Elevated Capital Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Elevated Capital Advisors, LLC reported 842 stock positions worth $397.3 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 3.0% of the portfolio, followed by Apple (AAPL, 2.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 2.8%). Compared with Q4 2025, it opened 56 new positions, sold out of 46, added to 126 and reduced 262. The biggest buy was a new position in Simplify Currency Strtgy ETF (FOXY) and the biggest sale Simplify Enhanced Income ETF (HIGH, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- SANDY, UT
- CIK
- 0001802387
- Portfolio Value
- $397.3M (Q1 2026)
- SEC Filing
- 0001802387-26-000002 ↗ filed Apr 30, 2026
Holdings Value
Holdings 842 stocks · $397.3M
| VEA Vanguard Ftse Developed ETF | 2.99% | 185,188 | $11.9M | Add +1.0% |
| AAPL Apple Inc. | 2.94% | 45,998 | $11.7M | Reduce -8.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.84% | 25,801 | $11.3M | Add +2.7% |
| BUCK Simplify Treasury Option Inc. | 2.61% | 441,417 | $10.4M | Reduce -1.7% |
| CTA Simplify Managed Futures St | 2.55% | 334,840 | $10.1M | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.42% | 125,601 | $9.6M | Reduce -21.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.32% | 46,948 | $9.2M | Add +2.3% |
| MSFT Microsoft Corp. | 1.90% | 20,395 | $7.5M | Add +3.0% |
| AGGH Simplify Aggregate Bond ETF | 1.80% | 351,530 | $7.2M | Add +50.6% |
| FOXY Simplify Currency Strtgy ETF | 1.80% | 243,929 | $7.1M | New |
| SIXO Allian US Equ 6 Mon BU10-Usd | 1.79% | 210,017 | $7.1M | Add +1166.4% |
| SBAR Simplify Barrier Income ETF | 1.78% | 287,955 | $7.1M | Add +55.3% |
| FPEI First Trust Institutional PR | 1.76% | 367,491 | $7.0M | Add +3.8% |
| BNDX Vanguard Total Intl Bond ETF | 1.64% | 135,344 | $6.5M | Add +2.4% |
| NVDA Nvidia Corp. | 1.59% | 36,272 | $6.3M | Add +31.3% |
| BSV Vanguard Short-Term Bond ETF | 1.55% | 78,699 | $6.2M | Add +1.8% |
| FDL First Trust Morn DVD Lead Inc. | 1.21% | 94,796 | $4.8M | Reduce -3.3% |
| PCN PIMCO Corporate & Income STR | 1.20% | 399,746 | $4.8M | Add +10.2% |
| SVOL Simplify Volatility Premium | 1.18% | 304,641 | $4.7M | Reduce -26.3% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 1.17% | 120,829 | $4.6M | New |
| AMZN Amazon.com Inc. | 1.11% | 21,118 | $4.4M | Add +10.9% |
| DSU BlackRock Debt Strategies | 1.10% | 455,494 | $4.4M | Add +11.8% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 1.09% | 136,529 | $4.3M | Add +521.4% |
| VWO Vanguard Ftse Emerging Marke | 0.98% | 71,728 | $3.9M | Add +2.5% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.94% | 95,852 | $3.7M | Add +81.9% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.88% | 165,802 | $3.5M | Add +48.1% |
| VNLA Janus Henderson Short Durati | 0.87% | 70,391 | $3.4M | Reduce -29.4% |
| PYLD PIMCO Multisector Bond Actv | 0.82% | 124,748 | $3.3M | Reduce -30.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.80% | 67,791 | $3.2M | Add +1.2% |
| BIV Vanguard Intermediate-Term B | 0.78% | 40,205 | $3.1M | Add +1.5% |
| BLV Vanguard Long-Term Bond ETF | 0.75% | 43,130 | $3.0M | Add +2.0% |
| FVD First Trust Value Line DVD | 0.75% | 63,001 | $3.0M | Reduce -1.4% |
| DECU Allianzim US BF15 Uncap Dec | 0.74% | 110,769 | $2.9M | New |
| XOM Exxon Mobil Corp. | 0.69% | 16,249 | $2.8M | Reduce -18.8% |
| QBER Trueshares Quartly B HDG ETF | 0.68% | 111,442 | $2.7M | Add +184.7% |
| BOND PIMCO Active Bond Exchange-T | 0.65% | 27,930 | $2.6M | Reduce -31.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 4,400 | $2.5M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.64% | 9,665 | $2.5M | Add +2.7% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.62% | 50,656 | $2.5M | Add +3.6% |
| GAEM Simplify Gamma Emrg MRK BND | 0.61% | 93,843 | $2.4M | Add +2.3% |
| GOOGL Alphabet Inc. Class A | 0.60% | 8,352 | $2.4M | Reduce -31.3% |
| AVGO Broadcom Inc. | 0.58% | 7,499 | $2.3M | Add +78.3% |
| ONEZ Trueshr Seasonality La B ETF | 0.55% | 87,029 | $2.2M | New |
| SEPZ Trueshares Struc Out Sep ETF | 0.54% | 52,513 | $2.1M | New |
| V Visa Inc. Class A | 0.54% | 7,051 | $2.1M | Add +4.0% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 10,466 | $2.0M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.50% | 6,401 | $2.0M | Reduce -8.5% |
| EMLP First Trust North American E | 0.47% | 42,876 | $1.9M | Reduce -6.3% |
| FIDU Fidelity MSCI Indust Indx | 0.46% | 21,272 | $1.8M | Reduce -26.2% |
| GOOG Alphabet Inc. Class C | 0.46% | 6,408 | $1.8M | Reduce -31.8% |
| META Meta Platforms Inc. Class A | 0.46% | 3,170 | $1.8M | Add +29.3% |
| TSLA Tesla Inc. | 0.45% | 4,860 | $1.8M | Reduce -12.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.45% | 19,938 | $1.8M | Add +194.2% |
| XFFCX Flaherty & Crumrine Pref Inc. | 0.44% | 114,130 | $1.8M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.44% | 5,058 | $1.7M | Add +7.9% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.43% | 18,510 | $1.7M | Reduce -7.1% |
| MA Mastercard Inc. Class A | 0.43% | 3,434 | $1.7M | Reduce -2.9% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.42% | 17,489 | $1.7M | Reduce -27.6% |
| IVV iShares Core S&P 500 ETF | 0.42% | 2,554 | $1.7M | Reduce -48.0% |
| INTU Intuit Inc. | 0.40% | 3,692 | $1.6M | Add +308.9% |
| FMAT Fidelity MSCI Materials Indx | 0.40% | 27,682 | $1.6M | Reduce -14.6% |
| PM Philip Morris International | 0.40% | 9,575 | $1.6M | Reduce -14.9% |
| FHLC Fidelity MSCI Health Care | 0.39% | 22,188 | $1.6M | Add +736.3% |
| AMD Advanced Micro Devices | 0.39% | 7,528 | $1.5M | Reduce -26.3% |
| FUTY Fidelity MSCI US Utilities | 0.38% | 25,704 | $1.5M | Reduce -7.9% |
| JNJ Johnson & Johnson | 0.37% | 6,087 | $1.5M | Reduce -21.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 2,934 | $1.4M | Reduce -16.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.35% | 16,371 | $1.4M | Reduce -14.0% |
| ABBV Abbvie Inc. | 0.35% | 6,335 | $1.4M | Reduce -33.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 5,554 | $1.3M | Add +22.3% |
| VLO Valero Energy Corp. | 0.33% | 5,322 | $1.3M | Add +9.0% |
| JPM JPMorgan Chase & Co. | 0.33% | 4,441 | $1.3M | Reduce -39.1% |
| FGD First Trust DJ GL Sel DVD | 0.33% | 40,656 | $1.3M | Reduce -11.7% |
| STX Seagate Technology Holdings | 0.32% | 3,251 | $1.3M | Reduce -57.7% |
| PFE Pfizer Inc. | 0.32% | 45,251 | $1.3M | Add +85.5% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.32% | 12,437 | $1.3M | Reduce -66.8% |
| VZ Verizon Communications Inc. | 0.31% | 24,253 | $1.2M | Reduce -34.2% |
| PG The Procter & Gamble Co. | 0.30% | 8,341 | $1.2M | Reduce -37.1% |
| RDVY First Trust Rising Dividend | 0.30% | 17,603 | $1.2M | Reduce -3.1% |
| JANZ Trueshares Struct Outc Jan | 0.30% | 32,392 | $1.2M | Add +161.4% |
| ACN Accenture PLC Class A | 0.30% | 5,937 | $1.2M | Add +100.2% |
| ADM Archer-Daniels-Midland Co. | 0.29% | 15,775 | $1.1M | Add +197087.5% |
| MDIV FT Multi-Asset Divers Inc. | 0.28% | 69,906 | $1.1M | Add +0.5% |
| HD Home Depot Inc. | 0.28% | 3,369 | $1.1M | Reduce -36.2% |
| SKOR NT Crdscr US Corp. BD ETF | 0.28% | 22,759 | $1.1M | Add +51.0% |
| D Dominion Energy Inc. | 0.28% | 17,696 | $1.1M | Add +9.9% |
| LYB Lyondellbasell Indu Class A | 0.27% | 13,454 | $1.1M | Reduce -39.5% |
| DECZ Trueshares Struc Out Dec ETF | 0.27% | 27,738 | $1.1M | Reduce -5.5% |
| SPBO SS SPDR P Corp. Bond ETF | 0.27% | 36,880 | $1.1M | Reduce -15.8% |
| CFG Citizens Financial Group | 0.27% | 17,752 | $1.1M | Add +5.8% |
| USB US Bancorp | 0.26% | 20,198 | $1.1M | Reduce -6.3% |
| PAYM TS S&P Autocal DFNS Inc. ETF | 0.26% | 47,662 | $1.0M | New |
| AMGN Amgen Inc. | 0.26% | 2,960 | $1.0M | Add +146.9% |
| ILTB iShares Core 10+ Year Usd Bo | 0.26% | 21,108 | $1.0M | Reduce -13.1% |
| T AT&T Inc. | 0.26% | 35,366 | $1.0M | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 0.26% | 13,120 | $1.0M | Reduce -17.1% |
| KEY Keycorp | 0.25% | 50,403 | $1.0M | Add +5.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.25% | 87,441 | $1.0M | Add +21.5% |
| GOVT iShares US Treasury Bond ETF | 0.25% | 42,952 | $984K | Reduce -13.0% |
| PRU Prudential Financial Inc. | 0.24% | 9,910 | $968K | Add +2.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 18 | $2 | No change |
Total filed on the 13F, all lines: $397.3M.
Portfolio Sells Q4 2025 → Q1 2026
| HIGH Simplify Enhanced Income ETF | Reduce -96.0% | 0.09% | −2.10 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Reduce -97.7% | 0.02% | −0.97 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | Reduce -97.8% | 0.02% | −0.90 |
| JUNW Alianzim US Eq BFR20 Jun-Usd | Reduce -97.3% | 0.02% | −0.66 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -21.5% | 2.42% | −0.57 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -66.8% | 0.32% | −0.57 |
| SVOL Simplify Volatility Premium | Reduce -26.3% | 1.18% | −0.52 |
| VOO Vanguard S&P 500 ETF | Reduce -94.8% | 0.03% | −0.47 |
| GJUN FT Vest US Equity Moderate B | Reduce -97.7% | 0.01% | −0.44 |
| IWO iShares Russell 2000 Growth | Reduce -93.0% | 0.03% | −0.41 |
| IVV iShares Core S&P 500 ETF | Reduce -48.0% | 0.42% | −0.36 |
| MRK Merck & Co. Inc. | Reduce -84.6% | 0.07% | −0.32 |
| PYLD PIMCO Multisector Bond Actv | Reduce -30.7% | 0.82% | −0.30 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | Sold out | 0.00% | −0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -31.3% | 0.60% | −0.28 |
| VNLA Janus Henderson Short Durati | Reduce -29.4% | 0.87% | −0.28 |
| NRG NRG Energy Inc. | Reduce -91.0% | 0.03% | −0.27 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Sold out | 0.00% | −0.25 |
| AAPL Apple Inc. | Reduce -8.5% | 2.94% | −0.25 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.24 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -91.5% | 0.02% | −0.24 |
| ADBE Adobe Inc. | Reduce -37.2% | 0.21% | −0.24 |
| BOND PIMCO Active Bond Exchange-T | Reduce -31.5% | 0.65% | −0.24 |
| CVX Chevron Corp. | Reduce -66.5% | 0.22% | −0.23 |
| UNP Union Pacific Corp. | Reduce -70.6% | 0.12% | −0.23 |
| KMB Kimberly-Clark Corp. | Reduce -87.6% | 0.03% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -31.8% | 0.46% | −0.22 |
| JPM JPMorgan Chase & Co. | Reduce -39.1% | 0.33% | −0.22 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Reduce -97.7% | 0.01% | −0.22 |
| EMR Emerson Electric Co. | Reduce -70.8% | 0.09% | −0.21 |
| ETR Entergy Corp. | Reduce -78.5% | 0.08% | −0.20 |
| NI Nisource Inc. | Reduce -79.1% | 0.07% | −0.20 |
| FREL Fidelity MSCI RL Est Indx | Reduce -79.5% | 0.05% | −0.19 |
| QBUL Trueshare QRT Bull Hdge ETF | Reduce -97.7% | 0.00% | −0.19 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Sold out | 0.00% | −0.18 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -89.3% | 0.02% | −0.18 |
| IVZ Invesco Ltd. | Reduce -92.2% | 0.02% | −0.18 |
| EGP Eastgroup Properties Inc. | Reduce -93.1% | 0.01% | −0.18 |
| PEP Pepsico Inc. | Reduce -50.7% | 0.24% | −0.18 |
| STX Seagate Technology Holdings | Reduce -57.7% | 0.32% | −0.17 |
| LNT Alliant Energy Corp. | Reduce -93.3% | 0.01% | −0.17 |
| WSO Watsco Inc. | Reduce -94.5% | 0.01% | −0.17 |
| BEN Franklin Templeton Inc. | Reduce -87.0% | 0.03% | −0.17 |
| ABBV Abbvie Inc. | Reduce -33.1% | 0.35% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -42.2% | 0.18% | −0.15 |
| TYA Simplify Intermediate Term | Reduce -79.9% | 0.04% | −0.15 |
| HD Home Depot Inc. | Reduce -36.2% | 0.28% | −0.14 |
| FLG Flagstar Bank NA | Reduce -92.8% | 0.01% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -37.1% | 0.30% | −0.14 |
| NEM Newmont Corp. | Reduce -59.0% | 0.13% | −0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| FOXY Simplify Currency Strtgy ETF | New | 1.80% | +1.80 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Add +1166.4% | 1.79% | +1.65 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | New | 1.17% | +1.17 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Add +521.4% | 1.09% | +0.92 |
| DECU Allianzim US BF15 Uncap Dec | New | 0.74% | +0.74 |
| AGGH Simplify Aggregate Bond ETF | Add +50.6% | 1.80% | +0.67 |
| SBAR Simplify Barrier Income ETF | Add +55.3% | 1.78% | +0.65 |
| ONEZ Trueshr Seasonality La B ETF | New | 0.55% | +0.55 |
| SEPZ Trueshares Struc Out Sep ETF | New | 0.54% | +0.54 |
| QBER Trueshares Quartly B HDG ETF | Add +184.7% | 0.68% | +0.46 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Add +81.9% | 0.94% | +0.46 |
| CTA Simplify Managed Futures St | Add +0.8% | 2.55% | +0.44 |
| NVDA Nvidia Corp. | Add +31.3% | 1.59% | +0.39 |
| FHLC Fidelity MSCI Health Care | Add +736.3% | 0.39% | +0.35 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 2.99% | +0.32 |
| TUA Sim St Treas Fut Strat ETF | Add +48.1% | 0.88% | +0.31 |
| TROW T Rowe Price Group Inc. | Add +194.2% | 0.45% | +0.29 |
| ADM Archer-Daniels-Midland Co. | Add +197087.5% | 0.29% | +0.29 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.3% | 2.32% | +0.28 |
| PAYM TS S&P Autocal DFNS Inc. ETF | New | 0.26% | +0.26 |
| INTU Intuit Inc. | Add +308.9% | 0.40% | +0.26 |
| AVGO Broadcom Inc. | Add +78.3% | 0.58% | +0.24 |
| BG Bunge Global SA | New | 0.24% | +0.24 |
| RF Regions Financial Corp. | Add +1482.8% | 0.23% | +0.22 |
| JANZ Trueshares Struct Outc Jan | Add +161.4% | 0.30% | +0.19 |
| MU Micron Technology Inc. | Add +6323.5% | 0.19% | +0.18 |
| ES Eversource Energy | New | 0.18% | +0.18 |
| PFE Pfizer Inc. | Add +85.5% | 0.32% | +0.18 |
| CVS CVS Health Corp. | Add +6039.9% | 0.18% | +0.18 |
| AMGN Amgen Inc. | Add +146.9% | 0.26% | +0.17 |
| WMT Walmart Inc. | Add +284.8% | 0.21% | +0.17 |
| ORCL Oracle Corp. | Add +1455.4% | 0.18% | +0.17 |
| FPEI First Trust Institutional PR | Add +3.8% | 1.76% | +0.16 |
| PNW Pinnacle West Capital | New | 0.16% | +0.16 |
| WFC Wells Fargo & Co. | Add +338.9% | 0.21% | +0.16 |
| AMAT Applied Materials Inc. | Add +7.9% | 0.44% | +0.15 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.4% | 1.64% | +0.15 |
| VLO Valero Energy Corp. | Add +9.0% | 0.33% | +0.15 |
| GSEP FT Vest US Equity Moderate B | New | 0.15% | +0.15 |
| BBY Best Buy Co. Inc. | Add +3903.9% | 0.15% | +0.14 |
| JULU Allianzim US BF15 Uncap Jul | New | 0.14% | +0.14 |
| GPC Genuine Parts Co. | Add +693.4% | 0.16% | +0.14 |
| DSU BlackRock Debt Strategies | Add +11.8% | 1.10% | +0.13 |
| BSV Vanguard Short-Term Bond ETF | Add +1.8% | 1.55% | +0.13 |
| OCTZ Trueshares Struc Outcome Oct | New | 0.13% | +0.13 |
| CMCSA Comcast Corp. Class A | Add +2879.4% | 0.14% | +0.13 |
| SCHX Schwab US Large-Cap ETF | New | 0.13% | +0.13 |
| SPUC Simplify US Equity Income Et | New | 0.13% | +0.13 |
| ANET Arista Networks Inc. | New | 0.13% | +0.13 |
| SPYC Simplify US Eqty Plus Convex | New | 0.13% | +0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 848 | $363.6M | VUG, VEA, BUCK, VTV, SPYM |
| Q1 2026 | 842 | $397.3M | VEA, AAPL, VUG, BUCK, CTA |
| Q4 2025 | 831 | $429.0M | AAPL, SPYM, VUG, VEA, BUCK |
| Q3 2025 | 256 | $402.1M | SPYM, AAPL, VUG, VEA, MSFT |
| Q2 2025 | 252 | $357.0M | SPYM, AAPL, VUG, VEA, VTV |
| Q1 2025 | 252 | $357.0M | SPYM, AAPL, VUG, VEA, VTV |
| Q4 2024 | 260 | $367.0M | SPYM, AAPL, VUG, VEA, BNDX |
| Q3 2024 | 264 | $376.4M | VUG, AAPL, SPYM, VEA, QQQ |
| Q2 2024 | 226 | $355.7M | QQQ, RIGS, VUG, QUAL, VEA |
| Q1 2024 | 175 | $349.0M | QQQ, RIGS, FDL, VUG, QUAL |