Elevated Capital Advisors, LLC
846 holdingsFiling period: 2026-03-31Current AUM: $431.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 185.2K | $11.9M | $13.1M | 3.03% | +1.8K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 46.0K | $11.7M | $14.2M | 3.29% | -4,274 | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 25.8K | $11.3M | $13.2M | 3.06% | +685 | 2026-03-31 |
| 4 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 441.4K | $10.4M | $10.3M | 2.39% | -7,508 | 2026-03-31 |
| 5 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 334.8K | $10.1M | $9.1M | 2.11% | +2.7K | 2026-03-31 |
| 6 | SPYM | SPDR SERIES TRUST | 125.6K | $9.6M | $11.0M | 2.56% | -34,383 | 2026-03-31 |
| 7 | VTV | VANGUARD INDEX FDS | 46.9K | $9.2M | $10.3M | 2.39% | +1.1K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 20.4K | $7.5M | $9.5M | 2.20% | +586 | 2026-03-31 |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 351.5K | $7.2M | $6.9M | 1.61% | +118.1K | 2026-03-31 |
| 10 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | 243.9K | $7.1M | $7.0M | 1.61% | -- | 2026-03-31 |
| 11 | SIXO | AIM ETF PRODUCTS TRUST | 210.0K | $7.1M | $7.6M | 1.76% | +193.4K | 2026-03-31 |
| 12 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | 288.0K | $7.1M | $7.3M | 1.69% | +102.5K | 2026-03-31 |
| 13 | FPEI | FIRST TR EXCH TRADED FD III | 367.5K | $7.0M | $7.0M | 1.63% | +13.6K | 2026-03-31 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | 135.3K | $6.5M | $6.5M | 1.50% | +3.2K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 36.3K | $6.3M | $7.3M | 1.69% | +8.6K | 2026-03-31 |
| 16 | BSV | VANGUARD BD INDEX FDS | 78.7K | $6.2M | $6.1M | 1.41% | +1.4K | 2026-03-31 |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | 94.8K | $4.8M | $4.9M | 1.13% | -3,238 | 2026-03-31 |
| 18 | PCN | PIMCO CORPORATE & INCM STRG | 399.7K | $4.8M | $4.7M | 1.08% | +37.1K | 2026-03-31 |
| 19 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | 304.6K | $4.7M | $4.8M | 1.12% | -108,948 | 2026-03-31 |
| 20 | OCTW | AIM ETF PRODUCTS TRUST | 120.8K | $4.6M | $5.0M | 1.15% | -- | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 21.1K | $4.4M | $5.7M | 1.33% | +2.1K | 2026-03-31 |
| 22 | DSU | BLACKROCK DEBT STRATEGIES FD | 455.5K | $4.4M | $4.3M | 0.99% | +48.2K | 2026-03-31 |
| 23 | SEPW | AIM ETF PRODUCTS TRUST | 136.5K | $4.3M | $4.6M | 1.07% | +114.6K | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 71.7K | $3.9M | $4.2M | 0.98% | +1.7K | 2026-03-31 |
| 25 | JULW | AIM ETF PRODUCTS TRUST | 95.9K | $3.7M | $3.9M | 0.91% | +43.2K | 2026-03-31 |
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