Elevate Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Elevate Capital Advisors, LLC held in its portfolio 78 assets valued at $151,184,789 (i.e. $151.19M).
The most valuable assets in the portfolio included: ISHARES TR ($12.70M), SPROTT ASSET MANAGEMENT LP ($6.82M), and TRAVELERS COMPANIES INC ($5.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Elevate Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 240081 | 12695483 | ISHS 1-5YR INVS |
| SPROTT ASSET MANAGEMENT LP | 206666 | 6824111 | PHYSICAL GOLD TR |
| TRAVELERS COMPANIES INC | 18328 | 5316200 | COM |
| ISHARES TR | 62390 | 5167140 | 1 3 YR TREAS BD |
| AMAZON COM INC | 21948 | 5066037 | COM |
| META PLATFORMS INC | 6485 | 4280532 | CL A |
| APPLE INC | 15738 | 4278668 | COM |
| MICROSOFT CORP | 8520 | 4120246 | COM |
| HERSHEY CO | 22549 | 4103467 | COM |
| ALPHABET INC | 12682 | 3969438 | CAP STK CL A |
| VISA INC | 11028 | 3867700 | COM CL A |
| BERKLEY W R CORP | 49424 | 3465637 | COM |
| ISHARES TR | 17217 | 3419698 | MSCI USA QLT FCT |
| SPDR SERIES TRUST | 35691 | 3261436 | STATE STREET SPD |
| FRANCO NEV CORP | 15584 | 3230252 | COM |
| DOLLAR GEN CORP NEW | 22100 | 2934220 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5807 | 2918889 | CL B NEW |
| AXIS CAP HLDGS LTD | 26795 | 2869477 | SHS |
| COCA COLA CO | 38626 | 2700352 | COM |
| CME GROUP INC | 9700 | 2648793 | COM |
| MCDONALDS CORP | 8564 | 2617396 | COM |
| ELI LILLY & CO | 2432 | 2613449 | COM |
| ASML HOLDING N V | 2422 | 2591201 | N Y REGISTRY SHS |
| LOEWS CORP | 24489 | 2578892 | COM |
| EQT CORP | 46809 | 2508953 | COM |
| NVIDIA CORPORATION | 12403 | 2313186 | COM |
| ETFS GOLD TR | 49663 | 2040156 | PHYSCL GOLD SHS |
| AUTOMATIC DATA PROCESSING IN | 7927 | 2038952 | COM |
| ABBVIE INC | 8565 | 1956948 | COM |
| MONSTER BEVERAGE CORP NEW | 24315 | 1864231 | COM |
| ISHARES BITCOIN TRUST ETF | 36749 | 1824588 | SHS BEN INT |
| VANGUARD INDEX FDS | 2904 | 1820965 | S&P 500 ETF SHS |
| ISHARES TR | 17451 | 1751720 | 0-3 MNTH TREASRY |
| UBER TECHNOLOGIES INC | 21313 | 1741485 | COM |
| ACCENTURE PLC IRELAND | 6319 | 1695388 | SHS CLASS A |
| ARISTA NETWORKS INC | 12896 | 1689763 | COM SHS |
| ROIVANT SCIENCES LTD | 77545 | 1682727 | SHS |
| CHUBB LIMITED | 5177 | 1615834 | COM |
| PHILIP MORRIS INTL INC | 9759 | 1565294 | COM |
| BROADCOM INC | 4407 | 1525232 | COM |
| ARCH CAP GROUP LTD | 14640 | 1404269 | ORD |
| FRANKLIN TEMPLETON DIGITAL H | 25583 | 1294500 | BITCOIN ETF SHS |
| CELSIUS HLDGS INC | 28043 | 1282687 | COM NEW |
| MERCK & CO INC | 11633 | 1224464 | COM |
| TESLA INC | 2711 | 1219191 | COM |
| INTUIT | 1741 | 1153565 | COM |
| KINSALE CAP GROUP INC | 2755 | 1077539 | COM |
| SELECT SECTOR SPDR TR | 22939 | 1025595 | STATE STREET ENE |
| DEERE & CO | 2147 | 999673 | COM |
| CHIPOTLE MEXICAN GRILL INC | 26322 | 973914 | COM |
| COPART INC | 17777 | 695970 | COM |
| QUALYS INC | 5030 | 668487 | COM |
| DRAFTKINGS INC NEW | 19218 | 662252 | COM CL A |
| ISHARES TR | 8709 | 652130 | US SML CAP EQT |
| QNITY ELECTRONICS INC | 7938 | 648138 | COMMON STOCK |
| PROGRESSIVE CORP | 2777 | 632378 | COM |
| FLUTTER ENTMT PLC | 2864 | 615875 | SHS |
| GDS HLDGS LTD | 15820 | 552118 | SPONSORED ADS |
| TKO GROUP HOLDINGS INC | 2295 | 479635 | CL A |
| DYNE THERAPEUTICS INC | 24114 | 471670 | COM |
| INVESCO EXCH TRADED FD TR II | 3609 | 459410 | KBW PPTY CASUT |
| OLD REP INTL CORP | 10000 | 456400 | COM |
| VANGUARD BD INDEX FDS | 6033 | 446831 | TOTAL BND MRKT |
| THERMO FISHER SCIENTIFIC INC | 756 | 438223 | COM |
| UNITEDHEALTH GROUP INC | 1284 | 423861 | COM |
| VANECK ETF TRUST | 1159 | 417438 | SEMICONDUCTR ETF |
| ALNYLAM PHARMACEUTICALS INC | 1039 | 413158 | COM |
| JOBY AVIATION INC | 30459 | 402059 | COMMON STOCK |
| NVR INC | 50 | 368173 | COM |
| J P MORGAN EXCHANGE TRADED F | 6123 | 350506 | EQUITY PREMIUM |
| APPLOVIN CORP | 508 | 342301 | COM CL A |
| VANGUARD TAX-MANAGED FDS | 4675 | 292040 | VAN FTSE DEV MKT |
| NUVEEN PFD & INCOME OPPORTUN | 35311 | 286371 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 7285 | 282148 | SHS NEW |
| ANNALY CAPITAL MANAGEMENT IN | 12232 | 273510 | COM NEW |
| ALPHABET INC | 800 | 251040 | CAP STK CL C |
| ISHARES SILVER TR | 3494 | 225083 | ISHARES |
| PRIME MEDICINE INC | 42666 | 148051 | COM |
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