Elevation Capital Advisory, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$249.5B

Holdings

56

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (56 positions)

#StockSharesValue% PortfolioType
1
MFULCOLLABORATIVE INVESTMNT SER
1,099,287$23.9B9.57%
2
NDQINVESCO QQQ TR
32,269$17.8B7.13%
3
TMEDT ROWE PRICE ETF INC
288,685$13.1B5.25%
4
SCHGSCHWAB STRATEGIC TR
417,929$12.2B4.89%
5
OEFISHARES TR
38,444$11.7B4.69%
6
AOKISHARES TR
237,005$9.3B3.71%
7
VUGVANGUARD INDEX FDS
21,097$9.2B3.71%
8
BILSPDR SERIES TRUST
98,402$9.0B3.62%
9
PWBINVESCO EXCHANGE TRADED FD T
76,541$9.0B3.60%
10
ONEQFIDELITY COMWLTH TR
111,305$8.9B3.57%
11
XLGINVESCO EXCHANGE TRADED FD T
168,765$8.8B3.52%
12
FDGAMERICAN CENTY ETF TR
74,775$8.2B3.27%
13
DGRWWISDOMTREE TR
88,520$7.4B2.97%
14
TIPXSPDR SERIES TRUST
378,409$7.2B2.90%
15
QUALISHARES TR
38,757$7.1B2.84%
16
ILCBISHARES TR
82,157$7.0B2.82%
17
AORISHARES TR
98,905$6.1B2.44%
18
MGCVANGUARD WORLD FD
26,724$6.0B2.41%
19
XFEBFIRST TR EXCH TRADED FD III
298,659$5.3B2.13%
20
IWYISHARES TR
18,575$4.6B1.84%
21
VOOVANGUARD INDEX FDS
7,732$4.4B1.76%
22
SPYGSPDR SERIES TRUST
37,958$3.6B1.45%
23
IUSGISHARES TR
23,453$3.5B1.41%
24
CWBSPDR SERIES TRUST
37,652$3.1B1.25%
25
TMFCRBB FD INC
47,765$3.1B1.24%
26
SPGPINVESCO EXCHANGE TRADED FD T
27,285$2.9B1.18%
27
VGTVANGUARD WORLD FD
4,377$2.9B1.16%
28
TFLOISHARES TR
54,282$2.7B1.10%
29
PMBSPIMCO ETF TR
24,080$2.3B0.94%
30
ANGLVANECK ETF TRUST
76,461$2.2B0.90%
31
ITOTISHARES TR
14,313$1.9B0.77%
32
ILCGISHARES TR
18,728$1.8B0.73%
33
PKWINVESCO EXCHANGE TRADED FD T
14,033$1.7B0.70%
34
VOOGVANGUARD ADMIRAL FDS INC
4,373$1.7B0.70%
35
XMMOINVESCO EXCHANGE TRADED FD T
12,746$1.6B0.66%
36
IGSBISHARES TR
30,925$1.6B0.65%
37
LMBSFIRST TR EXCHANGE-TRADED FD
32,869$1.6B0.65%
38
VGSHVANGUARD SCOTTSDALE FDS
27,439$1.6B0.65%
39
OMFLINVESCO EXCH TRD SLF IDX FD
26,584$1.5B0.62%
40
MOATVANECK ETF TRUST
16,333$1.5B0.61%
41
MGKVANGUARD WORLD FD
3,820$1.4B0.56%
42
SCHDSCHWAB STRATEGIC TR
51,639$1.4B0.55%
43
VFHVANGUARD WORLD FD
10,113$1.3B0.52%
44
VOXVANGUARD WORLD FD
6,058$1.0B0.42%
45
VCRVANGUARD WORLD FD
2,745$994.6M0.40%
46
VISVANGUARD WORLD FD
2,422$678.3M0.27%
47
VDCVANGUARD WORLD FD
2,746$601.4M0.24%
48
AAPLAPPLE INC
2,166$444.4M0.18%
49
IMCGISHARES TR
4,913$394.2M0.16%
50
USSGDBX ETF TR
5,249$298.6M0.12%
51
FFOGFRANKLIN TEMPLETON ETF TR
6,414$282.1M0.11%
52
BIVVANGUARD BD INDEX FDS
3,174$245.5M0.10%
53
ESGUISHARES TR
1,802$243.8M0.10%
54
PLDRPUTNAM ETF TRUST
6,810$229.9M0.09%
55
AMZNAMAZON COM INC
1,000$219.4M0.09%
56
SPYMSPDR SERIES TRUST
2,788$202.7M0.08%