ELEVATED CAPITAL ADVISORS, LLC

Filed: 4/30/2026ACC: 0001802387-26-000002

📋 What this filing means

ELEVATED CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 843 equity positions with a total reported market value of $397.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

843

Positions

$397.34M

Total AUM (reported)

8.45M

Total Shares

Allocation by class

COM$124.40M31.3%

ALLIANZIM US EQT$15.38M3.9%

STATE STREET SPD$15.03M3.8%

VAN FTSE DEV MKT$11.87M3.0%

GROWTH ETF$11.27M2.8%

TREASURY OPT INC$10.38M2.6%

MANAGED FUTURES$10.12M2.5%

Portfolio Concentration

Top 3$34.81M8.8%

4–10$61.15M15.4%

11–25$79.71M20.1%

Rest$221.66M55.8%

Top 3 weight

8.8%

Top 10 weight

24.2%

Voting Authority Distribution

Total shares with voting rights: 8.45M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.45M

% of voting shares100.0%

Investment Discretion (by position count)

Sole843

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings843

Rows:

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares185.19K

TypeSH

Market value$11.87M

2.99%

Sole

0.00

Shared

0.00

None

185.19K

APPLE INC

SOLE

COM

Shares46K

TypeSH

Market value$11.67M

2.94%

Sole

0.00

Shared

0.00

None

46K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares25.80K

TypeSH

Market value$11.27M

2.84%

Sole

0.00

Shared

0.00

None

25.80K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares441.42K

TypeSH

Market value$10.38M

2.61%

Sole

0.00

Shared

0.00

None

441.42K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MANAGED FUTURES

Shares334.84K

TypeSH

Market value$10.12M

2.55%

Sole

0.00

Shared

0.00

None

334.84K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares125.60K

TypeSH

Market value$9.61M

2.42%

Sole

0.00

Shared

0.00

None

125.60K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares46.95K

TypeSH

Market value$9.21M

2.32%

Sole

0.00

Shared

0.00

None

46.95K

MICROSOFT CORP

SOLE

COM

Shares20.39K

TypeSH

Market value$7.55M

1.90%

Sole

0.00

Shared

0.00

None

20.39K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

AGGREGATE BOND E

Shares351.53K

TypeSH

Market value$7.15M

1.80%

Sole

0.00

Shared

0.00

None

351.53K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

CURRENCY STRATEG

Shares243.93K

TypeSH

Market value$7.13M

1.80%

Sole

0.00

Shared

0.00

None

243.93K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares210.02K

TypeSH

Market value$7.09M

1.79%

Sole

0.00

Shared

0.00

None

210.02K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

BARRIER INCOME

Shares287.95K

TypeSH

Market value$7.07M

1.78%

Sole

0.00

Shared

0.00

None

287.95K

FIRST TR EXCH TRADED FD III

SOLE

INSTL PFD SECS

Shares367.49K

TypeSH

Market value$6.98M

1.76%

Sole

0.00

Shared

0.00

None

367.49K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares135.34K

TypeSH

Market value$6.50M

1.64%

Sole

0.00

Shared

0.00

None

135.34K

NVIDIA CORPORATION

SOLE

COM

Shares36.27K

TypeSH

Market value$6.33M

1.59%

Sole

0.00

Shared

0.00

None

36.27K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares78.70K

TypeSH

Market value$6.17M

1.55%

Sole

0.00

Shared

0.00

None

78.70K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares94.80K

TypeSH

Market value$4.82M

1.21%

Sole

0.00

Shared

0.00

None

94.80K

PIMCO CORPORATE & INCM STRG

SOLE

COM

Shares399.75K

TypeSH

Market value$4.76M

1.20%

Sole

0.00

Shared

0.00

None

399.75K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

VOLATILITY PREM

Shares304.64K

TypeSH

Market value$4.67M

1.18%

Sole

0.00

Shared

0.00

None

304.64K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQU

Shares120.83K

TypeSH

Market value$4.65M

1.17%

Sole

0.00

Shared

0.00

None

120.83K

AMAZON COM INC

SOLE

COM

Shares21.12K

TypeSH

Market value$4.40M

1.11%

Sole

0.00

Shared

0.00

None

21.12K

BLACKROCK DEBT STRATEGIES FD

SOLE

COM NEW

Shares455.49K

TypeSH

Market value$4.37M

1.10%

Sole

0.00

Shared

0.00

None

455.49K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares136.53K

TypeSH

Market value$4.31M

1.09%

Sole

0.00

Shared

0.00

None

136.53K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares71.73K

TypeSH

Market value$3.88M

0.98%

Sole

0.00

Shared

0.00

None

71.73K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares95.85K

TypeSH

Market value$3.72M

0.94%

Sole

0.00

Shared

0.00

None

95.85K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	185.19K	SH	$11.87M 2.99%	185.19K
APPLE INCSOLE	COM	46K	SH	$11.67M 2.94%	46K
VANGUARD INDEX FDSSOLE	GROWTH ETF	25.80K	SH	$11.27M 2.84%	25.80K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	441.42K	SH	$10.38M 2.61%	441.42K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MANAGED FUTURES	334.84K	SH	$10.12M 2.55%	334.84K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	125.60K	SH	$9.61M 2.42%	125.60K
VANGUARD INDEX FDSSOLE	VALUE ETF	46.95K	SH	$9.21M 2.32%	46.95K
MICROSOFT CORPSOLE	COM	20.39K	SH	$7.55M 1.90%	20.39K
SIMPLIFY EXCHANGE TRADED FUNSOLE	AGGREGATE BOND E	351.53K	SH	$7.15M 1.80%	351.53K
SIMPLIFY EXCHANGE TRADED FUNSOLE	CURRENCY STRATEG	243.93K	SH	$7.13M 1.80%	243.93K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	210.02K	SH	$7.09M 1.79%	210.02K
SIMPLIFY EXCHANGE TRADED FUNSOLE	BARRIER INCOME	287.95K	SH	$7.07M 1.78%	287.95K
FIRST TR EXCH TRADED FD IIISOLE	INSTL PFD SECS	367.49K	SH	$6.98M 1.76%	367.49K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	135.34K	SH	$6.50M 1.64%	135.34K
NVIDIA CORPORATIONSOLE	COM	36.27K	SH	$6.33M 1.59%	36.27K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	78.70K	SH	$6.17M 1.55%	78.70K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	94.80K	SH	$4.82M 1.21%	94.80K
PIMCO CORPORATE & INCM STRGSOLE	COM	399.75K	SH	$4.76M 1.20%	399.75K
SIMPLIFY EXCHANGE TRADED FUNSOLE	VOLATILITY PREM	304.64K	SH	$4.67M 1.18%	304.64K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQU	120.83K	SH	$4.65M 1.17%	120.83K
AMAZON COM INCSOLE	COM	21.12K	SH	$4.40M 1.11%	21.12K
BLACKROCK DEBT STRATEGIES FDSOLE	COM NEW	455.49K	SH	$4.37M 1.10%	455.49K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	136.53K	SH	$4.31M 1.09%	136.53K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	71.73K	SH	$3.88M 0.98%	71.73K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	95.85K	SH	$3.72M 0.94%	95.85K

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