Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

$360 Million
Q4 2025

Elevated Capital Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $360 Million distributed in 831 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.6M, Vanguard Growth ETF with a value of $12.1M, Vanguard Ftse Developed Market with a value of $11.2M, and Microsoft Corp with a value of $10.1M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $338M to 360M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $360 Million

ETFs: $187 Million

Technology: $48.6 Million

Financial Services: $36.2 Million

Consumer Cyclical: $16.8 Million

Utilities: $14.1 Million

Communication Services: $12.3 Million

Healthcare: $12.2 Million

Industrials: $11.1 Million

Other: $20.4 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$12.6 Million 3.52% of portfolio	159,984	Q4 2025 Reduced 4.4%
VUG Vanguard Growth ETF ETFs	$0	$12.1 Million 3.38% of portfolio	25,116	Q4 2025 Reduced 4.47%
VEA Vanguard Ftse Developed Market ETFs	$0	$11.2 Million 3.13% of portfolio	183,344	Q4 2025 Reduced 1.39%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$9.06 Million 2.52% of portfolio	332,121	Q4 2025 Added 19.7%
VTV Vanguard Value ETF ETFs	$0	$8.59 Million 2.39% of portfolio	45,895	Q4 2025 Reduced 0.79%
SVOL Simplify ETF Simplify Volatili ETFs	$0	$7.24 Million 2.01% of portfolio	413,589	Q4 2025 Added 19.66%
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$6.86 Million 1.91% of portfolio	353,914	Q4 2025 Reduced 1.26%
BNDX Vanguard Total International B ETFs	$0	$6.54 Million 1.82% of portfolio	132,163	Q4 2025 Reduced 2.5%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.09 Million 1.69% of portfolio	77,306	Q4 2025 Reduced 2.96%

VNLA Janus Henderson Short Duration ETFs	$0	$4.9 Million 1.36% of portfolio	99,646	Q4 2025 Reduced 1.32%
AGGH Simp Exch.Tra.Fds Simplify Agg ETFs	$0	$4.84 Million 1.35% of portfolio	233,476	Q4 2025 Added 22.45%
FDL First Tr Morningstar Dividend ETFs	$0	$4.28 Million 1.19% of portfolio	98,034	Q4 2025 Reduced 1.55%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.84 Million 1.07% of portfolio	69,985	Q4 2025 Reduced 1.29%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$3.8 Million 1.06% of portfolio	40,773	Q4 2025 Reduced 1.7%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.31 Million 0.92% of portfolio	4,907	Q4 2025 Reduced 2.85%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$3.15 Million 0.87% of portfolio	67,002	Q4 2025 Reduced 3.7%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.09 Million 0.86% of portfolio	39,608	Q4 2025 Reduced 3.85%
FVD First Tr Value Line Divid Inde ETFs	$0	$2.93 Million 0.82% of portfolio	63,873	Q4 2025 Reduced 1.35%

BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$2.97 Million 0.82% of portfolio	42,262	Q4 2025 Reduced 3.31%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.66 Million 0.74% of portfolio	4,408	Q4 2025 Reduced 3.97%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$2.39 Million 0.66% of portfolio	48,905	Q4 2025 Added 0.74%
VB Vanguard Small Cap ETF ETFs	$0	$2.35 Million 0.65% of portfolio	9,414	Q4 2025 Reduced 1.9%
FIDU Fidelity Covington Tr Msci Ind ETFs	$0	$2.33 Million 0.65% of portfolio	28,823	Q4 2025 Added 27.47%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$2.18 Million 0.6% of portfolio	24,162	Q4 2025 Added 40.48%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$2.14 Million 0.59% of portfolio	10,986	Q4 2025 Reduced 0.4%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.09 Million 0.58% of portfolio	3,389	Q4 2025 Reduced 12.04%
FDIS Fidelity Covington Tr Msci Con ETFs	$0	$1.96 Million 0.55% of portfolio	19,933	Q4 2025 Added 28.98%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$1.84 Million 0.51% of portfolio	5,891	Q4 2025 Added 35.99%
EMLP First Tr Exchange Traded Iv ETFs	$0	$1.76 Million 0.49% of portfolio	45,758	Q4 2025 Reduced 2.44%
FUTY Fidelity Covington Tr Msci Uti ETFs	$0	$1.6 Million 0.45% of portfolio	27,920	Q4 2025 Added 39.5%
FMAT Fidelity Covington Tr Msci Mat ETFs	$0	$1.62 Million 0.45% of portfolio	32,400	Q4 2025 Added 23.92%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$1.56 Million 0.43% of portfolio	19,045	Q4 2025 Added 41.21%
FGD First Tr Exchange Trd Fd Ii Fi ETFs	$0	$1.38 Million 0.38% of portfolio	46,053	Q4 2025 Reduced 5.76%
XLK Technology Sector Spdr ETFs	$0	$1.34 Million 0.37% of portfolio	4,636	Q4 2025 Added 97.78%
SPBO Spdr Ser Tr Spdr Portfolio Cor ETFs	$0	$1.29 Million 0.36% of portfolio	43,804	Q4 2025 Reduced 4.69%
RDVY First Trust Rising Dividend Ac ETFs	$0	$1.22 Million 0.34% of portfolio	18,159	Q4 2025 Reduced 4.53%
ILTB Ishares Core 10+ Year Usd Bond ETFs	$0	$1.22 Million 0.34% of portfolio	24,291	Q4 2025 Reduced 4.74%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$1.14 Million 0.32% of portfolio	49,395	Q4 2025 Reduced 3.75%
LTPZ Pimco ETF Tr 15+ Yr Us Tips In ETFs	$0	$1.15 Million 0.32% of portfolio	21,707	Q4 2025 Reduced 1.96%
MDIV First Trust Multi Asset Divers ETFs	$0	$1.11 Million 0.31% of portfolio	69,535	Q4 2025 Added 0.28%
FREL Fidelity Covington Tr Msci Rea ETFs	$0	$1.07 Million 0.3% of portfolio	39,305	Q4 2025 Added 32.1%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.03 Million 0.29% of portfolio	17,107	Q4 2025 Reduced 2.69%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$924,000 0.26% of portfolio	9,199	Q4 2025 Reduced 1.51%
SIXJ Aim ETF Prods Tr Allianzim U S	$0	$933,000 0.26% of portfolio	27,756	Q4 2025 Reduced 5.2%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$947,000 0.26% of portfolio	35,309	Q4 2025 Added 1.34%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$942,000 0.26% of portfolio	7,790	Q4 2025 Reduced 3.41%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$892,000 0.25% of portfolio	7,473	Q4 2025 Reduced 1.95%
TDIV First Trust Nasdaq Technology ETFs	$0	$889,000 0.25% of portfolio	9,265	Q4 2025 Reduced 4.86%
FTQI First Trust ETF Vi First Trust ETFs	$0	$880,000 0.24% of portfolio	42,414	Q4 2025 Reduced 0.67%
VTI Vanguard Total Stock Market Et ETFs	$0	$862,000 0.24% of portfolio	2,614	Q4 2025 Added 27.64%

Summary

Portfolio
No. of Stocks 831
Current Value $360 Million
Prior Value $338 Million
Filing
Period Q4 2025
Filing Date January 27, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 577 stocks
Additional Purchases 111 stocks
Sold out of 0 stocks
Reduced holdings in 133 stocks

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Elevated Capital Advisors, LLC Portfolio Holdings