Elevated Capital Advisors, LLC: 13F holdings
CIK 18023872026Q2
| Positions | 849 |
|---|---|
| Reported value | $363.6m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 155,917 | $13.4m | 3.7% |
| VEA VANGUARD TAX-MANAGED FDS | 185,986 | $13.3m | 3.6% |
| SIMPLIFY EXCHANGE TRADED FUN | 497,573 | $11.7m | 3.2% |
| VTV VANGUARD INDEX FDS | 48,340 | $10.5m | 2.9% |
| SPYM SPDR SERIES TRUST | 111,996 | $9.8m | 2.7% |
| AAPL APPLE INC | 32,827 | $9.5m | 2.6% |
| SIMPLIFY EXCHANGE TRADED FUN | 360,978 | $9.4m | 2.6% |
| SIMPLIFY EXCHANGE TRADED FUN | 320,829 | $8.2m | 2.3% |
| SIMPLIFY EXCHANGE TRADED FUN | 273,420 | $8.1m | 2.2% |
| SIMPLIFY EXCHANGE TRADED FUN | 397,811 | $8.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802387")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.