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 Trade History
$0
$135,000 0.04% of portfolio
4,490
Q4 2025 New
$0
$144,000 0.04% of portfolio
1,681
Q4 2025 New
$0
$135,000 0.04% of portfolio
331
Q4 2025 New
$0
$154,000 0.04% of portfolio
2,293
Q4 2025 New
$0
$138,000 0.04% of portfolio
5,488
Q4 2025 New
$0
$132,000 0.04% of portfolio
2,508
Q4 2025 New
$0
$120,000 0.03% of portfolio
2,933
Q4 2025 New
$0
$90,000 0.03% of portfolio
317
Q4 2025 New
$0
$122,000 0.03% of portfolio
1,608
Q4 2025 New
$0
$107,000 0.03% of portfolio
4,170
Q4 2025 New
$0
$122,000 0.03% of portfolio
1,896
Q4 2025 New
$0
$107,000 0.03% of portfolio
1,378
Q4 2025 New
$0
$91,000 0.03% of portfolio
828
Q4 2025 New
$0
$110,000 0.03% of portfolio
1,033
Q4 2025 New
$0
$55,000 0.02% of portfolio
643
Q4 2025 New
$130B
$71,000 0.02% of portfolio
191
Q4 2025 New
$0
$83,000 0.02% of portfolio
627
Q4 2025 New
$0
$78,000 0.02% of portfolio
559
Q4 2025 Reduced 76.28%
$0
$55,000 0.02% of portfolio
200
Q4 2025 New
$0
$56,000 0.02% of portfolio
2,476
Q4 2025 New
$0
$66,000 0.02% of portfolio
2,819
Q4 2025 New
$0
$84,000 0.02% of portfolio
2,739
Q4 2025 New
$0
$73,000 0.02% of portfolio
1,040
Q4 2025 New
$0
$64,000 0.02% of portfolio
235
Q4 2025 New
$0
$75,000 0.02% of portfolio
683
Q4 2025 New
$0
$88,000 0.02% of portfolio
1,756
Q4 2025 New
$0
$84,000 0.02% of portfolio
799
Q4 2025 New
$0
$72,000 0.02% of portfolio
1,682
Q4 2025 New
$0
$75,000 0.02% of portfolio
793
Q4 2025 New
$0
$64,000 0.02% of portfolio
169
Q4 2025 New
$0
$55,000 0.02% of portfolio
664
Q4 2025 New
$0
$83,000 0.02% of portfolio
3,234
Q4 2025 New
$0
$24,000 0.01% of portfolio
259
Q4 2025 New
$0
$32,000 0.01% of portfolio
136
Q4 2025 New
$0
$42,000 0.01% of portfolio
972
Q4 2025 New
$0
$30,000 0.01% of portfolio
564
Q4 2025 New
$0
$20,000 0.01% of portfolio
349
Q4 2025 New
$0
$25,000 0.01% of portfolio
184
Q4 2025 New
$0
$52,000 0.01% of portfolio
1,077
Q4 2025 New
$0
$23,000 0.01% of portfolio
494
Q4 2025 New
$0
$47,000 0.01% of portfolio
1,764
Q4 2025 New
$0
$38,000 0.01% of portfolio
142
Q4 2025 New
$0
$28,000 0.01% of portfolio
306
Q4 2025 New
$0
$20,000 0.01% of portfolio
191
Q4 2025 New
$0
$39,000 0.01% of portfolio
395
Q4 2025 New
$0
$30,000 0.01% of portfolio
1,447
Q4 2025 New
$0
$28,000 0.01% of portfolio
475
Q4 2025 New
$0
$32,000 0.01% of portfolio
279
Q4 2025 New
$0
$21,000 0.01% of portfolio
1,075
Q4 2025 New

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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