Sign In
test

Ryan Sanford

Elevation Capital Advisory, Llc

Assets Managed
$234.911M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-4.04%(2Q avg: -3.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevation Capital Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Elevation Capital Advisory, 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 234.911M in assets, with a quarterly growth rate of -4.04% and a 2-quarter average growth rate of -3.13%. The portfolio is managed by Ryan Sanford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 109.21%
12.14%
$28.516M
311,169 shares@ $91.65 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -12.44%
4.63%
$10.853M
18,804 shares@ $577.19 avg price
STPZ
Pimco 1-5 Year Us Tips Index
Recent Activity
New Position
3.32%
$7.79M
143,984 shares@ $54.11 avg price
BAB
Invesco Taxable Municipal Bo
Recent Activity
New Position
3.29%
$7.723M
286,444 shares@ $26.96 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 399.24%
3.25%
$7.633M
248,785 shares@ $30.69 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 18.38%
3.21%
$7.531M
150,779 shares@ $49.96 avg price
ULST
Spdr Ultra Short-term Bond
Recent Activity
New Position
3.09%
$7.236M
178,670 shares@ $40.51 avg price
FLQL
Franklin U.s. Large Cap Mult
Recent Activity
Increased 24.04%
2.81%
$6.6M
97,571 shares@ $67.65 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -44.8%
2.76%
$6.465M
33,703 shares@ $191.81 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 753.13%
2.62%
$6.141M
62,722 shares@ $97.91 avg price

1-10 of 65