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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.82 Billion 4.76% of portfolio
74,382
Q3 2025 Added 192.66%
$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%
$0
$3.52 Billion 2.46% of portfolio
18,122
Q3 2025 Added 14.73%
$37.7B
$3.51 Billion 2.45% of portfolio
15,737
Q3 2025 Added 2.35%
$0
$3.51 Billion 2.45% of portfolio
28,403
Q3 2025 Added 17.82%
$44.9B
$3.42 Billion 2.38% of portfolio
106,060
Q3 2025 Added 2.67%
$0
$3.36 Billion 2.34% of portfolio
33,354
Q3 2025 Added 15.48%
$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
$405B
$2.49 Billion 1.74% of portfolio
2,572
Q3 2025 Added 32.37%
$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%
Arista Networks Inc
-
$2.17 Billion 1.52% of portfolio
-
Q3 2025 Reduced 3.16%
$306B
$2.09 Billion 1.46% of portfolio
31,475
Q3 2025 Added 14.89%
$5.65B
$2.09 Billion 1.46% of portfolio
56,697
Q3 2025 Added 18.57%
$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%
Franklin Templeton Digital H
-
$1.84 Billion 1.28% of portfolio
-
Q3 2025 Added 10.88%
$0
$1.81 Billion 1.26% of portfolio
2,959
Q3 2025 Added 2.64%
$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%
Ishares Bitcoin Trust ETF
-
$1.63 Billion 1.13% of portfolio
-
Q3 2025 Added 4.51%
$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%
$0
$1.2 Billion 0.84% of portfolio
13,417
Q3 2025 Reduced 3.31%
$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%

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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