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Portfolio (Quarterly) Guide ↗

Elevation Capital Advisory, LLC

· CIK 0001871112
13F Portfolio $235M AUM 65 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 22 Added 17 Reduced 24 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FBCG FIDELITY COVINGTON TRUST 13,221 $725K 0.30% SOLD
22 XNTK SPDR SERIES TRUST 2,599 $722K 0.29% SOLD
23 NVDA NVIDIA CORPORATION Technology 1,544 $288K 0.12% SOLD
24 AAPL APPLE INC Technology 743 $202K 0.08% SOLD
Page 2 of 2  ·  24 positions
Sector Allocation
Financial Services 98.1%
Consumer Cyclical 1.9%