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Elevation Capital Advisory, LLC

SEC CIK
0001871112
Latest filing
Jul 27, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 16, 2024. Long positions only.

Institution overview
Positions
40
No filing for Q1 2024
Portfolio value
$219.1M
No filing for Q1 2024
Filed
Aug 16, 2024
SEC

Elevation Capital Advisory, LLC did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevation Capital Advisory, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Collaborative Investmnt Ser19423L615MINDFUL CNSRVTV1,025,828$22.0M10.0%–––
Collaborative Investmnt Ser19423L524MOHR SECTOR NAV424,383$12.6M5.7%–––
iShares Russell Top 200 Growth ETF464289438ETF55,542$11.9M5.4%–––
Fidelity Comwlth Tr315912808NASDAQ COMPSIT152,877$10.7M4.9%–––
Invesco QQQ Trust Series I46090E103ETF21,516$10.3M4.7%–––
iShares S&P 100 ETF464287101ETF37,621$9.94M4.5%–––
Vanguard World FD921910816MEGA GRWTH IND31,516$9.90M4.5%–––
RBB FD Inc74933W601MOTLEY FOL ETF179,967$9.69M4.4%–––
Vanguard Morningstar Growth ETF922908736ETF24,941$9.33M4.3%–––
iShares S&P 500 Growth ETF464287309ETF100,472$9.30M4.2%–––
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF97,945$9.25M4.2%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF89,453$9.02M4.1%–––
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF80,354$7.37M3.4%–––
Collaborative Investmnt Ser19423L581ADAPTIVE CORE284,831$6.18M2.8%–––
Collaborative Investmnt Ser19423L623MOHR GROWTH ETF285,750$6.11M2.8%–––
ProShares Tr74347B607INVT INT RT HG79,006$6.03M2.8%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF331,241$5.75M2.6%–––
iShares Tr464289446RUS TOP 200 ETF42,880$5.74M2.6%–––
iShares Tr464289867CORE 60 BALA ETF99,963$5.63M2.6%–––
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF112,317$5.45M2.5%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD68,203$5.27M2.4%–––
SPDR Series Trust78468R200ST STR RATE ETF161,572$4.98M2.3%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF49,153$3.94M1.8%–––
Vanguard World FD921910873MEGA CAP INDEX18,210$3.59M1.6%–––
iShares MSCI USA Quality Factor ETF46432F339ETF19,503$3.33M1.5%–––
iShares Tr464289859CORE 80 20 ETF43,267$3.24M1.5%–––
SPDR Series Trust78464A292ST STR PFD ETF86,391$2.93M1.3%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL68,133$2.77M1.3%–––
Vanguard Information Technology ETF92204A702ETF3,440$1.98M0.9%–––
Vanguard Financials ETF92204A405ETF9,281$927.0K0.4%–––
Vanguard Communication Services ETF92204A884ETF5,254$726.1K0.3%–––
Vanguard Health Care ETF92204A504ETF2,645$703.6K0.3%–––
Vanguard Industrials ETF92204A603ETF1,946$457.7K0.2%–––
Vanguard S&P 500 Growth ETF921932505ETF1,139$379.8K0.2%–––
Vanguard Dividend Appreciation ETF921908844ETF1,894$345.8K0.2%–––
iShares Core S&P U.S. Growth ETF464287671ETF2,403$306.3K0.1%–––
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,265$286.6K0.1%–––
Fidelity Covington Trust316092329FIDELITY MAGELAN8,925$264.8K0.1%–––
Nushares ETF Tr67092P201NUVEEN ESG LRGCP3,014$244.6K0.1%–––
Legg Mason ETF Invt524682200CLEARBRIDGE LRG3,109$217.1K0.1%–––