ELEVATED CAPITAL ADVISORS, LLC

Filed: 8/3/2026ACC: 0001802387-26-000003

📋 What this filing means

ELEVATED CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 849 equity positions with a total reported market value of $363.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

849

Positions

$363.62M

Total AUM (reported)

8.03M

Total Shares

Allocation by class

COM$86.06M23.7%

ALLIANZIM US EQT$13.43M3.7%

GROWTH ETF$13.43M3.7%

VAN FTSE DEV MKT$13.25M3.6%

TREASURY OPT INC$11.65M3.2%

VALUE ETF$10.53M2.9%

ST STR P500ETF$9.84M2.7%

Portfolio Concentration

Top 3$38.34M10.5%

4–10$63.62M17.5%

11–25$73.57M20.2%

Rest$188.10M51.7%

Top 3 weight

10.5%

Top 10 weight

28.0%

Voting Authority Distribution

Total shares with voting rights: 8.03M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.03M

% of voting shares100.0%

Investment Discretion (by position count)

Sole849

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings849

Rows:

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares155.92K

TypeSH

Market value$13.43M

3.69%

Sole

0.00

Shared

0.00

None

155.92K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares185.99K

TypeSH

Market value$13.25M

3.64%

Sole

0.00

Shared

0.00

None

185.99K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares497.57K

TypeSH

Market value$11.65M

3.20%

Sole

0.00

Shared

0.00

None

497.57K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares48.34K

TypeSH

Market value$10.53M

2.90%

Sole

0.00

Shared

0.00

None

48.34K

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares112K

TypeSH

Market value$9.84M

2.71%

Sole

0.00

Shared

0.00

None

112K

APPLE INC

SOLE

COM

Shares32.83K

TypeSH

Market value$9.50M

2.61%

Sole

0.00

Shared

0.00

None

32.83K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MANAGED FUTURES

Shares360.98K

TypeSH

Market value$9.36M

2.58%

Sole

0.00

Shared

0.00

None

360.98K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

BARRIER INCOME

Shares320.83K

TypeSH

Market value$8.21M

2.26%

Sole

0.00

Shared

0.00

None

320.83K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

CURRE STRAT ETF

Shares273.42K

TypeSH

Market value$8.15M

2.24%

Sole

0.00

Shared

0.00

None

273.42K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

AGGREGATE BD ETF

Shares397.81K

TypeSH

Market value$8.02M

2.21%

Sole

0.00

Shared

0.00

None

397.81K

FIRST TR EXCH TRADED FD III

SOLE

INSTL PFD SECS

Shares372.94K

TypeSH

Market value$7.19M

1.98%

Sole

0.00

Shared

0.00

None

372.94K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares144.43K

TypeSH

Market value$6.99M

1.92%

Sole

0.00

Shared

0.00

None

144.43K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares84.56K

TypeSH

Market value$6.59M

1.81%

Sole

0.00

Shared

0.00

None

84.56K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

VOLATILITY PREM

Shares346.22K

TypeSH

Market value$5.55M

1.53%

Sole

0.00

Shared

0.00

None

346.22K

NVIDIA CORPORATION

SOLE

COM

Shares25.52K

TypeSH

Market value$5.11M

1.40%

Sole

0.00

Shared

0.00

None

25.52K

MICROSOFT CORP

SOLE

COM

Shares13.21K

TypeSH

Market value$4.93M

1.36%

Sole

0.00

Shared

0.00

None

13.21K

PIMCO CORPORATE & INCM STRG

SOLE

COM

Shares411.34K

TypeSH

Market value$4.92M

1.35%

Sole

0.00

Shared

0.00

None

411.34K

FIRST TR EXCHANGE-TRADED FD

SOLE

SHS

Shares94.67K

TypeSH

Market value$4.61M

1.27%

Sole

0.00

Shared

0.00

None

94.67K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares75.23K

TypeSH

Market value$4.49M

1.23%

Sole

0.00

Shared

0.00

None

75.23K

BLACKROCK DEBT STRATEGIES FD

SOLE

COM NEW

Shares462.63K

TypeSH

Market value$4.49M

1.23%

Sole

0.00

Shared

0.00

None

462.63K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQT

Shares111.45K

TypeSH

Market value$4.00M

1.10%

Sole

0.00

Shared

0.00

None

111.45K

ELEVATION SERIES TRUST

SOLE

TRUE SE BUFF ETF

Shares143.05K

TypeSH

Market value$3.95M

1.09%

Sole

0.00

Shared

0.00

None

143.05K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares5.18K

TypeSH

Market value$3.82M

1.05%

Sole

0.00

Shared

0.00

None

5.18K

AIM ETF PRODUCTS TRUST

SOLE

ALLIA US MAY ETF

Shares103.77K

TypeSH

Market value$3.61M

0.99%

Sole

0.00

Shared

0.00

None

103.77K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares163.30K

TypeSH

Market value$3.34M

0.92%

Sole

0.00

Shared

0.00

None

163.30K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	GROWTH ETF	155.92K	SH	$13.43M 3.69%	155.92K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	185.99K	SH	$13.25M 3.64%	185.99K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	497.57K	SH	$11.65M 3.20%	497.57K
VANGUARD INDEX FDSSOLE	VALUE ETF	48.34K	SH	$10.53M 2.90%	48.34K
SPDR SERIES TRUSTSOLE	ST STR P500ETF	112K	SH	$9.84M 2.71%	112K
APPLE INCSOLE	COM	32.83K	SH	$9.50M 2.61%	32.83K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MANAGED FUTURES	360.98K	SH	$9.36M 2.58%	360.98K
SIMPLIFY EXCHANGE TRADED FUNSOLE	BARRIER INCOME	320.83K	SH	$8.21M 2.26%	320.83K
SIMPLIFY EXCHANGE TRADED FUNSOLE	CURRE STRAT ETF	273.42K	SH	$8.15M 2.24%	273.42K
SIMPLIFY EXCHANGE TRADED FUNSOLE	AGGREGATE BD ETF	397.81K	SH	$8.02M 2.21%	397.81K
FIRST TR EXCH TRADED FD IIISOLE	INSTL PFD SECS	372.94K	SH	$7.19M 1.98%	372.94K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	144.43K	SH	$6.99M 1.92%	144.43K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	84.56K	SH	$6.59M 1.81%	84.56K
SIMPLIFY EXCHANGE TRADED FUNSOLE	VOLATILITY PREM	346.22K	SH	$5.55M 1.53%	346.22K
NVIDIA CORPORATIONSOLE	COM	25.52K	SH	$5.11M 1.40%	25.52K
MICROSOFT CORPSOLE	COM	13.21K	SH	$4.93M 1.36%	13.21K
PIMCO CORPORATE & INCM STRGSOLE	COM	411.34K	SH	$4.92M 1.35%	411.34K
FIRST TR EXCHANGE-TRADED FDSOLE	SHS	94.67K	SH	$4.61M 1.27%	94.67K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	75.23K	SH	$4.49M 1.23%	75.23K
BLACKROCK DEBT STRATEGIES FDSOLE	COM NEW	462.63K	SH	$4.49M 1.23%	462.63K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQT	111.45K	SH	$4.00M 1.10%	111.45K
ELEVATION SERIES TRUSTSOLE	TRUE SE BUFF ETF	143.05K	SH	$3.95M 1.09%	143.05K
INVESCO QQQ TRSOLE	UNIT SER 1	5.18K	SH	$3.82M 1.05%	5.18K
AIM ETF PRODUCTS TRUSTSOLE	ALLIA US MAY ETF	103.77K	SH	$3.61M 0.99%	103.77K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	163.30K	SH	$3.34M 0.92%	163.30K

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