Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $360 Million
  • Q4 2025

Elevated Capital Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $360 Million distributed in 831 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.6M, Vanguard Growth ETF with a value of $12.1M, Vanguard Ftse Developed Market with a value of $11.2M, and Microsoft Corp with a value of $10.1M.

Examining the 13F form we can see an increase of $21.6M in the current position value, from $338M to 360M.

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 $360 Million
ETFs: $187 Million
Technology: $48.6 Million
Financial Services: $36.2 Million
Consumer Cyclical: $16.8 Million
Utilities: $14.1 Million
Communication Services: $12.3 Million
Healthcare: $12.2 Million
Industrials: $11.1 Million
Other: $20.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$122,000 0.03% of portfolio
1,608
Q4 2025 New
$18.9B
$115,000 0.03% of portfolio
753
Q4 2025 New
$0
$107,000 0.03% of portfolio
4,170
Q4 2025 New
$0
$122,000 0.03% of portfolio
1,896
Q4 2025 New
$0
$107,000 0.03% of portfolio
1,378
Q4 2025 New
$46.1B
$105,000 0.03% of portfolio
1,254
Q4 2025 New
$15.3B
$95,000 0.03% of portfolio
790
Q4 2025 New
$62.7B
$99,000 0.03% of portfolio
1,267
Q4 2025 New
$121B
$90,000 0.03% of portfolio
107
Q4 2025 New
$0
$91,000 0.03% of portfolio
828
Q4 2025 New
$18B
$98,000 0.03% of portfolio
774
Q4 2025 New
$16.1B
$98,000 0.03% of portfolio
4,280
Q4 2025 New
$0
$110,000 0.03% of portfolio
1,033
Q4 2025 New
$181B
$62,000 0.02% of portfolio
683
Q4 2025 New
$0
$55,000 0.02% of portfolio
643
Q4 2025 New
$12.7B
$85,000 0.02% of portfolio
908
Q4 2025 New
$1.75B
$66,000 0.02% of portfolio
4,793
Q4 2025 New
$23.3B
$55,000 0.02% of portfolio
2,214
Q4 2025 New
$0
$54,000 0.02% of portfolio
2,130
Q4 2025 New
$0
$83,000 0.02% of portfolio
627
Q4 2025 New
$0
$78,000 0.02% of portfolio
559
Q4 2025 Reduced 76.28%
$0
$55,000 0.02% of portfolio
200
Q4 2025 New
$0
$56,000 0.02% of portfolio
2,476
Q4 2025 New
$0
$66,000 0.02% of portfolio
2,819
Q4 2025 New
$28.1B
$65,000 0.02% of portfolio
1,384
Q4 2025 New
$37.7B
$70,000 0.02% of portfolio
356
Q4 2025 New
$0
$84,000 0.02% of portfolio
2,739
Q4 2025 New
$0
$73,000 0.02% of portfolio
1,040
Q4 2025 New
$7.63B
$80,000 0.02% of portfolio
1,569
Q4 2025 New
$0
$64,000 0.02% of portfolio
235
Q4 2025 New
$0
$75,000 0.02% of portfolio
683
Q4 2025 New
$0
$88,000 0.02% of portfolio
1,756
Q4 2025 New
$6.39B
$62,000 0.02% of portfolio
1,172
Q4 2025 New
$37.1B
$85,000 0.02% of portfolio
420
Q4 2025 New
$0
$84,000 0.02% of portfolio
799
Q4 2025 New
$0
$72,000 0.02% of portfolio
1,682
Q4 2025 New
$9.23B
$87,000 0.02% of portfolio
6,363
Q4 2025 New
$593B
$69,000 0.02% of portfolio
314
Q4 2025 New
$17.1B
$59,000 0.02% of portfolio
736
Q4 2025 New
$33.2B
$55,000 0.02% of portfolio
577
Q4 2025 New
$49.1B
$79,000 0.02% of portfolio
718
Q4 2025 New
$97.3B
$88,000 0.02% of portfolio
1,045
Q4 2025 New
$0
$75,000 0.02% of portfolio
793
Q4 2025 New
$136B
$67,000 0.02% of portfolio
188
Q4 2025 New
$77.2B
$63,000 0.02% of portfolio
316
Q4 2025 New
$6.2B
$87,000 0.02% of portfolio
885
Q4 2025 New
$86.7B
$56,000 0.02% of portfolio
101
Q4 2025 New
$113B
$80,000 0.02% of portfolio
911
Q4 2025 New
$0
$64,000 0.02% of portfolio
169
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 831
  • Current Value $360 Million
  • Prior Value $338 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 577 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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