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Home > Institutional Investor > Elevation Capital Advisory, Llc > Profile

Instuitional Investor - Elevation Capital Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Elevation Capital Advisory, Llc
Portfolio Value $249,491,709
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Collaborative Investmnt Ser
 1,099,287 $23,887,509 9.57%
2.
Invesco Qqq Tr
 32,269 $17,800,898 7.13%
3.
T Rowe Price Etf Inc
 288,685 $13,091,870 5.25%
4.
Schwab Strategic Trust
 FNDF 417,929 $12,207,714 4.89%
5.
Ishares Trust
 IEF 38,444 $11,700,525 4.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)