Elevation Capital Advisory, LLC
CIK 1871112 · Holdings on Jun 30, 2024 · First reported Aug 16, 2024
Top ten holdings
Q2 2024- MFUL10.04%
- SNAV5.75%
- IWY5.44%
- ONEQ4.88%
- QQQ4.71%
- OEF4.54%
- MGK4.52%
- TMFC4.42%
- VUG4.26%
- IVW4.24%
Share classes counted separately52.80%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MFULMINDFUL CONSERVATIVE ETFMINDFUL CNSRVTV View history and evidence | $21.99M | 10.04% | 1.03M shares | — | ↗▾ | |
| 02 | SNAVMOHR SECTOR NAV ETFMOHR SECTOR NAV View history and evidence | $12.59M | 5.75% | 424.38K shares | — | ↗▾ | |
| 03 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $11.91M | 5.44% | 55.54K shares | — | ↗▾ | |
| 04 | ONEQFIDELITY NASDAQ COMP INDXNASDAQ COMPSIT View history and evidence | $10.69M | 4.88% | 152.88K shares | — | ↗▾ | |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $10.31M | 4.71% | 21.52K shares | — | ↗▾ | |
| 06 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $9.94M | 4.54% | 37.62K shares | — | ↗▾ | |
| 07 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $9.90M | 4.52% | 31.52K shares | — | ↗▾ | |
| 08 | TMFCMOTLEY FOOL 100 INDEX ETFMOTLEY FOL ETF View history and evidence | $9.69M | 4.42% | 179.97K shares | — | ↗▾ | |
| 09 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $9.33M | 4.26% | 24.94K shares | — | ↗▾ | |
| 10 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $9.30M | 4.24% | 100.47K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1871112 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Aug 16, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 219088648
}Research all 40 reported holdings.
This page includes 30 of 40 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 40 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1871112","quarter":"2024Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1871112","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.