Elevation Capital Advisory, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Collaborative Invt Ser Tr Mind with a value of $25.1B, Franklin International Low Vol with a value of $10.6B, Invesco Exchange Traded Fd Tr with a value of $9.77B, Ishares Msci Eafe Min Vol Fact with a value of $9.7B, and First Tr Morningstar Dividend with a value of $9.64B.

Examining the 13F form we can see an decrease of $4.09B in the current position value, from $233B to 229B.

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.

Portfolio value $229 Billion
ETFs: $225 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $229 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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