account_balance
Investment manager · 13F filer · SEC CIK 1802387
Elevated Capital Advisors, LLC
Reported value$300Mas of Sep 30, 2026
Positions873 43 new, 19 sold out
Top 10 weight34.9%VUG alone is 5%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
4.9%Added +4%
VEAVanguard Tax-Managed FDS
4.5%Added +4%
BUCKSimplify Exchange Traded Fun
4.1%Added +8%
CTASimplify Exchange Traded Fun
3.7%Added +6%
VTVVanguard Index FDS
3.6%Added +2%
SPYMSPDR Series Trust
3.4%
SBARSimplify Exchange Traded Fun
2.8%Added +5%
AGGHSimplify Exchange Traded Fun
2.7%Added +7%
FOXYSimplify Exchange Traded Fun
2.7%Added +9%
MAYWAim ETF Products Trust
2.5%Added +105%
AAPLApple Inc.
2.4%Trimmed −34%
FPEIFirst Tr Exch Traded Fd III
2.3%
VUGVanguard Index FDS
4.9%+4%
VEAVanguard Tax-Managed FDS
4.5%
BUCKSimplify Exchange Traded Fun
4.1%
CTASimplify Exchange Traded Fun
3.7%Added +6%
VTVVanguard Index FDS
3.6%Added +2%
SPYMSPDR Series Trust
3.4%
SBARSimplify Exchange Traded Fun
2.8%
AGGHSimplify Exchange Traded Fun
2.7%
FOXYSimplify Exchange Traded Fun
2.7%
MAYWAim ETF Products Trust
2.5%
AAPLApple Inc.
2.4%
FPEIFirst Tr Exch Traded Fd III
2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 4.9% Added +4%
VEA Vanguard Tax-Managed FDS 4.5% Added +4%
BUCK Simplify Exchange Traded Fun 4.1% Added +8%
CTA Simplify Exchange Traded Fun 3.7% Added +6%
VTV Vanguard Index FDS 3.6% Added +2%
SPYM SPDR Series Trust 3.4% Held
SBAR Simplify Exchange Traded Fun 2.8% Added +5%
AGGH Simplify Exchange Traded Fun 2.7% Added +7%
FOXY Simplify Exchange Traded Fun 2.7% Added +9%
MAYW Aim ETF Products Trust 2.5% Added +105%
AAPL Apple Inc. 2.4% Trimmed −34%FPEI First Tr Exch Traded Fd III 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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