Fund Holdings — Elevation Capital Advisory, LLC

Total Portfolio Value
$259.01M
Total Bought
$144.25M
Total Sold
$112.89M
Net Transaction
+$31.36M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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FIDELITY COVINGTON TRUST0127,358+127,358012,5544.85%+12,554
ISHARES TR15,98049,647+33,6673,97714,4285.57%+10,452
VANGUARD INDEX FDS094,735+94,73508,1603.15%+8,160
VANECK ETF TRUST
FALLEN ANGEL HG
0274,973+274,97308,0403.10%+8,040
ISHARES TR102,956292,381+189,4254,10712,1284.68%+8,021
VANGUARD ADMIRAL FDS INC088,695+88,69507,3282.83%+7,328
ISHARES TR038,714+38,71407,0572.72%+7,057
ISHARES TR3,59522,318+18,7231,1438,1663.15%+7,022
AMERICAN CENTY ETF TR049,719+49,71906,3682.46%+6,368
ISHARES TR
MSCI USA MMENTM
17,62129,995+12,3744,22910,2833.97%+6,054
FIRST TR EXCHANGE-TRADED ALP
COM SHS
49,08984,534+35,4455,98511,8244.57%+5,839
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
65,473117,218+51,7454,92310,5614.08%+5,638
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
43,66480,162+36,4984,6999,8033.78%+5,104
SPDR SERIES TRUST
ST STR SP400GRW
044,680+44,68005,0081.93%+5,008
VANGUARD SPECIALIZED FUNDS020,472+20,47204,8441.87%+4,844
SPDR SERIES TRUST
ST STR CONV ETF
12,19151,236+39,0451,1165,5242.13%+4,409
SCHWAB STRATEGIC TR134,363205,596+71,2333,9146,9572.69%+3,043
INVESCO EXCH TRADED FD TR II31,12731,212+852,2775,0421.95%+2,765
NUSHARES ETF TR
NUVEEN ESG LRGCP
022,154+22,15402,5931.00%+2,593
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
8,84717,709+8,8621,1142,9831.15%+1,869
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
16,28534,463+18,1789992,4910.96%+1,492
ISHARES TR07,790+7,79001,4410.56%+1,441
SPDR SERIES TRUST
ST STR NYSE TECH
03,670+3,67001,4340.55%+1,434
LEGG MASON ETF INVT
FRANKLIN INTL LW
033,722+33,72201,3690.53%+1,369
FIDELITY COVINGTON TRUST021,638+21,63801,3440.52%+1,344
ISHARES TR
MRNGSTR INC ETF
059,797+59,79701,3240.51%+1,324
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
021,085+21,08501,2910.50%+1,291
WISDOMTREE TR(WT)057,195+57,19501,2870.50%+1,287
ISHARES TR
CONV BD ETF
13,11420,429+7,3151,3352,4870.96%+1,152
ISHARES TR41,52443,105+1,5813,9655,0441.95%+1,079
ISHARES TR017,303+17,30309070.35%+907
ISHARES TR
TRS FLT RT BD
017,898+17,89809060.35%+906
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
09,802+9,80208380.32%+838
FIDELITY COVINGTON TRUST09,854+9,85408020.31%+802
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
15,48018,739+3,2591,6982,3950.92%+697
ISHARES TR5,4736,719+1,2468491,2640.49%+415
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
05,260+5,26002830.11%+283
VANGUARD INDEX FDS6,2755,815-4603,7493,9941.54%+244
FIRST TR EXCHANGE-TRADED FD
HIGH INCM STRGC
04,800+4,80002130.08%+213
ISHARES TR
U S EQUITY FACTR
18,93217,588-1,3441,2501,3300.51%+81
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
21,72819,578-2,1501,3061,3420.52%+36
AMAZON COM INC(AMZN)1,0001,020+202082430.09%+35
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
5,6545,65403373330.13%-3
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
286,444286,420-247,7237,6882.97%-35
ISHARES TR9,3658,366-9991,0349230.36%-111
ISHARES TR
0-5 YR TIPS ETF
9,8528,815-1,0371,0199010.35%-118
SPDR SERIES TRUST
STATE STRET SPDR
54,14448,356-5,7881,0399150.35%-124
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
99,22595,980-3,2455,0224,8541.87%-168
VANGUARD MALVERN FDS150,779135,370-15,4097,5316,8002.63%-732
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
24,99615,985-9,0113,6252,7201.05%-905
SSGA ACTIVE ETF TR
ST STR REAL ETF
32,5655,922-26,6431,1772040.08%-973
ISHARES TR19,0700-19,0701,0150—-1,015
WISDOMTREE TR(WT)20,2150-20,2151,0180—-1,018
ISHARES TR
0-5YR INVT GR CP
20,1690-20,1691,0180—-1,018
ISHARES TR
MSCI USA MIN ETF
25,56913,558-12,0112,3711,3080.50%-1,063
VANGUARD WELLINGTON FD5,6790-5,6791,1190—-1,119
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
12,0640-12,0641,1300—-1,130
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,5540-10,5541,1700—-1,170
BLACKROCK ETF TRUST
ISHARES US EQUIT
20,6920-20,6921,2040—-1,204
ISHARES TR
MSCI EAFE MIN VL
13,4300-13,4301,2270—-1,227
FIDELITY COVINGTON TRUST94,48065,702-28,7785,2193,9611.53%-1,258
SPDR SERIES TRUST
ST STR RATE ETF
41,7290-41,7291,2840—-1,284
FIRST TR EXCHANGE TRADED FD
MULTI ASSET DI
79,4590-79,4591,2850—-1,285
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
16,9540-16,9541,3270—-1,327
SPDR SERIES TRUST
ST STR R1K LOWV
7,4830-7,4831,3330—-1,333
FIRST TR EXCHANGE-TRADED FD14,4130-14,4131,3370—-1,337
INVESCO QQQ TR18,80412,852-5,95210,8539,4643.65%-1,389
RBB FD INC
MOTLEY FOL ETF
70,20535,498-34,7074,6312,7041.04%-1,928
AMERICAN CENTY ETF TR24,1443,659-20,4852,5364320.17%-2,104
ISHARES TR24,5560-24,5562,2070—-2,207
SCHWAB STRATEGIC TR73,2080-73,2082,2330—-2,233
WISDOMTREE TR(WT)41,43313,624-27,8093,6391,3030.50%-2,337
SPDR SERIES TRUST
ST STR P500GRW
62,72231,913-30,8096,1413,7971.47%-2,344
ISHARES TR67,21418,986-48,2284,3251,3200.51%-3,006
HARBOR ETF TRUST
COMM ALL WEA ETF
118,9600-118,9603,6890—-3,689
VANGUARD WORLD FD16,65626,668+10,0126,1202,3440.91%-3,776
VANECK ETF TRUST
MRNGSTR WDE MOAT
55,13112,290-42,8415,3311,2780.49%-4,054
INVESCO EXCH TRD SLF IDX FD
BLOO PRI PWR ETF
48,5690-48,5694,1840—-4,184
SPDR SERIES TRUST
ST STR MSCI USAQ
25,8810-25,8814,4420—-4,442
FIRST TR EXCHANGE-TRADED FD108,2850-108,2855,5010—-5,501
SCHWAB STRATEGIC TR248,78539,071-209,7147,6331,2390.48%-6,394
ISHARES TR
MSCI USA QLT FCT
33,7030-33,7036,4650—-6,465
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
97,5710-97,5716,6000—-6,600
SSGA ACTIVE ETF TR
ST STR UL BD ETF
178,6700-178,6707,2360—-7,236
PIMCO ETF TR
1-5 US TIP IDX
143,9840-143,9847,7900—-7,790
SPDR SERIES TRUST
ST STR BLO 1 ETF
311,169118,285-192,88428,51610,8404.19%-17,676
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Elevation Capital Advisory, LLC — 13F Holdings — Q2 2026 | TickerTrail