Elevation Capital Advisory, LLC holds a diversified book of 63 stocks worth $259.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Fidelity Momentum Factor ETF and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Ishares Russell Top 200 Grow at 6% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+8.4%/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/1871112/holdings"
Use Arkolith to show Elevation Capital Advisory, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Elevation Capital Advisory, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 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.
0% 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 Elevation Capital Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 63 | $50.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 63 | $38.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 63 | $37.8B |
| WELLS FARGO & COMPANY/MN | 80 / 63 | $29.8B |
| ROYAL BANK OF CANADA | 80 / 63 | $22.5B |
| Cetera Investment Advisers | 80 / 63 | $11.4B |
| OSAIC HOLDINGS, INC. | 80 / 63 | $7.7B |
| MORGAN STANLEY | 79 / 63 | $100.7B |
Ranked by how many of Elevation Capital Advisory, LLC's top 63 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 | Ishares TR RUS TP200 GR ETF | $14.4M | 49.6K | 5.6% | ▲+211% Added · +34K sh | |
| 2 | Fidelity Covington Trust MOMENTUM FACTR | $12.6M | 127.4K | 4.8% | ▲New New position | |
| 3 | Ishares TR CORE 30 70 ETF | $12.1M | 292.4K | 4.7% | ▲+184% Added · +189K sh | |
| 4 | First TR Exchange-Traded Alp COM SHS | $11.8M | 84.5K | 4.6% | ▲+72% Added · +35K sh | |
| 5 | SPDR Series Trust ST STR BLO 1 ETF | $10.8M | 118.3K | 4.2% | ▼−62% Reduced · −193K sh | |
| 6 | Invesco Exchange Traded FD T S&P500 QUALITY | $10.6M | 117.2K | 4.1% | ▲+79% Added · +52K sh | |
| 7 | Ishares TR MSCI USA MMENTM | $10.3M | 30.0K | 4.0% | ▲+70% Added · +12K sh | |
| 8 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $9.8M | 80.2K | 3.8% | ▲+84% Added · +36K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $9.5M | 12.9K | 3.7% | ▼−32% Reduced · −6K sh | |
| 10 | Ishares TR S&P 100 ETF | $8.2M | 22.3K | 3.2% | ▲+521% Added · +19K sh | |
| 11 | Vanguard Index FDS GROWTH ETF | $8.2M | 94.7K | 3.2% | ▲New New position | |
| 12 | Vaneck ETF Trust FALLEN ANGEL HG | $8.0M | 275.0K | 3.1% | ▲New New position | |
| 13 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $7.7M | 286.4K | 3.0% | ▼~0% Reduced · −24 sh | |
| 14 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $7.3M | 88.7K | 2.8% | ▲New New position | |
| 15 | Ishares TR DOW JONES US ETF | $7.1M | 38.7K | 2.7% | ▲New New position | |
| 16 | Schwab Strategic TR US LCAP GR ETF | $7.0M | 205.6K | 2.7% | ▲+53% Added · +71K sh | |
| 17 | Vanguard Malvern FDS STRM INFPROIDX | $6.8M | 135.4K | 2.6% | ▼−10% Reduced · −15K sh | |
| 18 | American Centy ETF TR US EQT ETF | $6.4M | 49.7K | 2.5% | ▲New New position | |
| 19 | SPDR Series Trust ST STR CONV ETF | $5.5M | 51.2K | 2.1% | ▲+320% Added · +39K sh | |
| 20 | Ishares TR MORNINGSTAR GRWT | $5.0M | 43.1K | 1.9% | ▲+3.8% Added · +2K sh | |
| 21 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $5.0M | 31.2K | 1.9% | ▲+709% Added · +27K sh | |
| 22 | SPDR Series Trust ST STR SP400GRW | $5.0M | 44.7K | 1.9% | ▲New New position | |
| 23 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.9M | 96.0K | 1.9% | ▼−3.3% Reduced · −3K sh | |
| 24 | Vanguard Specialized Funds DIV APP ETF | $4.8M | 20.5K | 1.9% | ▲New New position | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $4.0M | 5.8K | 1.5% | ▼−7.3% Reduced · −460 sh | |
| 26 | Fidelity Covington Trust HIGH DIVID ETF | $4.0M | 65.7K | 1.5% | ▼−30% Reduced · −29K sh | |
| 27 | SPDR Series Trust ST STR P500GRW | $3.8M | 31.9K | 1.5% | ▼−49% Reduced · −31K sh | |
| 28 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $3.0M | 17.7K | 1.2% | ▲+100% Added · +9K sh | |
| 29 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $2.7M | 16.0K | 1.1% | ▼−36% Reduced · −9K sh | |
| 30 | RBB FD Inc MOTLEY FOL ETF | $2.7M | 35.5K | 1.0% | ▼−49% Reduced · −35K sh | |
| 31 | Nushares ETF TR NUVEEN ESG LRGCP | $2.6M | 22.2K | 1.0% | ▲New New position | |
| 32 | J P Morgan Exchange Traded F US QUALTY FCTR | $2.5M | 34.5K | 1.0% | ▲+112% Added · +18K sh | |
| 33 | Ishares TR CONV BD ETF | $2.5M | 20.4K | 1.0% | ▲+56% Added · +7K sh | |
| 34 | Vanguard Scottsdale FDS VNG RUS1000GRW | $2.4M | 18.7K | 0.9% | ▲+21% Added · +3K sh | |
| 35 | Vanguard World FD MEGA GRWTH IND | $2.3M | 26.7K | 0.9% | ▲+60% Added · +10K sh | |
| 36 | Ishares TR RUS TOP 200 ETF | $1.4M | 7.8K | 0.6% | ▲New New position | |
| 37 | SPDR Series Trust ST STR NYSE TECH | $1.4M | 3.7K | 0.6% | ▲New New position | |
| 38 | Legg Mason ETF Invt FRANKLIN INTL LW | $1.4M | 33.7K | 0.5% | ▲New New position | |
| 39 | Fidelity Covington Trust BLUE CHIP GRWTH | $1.3M | 21.6K | 0.5% | ▲New New position | |
| 40 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $1.3M | 19.6K | 0.5% | ▼−9.9% Reduced · −2K sh | |
| 41 | Ishares TR U S EQUITY FACTR | $1.3M | 17.6K | 0.5% | ▼−7.1% Reduced · −1K sh | |
| 42 | Ishares TR MRNGSTR INC ETF | $1.3M | 59.8K | 0.5% | ▲New New position | |
| 43 | Ishares TR CORE 60 BALA ETF | $1.3M | 19.0K | 0.5% | ▼−72% Reduced · −48K sh | |
| 44 | Ishares TR MSCI USA MIN ETF | $1.3M | 13.6K | 0.5% | ▼−47% Reduced · −12K sh | |
| 45 | Wisdomtree TR US QTLY DIV GRT | $1.3M | 13.6K | 0.5% | ▼−67% Reduced · −28K sh | |
| 46 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $1.3M | 21.1K | 0.5% | ▲New New position | |
| 47 | Wisdomtree TR HEDGED HI YLD BD | $1.3M | 57.2K | 0.5% | ▲New New position | |
| 48 | Vaneck ETF Trust MRNGSTR WDE MOAT | $1.3M | 12.3K | 0.5% | ▼−78% Reduced · −43K sh | |
| 49 | Ishares TR CORE S&P US GWT | $1.3M | 6.7K | 0.5% | ▲+23% Added · +1K sh | |
| 50 | Schwab Strategic TR US DIVIDEND EQ | $1.2M | 39.1K | 0.5% | ▼−84% Reduced · −210K sh |
As-of date vs the date the SEC received each filing
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.