Elevated Capital Advisors, LLC holds a diversified book of 849 stocks worth $363.6M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Alianzim US Eq BFR20 May-Usd and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Vanguard Growth ETF at 4% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802387/holdings"
Use Arkolith to show Elevated Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning Elevated Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Elevated Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 77 / 80 | $16.3B |
| AE Wealth Management LLC | 76 / 80 | $6.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 73 / 80 | $18.2B |
| LPL Financial LLC | 72 / 80 | $80.9B |
| MORGAN STANLEY | 70 / 80 | $463.3B |
| ENVESTNET ASSET MANAGEMENT INC | 70 / 80 | $99.0B |
| HARBOUR INVESTMENTS, INC. | 70 / 80 | $1.2B |
| UBS Group AG | 69 / 80 | $113.3B |
Ranked by how many of Elevated Capital Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $13.4M | 155.9K | 3.7% | ▲+504% Added · +130K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $13.3M | 186.0K | 3.6% | ▲+0.4% Added · +798 sh | |
| 3 | Simplify Exchange Traded Fun TREASURY OPT INC | $11.7M | 497.6K | 3.2% | ▲+13% Added · +56K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $10.5M | 48.3K | 2.9% | ▲+3.0% Added · +1K sh | |
| 5 | SPDR Series Trust ST STR P500ETF | $9.8M | 112.0K | 2.7% | ▼−11% Reduced · −14K sh | |
| 6 | Apple Inc COM | $9.5M | 32.8K | 2.6% | ▼−29% Reduced · −13K sh | |
| 7 | Simplify Exchange Traded Fun MANAGED FUTURES | $9.4M | 361.0K | 2.6% | ▲+7.8% Added · +26K sh | |
| 8 | Simplify Exchange Traded Fun BARRIER INCOME | $8.2M | 320.8K | 2.3% | ▲+11% Added · +33K sh | |
| 9 | Simplify Exchange Traded Fun CURRE STRAT ETF | $8.1M | 273.4K | 2.2% | ▲+12% Added · +29K sh | |
| 10 | Simplify Exchange Traded Fun AGGREGATE BD ETF | $8.0M | 397.8K | 2.2% | ▲+13% Added · +46K sh | |
| 11 | First TR Exch Traded FD III INSTL PFD SECS | $7.2M | 372.9K | 2.0% | ▲+1.5% Added · +5K sh | |
| 12 | Vanguard Charlotte FDS TOTAL INT BD ETF | $7.0M | 144.4K | 1.9% | ▲+6.7% Added · +9K sh | |
| 13 | Vanguard BD Index FDS SHORT TRM BOND | $6.6M | 84.6K | 1.8% | ▲+7.4% Added · +6K sh | |
| 14 | Simplify Exchange Traded Fun VOLATILITY PREM | $5.6M | 346.2K | 1.5% | ▲+14% Added · +42K sh | |
| 15 | Nvidia Corporation COM | $5.1M | 25.5K | 1.4% | ▼−30% Reduced · −11K sh | |
| 16 | Microsoft Corp COM | $4.9M | 13.2K | 1.4% | ▼−35% Reduced · −7K sh | |
| 17 | Pimco Corporate & Incm STRG COM | $4.9M | 411.3K | 1.4% | ▲+2.9% Added · +12K sh | |
| 18 | First TR Exchange-Traded FD SHS | $4.6M | 94.7K | 1.3% | ▼−0.1% Reduced · −123 sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.5M | 75.2K | 1.2% | ▲+4.9% Added · +4K sh | |
| 20 | BlackRock Debt Strategies FD COM NEW | $4.5M | 462.6K | 1.2% | ▲+1.6% Added · +7K sh | |
| 21 | Aim ETF Products Trust ALLIANZIM US EQT | $4.0M | 111.4K | 1.1% | ▼−47% Reduced · −99K sh | |
| 22 | Elevation Series Trust TRUE SE BUFF ETF | $3.9M | 143.1K | 1.1% | ▲+64% Added · +56K sh | |
| 23 | Invesco QQQ TR UNIT SER 1 | $3.8M | 5.2K | 1.0% | ▲+18% Added · +781 sh | |
| 24 | Aim ETF Products Trust ALLIA US MAY ETF | $3.6M | 103.8K | 1.0% | ▲New New position | |
| 25 | Simplify Exchange Traded Fun SHORT TERM TREA | $3.3M | 163.3K | 0.9% | ▼−1.5% Reduced · −3K sh | |
| 26 | Janus Detroit STR TR HENDRSN SHRT ETF | $3.3M | 67.6K | 0.9% | ▼−3.9% Reduced · −3K sh | |
| 27 | Aim ETF Products Trust ALLIANZIM US EQT | $3.3M | 105.6K | 0.9% | ▲31× Added · +102K sh | |
| 28 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $3.3M | 69.5K | 0.9% | ▲+2.5% Added · +2K sh | |
| 29 | Pimco ETF TR MULTISECTOR BD | $3.2M | 120.3K | 0.9% | ▼−3.5% Reduced · −4K sh | |
| 30 | Vanguard BD Index FDS INTERMED TERM | $3.2M | 41.2K | 0.9% | ▲+2.5% Added · +1K sh | |
| 31 | Vanguard BD Index FDS LONG TERM BOND | $3.1M | 45.3K | 0.9% | ▲+5.0% Added · +2K sh | |
| 32 | First TR Exchange-Traded FD SHS | $3.1M | 63.7K | 0.8% | ▲+1.2% Added · +731 sh | |
| 33 | Vanguard Index FDS SMALL CP ETF | $3.0M | 10.1K | 0.8% | ▲+4.0% Added · +386 sh | |
| 34 | Amazon Com Inc COM | $3.0M | 12.4K | 0.8% | ▼−41% Reduced · −9K sh | |
| 35 | Simplify Exchange Traded Fun GAMMA EMERGING | $2.8M | 102.2K | 0.8% | ▲+8.9% Added · +8K sh | |
| 36 | First TR Exchange-Traded FD FT VEST S&P 500 | $2.6M | 51.9K | 0.7% | ▲+2.5% Added · +1K sh | |
| 37 | Aim ETF Products Trust ALLIA US OCT ETF | $2.5M | 61.2K | 0.7% | ▼−49% Reduced · −60K sh | |
| 38 | Pimco ETF TR ACTIVE BD ETF | $2.5M | 27.0K | 0.7% | ▼−3.2% Reduced · −905 sh | |
| 39 | Ishares TR MSCI USA QLT FCT | $2.5M | 11.3K | 0.7% | ▲+8.0% Added · +836 sh | |
| 40 | Aim ETF Products Trust ALLIANZIM US EQT | $2.3M | 69.9K | 0.6% | ▼−49% Reduced · −67K sh | |
| 41 | Advanced Micro Devices Inc COM | $2.3M | 4.0K | 0.6% | ▼−47% Reduced · −4K sh | |
| 42 | Elevation Series Trust TRUE ST SEPT ETF | $2.2M | 49.1K | 0.6% | ▼−6.5% Reduced · −3K sh | |
| 43 | Aim ETF Products Trust ALLIA US JUN ETF | $2.2M | 63.9K | 0.6% | ▲27× Added · +62K sh | |
| 44 | Pimco ETF TR ULTR SH GO AC FD | $2.1M | 20.6K | 0.6% | ▲+65% Added · +8K sh | |
| 45 | Aim ETF Products Trust ALLIANZIM US EQT | $2.0M | 48.7K | 0.5% | ▼−49% Reduced · −47K sh | |
| 46 | Alphabet Inc CAP STK CL A | $1.9M | 5.5K | 0.5% | ▼−35% Reduced · −3K sh | |
| 47 | Applied Matls Inc COM | $1.9M | 2.6K | 0.5% | ▼−48% Reduced · −2K sh | |
| 48 | Flaherty & Crumrin PFD & Inm COM | $1.9M | 116.0K | 0.5% | ▲+1.7% Added · +2K sh | |
| 49 | First TR Exchange-Traded FD NO AMER ENERGY | $1.9M | 42.6K | 0.5% | ▼−0.6% Reduced · −272 sh | |
| 50 | Visa Inc COM CL A | $1.8M | 5.1K | 0.5% | ▼−27% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 849 | $363.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 843 | $397.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 831 | $429.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 257 | $402.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 252 | $357.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 252 | $357.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 260 | $367.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 264 | $376.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.