Latest Elevated Capital Advisors, LLC Stock Portfolio

Elevated Capital Advisors, LLC Performance:

2026 Q1: -1.44%YTD: -1.44%2025: 9.02%

Performance for 2026 Q1 is -1.44%, and YTD is -1.44%, and 2025 is 9.02%.

About Elevated Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

Elevated Capital Advisors, LLC is a hedge fund based in Draper, UT. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Elevated Capital Advisors, LLC reported an equity portfolio of $397.3 Millions as of 31 Mar, 2026.

The top stock holdings of Elevated Capital Advisors, LLC are VEA, AAPL, VB. The fund has invested 3% of it's portfolio in VANGUARD TAX-MANAGED FDS and 2.9% of portfolio in APPLE INC.

The fund managers got completely rid off AIM ETF PRODUCTS TRUST (AZAA), COMERICA INC (CMA) and FLEXSHARES TR (ASET) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), PROSHARES TR (BIB) and ELEVATION SERIES TRUST. Elevated Capital Advisors, LLC opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), AIM ETF PRODUCTS TRUST (AZAA) and ELEVATION SERIES TRUST. The fund showed a lot of confidence in some stocks as they added substantially to ARCHER DANIELS MIDLAND CO (ADM), VERISK ANALYTICS INC (VRSK) and LENNAR CORP (LEN).

Elevated Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Elevated Capital Advisors, LLC made a return of -1.44% in the last quarter. In trailing 12 months, it's portfolio return was 9.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
simplify exchange traded fun	7,132,490
aim etf products trust	4,648,290
aim etf products trust	2,944,240
elevation series trust	2,178,900
elevation series trust	2,132,640
elevation series trust	1,046,220
bunge global sa	943,824
eversource energy	713,048

New stocks bought by Elevated Capital Advisors, LLC

Additions

Ticker	% Inc.
archer daniels midland co	197,088
verisk analytics inc	126,500
lennar corp	63,422
verisign inc	13,650
micron technology inc	6,323
cvs health corp	6,039
citigroup inc	5,892
best buy inc	3,903

Additions to existing portfolio by Elevated Capital Advisors, LLC

Reductions

Ticker	% Reduced
proshares tr	-98.25
elevation series trust	-98.19
elevation series trust	-98.16
elevation series trust	-98.16
aim etf products trust	-97.82
alps etf tr	-97.8
aim etf products trust	-97.74
elevation series trust	-97.74

Elevated Capital Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Elevated Capital Advisors, LLC

Sector Distribution

Elevated Capital Advisors, LLC has about 64% of it's holdings in Others sector.

Sector	%
Others	64
Technology	11.3
Financial Services	5.7
Consumer Cyclical	4
Utilities	3
Healthcare	2.6
Communication Services	2.6
Consumer Defensive	2.4
Industrials	1.9
Energy	1.5

Market Cap. Distribution

Elevated Capital Advisors, LLC has about 34% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	64.2
MEGA-CAP	19.6
LARGE-CAP	14.4
MID-CAP	1.8

Stocks belong to which Index?

About 33.6% of the stocks held by Elevated Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	65.4
S&P 500	33.6

Top 5 Winners (%)		%
EQNR	equinor asa	78.6 %
LYB	lyondellbasell industries nv	69.1 %
OXY	occidental pete corp	58.0 %
DOW	dow hldgs inc	57.1 %
GLW	corning inc	55.3 %

Top 5 Winners ($)		$
AGGH	simplify exchange traded fun	1.0 M
XOM	exxon mobil corp	0.9 M
LYB	lyondellbasell industries nv	0.7 M
STX	seagate technology hldngs pl	0.6 M
FDL	first tr exchange-traded fd	0.6 M

Top 5 Losers (%)		%
	listed fds tr	-59.8 %
XRX	xerox holdings corp	-45.5 %
SOFI	sofi technologies inc	-39.3 %
HUBS	hubspot inc	-39.2 %
AI	c3 ai inc	-37.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.3 M
VB	vanguard index fds	-1.3 M
AAPL	apple inc	-0.9 M
AGGH	simplify exchange traded fun	-0.8 M
INTU	intuit	-0.5 M

Elevated Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Elevated Capital Advisors, LLC

Elevated Capital Advisors, LLC has 840 stocks in it's portfolio. About 24.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AGGH was the most profitable stock for Elevated Capital Advisors, LLC last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.02	577	65,785	reduced	-14.64

AAPL	apple inc	2.94	45,998	11,673,800	reduced	-8.5

AAXJ	ishares tr	0.11	3,782	421,196	reduced	-6.66

AAXJ	ishares tr	0.07	3,040	288,623	added	8.15

AAXJ	ishares tr	0.04	1,535	144,187	reduced	-5.07

AAXJ	ishares tr	0.03	1,063	112,789	added	2.9

AAXJ	ishares tr	0.02	798	94,643	reduced	-89.32

AAXJ	ishares tr	0.02	2,583	78,317	reduced	-5.7

AAXJ	ishares tr	0.02	1,040	77,324	unchanged	0.00

AAXJ	ishares tr	0.00	143	11,213	unchanged	0.00

ABBV	abbvie inc	0.35	6,335	1,377,840	reduced	-33.13

ABC	cencora inc	0.03	381	119,785	added	36.56

ABT	abbott laboratories	0.01	461	47,331	reduced	-58.32

ACES	alps etf tr	0.06	10,713	244,868	reduced	-16.66

ACES	alps etf tr	0.01	974	61,039	reduced	-84.35

ACES	alps etf tr	0.00	208	13,800	reduced	-91.46

ACES	alps etf tr	0.00	346	7,750	reduced	-97.8

ACN	accenture plc ireland	0.30	5,937	1,177,310	added	100

ACSG	dbx etf tr	0.01	955	47,177	reduced	-11.33

ACWF	ishares tr	0.01	1,138	59,313	unchanged	0.00