account_balance
Investment manager · 13F filer · SEC CIK 1871112
Elevation Capital Advisory, LLC
Follow Elevation Capital Advisory
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$255Mas of Sep 30, 2026
Positions69 27 new, 21 sold out
Top 10 weight39.0%BIL alone is 6%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Series Trust
6.0%Added +40%
SCHGSchwab Strategic Tr
5.2%Added +80%
MGCVanguard World Fd
3.9%New
MGKVanguard World Fd
3.9%Added +300%
SPHQInvesco Exchange Traded Fd T
3.8%
QUSSPDR Series Trust
3.4%New
VTIPVanguard Malvern FDS
3.3%Added +26%
QQQInvesco QQQ Tr
3.3%Trimmed −12%
VUGVanguard Index FDS
3.2%Trimmed −4%
MOATVaneck ETF Trust
3.1%Added +508%
FLRNSPDR Series Trust
2.9%New
VGSHVanguard Scottsdale FDS
2.9%New
BILSPDR Series Trust
6.0%Added +40%
SCHGSchwab Strategic Tr
5.2%Added +80%
MGCVanguard World Fd
3.9%
MGKVanguard World Fd
3.9%
SPHQInvesco Exchange Traded Fd T
3.8%
QUSSPDR Series Trust
3.4%
VTIPVanguard Malvern FDS
3.3%
QQQInvesco QQQ Tr
3.3%
VUGVanguard Index FDS
3.2%
MOAT3.1%
FLRN2.9%
VGSH2.9%
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
BIL SPDR Series Trust 6.0% Added +40%
SCHG Schwab Strategic Tr 5.2% Added +80%
MGC Vanguard World Fd 3.9% New
MGK Vanguard World Fd 3.9% Added +300%
SPHQ Invesco Exchange Traded Fd T 3.8% Held
QUS SPDR Series Trust 3.4% New
VTIP Vanguard Malvern FDS 3.3% Added +26%
QQQ Invesco QQQ Tr 3.3% Trimmed −12%
VUG Vanguard Index FDS 3.2% Trimmed −4%
MOAT Vaneck ETF Trust 3.1% Added +508%
FLRN SPDR Series Trust 2.9% New
VGSH Vanguard Scottsdale FDS 2.9% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- MGC $9.91M
- QUS $8.66M
- FLRN $7.5M
- VGSH $7.4M
arrow_upwardAdded
- MOAT +508%
- LVHI +345%
- QGRO +313%
- MGK +300%
arrow_downwardTrimmed
- ANGL −89%
- SPMO −74%
- OEF −74%
- VIG −72%
remove_circleSold out
- FDMO $12.6M
- MTUM $10.3M
- BAB $7.69M
- IYY $7.06M
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.