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Elevation Capital Advisory, LLC

SEC CIK
0001871112
Latest filing
Jul 27, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only.

Institution overview
Positions
21
No filing for Q1 2021
Portfolio value
$178.2M
No filing for Q1 2021
Filed
Aug 12, 2021
SEC

Elevation Capital Advisory, LLC did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevation Capital Advisory, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF128,227$16.4M9.2%–––
iShares MSCI USA Momentum Factor ETF46432F396ETF93,419$16.2M9.1%–––
Renaissance Cap Greenwich FD759937204IPO ETF240,832$15.9M8.9%–––
SPDR Series Trust78464A128ST STR SP1500VT105,927$15.5M8.7%–––
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC167,703$15.1M8.5%–––
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP208,751$14.3M8.0%–––
iShares Inc464286392MSCI WORLD ETF109,171$13.8M7.8%–––
VanEck Morningstar Wide Moat ETF92189F643ETF146,684$10.9M6.1%–––
Invesco S&P 500 Quality ETF46137V241ETF216,093$10.5M5.9%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF140,779$10.4M5.8%–––
iShares Core S&P U.S. Growth ETF464287671ETF95,991$9.69M5.4%–––
Ssga Active ETF Tr78467V202ST STR INCOM ETF259,022$9.22M5.2%–––
Fidelity Merrimack STR Tr316188101CORP BOND ETF161,578$9.00M5.1%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF432,497$8.91M5.0%–––
Invesco QQQ Trust Series I46090E103ETF1,342$476.0K0.3%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF2,784$408.0K0.2%–––
TSLATesla, Inc.Stock561$381.0K0.2%––History
iShares Russell Top 200 Growth ETF464289438ETF2,044$309.0K0.2%–––
iShares Tr464287119MORNINGSTAR GRWT4,634$300.0K0.2%–––
iShares Tr464287150CORE S&P TTL STK2,876$283.0K0.2%–––
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,002$260.0K0.1%–––