Institutional Fund
Elevated Capital Advisors, LLC
Sandy, UTCIK 18023875 filings on record
Portfolio Value
$397.34M
Q1 2026
Holdings
843
Reported positions
New Buys
60
Opened this quarter
QoQ Change
-7.4%
from $429.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds3.0%
- Apple Inc2.9%
- Vanguard Index Fds2.8%
- Simplify Exchange Traded Fun2.6%
- Simplify Exchange Traded Fun2.5%
- Spdr Series Trust2.4%
- Other83.7%
Portfolio Holdings
843 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 185.2K | $11.87M | 3.0% | +1.8K | Added |
| 2 | Apple Inc | 46.0K | $11.67M | 2.9% | −4.3K | Reduced |
| 3 | Vanguard Index Fds | 25.8K | $11.27M | 2.8% | +685 | Added |
| 4 | Simplify Exchange Traded Fun | 441.4K | $10.38M | 2.6% | −7.5K | Reduced |
| 5 | Simplify Exchange Traded Fun | 334.8K | $10.12M | 2.5% | +2.7K | Added |
| 6 | Spdr Series Trust | 125.6K | $9.61M | 2.4% | −34.4K | Reduced |
| 7 | Vanguard Index Fds | 46.9K | $9.21M | 2.3% | +1.1K | Added |
| 8 | Microsoft Corp | 20.4K | $7.55M | 1.9% | +586 | Added |
| 9 | Simplify Exchange Traded Fun | 351.5K | $7.15M | 1.8% | +118.1K | Added |
| 10 | Simplify Exchange Traded Fun | 243.9K | $7.13M | 1.8% | +243.9K | New |
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