Elevation Capital Advisory, LLC: 13F holdings

CIK 18711122026Q2

Positions63
Reported value$259.0m
Filed2026-07-27

Top 10 holdings

SecuritySharesValueWeight
IWY ISHARES TR49,647$14.4m5.6%
FDMO FIDELITY COVINGTON TRUST127,358$12.6m4.8%
AOK ISHARES TR292,381$12.1m4.7%
FEX FIRST TR EXCHANGE-TRADED ALP84,534$11.8m4.6%
BIL SPDR SERIES TRUST118,285$10.8m4.2%
SPHQ INVESCO EXCHANGE TRADED FD T117,218$10.6m4.1%
MTUM ISHARES TR29,995$10.3m4.0%
SPGP INVESCO EXCHANGE TRADED FD T80,162$9.8m3.8%
QQQ INVESCO QQQ TR12,852$9.5m3.7%
VTI ISHARES TR22,318$8.2m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1871112")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples