Elevated Capital Advisors, LLC

CIK

1802387

Location

SANDY, UT

Portfolio Value

Small $353,695,663

Diversification

Diversified

Files via

AE Wealth Management, LLC

Filing Date

Global Rank

#4,751 / 8,794 ▼ 764 · as of Jun 2026

Top Industry

Asset Management 12.6%

Period ended 3 months ago

Filed Aug 3, 2026 · 2mo

22 quarters · since Jun 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

585 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.1%

+1.8 pts

Top 5

36.7%

+6.3 pts

Top 10

51.1%

+7.6 pts

HHI

422

Diversified+108

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.6%	$242,583,059	83
Technology	10.1%	$35,730,449	75
Financial Services	8.2%	$28,990,998	95
Consumer Cyclical	3.0%	$10,552,345	60
Healthcare	2.0%	$7,011,413	51
Communication Services	1.9%	$6,836,309	22
Utilities	1.6%	$5,810,760	33
Consumer Defensive	1.6%	$5,617,564	28
Industrials	1.5%	$5,465,495	79
Basic Materials	0.7%	$2,600,882	27
Energy	0.6%	$2,059,701	18
Real Estate	0.1%	$436,688	14

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGH	Simplify Aggregate Bond ETF	+196,093	2,162,240	$49,785,649
VB	Vanguard Morningstar Small-Cap ETF	+134,226	220,069	$28,825,572
CTA-PB	EIDP, Inc.	+26,138	360,978	$0
BILZ	PIMCO Ultra Short Government Active ETF	+16,195	186,690	$8,817,449
PCN	Pimco Corporate & Income Strategy Fund	+11,593	411,339	$4,915,501
BIV	Vanguard Intermediate-Term Bond ETF	+9,767	172,979	$13,011,688
BNDX	Vanguard Total International Bond ETF	+9,089	144,433	$6,994,890
BAI	iShares A.I. Innovation and Tech Active ETF	+9,060	32,893	$1,863,857
DSU	Blackrock Debt Strategies Fund, Inc.	+7,140	462,634	$4,487,549
BASA	Basanite, Inc.	+6,572	54,234	$1,362,358
FCAL	First Trust California Municipal High income ETF	+5,446	373,531	$7,242,280
VEU	Vanguard FTSE All-World Ex-US ETF	+3,503	75,761	$4,518,343
CVGD	CresAlta Global Dividend ETF	+3,463	202,721	$5,367,197
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+1,914	116,044	$1,889,196
VXUS	Vanguard Total International Stock ETF	+1,854	2,698	$230,652
BNDW	Vanguard Total World Bond ETF	+1,677	70,203	$3,313,322
BCLO	iShares BBB-B CLO Active ETF	+1,621	5,983	$312,031
EDV	Vanguard World Funds Extended Duration ETF	+1,300	1,825	$212,734
AIRR	First Trust RBA American Industrial Renaissance ETF	+1,006	162,642	$5,483,655
CAAA	First Trust AAA CMBS ETF	+1,000	97,605	$4,600,682
VEA	Vanguard FTSE Developed Markets ETF	+798	185,986	$13,251,502
QQQ	Invesco Qqq Trust, Series 1	+781	5,181	$3,815,288
IBIT	iShares Bitcoin Trust ETF	+736	2,275	$75,734
BKF	iShares MSCI BIC ETF	+581	7,921	$1,040,987
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+550	164,288	$8,201,727
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	−53,365	75,340	$5,603,374
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−50,026	192,128	$13,681,477
F	Ford Motor Co	−46,596	40,845	$567,745
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−45,313	93,698	$11,639,308
—		−38,092	88,349	$3,903,432
HBAN	Huntington Bancshares Inc /Md/	−30,877	25,567	$453,302
KEY	Keycorp /New/	−26,882	23,521	$542,159
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	−25,121	689,232	$24,087,737
WU	Western Union CO	−24,183	35,741	$275,205
PFE	Pfizer Inc	−24,066	21,185	$510,134
RF	Regions Financial Corp	−19,720	15,324	$462,784
T	At&T Inc.	−16,129	19,237	$398,205
BNDC	FlexShares Core Select Bond Fund	−15,715	7,044	$341,915
CAG	Conagra Brands Inc.	−14,338	15,640	$210,514
HPQ	Hp Inc	−13,243	10,477	$229,865
AAPL	Apple Inc.	−13,171	32,827	$9,498,820
VZ	Verizon Communications Inc	−12,332	11,921	$504,735
USB	US Bancorp De	−10,851	9,347	$564,558
NVDA	Nvidia Corp	−10,748	25,524	$5,107,097
TROW	Price T Rowe Group Inc	−10,442	9,496	$1,079,600
ACSG	American Century Small Cap Growth Insights ETF	−10,033	4,390	$183,084
TFC	Truist Financial Corp	−9,918	9,216	$459,141
D	Dominion Energy, Inc	−9,556	8,140	$555,880
CFG	Citizens Financial Group Inc/Ri	−9,465	8,287	$580,670
ADM	Archer-Daniels-Midland Co	−8,858	6,917	$528,458
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,633	$361,023
SPCX	Space Exploration Technologies Corp	529	$90,384
AAAA	Amplius Aggressive Asset Allocation ETF	238	$10,386
RKLB	Rocket Lab Corp	70	$7,115
VOYG	Voyager Technologies, Inc./TX	150	$4,837
DVN	Devon Energy Corp/De	44	$1,818
KVUE	Kenvue Inc.	56	$1,070
AMRC	Ameresco, Inc.	7	$193
FDXF	FedEx Freight Holding Company, Inc.	1	$151
SNAP	Snap Inc	8	$35
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	16,249	$2,756,805
VGM	Invesco Trust for Investment Grade Municipals	375	$3,701
LHX	L3harris Technologies, Inc. /De/	10	$3,451
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	81	$3,251
DNP	Dnp Select Income Fund Inc	307	$3,162
DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	79	$474
IEP	Icahn Enterprises L.P.	8	$60
—		1,217	$0
—		63	$0
—		380	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

585 tracked positions · $353,695,663 total · filing declares 849 positions · $363,624,969 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 585 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGGH	Simplify Aggregate Bond ETF	Added	2,162,240	+196,093	$49,785,649	+11.3%	14.08%
VB	Vanguard Morningstar Small-Cap ETF	Added	220,069	+134,226	$28,825,572	+96.4%	8.15%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Reduced	689,232	-25,121	$24,087,737	+0.5%	6.81%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	192,128	-50,026	$13,681,477	−8.9%	3.87%
VEA	Vanguard FTSE Developed Markets ETF	Added	185,986	+798	$13,251,502	+11.7%	3.75%
BIV	Vanguard Intermediate-Term Bond ETF	Added	172,979	+9,767	$13,011,688	+5.6%	3.68%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	93,698	-45,313	$11,639,308	—	3.29%
AAPL	Apple Inc. Technology	Reduced	32,827	-13,171	$9,498,820	−18.6%	2.69%
BILZ	PIMCO Ultra Short Government Active ETF	Added	186,690	+16,195	$8,817,449	+18.8%	2.49%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	164,288	+550	$8,201,727	−0.9%	2.32%
FCAL	First Trust California Municipal High income ETF	Added	373,531	+5,446	$7,242,280	+3.1%	2.05%
BNDX	Vanguard Total International Bond ETF	Added	144,433	+9,089	$6,994,890	+7.6%	1.98%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	75,340	-53,365	$5,603,374	−36.5%	1.58%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	162,642	+1,006	$5,483,655	+12.2%	1.55%
CVGD	CresAlta Global Dividend ETF	Added	202,721	+3,463	$5,367,197	+9.8%	1.52%
NVDA	Nvidia Corp Technology	Reduced	25,524	-10,748	$5,107,097	−19.3%	1.44%
MSFT	Microsoft Corp Technology	Reduced	13,211	-7,184	$4,927,967	−34.7%	1.39%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Added	411,339	+11,593	$4,915,501	+3.3%	1.39%
CAAA	First Trust AAA CMBS ETF	Added	97,605	+1,000	$4,600,682	+3.1%	1.30%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	75,761	+3,503	$4,518,343	+15.7%	1.28%
DSU	Blackrock Debt Strategies Fund, Inc. Financial Services	Added	462,634	+7,140	$4,487,549	+2.7%	1.27%
		Reduced	88,349	-38,092	$3,903,432	−21.4%	1.10%
QQQ	Invesco Qqq Trust, Series 1	Added	5,181	+781	$3,815,288	+50.2%	1.08%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	31,886	-1,449	$3,535,703	+6.3%	1.00%
JA	Janus Henderson AA-A CLO ETF	Reduced	67,899	-2,799	$3,318,303	−4.0%	0.94%
BNDW	Vanguard Total World Bond ETF	Added	70,203	+1,677	$3,313,322	+2.2%	0.94%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,180	-5,580	$3,265,602	−23.0%	0.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,384	-8,734	$2,951,602	−32.9%	0.83%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,978	-3,550	$2,310,859	+50.9%	0.65%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Reduced	77,064	-537	$1,997,852	+1.3%	0.56%
AMAT	Applied Materials Inc /De Technology	Reduced	2,615	-2,443	$1,890,645	+9.4%	0.53%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Added	116,044	+1,914	$1,889,196	+6.9%	0.53%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	32,893	+9,060	$1,863,857	+53.4%	0.53%
V	Visa Inc. Financial Services	Reduced	5,133	-1,918	$1,761,080	−17.4%	0.50%
AVGO	Broadcom Inc. Technology	Reduced	4,382	-3,117	$1,655,300	−28.7%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,518	-1,342	$1,479,670	−18.1%	0.42%
STX	Seagate Technology Holdings plc Technology	Reduced	1,428	-1,823	$1,378,020	+8.2%	0.39%
BASA	Basanite, Inc. Basic Materials	Added	54,234	+6,572	$1,362,358	+30.2%	0.39%
META	Meta Platforms, Inc. Communication Services	Reduced	2,230	-940	$1,256,136	−30.7%	0.36%
MA	Mastercard Inc Financial Services	Reduced	2,294	-1,140	$1,178,198	−31.3%	0.33%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,343	-2,058	$1,173,956	−41.0%	0.33%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	38,540	-7,456	$1,106,794	−5.7%	0.31%
JNJ	Johnson & Johnson Healthcare	Reduced	4,263	-1,824	$1,082,674	−27.2%	0.31%
TROW	Price T Rowe Group Inc Financial Services	Reduced	9,496	-10,442	$1,079,600	−39.9%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,144	-790	$1,072,836	−23.7%	0.30%
GBCI	Glacier Bancorp, Inc. Financial Services	Held	20,413	0	$1,052,902	+15.5%	0.30%
BKF	iShares MSCI BIC ETF	Added	7,921	+581	$1,040,987	+45.2%	0.29%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,749	-3,826	$1,040,051	−34.3%	0.29%
MU	Micron Technology Inc Technology	Reduced	881	-1,303	$1,016,929	+37.8%	0.29%
ABBV	AbbVie Inc. Healthcare	Reduced	3,945	-2,390	$992,719	−27.9%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.