Elevate Capital Advisors, LLC Portfolio Holdings

Elevate Capital Advisors, LLC

  • $151 Billion
  • Q4 2025

Elevate Capital Advisors, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $12.7B, Sprott Physical Gold Trust with a value of $6.82B, Travelers Companies, Inc. with a value of $5.32B, Ishares Barclays 1 3 Year Trea with a value of $5.17B, and Amazon Com Inc with a value of $5.07B.

Examining the 13F form we can see an increase of $7.75B in the current position value, from $143B to 151B.

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 $151 Billion
Financial Services: $36 Billion
ETFs: $34 Billion
Technology: $21 Billion
Consumer Defensive: $14.5 Billion
Consumer Cyclical: $11.6 Billion
Healthcare: $9.22 Billion
Communication Services: $8.5 Billion
Industrials: $3.44 Billion
Other: $5.74 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.82 Billion 4.51% of portfolio
206,666
Q4 2025 Added 1.75%
$67.3B
$5.32 Billion 3.52% of portfolio
18,328
Q4 2025 Added 6.09%
$2.39T
$5.07 Billion 3.35% of portfolio
21,948
Q4 2025 Added 35.35%
$4.3T
$4.28 Billion 2.83% of portfolio
15,738
Q4 2025 Added 6.88%
$1.37T
$4.28 Billion 2.83% of portfolio
6,485
Q4 2025 Added 13.28%
$3.78T
$4.12 Billion 2.73% of portfolio
8,520
Q4 2025 Added 8.65%
$26.3B
$4.1 Billion 2.71% of portfolio
22,549
Q4 2025 Added 6.02%
$1.65T
$3.97 Billion 2.63% of portfolio
12,682
Q4 2025 Reduced 4.37%
$533B
$3.87 Billion 2.56% of portfolio
11,028
Q4 2025 Added 1.16%
$20.5B
$3.47 Billion 2.29% of portfolio
49,424
Q3 2025 Reduced 1.9%
$37.7B
$3.23 Billion 2.14% of portfolio
15,584
Q4 2025 Reduced 0.97%
$23.5B
$2.93 Billion 1.94% of portfolio
22,100
Q4 2025 Reduced 19.25%
$662B
$2.92 Billion 1.93% of portfolio
5,807
Q4 2025 Added 19.41%
$8.65B
$2.87 Billion 1.9% of portfolio
26,795
Q4 2025 Added 24.05%
$306B
$2.7 Billion 1.79% of portfolio
38,626
Q4 2025 Added 22.72%
$100B
$2.65 Billion 1.75% of portfolio
9,700
Q4 2025 Added 13.86%
$224B
$2.62 Billion 1.73% of portfolio
8,564
Q4 2025 Added 11.08%
$405B
$2.59 Billion 1.71% of portfolio
2,422
Q4 2025 Reduced 5.83%
$24.9B
$2.58 Billion 1.71% of portfolio
24,489
Q4 2025 Added 7.41%
$22B
$2.51 Billion 1.66% of portfolio
46,809
Q4 2025 Added 3.58%
$465B
$2.31 Billion 1.53% of portfolio
12,403
Q4 2025 Added 13.81%
$104B
$2.04 Billion 1.35% of portfolio
7,927
Q4 2025 Reduced 38.55%
$414B
$1.96 Billion 1.29% of portfolio
8,565
Q4 2025 Reduced 10.94%
$37.6B
$1.86 Billion 1.23% of portfolio
24,315
Q4 2025 Reduced 4.74%
$181B
$1.74 Billion 1.15% of portfolio
21,313
Q4 2025 Reduced 31.22%
$152B
$1.7 Billion 1.12% of portfolio
6,319
Q4 2025 Reduced 2.83%
$14.3B
$1.68 Billion 1.11% of portfolio
77,545
Q4 2025 Reduced 31.85%
$123B
$1.62 Billion 1.07% of portfolio
5,177
Q4 2025 Added 77.72%
$237B
$1.57 Billion 1.04% of portfolio
9,759
Q4 2025 Reduced 22.96%
$139B
$1.53 Billion 1.01% of portfolio
4,407
Q4 2025 Added 178.4%
$34.2B
$1.4 Billion 0.93% of portfolio
14,640
Q4 2025 New
$3.24B
$1.28 Billion 0.85% of portfolio
28,043
Q4 2025 New
$1.29T
$1.22 Billion 0.81% of portfolio
2,711
Q4 2025 Added 179.77%
$235B
$1.22 Billion 0.81% of portfolio
11,633
Q4 2025 Added 34.56%
$182B
$1.15 Billion 0.76% of portfolio
1,741
Q4 2025 Reduced 12.34%
$8.94B
$1.08 Billion 0.71% of portfolio
2,755
Q4 2025 New
$144B
$1 Billion 0.66% of portfolio
2,147
Q4 2025 Reduced 43.69%
$875M
$974 Million 0.64% of portfolio
26,322
Q4 2025 Reduced 23.99%
$9.78B
$696 Million 0.46% of portfolio
17,777
Q4 2025 Reduced 45.7%
$13.3B
$662 Million 0.44% of portfolio
19,218
Q4 2025 Added 20.23%
$5.51B
$668 Million 0.44% of portfolio
5,030
Q4 2025 New
$132B
$632 Million 0.42% of portfolio
2,777
Q4 2025 New
$5.65B
$552 Million 0.37% of portfolio
15,820
Q4 2025 New
$975M
$472 Million 0.31% of portfolio
24,114
Q4 2025 New
$13.7B
$456 Million 0.3% of portfolio
10,000
Q4 2025 New
$222B
$438 Million 0.29% of portfolio
756
Q4 2025 Reduced 7.24%
$300B
$424 Million 0.28% of portfolio
1,284
Q4 2025 New
$8.76B
$402 Million 0.27% of portfolio
30,459
Q4 2025 New
$55.3B
$413 Million 0.27% of portfolio
1,039
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $151 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Elevate Capital Advisors, LLC Portfolio

Follow Elevate Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email