Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

$338 Million
Q3 2025

Elevated Capital Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Million distributed in 257 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.1M, Apple Inc. with a value of $12.8M, Vanguard Growth ETF with a value of $12.6M, Vanguard Ftse Developed Market with a value of $11.1M, and Microsoft Corp with a value of $10M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $322M to 338M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $338 Million

ETFs: $178 Million

Technology: $43.3 Million

Financial Services: $35.4 Million

Consumer Cyclical: $16 Million

Utilities: $13.3 Million

Communication Services: $12.5 Million

Healthcare: $11.2 Million

Industrials: $10.3 Million

Other: $17.6 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$13.1 Million 3.88% of portfolio	167,349	Q3 2025 Reduced 15.3%
VUG Vanguard Growth ETF ETFs	$0	$12.6 Million 3.73% of portfolio	26,291	Q3 2025 Reduced 1.81%
VEA Vanguard Ftse Developed Market ETFs	$0	$11.1 Million 3.29% of portfolio	185,919	Q3 2025 Added 2.22%
VTV Vanguard Value ETF ETFs	$0	$8.63 Million 2.55% of portfolio	46,262	Q3 2025 Added 4.04%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$7.76 Million 2.3% of portfolio	277,459	Q3 2025 Added 44.47%
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$6.93 Million 2.05% of portfolio	358,418	Q3 2025 Reduced 4.26%
BNDX Vanguard Total International B ETFs	$0	$6.7 Million 1.98% of portfolio	135,558	Q3 2025 Reduced 8.08%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.29 Million 1.86% of portfolio	79,661	Q3 2025 Reduced 8.32%
SVOL Simplify ETF Simplify Volatili ETFs	$0	$6.22 Million 1.84% of portfolio	345,650	Q3 2025 Added 45.86%

VNLA Janus Henderson Short Duration ETFs	$0	$4.98 Million 1.47% of portfolio	100,981	Q3 2025 Reduced 11.27%
FDL First Tr Morningstar Dividend ETFs	$0	$4.32 Million 1.28% of portfolio	99,577	Q3 2025 Reduced 5.03%
AGGH Simp Exch.Tra.Fds Simplify Agg ETFs	$0	$3.95 Million 1.17% of portfolio	190,678	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$3.84 Million 1.14% of portfolio	70,901	Q3 2025 Added 3.21%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$3.87 Million 1.14% of portfolio	41,477	Q3 2025 Reduced 11.44%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.38 Million 1.0% of portfolio	5,051	Q3 2025 Reduced 9.5%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$3.27 Million 0.97% of portfolio	69,579	Q3 2025 Reduced 7.64%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.22 Million 0.95% of portfolio	41,195	Q3 2025 Reduced 8.24%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$3.1 Million 0.92% of portfolio	43,709	Q3 2025 Reduced 6.91%

FVD First Tr Value Line Divid Inde ETFs	$0	$2.99 Million 0.89% of portfolio	64,749	Q3 2025 Reduced 4.73%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.76 Million 0.81% of portfolio	4,590	Q3 2025 Reduced 3.47%
VB Vanguard Small Cap ETF ETFs	$0	$2.44 Million 0.72% of portfolio	9,596	Q3 2025 Added 2.78%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$2.39 Million 0.71% of portfolio	48,547	Q3 2025 Reduced 2.61%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.36 Million 0.7% of portfolio	3,853	Q3 2025 Reduced 12.01%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$2.15 Million 0.63% of portfolio	11,030	Q3 2025 Reduced 11.31%
FIDU Fidelity Covington Tr Msci Ind ETFs	$0	$1.85 Million 0.55% of portfolio	22,611	Q3 2025 Added 23.68%
EMLP First Tr Exchange Traded Iv ETFs	$0	$1.8 Million 0.53% of portfolio	46,904	Q3 2025 Reduced 5.81%
FDIS Fidelity Covington Tr Msci Con ETFs	$0	$1.59 Million 0.47% of portfolio	15,454	Q3 2025 Added 27.93%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$1.57 Million 0.47% of portfolio	17,200	Q3 2025 Added 49.41%
FGD First Tr Exchange Trd Fd Ii Fi ETFs	$0	$1.4 Million 0.42% of portfolio	48,869	Q3 2025 Reduced 7.15%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$1.39 Million 0.41% of portfolio	4,332	Q3 2025 Added 48.46%
FMAT Fidelity Covington Tr Msci Mat ETFs	$0	$1.37 Million 0.41% of portfolio	26,145	Q3 2025 Added 16.22%
SPBO Spdr Ser Tr Spdr Portfolio Cor ETFs	$0	$1.36 Million 0.4% of portfolio	45,960	Q3 2025 Reduced 15.34%
RDVY First Trust Rising Dividend Ac ETFs	$0	$1.28 Million 0.38% of portfolio	19,020	Q3 2025 Reduced 5.14%
ILTB Ishares Core 10+ Year Usd Bond ETFs	$0	$1.29 Million 0.38% of portfolio	25,499	Q3 2025 Reduced 15.07%
LTPZ Pimco ETF Tr 15+ Yr Us Tips In ETFs	$0	$1.18 Million 0.35% of portfolio	22,140	Q3 2025 Reduced 8.38%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$1.19 Million 0.35% of portfolio	51,317	Q3 2025 Reduced 15.93%
MDIV First Trust Multi Asset Divers ETFs	$0	$1.11 Million 0.33% of portfolio	69,343	Q3 2025 Reduced 4.09%
FUTY Fidelity Covington Tr Msci Uti ETFs	$0	$1.13 Million 0.33% of portfolio	20,015	Q3 2025 Added 44.19%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$1.12 Million 0.33% of portfolio	13,487	Q3 2025 Added 49.99%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.04 Million 0.31% of portfolio	17,580	Q3 2025 Reduced 9.8%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$973,000 0.29% of portfolio	8,065	Q3 2025 Reduced 26.26%
SIXJ Aim ETF Prods Tr Allianzim U S	$0	$976,000 0.29% of portfolio	29,277	Q3 2025 Reduced 14.35%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$940,000 0.28% of portfolio	9,340	Q3 2025 Reduced 11.75%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$938,000 0.28% of portfolio	34,841	Q3 2025 Reduced 5.36%
TDIV First Trust Nasdaq Technology ETFs	$0	$960,000 0.28% of portfolio	9,738	Q3 2025 Reduced 7.52%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$910,000 0.27% of portfolio	7,622	Q3 2025 Reduced 2.22%
FTQI First Trust ETF Vi First Trust ETFs	$0	$879,000 0.26% of portfolio	42,701	Q3 2025 Reduced 4.48%
XLC Select Sector Spdr Tr Communic ETFs	$0	$862,000 0.25% of portfolio	7,284	Q3 2025 Added 26.92%
FREL Fidelity Covington Tr Msci Rea ETFs	$0	$827,000 0.24% of portfolio	29,755	Q3 2025 Added 27.98%
AVIG American Centy ETF Tr Avantis ETFs	$0	$775,000 0.23% of portfolio	18,432	Q3 2025 Reduced 16.08%

Summary

Portfolio
No. of Stocks 257
Current Value $338 Million
Prior Value $322 Million
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 17 stocks
Additional Purchases 76 stocks
Sold out of 0 stocks
Reduced holdings in 157 stocks

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Elevated Capital Advisors, LLC Portfolio Holdings