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
$23.4B
$368 Million 0.24% of portfolio
50
Q4 2025 New
$163B
$342 Million 0.23% of portfolio
508
Q4 2025 New
$0
$286 Million 0.19% of portfolio
35,311
Q4 2025 Added 2.11%
$1.74T
$251 Million 0.17% of portfolio
800
Q4 2025 New
$323M
$148 Million 0.1% of portfolio
42,666
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
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