Elevate Capital Advisors, LLC Portfolio Holdings

Elevate Capital Advisors, LLC

  • $143 Billion
  • Q3 2025

Elevate Capital Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $6.82B, Sprott Physical Gold Trust with a value of $6.02B, Travelers Companies, Inc. with a value of $4.82B, Meta Platforms, Inc. with a value of $4.2B, and Microsoft Corp with a value of $4.06B.

Examining the 13F form we can see an increase of $18B in the current position value, from $125B to 143B.

Elevate Capital Advisors, LLC is based out at Eagle, CO

Below you can find more details about Elevate Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
Financial Services: $29.8 Billion
ETFs: $23.7 Billion
Technology: $22.6 Billion
Consumer Cyclical: $17.3 Billion
Consumer Defensive: $14.6 Billion
Industrials: $8.13 Billion
Communication Services: $7.43 Billion
Healthcare: $5.57 Billion
Other: $6.78 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.02 Billion 4.19% of portfolio
203,111
Q3 2025 Added 2.99%
$67.3B
$4.82 Billion 3.36% of portfolio
17,276
Q3 2025 Reduced 1.29%
$1.37T
$4.2 Billion 2.93% of portfolio
5,725
Q3 2025 Added 0.25%
$3.78T
$4.06 Billion 2.83% of portfolio
7,842
Q3 2025 Added 0.5%
$26.3B
$3.98 Billion 2.77% of portfolio
21,268
Q3 2025 Added 17.99%
$20.5B
$3.79 Billion 2.64% of portfolio
49,424
Q3 2025 Reduced 1.9%
$104B
$3.79 Billion 2.64% of portfolio
12,899
Q3 2025 Added 251.95%
$4.3T
$3.75 Billion 2.61% of portfolio
14,725
Q3 2025 Added 5.02%
$533B
$3.72 Billion 2.59% of portfolio
10,902
Q3 2025 Added 50.54%
$2.39T
$3.56 Billion 2.48% of portfolio
16,216
Q3 2025 Added 6.66%
$37.7B
$3.51 Billion 2.45% of portfolio
15,737
Q3 2025 Added 2.35%
$44.9B
$3.42 Billion 2.38% of portfolio
106,060
Q3 2025 Added 2.67%
$1.65T
$3.22 Billion 2.25% of portfolio
13,262
Q3 2025 Added 1.52%
$181B
$3.04 Billion 2.12% of portfolio
30,989
Q3 2025 Added 14.41%
$23.5B
$2.83 Billion 1.97% of portfolio
27,368
Q3 2025 Added 4.13%
$11B
$2.6 Billion 1.81% of portfolio
25,994
Q3 2025 New
$22B
$2.46 Billion 1.71% of portfolio
45,190
Q3 2025 Added 29.99%
$662B
$2.44 Billion 1.7% of portfolio
4,863
Q3 2025 Added 5.06%
$224B
$2.34 Billion 1.63% of portfolio
7,710
Q3 2025 Added 4.32%
$79.2B
$2.32 Billion 1.62% of portfolio
33,257
Q3 2025 Added 6.78%
$100B
$2.3 Billion 1.6% of portfolio
8,519
Q3 2025 Added 85.2%
$24.9B
$2.29 Billion 1.6% of portfolio
22,800
Q3 2025 Added 1.62%
$151B
$2.26 Billion 1.58% of portfolio
6,406
Q3 2025 Added 23.81%
$414B
$2.23 Billion 1.55% of portfolio
9,617
Q3 2025 Added 33.42%
$306B
$2.09 Billion 1.46% of portfolio
31,475
Q3 2025 Added 14.89%
$8.65B
$2.07 Billion 1.44% of portfolio
21,601
Q3 2025 Added 3.23%
$237B
$2.05 Billion 1.43% of portfolio
12,668
Q3 2025 Added 6.48%
$465B
$2.03 Billion 1.42% of portfolio
10,898
Q3 2025 Added 0.94%
$144B
$1.74 Billion 1.22% of portfolio
3,813
Q3 2025 Added 18.93%
$14.3B
$1.72 Billion 1.2% of portfolio
113,781
Q3 2025 Reduced 1.93%
$37.6B
$1.72 Billion 1.2% of portfolio
25,524
Q3 2025 Reduced 1.57%
$152B
$1.6 Billion 1.12% of portfolio
6,503
Q3 2025 New
$46.9B
$1.58 Billion 1.1% of portfolio
12,996
Q3 2025 Added 0.48%
$9.78B
$1.47 Billion 1.03% of portfolio
32,737
Q3 2025 New
$875M
$1.36 Billion 0.95% of portfolio
34,631
Q3 2025 New
$182B
$1.36 Billion 0.95% of portfolio
1,986
Q3 2025 New
$6.59B
$1.27 Billion 0.89% of portfolio
7,315
Q3 2025 Reduced 20.91%
$346B
$954 Million 0.66% of portfolio
6,207
Q3 2025 Reduced 63.12%
$26.8B
$918 Million 0.64% of portfolio
3,282
Q3 2025 Reduced 37.07%
$404B
$814 Million 0.57% of portfolio
879
Q3 2025 Reduced 4.97%
$123B
$822 Million 0.57% of portfolio
2,913
Q3 2025 New
$235B
$726 Million 0.51% of portfolio
8,645
Q3 2025 New
$13.3B
$598 Million 0.42% of portfolio
15,985
Q3 2025 Added 3.6%
$139B
$522 Million 0.36% of portfolio
1,583
Q3 2025 Added 19.38%
$971B
$497 Million 0.35% of portfolio
651
Q3 2025 Added 69.09%
$1.29T
$431 Million 0.3% of portfolio
969
Q3 2025 Added 14.54%
$86.1B
$436 Million 0.3% of portfolio
1,258
Q3 2025 Reduced 33.4%
$222B
$395 Million 0.28% of portfolio
815
Q3 2025 New
$18.6B
$366 Million 0.26% of portfolio
7,475
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $143 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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