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Elevate Capital Advisors, LLC

Updated 3 days ago

Managed by Elevate Capital Advisors, Llc • Latest filing Q3 2026

Portfolio value
$174.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.4%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$151.2M
Q1 2026$154.6M
Q2 2026$181.9M
Q3 2026$174.3M

Top holdings

70 positions as of Q3 2026

View filing
E

ISHARES TR

Value
$19.1M
Shares
372.8K
% Port
10.96%
B

ISHARES TR

Value
$18.8M
Shares
231.6K
% Port
10.79%
P

PNC FINL SVCS GROUP INC

Value
$13.8M
Shares
61.9K
% Port
7.89%
E

ISHARES TR

Value
$9.5M
Shares
94.4K
% Port
5.45%
P

SPROTT ASSET MANAGEMENT LP

Value
$8M
Shares
255.9K
% Port
4.59%
F

FRANCO NEV CORP

Value
$6.2M
Shares
25.8K
% Port
3.53%
W

BERKLEY W R CORP

Value
$4.8M
Shares
70.9K
% Port
2.75%
V

VANGUARD TAX-MANAGED FDS

Value
$4.3M
Shares
60.7K
% Port
2.46%
T

TRAVELERS COMPANIES INC

Value
$4.2M
Shares
11.7K
% Port
2.40%
A

AXIS CAP HLDGS LTD

Value
$4.2M
Shares
44.4K
% Port
2.40%
A

ARCH CAP GROUP LTD

Value
$4.1M
Shares
44.6K
% Port
2.36%
C

CHUBB LIMITED

Value
$4.1M
Shares
12.6K
% Port
2.36%
V

VANGUARD INDEX FDS

Value
$4M
Shares
5.8K
% Port
2.32%
B

GRAYSCALE BITCOIN MINI TR ET

Value
$3.6M
Shares
97.4K
% Port
2.06%
A

ASML HLDG NV

Value
$2.8M
Shares
1.5K
% Port
1.60%
A

AMAZON COM INC

Value
$2.7M
Shares
10.8K
% Port
1.54%
E

ISHARES TR

Value
$2.6M
Shares
30.7K
% Port
1.47%
M

MICROSOFT CORP

Value
$2.4M
Shares
4.7K
% Port
1.39%
G

ALPHABET INC

Value
$2.4M
Shares
7.0K
% Port
1.38%
N

NVIDIA CORPORATION

Value
$2.4M
Shares
10.4K
% Port
1.36%

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