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Latest Elevated Capital Advisors, LLC Stock Portfolio

$397Million | No. of Holdings #840

Elevated Capital Advisors, LLC Performance

2026 Q1-1.44%
YTD-1.44%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$397Million
  as of Apr 30, 2026

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 fun7,132,490
aim etf products trust4,648,290
aim etf products trust2,944,240
elevation series trust2,178,900
elevation series trust2,132,640
elevation series trust1,046,220
bunge global sa943,824
eversource energy713,048
New stocks bought by Elevated Capital Advisors, LLC

Additions

Ticker% Inc.
archer daniels midland co197,088
verisk analytics inc126,500
lennar corp63,422
verisign inc13,650
micron technology inc6,323
cvs health corp6,039
citigroup inc5,892
best buy inc3,903
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.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Utilities
  • Healthcare
  • Communication Services
  • Consumer Defensive
  • Industrials
  • Energy
Sector%
Others64
Technology11.3
Financial Services5.7
Consumer Cyclical4
Utilities3
Healthcare2.6
Communication Services2.6
Consumer Defensive2.4
Industrials1.9
Energy1.5

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED64.2
MEGA-CAP19.6
LARGE-CAP14.4
MID-CAP1.8

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.

  • Others
  • S&P 500
Index%
Others65.4
S&P 50033.6
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.

$396.53MTotal Value
500Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Elevated Capital Advisors, LLC, last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.11%3,782
$421.2K
0.11%
decreased 6.66 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.07%3,040
$288.6K
0.07%
increased 8.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.04%1,535
$144.2K
0.04%
decreased 5.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.03%1,063
$112.8K
0.03%
increased 2.9 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.02%798
$94.6K
0.02%
decreased 89.32 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.02%2,583
$78.3K
0.02%
decreased 5.7 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.02%1,040
$77.3K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0%143
$11.2K
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Elevated Capital Advisors, LLC's holding in Alps Etf Tr over time
0.06%10,713
$244.9K
0.06%
decreased 16.66 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Elevated Capital Advisors, LLC's holding in Alps Etf Tr over time
0.01%974
$61.0K
0.01%
decreased 84.35 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Elevated Capital Advisors, LLC's holding in Alps Etf Tr over time
0%208
$13.8K
0%
decreased 91.46 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Elevated Capital Advisors, LLC's holding in Alps Etf Tr over time
0%346
$7.8K
0%
decreased 97.8 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Elevated Capital Advisors, LLC's holding in Dbx Etf Tr over time
0.01%955
$47.2K
0.01%
decreased 11.33 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Elevated Capital Advisors, LLC's holding in Ishares Tr over time
0.01%1,138
$59.3K
0.01%
unchanged 0 percentunchanged