Elevation Capital Advisory, LLC

RIA/Wealth

Elevation Capital Advisory, LLC is a RIA/Wealth based in Bend, OR led by Ryan Robert Sanford, managing $250.4M across 59 long positions as of Q3 2025 with 100% ETF concentration.

PresidentRyan Robert Sanford

Portfolio Value: $250.4M
Positions: 59
Top Holding: MFUL at 7.87%
Last Reported: Q3 2025

Address775 Sw Bonnett Way, Suite 220, Bend, OR, 97702, United States

Top Holdings

Largest long holdings in Elevation Capital Advisory, LLC's portfolio (44.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Mindful Conservative MFUL	ETF ETF	$19.7M	7.87%	-$4.6M Sold	— 890.2K shares	Q2 2024 Held for 1y 5m
2 iShares Russell Top 200 Growth IWY	ETF ETF	$14.2M	5.68%	+$9.1M Bought	— 52.0K shares	Q2 2024 Held for 1y 5m
3 Vanguard Russell 1000 Growth VONG	ETF ETF	$11.0M	4.39%	+$11.0M Bought	— 91.1K shares	Q3 2025 Held for 2 months
4 Vanguard Mega Cap Growth MGK	ETF ETF	$11.0M	4.38%	+$9.4M Bought	— 27.2K shares	Q2 2024 Held for 1y 5m
5 iShares S&P 100 OEF	ETF ETF	$9.9M	3.96%	-$2.9M Sold	— 29.8K shares	Q2 2024 Held for 1y 5m
6 iShares Core S&P U.S. Growth IUSG	ETF ETF	$9.8M	3.91%	+$5.9M Bought	— 59.5K shares	Q2 2025 Held for 5 months
7 iShares S&P 500 Growth ETF IVW	ETF ETF	$9.6M	3.82%	+$9.6M Bought	— 79.2K shares	Q3 2025 Held for 2 months
8 Principal U.S. Mega-Cap ETF USMC	ETF ETF	$8.7M	3.49%	+$8.7M Bought	— 128.1K shares	Q3 2025 Held for 2 months
9 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$8.6M	3.42%	-$467.2K Sold	— 93.3K shares	Q2 2024 Held for 1y 5m
10 KRMA Global X Conscious Companies KRMA	ETF ETF	$8.3M	3.31%	+$8.3M Bought	— 192.3K shares	Q3 2025 Held for 2 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Elevation Capital Advisory, LLC's latest filing

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GthenC

Market Value

$250.4M

Prior: $249.5M

Q/Q Change

+0.36%

+$898.6K

Net Flows % of MV

-38.41%

Turnover Ratio

51.1%

New Purchases

10 stocks

$16.3M

Added To

11 stocks

+$42.2M

Sold Out Of

23 stocks

$78.2M

Reduced Holdings

22 stocks

-$76.4M

Increased Positions

Position	Shares Δ	Change
1 iShares Convertible Bond ICVT	New	0 → 56.3K +$5.6M
2 JPMorgan U.S. Momentum Factor JMOM	New	0 → 37.0K +$2.5M
3 Fidelity Momentum Factor FDMO	New	0 → 23.2K +$1.9M
4 JPMorgan Ultra-Short Income JPST	New	0 → 35.2K +$1.8M
5 Fidelity Limited Term Bond FLTB	New	0 → 32.7K +$1.7M

Decreased Positions

Position	Shares Δ	Change
1 T. Rowe Price Blue Chip Growth TCHP	Sold	288.7K → 0 −$13.1M
2 Schwab U.S. Large-Cap Growth SCHG	Sold	417.9K → 0 −$12.2M
3 ONEQ Fidelity Nasdaq Composite Index ETF ONEQ	Sold	111.3K → 0 −$8.9M
4 iShares MSCI USA Quality Factor QUAL	Sold	38.8K → 0 −$7.1M
5 iShares Morningstar U.S. Equity ETF ILCB	Sold	82.2K → 0 −$7.0M