Elevation Capital Advisory, LLC Portfolio Holdings

Elevation Capital Advisory, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $245 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $13.6B, Invesco Qqq Trust, Series 1 with a value of $13.2B, Ishares Msci Usa Quality Facto with a value of $12.1B, Vaneck ETF Tr Fallen Angel Hig with a value of $10.8B, and Jp Morgan ETF Tr Ultra Short I with a value of $10.1B.

Examining the 13F form we can see an decrease of $5.59B in the current position value, from $250B to 245B.

Elevation Capital Advisory, LLC is based out at Bend, OR

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