ELEVATED CAPITAL ADVISORS, LLC

Filed: 1/27/2026ACC: 0001802387-26-000001

📋 What this filing means

ELEVATED CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 831 equity positions with a total reported market value of $429.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

831

Positions

$429.02M

Total AUM (reported)

8.69M

Total Shares

Allocation by class

COM$140.60M32.8%

STATE STREET SPD$19.26M4.5%

GROWTH ETF$12.25M2.9%

VAN FTSE DEV MKT$11.45M2.7%

TREASURY OPT INC$10.64M2.5%

COM NEW$9.67M2.3%

ENHANCED INM ETF$9.39M2.2%

Portfolio Concentration

Top 3$38.75M9.0%

4–10$66.15M15.4%

11–25$73.42M17.1%

Rest$250.70M58.4%

Top 3 weight

9.0%

Top 10 weight

24.5%

Voting Authority Distribution

Total shares with voting rights: 8.69M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.69M

% of voting shares100.0%

Investment Discretion (by position count)

Sole831

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings831

Rows:

APPLE INC

SOLE

COM

Shares50.27K

TypeSH

Market value$13.67M

3.19%

Sole

0.00

Shared

0.00

None

50.27K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares159.98K

TypeSH

Market value$12.83M

2.99%

Sole

0.00

Shared

0.00

None

159.98K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares25.12K

TypeSH

Market value$12.25M

2.86%

Sole

0.00

Shared

0.00

None

25.12K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares183.34K

TypeSH

Market value$11.45M

2.67%

Sole

0.00

Shared

0.00

None

183.34K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares448.93K

TypeSH

Market value$10.64M

2.48%

Sole

0.00

Shared

0.00

None

448.93K

MICROSOFT CORP

SOLE

COM

Shares19.81K

TypeSH

Market value$9.58M

2.23%

Sole

0.00

Shared

0.00

None

19.81K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

ENHANCED INM ETF

Shares420.81K

TypeSH

Market value$9.39M

2.19%

Sole

0.00

Shared

0.00

None

420.81K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MANAGED FUTURES

Shares332.12K

TypeSH

Market value$9.05M

2.11%

Sole

0.00

Shared

0.00

None

332.12K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares45.90K

TypeSH

Market value$8.77M

2.04%

Sole

0.00

Shared

0.00

None

45.90K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

VOLATILITY PREM

Shares413.59K

TypeSH

Market value$7.26M

1.69%

Sole

0.00

Shared

0.00

None

413.59K

FIRST TR EXCH TRADED FD III

SOLE

INSTL PFD SECS

Shares353.91K

TypeSH

Market value$6.86M

1.60%

Sole

0.00

Shared

0.00

None

353.91K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares132.16K

TypeSH

Market value$6.39M

1.49%

Sole

0.00

Shared

0.00

None

132.16K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares77.31K

TypeSH

Market value$6.09M

1.42%

Sole

0.00

Shared

0.00

None

77.31K

NVIDIA CORPORATION

SOLE

COM

Shares27.63K

TypeSH

Market value$5.15M

1.20%

Sole

0.00

Shared

0.00

None

27.63K

JANUS DETROIT STR TR

SOLE

HENDRSN SHRT ETF

Shares99.65K

TypeSH

Market value$4.90M

1.14%

Sole

0.00

Shared

0.00

None

99.65K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

BARRIER INCOME

Shares185.48K

TypeSH

Market value$4.85M

1.13%

Sole

0.00

Shared

0.00

None

185.48K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

AGGREGATE BOND E

Shares233.48K

TypeSH

Market value$4.83M

1.13%

Sole

0.00

Shared

0.00

None

233.48K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares179.91K

TypeSH

Market value$4.80M

1.12%

Sole

0.00

Shared

0.00

None

179.91K

PIMCO CORPORATE & INCM STRG

SOLE

COM

Shares362.61K

TypeSH

Market value$4.63M

1.08%

Sole

0.00

Shared

0.00

None

362.61K

AMAZON COM INC

SOLE

COM

Shares19.04K

TypeSH

Market value$4.39M

1.02%

Sole

0.00

Shared

0.00

None

19.04K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares98.03K

TypeSH

Market value$4.35M

1.01%

Sole

0.00

Shared

0.00

None

98.03K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares147.85K

TypeSH

Market value$4.27M

1.00%

Sole

0.00

Shared

0.00

None

147.85K

BLACKROCK DEBT STRATEGIES FD

SOLE

COM NEW

Shares407.28K

TypeSH

Market value$4.15M

0.97%

Sole

0.00

Shared

0.00

None

407.28K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US LRG

Shares121.59K

TypeSH

Market value$3.96M

0.92%

Sole

0.00

Shared

0.00

None

121.59K

ALPHABET INC

SOLE

CAP STK CL A

Shares12.15K

TypeSH

Market value$3.80M

0.89%

Sole

0.00

Shared

0.00

None

12.15K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	50.27K	SH	$13.67M 3.19%	50.27K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	159.98K	SH	$12.83M 2.99%	159.98K
VANGUARD INDEX FDSSOLE	GROWTH ETF	25.12K	SH	$12.25M 2.86%	25.12K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	183.34K	SH	$11.45M 2.67%	183.34K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	448.93K	SH	$10.64M 2.48%	448.93K
MICROSOFT CORPSOLE	COM	19.81K	SH	$9.58M 2.23%	19.81K
SIMPLIFY EXCHANGE TRADED FUNSOLE	ENHANCED INM ETF	420.81K	SH	$9.39M 2.19%	420.81K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MANAGED FUTURES	332.12K	SH	$9.05M 2.11%	332.12K
VANGUARD INDEX FDSSOLE	VALUE ETF	45.90K	SH	$8.77M 2.04%	45.90K
SIMPLIFY EXCHANGE TRADED FUNSOLE	VOLATILITY PREM	413.59K	SH	$7.26M 1.69%	413.59K
FIRST TR EXCH TRADED FD IIISOLE	INSTL PFD SECS	353.91K	SH	$6.86M 1.60%	353.91K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	132.16K	SH	$6.39M 1.49%	132.16K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	77.31K	SH	$6.09M 1.42%	77.31K
NVIDIA CORPORATIONSOLE	COM	27.63K	SH	$5.15M 1.20%	27.63K
JANUS DETROIT STR TRSOLE	HENDRSN SHRT ETF	99.65K	SH	$4.90M 1.14%	99.65K
SIMPLIFY EXCHANGE TRADED FUNSOLE	BARRIER INCOME	185.48K	SH	$4.85M 1.13%	185.48K
SIMPLIFY EXCHANGE TRADED FUNSOLE	AGGREGATE BOND E	233.48K	SH	$4.83M 1.13%	233.48K
PIMCO ETF TRSOLE	MULTISECTOR BD	179.91K	SH	$4.80M 1.12%	179.91K
PIMCO CORPORATE & INCM STRGSOLE	COM	362.61K	SH	$4.63M 1.08%	362.61K
AMAZON COM INCSOLE	COM	19.04K	SH	$4.39M 1.02%	19.04K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	98.03K	SH	$4.35M 1.01%	98.03K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	147.85K	SH	$4.27M 1.00%	147.85K
BLACKROCK DEBT STRATEGIES FDSOLE	COM NEW	407.28K	SH	$4.15M 0.97%	407.28K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US LRG	121.59K	SH	$3.96M 0.92%	121.59K
ALPHABET INCSOLE	CAP STK CL A	12.15K	SH	$3.80M 0.89%	12.15K

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