIMPLIFY EXCHANGE TRADED FUN | $10M | 441,417 |
| 5 | SIMPLIFY EXCHANGE TRADED FUN | $10M | 334,840 |
| 6 | SPDR SERIES TRUST | $10M | 125,601 |
| 7 | VANGUARD INDEX FDS | $9M | 46,948 |
| 8 | MICROSOFT CORP | $8M | 20,395 |
| 9 | SIMPLIFY EXCHANGE TRADED FUN | $7M | 351,530 |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | $7M | 243,929 |
| 11 | AIM ETF PRODUCTS TRUST | $7M | 210,017 |
| 12 | SIMPLIFY EXCHANGE TRADED FUN | $7M | 287,955 |
| 13 | FIRST TR EXCH TRADED FD III | $7M | 367,491 |
| 14 | VANGUARD CHARLOTTE FDS | $7M | 135,344 |
| 15 | NVIDIA CORPORATION | $6M | 36,272 |
| 16 | VANGUARD BD INDEX FDS | $6M | 78,699 |
| 17 | FIRST TR EXCHANGE-TRADED FD | $5M | 94,796 |
| 18 | PIMCO CORPORATE & INCM STRG | $5M | 399,746 |
| 19 | SIMPLIFY EXCHANGE TRADED FUN | $5M | 304,641 |
| 20 | AIM ETF PRODUCTS TRUST | $5M | 120,829 |
| 21 | AMAZON COM INC | $4M | 21,118 |
| 22 | BLACKROCK DEBT STRATEGIES FD | $4M | 455,494 |
| 23 | AIM ETF PRODUCTS TRUST | $4M | 136,529 |
| 24 | VANGUARD INTL EQUITY INDEX F | $4M | 71,728 |
| 25 | AIM ETF PRODUCTS TRUST | $4M | 95,852 |
| 26 | SIMPLIFY EXCHANGE TRADED FUN | $3M | 165,802 |
| 27 | JANUS DETROIT STR TR | $3M | 70,391 |
| 28 | PIMCO ETF TR | $3M | 124,748 |
| 29 | VANGUARD SCOTTSDALE FDS | $3M | 67,791 |
| 30 | VANGUARD BD INDEX FDS | $3M | 40,205 |
| 31 | VANGUARD BD INDEX FDS | $3M | 43,130 |
| 32 | FIRST TR EXCHANGE-TRADED FD | $3M | 63,001 |
| 33 | AIM ETF PRODUCTS TRUST | $3M | 110,769 |
| 34 | EXXON MOBIL CORP | $3M | 16,249 |
| 35 | ELEVATION SERIES TRUST | $3M | 111,442 |
| 36 | PIMCO ETF TR | $3M | 27,930 |
| 37 | INVESCO QQQ TR | $3M | 4,400 |
| 38 | VANGUARD INDEX FDS | $3M | 9,665 |
| 39 | FIRST TR EXCHANGE-TRADED FD | $2M | 50,656 |
| 40 | SIMPLIFY EXCHANGE TRADED FUN | $2M | 93,843 |
| 41 | ALPHABET INC | $2M | 8,352 |
| 42 | BROADCOM INC | $2M | 7,499 |
| 43 | ELEVATION SERIES TRUST | $2M | 87,029 |
| 44 | ELEVATION SERIES TRUST | $2M | 52,513 |
| 45 | VISA INC | $2M | 7,051 |
| 46 | ISHARES TR | $2M | 10,466 |
| 47 | MCDONALDS CORP | $2M | 6,401 |
| 48 | FIRST TR EXCHANGE-TRADED FD | $2M | 42,876 |
| 49 | FIDELITY COVINGTON TRUST | $2M | 21,272 |
| 50 | ALPHABET INC | $2M | 6,408 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.