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Elton Wilcox

Elevated Capital Advisors, Llc

Assets Managed
$397.34M
Holdings
843
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-7.38%(2Q avg: -0.35%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevated Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 843 positions.

Assets under management

The assets under management (AUM) of Elevated Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 397.34M in assets, with a quarterly growth rate of -7.38% and a 2-quarter average growth rate of -0.35%. The portfolio is managed by Elton Wilcox, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.01%
2.99%
$11.867M
185,188 shares@ $64.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -8.5%
2.94%
$11.674M
45,998 shares@ $253.79 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.73%
2.84%
$11.27M
25,801 shares@ $436.8 avg price
BUCK
Simplify Trsy Opt Etf-usd In
Recent Activity
Decreased -1.67%
2.62%
$10.375M
441,417 shares@ $23.51 avg price
CTA
Simplify Managed Futures St
Recent Activity
Increased 0.82%
2.55%
$10.119M
334,840 shares@ $30.22 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -21.49%
2.42%
$9.613M
125,601 shares@ $76.54 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.3%
2.32%
$9.211M
46,948 shares@ $196.2 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.96%
1.91%
$7.55M
20,395 shares@ $370.18 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 50.57%
1.81%
$7.154M
351,530 shares@ $20.36 avg price
FOXY
Simplify Currency Strtgy Etf
Recent Activity
New Position
1.8%
$7.132M
243,929 shares@ $29.25 avg price

1-10 of 843