13F Filings History of Elevation Capital Advisory, LLC
- Latest 13F filing
- Q2 2026 - 27 Jul 2026
- Latest reported 13F value
- $259,007,056
- Largest 13F holdings
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IWY FDMO AOK FEX BIL SPHQ MTUM SPGP QQQ OEF VUG ANGL
+8 more
BAB VOOG IYY SCHG VTIP AVUS CWB ILCG - Form 13F summary
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- Elevation Capital Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Elevation Capital Advisory, LLC reported 63 equity holdings with a total reported market value of $259,007,056 for Q2 2026. Top reported holdings included IWY, FDMO, AOK, FEX, and BIL.
- Manager signature
- Ryan Sanford - Chief Compliance Officer
- Manager location
- Bend, OR
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$259,007,056
Quarter delta
+$24,096,332
Accepted
27 Jul 2026, 14:00
Rows shown
1-21 of 21
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | $259,007,056 | +$134,665,559 | -$123,167,122 | +$11,498,437 | IWY, FDMO, AOK, FEX, BIL | 13F-HR | 27 Jul 2026, 14:00 |
| Q1 2026 | 65 | $234,910,724 | +$116,001,285 | -$120,828,050 | -$4,826,765 | BIL, QQQ, STPZ, BAB, SCHD | 13F-HR | 08 May 2026, 16:40 |
| Q4 2025 | 64 | $244,803,369 | +$143,971,300 | -$151,552,786 | -$7,581,486 | BIL, QQQ, QUAL, ANGL, JPST | 13F-HR | 23 Jan 2026, 17:35 |
| Q3 2025 | 59 | $250,390,344 | +$141,577,402 | -$151,522,092 | -$9,944,690 | MFUL, IWY, VONG, MGK, OEF | 13F-HR | 30 Oct 2025, 15:47 |
| Q2 2025 | 56 | $249,491,709 | +$148,810,273 | -$137,946,715 | +$10,863,558 | MFUL, QQQ, TCHP, SCHG, OEF | 13F-HR | 29 Jul 2025, 16:13 |
| Q1 2025 | 58 | $229,275,036 | +$147,570,235 | -$146,509,387 | +$1,060,848 | MFUL, LVHI, XMMO, EFAV, FDL | 13F-HR | 12 May 2025, 18:02 |
| Q4 2024 | 51 | $233,367,070 | +$141,916,391 | -$135,669,976 | +$6,246,415 | BIL, MFUL, QQQ, MGK, TMFC | 13F-HR | 06 Feb 2025, 20:33 |
| Q3 2024 | 56 | $226,495,762 | +$136,579,185 | -$133,378,097 | +$3,201,088 | MFUL, TMFC, IWY, KRMA, MOAT | 13F-HR | 04 Nov 2024, 12:49 |
| Q2 2024 | 40 | $219,088,648 | $0 | $0 | $0 | MFUL, SNAV, IWY, ONEQ, QQQ | 13F-HR | 15 Aug 2024, 17:42 |
| Q1 2024 | $0 | 13F-NT | 26 Apr 2024, 12:45 | |||||
| Q4 2023 | 0 | $0 | 13F-NT | 07 Feb 2024, 17:33 | ||||
| Q3 2023 | 0 | $0 | 13F-NT | 02 Nov 2023, 21:24 | ||||
| Q2 2023 | 0 | $0 | 13F-NT | 24 Jul 2023, 13:45 | ||||
| Q1 2023 | 0 | $0 | 13F-NT | 26 Apr 2023, 19:20 | ||||
| Q4 2022 | 0 | $0 | 13F-NT | 20 Jan 2023, 14:54 | ||||
| Q3 2022 | 0 | $0 | 13F-NT | 20 Oct 2022, 18:48 | ||||
| Q2 2022 | 0 | $0 | 13F-NT | 03 Aug 2022, 18:02 | ||||
| Q1 2022 | 0 | $0 | 13F-NT | 04 May 2022, 16:03 | ||||
| Q4 2021 | 0 | $0 | 13F-NT | 14 Feb 2022, 10:19 | ||||
| Q3 2021 | 0 | $0 | 13F-NT | 12 Nov 2021, 10:07 | ||||
| Q2 2021 | 21 | $178,197,000 | $0 | $0 | $0 | FPX, MTUM, IPO, VLU, DWAS | 13F-HR | 11 Aug 2021, 21:43 |