1y return+13.1%S&P 500 +20.9%
3y return+36.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $152 against $209 in the S&P 500.2
Elevated Capital Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $13.4M | 3.7% | |
| VEAVanguard Tax-managed Fds | $13.3M | 3.6% | |
| BUCKSimplify Exchange Traded Fun | $11.7M | 3.2% | +12.7% |
| VTVVanguard Index Fds | $10.5M | 2.9% | +3.0% |
| SPYMSpdr Series Trust | $9.8M | 2.7% | −10.8% |
| AAPLApple Inc | $9.5M | 2.6% | −28.6% |
| CTASimplify Exchange Traded Fun | $9.4M | 2.6% | +7.8% |
| SBARSimplify Exchange Traded Fun | $8.2M | 2.3% | +11.4% |
| FOXYSimplify Exchange Traded Fun | $8.1M | 2.2% | +12.1% |
| AGGHSimplify Exchange Traded Fun | $8.0M | 2.2% | +13.2% |
| FPEIFirst Tr Exch Traded Fd III | $7.2M | 2.0% | +1.5% |
| BNDXVanguard Charlotte Fds | $7.0M | 1.9% | +6.7% |
| BSVVanguard Bd Index Fds | $6.6M | 1.8% | +7.4% |
| SVOLSimplify Exchange Traded Fun | $5.6M | 1.5% | +13.6% |
| NVDANvidia Corporation | $5.1M | 1.4% | −29.6% |
| MSFTMicrosoft Corp | $4.9M | 1.4% | −35.2% |
| PCNPimco Corporate & Incm Strg | $4.9M | 1.4% | +2.9% |
| FDLFirst Tr Exchange-traded Fd | $4.6M | 1.3% | |
| VWOVanguard Intl Equity Index F | $4.5M | 1.2% | +4.9% |
| DSUBlackrock Debt Strategies Fd | $4.5M | 1.2% | +1.6% |
| SIXOAim Etf Products Trust | $4.0M | 1.1% | −46.9% |
| ONEZElevation Series Trust | $3.9M | 1.1% | +64.4% |
| QQQInvesco Qqq Tr | $3.8M | 1.0% | +17.8% |
| MAYWAim Etf Products Trust | $3.6M | 1.0% | New |
| TUASimplify Exchange Traded Fun | $3.3M | 0.9% | −1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2022 | +1548.3% | $5.1M |
| QQQInvesco Qqq Tr | September 30, 2022 | +175.5% | $3.8M |
| VUGVanguard Index Fds | September 30, 2022 | +141.6% | $13.4M |
| AMZNAmazon Com Inc | September 30, 2022 | +110.9% | $3.0M |
| AAPLApple Inc | September 30, 2022 | +109.4% | $9.5M |
| SPYMSpdr Series Trust | September 30, 2022 | +109.3% | $9.8M |
| VEAVanguard Tax-managed Fds | September 30, 2022 | +96.0% | $13.3M |
| VBVanguard Index Fds | September 30, 2022 | +77.4% | $3.0M |
| VTVVanguard Index Fds | September 30, 2022 | +76.5% | $10.5M |
| VWOVanguard Intl Equity Index F | September 30, 2022 | +63.6% | $4.5M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $2.8M
- Honeywell Intl IncCUSIP 438516106 was $783K
- Tri Pointe Homes IncCUSIP 87265H109 was $57K
- Listed Fds TrCUSIP 53656G191 was $9,427
- IHDGWisdomtree Tr was $9,197
- Dupont De Nemours IncCUSIP 26614N102 was $8,885
- PKSTPeakstone Realty Trust was $7,938
- IFLNInvesco Exch Traded Fd Tr II was $7,714
- AGGYWisdomtree Tr was $7,343
- IBNDSpdr Series Trust was $5,719
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +4.8% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +5.2% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| June 30, 2022 | −13.1% | −16.5% |
| December 31, 2021 | +4.6% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elevated Capital Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802387&type=13F-HR&dateb=&owner=include&count=40CIK 1802387
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802387/000180238726000003/Filed August 3, 2026 · accession 0001802387-26-000003