Long-term investor
Elevate Wealth Advisory, Inc. @elevatewealthadvisoryinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011651).
Record
- Tracked since 2025-06-30 (446 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 10.4% · long · since 2025-06-30
- 25434V807 · 7.9% · long · since 2025-06-30
- 92206C706 · 7.4% · long · since 2025-06-30
- 921937827 · 7.3% · long · since 2025-06-30
- 46429B747 · 5.3% · long · since 2025-06-30
- 025072877 · 5.3% · long · since 2025-06-30
- 025072802 · 4.5% · long · since 2025-06-30
- 46434G103 · 4.1% · long · since 2025-06-30
- 25434V666 · 3.5% · long · since 2025-06-30
- 46435G326 · 3.3% · long · since 2025-06-30
- 464288877 · 3.2% · long · since 2025-06-30
- 25434V609 · 2.7% · long · since 2025-06-30