BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 VFMO VANGUARD WELLINGTON FD 5,679 $1.1M 0.48% SOLD
22 SLQD ISHARES TR 20,169 $1.0M 0.43% SOLD
23 USFR WISDOMTREE TR 20,215 $1.0M 0.43% SOLD
24 IGIB ISHARES TR 19,070 $1.0M 0.43% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Financial Services 97.5%
Consumer Cyclical 2.5%