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Portfolio (Quarterly) Guide ↗

Elevation Capital Advisory, LLC

· CIK 0001871112
13F Portfolio $259M AUM 63 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 18 Added 21 Reduced 24 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 STPZ PIMCO ETF TR 143,984 $7.8M 3.32% SOLD
2 ULST SSGA ACTIVE ETF TR 178,670 $7.2M 3.08% SOLD
3 FLQL FRANKLIN TEMPLETON ETF TR 97,571 $6.6M 2.81% SOLD
4 QUAL ISHARES TR 33,703 $6.5M 2.75% SOLD
5 FDL FIRST TR EXCHANGE-TRADED FD 108,285 $5.5M 2.34% SOLD
6 QUS SPDR SERIES TRUST 25,881 $4.4M 1.89% SOLD
7 POWA INVESCO EXCH TRD SLF IDX FD 48,569 $4.2M 1.78% SOLD
8 HGER HARBOR ETF TRUST 118,960 $3.7M 1.57% SOLD
9 SPLV INVESCO EXCH TRADED FD TR II 31,127 $2.3M 0.97% SOLD
10 SCHV SCHWAB STRATEGIC TR 73,208 $2.2M 0.95% SOLD
11 ILCB ISHARES TR 24,556 $2.2M 0.94% SOLD
12 FTCS FIRST TR EXCHANGE-TRADED FD 14,413 $1.3M 0.57% SOLD
13 LGLV SPDR SERIES TRUST 7,483 $1.3M 0.57% SOLD
14 JHML JOHN HANCOCK EXCHANGE TRADED 16,954 $1.3M 0.56% SOLD
15 MDIV FIRST TR EXCHANGE TRADED FD 79,459 $1.3M 0.55% SOLD
16 FLRN SPDR SERIES TRUST 41,729 $1.3M 0.55% SOLD
17 EFAV ISHARES TR 13,430 $1.2M 0.52% SOLD
18 DYNF BLACKROCK ETF TRUST 20,692 $1.2M 0.51% SOLD
19 XLC SELECT SECTOR SPDR TR 10,554 $1.2M 0.50% SOLD
20 TDIV FIRST TR EXCHANGE TRADED FD 12,064 $1.1M 0.48% SOLD
Page 1 of 2  ·  24 positions
Sector Allocation
Financial Services 97.5%
Consumer Cyclical 2.5%