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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Elevation Capital Advisory, LLC

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001085146-25-004262

Total Value
$249.5M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1COLLABORATIVE INVESTMNT SER19423L6151,099,287$23.9M9.57%
2INVESCO QQQ TRIVZ32,269$17.8M7.13%
3T ROWE PRICE ETF INC87283Q107288,685$13.1M5.25%
4SCHWAB STRATEGIC TR808524300417,929$12.2M4.89%
5ISHARES TR46428710138,444$11.7M4.69%
6ISHARES TR464289883237,005$9.3M3.71%
7VANGUARD INDEX FDS92290873621,097$9.2M3.71%
8SPDR SERIES TRUST78468R66398,402$9.0M3.62%
9INVESCO EXCHANGE TRADED FD TIVZ76,541$9.0M3.60%
10FIDELITY COMWLTH TR315912808111,305$8.9M3.57%
11INVESCO EXCHANGE TRADED FD TIVZ168,765$8.8M3.52%
12AMERICAN CENTY ETF TR02507281074,775$8.2M3.27%
13WISDOMTREE TRWT88,520$7.4M2.97%
14SPDR SERIES TRUST78468R861378,409$7.2M2.90%
15ISHARES TR46432F33938,757$7.1M2.84%
16ISHARES TR46428712782,157$7.0M2.82%
17ISHARES TR46428986798,905$6.1M2.44%
18VANGUARD WORLD FD92191087326,724$6.0M2.41%
19FIRST TR EXCH TRADED FD III33739E108298,659$5.3M2.13%
20ISHARES TR46428943818,575$4.6M1.84%
21VANGUARD INDEX FDS9229083637,732$4.4M1.76%
22SPDR SERIES TRUST78464A40937,958$3.6M1.45%
23ISHARES TR46428767123,453$3.5M1.41%
24SPDR SERIES TRUST78464A35937,652$3.1M1.25%
25RBB FD INC74933W60147,765$3.1M1.24%
26INVESCO EXCHANGE TRADED FD TIVZ27,285$2.9M1.18%
27VANGUARD WORLD FD92204A7024,377$2.9M1.16%
28ISHARES TR46434V86054,282$2.7M1.10%
29PIMCO ETF TR72201R81724,080$2.3M0.94%
30VANECK ETF TRUST92189F43776,461$2.2M0.90%
31ISHARES TR46428715014,313$1.9M0.77%
32ISHARES TR46428711918,728$1.8M0.73%
33INVESCO EXCHANGE TRADED FD TIVZ14,033$1.7M0.70%
34VANGUARD ADMIRAL FDS INC9219325054,373$1.7M0.70%
35INVESCO EXCHANGE TRADED FD TIVZ12,746$1.6M0.66%
36ISHARES TR46428864630,925$1.6M0.65%
37FIRST TR EXCHANGE-TRADED FD33739Q20032,869$1.6M0.65%
38VANGUARD SCOTTSDALE FDS92206C10227,439$1.6M0.65%
39INVESCO EXCH TRD SLF IDX FDIVZ26,584$1.5M0.62%
40VANECK ETF TRUST92189F64316,333$1.5M0.61%
41VANGUARD WORLD FD9219108163,820$1.4M0.56%
42SCHWAB STRATEGIC TR80852479751,639$1.4M0.55%
43VANGUARD WORLD FD92204A40510,113$1.3M0.52%
44VANGUARD WORLD FD92204A8846,058$1.0M0.42%
45VANGUARD WORLD FD92204A1082,745$994,5680.40%
46VANGUARD WORLD FD92204A6032,422$678,3280.27%
47VANGUARD WORLD FD92204A2072,746$601,3740.24%
48APPLE INCAAPL2,166$444,4330.18%
49ISHARES TR4642883074,913$394,1710.16%
50DBX ETF TR2330511505,249$298,5630.12%
51FRANKLIN TEMPLETON ETF TRFGDL6,414$282,0870.11%
52VANGUARD BD INDEX FDS9219378193,174$245,4800.10%
53ISHARES TR46435G4251,802$243,8120.10%
54PUTNAM ETF TRUST7467291026,810$229,9460.09%
55AMAZON COM INCAMZN1,000$219,3900.09%
56SPDR SERIES TRUST78464A8542,788$202,7070.08%