Elevate Capital Advisors, LLC

CIK 0001909571 • 6 13F filings • Apr 28, 2025 – Jul 31, 2026

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Filer information

Filed by: Elevate Capital Advisors, LLC, Chief Executive Officer
Address: 313 CHAMBERS AVE., P.O. BOX 3609, EAGLE, CO, 81631
Phone: 970-328-7526
AUM: $151.2M

AUM over time

$181.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $143.4M75 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.2M	1.6%Prev: 0.6%	9,617 SH	Increased+5,424 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.6M	1.1%	6,503 SH	New
ADOBE INC	COM	$2.3M	1.6%	6,406 SH	New
AIRBNB INC	COM CL A	$1.6M	1.1%	12,996 SH	New
ALPHABET INC	CAP STK CL A	$3.2M	2.2%Prev: 1.6%	13,262 SH	Increased+5,205 SH
AMAZON COM INC	COM	$3.6M	2.5%Prev: 1.9%	16,216 SH	Increased+2,042 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$247K	0.2%	12,232 SH	New
APPLE INC	COM	$3.7M	2.6%Prev: 1.4%	14,725 SH	Increased+6,126 SH
ARISTA NETWORKS INC	COM SHS	$2.2M	1.5%Prev: 0.9%	14,915 SH	Increased+4,775 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.5M	1.7%	2,572 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$3.8M	2.6%	12,899 SH	New
AXIS CAP HLDGS LTD	SHS	$2.1M	1.4%Prev: 3.0%	21,601 SH	Decreased-28,817 SH
BERKLEY W R CORP	COM	$3.8M	2.6%Prev: 2.9%	49,424 SH	Decreased-26,006 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.7%Prev: 1.3%	4,863 SH	Increased+39 SH
BLACKROCK INC	COM	$331K	0.2%	284 SH	New
BOOZ ALLEN HAMILTON HLDG COR	CL A	$2.6M	1.8%	25,994 SH	New
BROADCOM INC	COM	$522K	0.4%Prev: 1.9%	1,583 SH	Decreased-7,792 SH
CHEWY INC	CL A	$218K	0.2%	5,394 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$1.4M	0.9%	34,631 SH	New
CHUBB LIMITED	COM	$822K	0.6%Prev: 2.7%	2,913 SH	Decreased-11,601 SH
CME GROUP INC	COM	$2.3M	1.6%	8,519 SH	New
COCA COLA CO	COM	$2.1M	1.5%Prev: 0.8%	31,475 SH	Increased+13,573 SH
COPART INC	COM	$1.5M	1.0%	32,737 SH	New
COSTCO WHSL CORP NEW	COM	$814K	0.6%	879 SH	New
COUPANG INC	CL A	$3.4M	2.4%	106,060 SH	New
DEERE & CO	COM	$1.7M	1.2%	3,813 SH	New
DOLLAR GEN CORP NEW	COM	$2.8M	2.0%	27,368 SH	New
DRAFTKINGS INC NEW	COM CL A	$598K	0.4%	15,985 SH	New
ELI LILLY & CO	COM	$497K	0.3%Prev: 1.4%	651 SH	Decreased-1,500 SH
ENBRIDGE INC	COM	$252K	0.2%	5,000 SH	New
EQT CORP	COM	$2.5M	1.7%Prev: 1.4%	45,190 SH	Decreased-3,817 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$2.1M	1.5%Prev: 0.4%	56,697 SH	Increased+36,387 SH
FLUTTER ENTMT PLC	SHS	$560K	0.4%	2,203 SH	New
FRANCO NEV CORP	COM	$3.5M	2.4%Prev: 3.3%	15,737 SH	Decreased-13,384 SH
FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$1.8M	1.3%Prev: 0.3%	27,830 SH	Increased+12,495 SH
HERSHEY CO	COM	$4.0M	2.8%Prev: 1.4%	21,268 SH	Increased+6,833 SH
INTUIT	COM	$1.4M	0.9%	1,986 SH	New
INVESCO EXCH TRADED FD TR II	KBW PPTY CASUT	$3.5M	2.4%Prev: 0.1%	28,403 SH	Increased+26,740 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	1.1%Prev: 0.2%	25,014 SH	Increased+15,296 SH
ISHARES TR	0-3 MNTH TREASRY	$3.4M	2.3%	33,354 SH	New
ISHARES TR	MSCI USA QLT FCT	$3.5M	2.5%Prev: 0.2%	18,122 SH	Increased+16,707 SH
ISHARES TR	US SML CAP EQT	$265K	0.2%Prev: 1.4%	3,562 SH	Decreased-25,241 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$348K	0.2%	6,102 SH	New
LOEWS CORP	COM	$2.3M	1.6%	22,800 SH	New
MARKETAXESS HLDGS INC	COM	$1.3M	0.9%	7,315 SH	New
MCDONALDS CORP	COM	$2.3M	1.6%Prev: 0.9%	7,710 SH	Increased+1,903 SH
MERCK & CO INC	COM	$726K	0.5%Prev: 0.7%	8,645 SH	Decreased-642 SH
META PLATFORMS INC	CL A	$4.2M	2.9%Prev: 1.3%	5,725 SH	Increased+1,652 SH
MICROSOFT CORP	COM	$4.1M	2.8%Prev: 1.2%	7,842 SH	Increased+1,826 SH
MONSTER BEVERAGE CORP NEW	COM	$1.7M	1.2%Prev: 0.9%	25,524 SH	Increased+8,727 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$173K	0.1%	10,773 SH	New
NIKE INC	CL B	$2.3M	1.6%	33,257 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$284K	0.2%	34,582 SH	New
NVIDIA CORPORATION	COM	$2.0M	1.4%Prev: 1.4%	10,898 SH	Decreased-1,456 SH
PEPSICO INC	COM	$213K	0.1%	1,518 SH	New
PHILIP MORRIS INTL INC	COM	$2.1M	1.4%Prev: 0.4%	12,668 SH	Increased+8,197 SH
PROCTER AND GAMBLE CO	COM	$954K	0.7%	6,207 SH	New
RITHM CAPITAL CORP	COM NEW	$125K	0.1%	10,941 SH	New
ROIVANT SCIENCES LTD	SHS	$1.7M	1.2%Prev: 0.5%	113,781 SH	Increased+88,786 SH
SELECT SECTOR SPDR TR	ENERGY	$1.2M	0.8%	13,417 SH	New
SHERWIN WILLIAMS CO	COM	$436K	0.3%	1,258 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$235K	0.2%	1,584 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$6.8M	4.8%	74,382 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$6.0M	4.2%Prev: 4.0%	203,111 SH	Decreased-38,272 SH
TESLA INC	COM	$431K	0.3%Prev: 0.8%	969 SH	Decreased-2,698 SH
THE TRADE DESK INC	COM CL A	$366K	0.3%	7,475 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$395K	0.3%	815 SH	New
TRAVELERS COMPANIES INC	COM	$4.8M	3.4%Prev: 2.8%	17,276 SH	Decreased+1,925 SH
TWO HBRS INVT CORP	COM	$113K	0.1%	11,408 SH	New
UBER TECHNOLOGIES INC	COM	$3.0M	2.1%Prev: 0.6%	30,989 SH	Increased+16,408 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$779K	0.5%	2,388 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	1.3%Prev: 1.2%	2,959 SH	Decreased-328 SH
VENTURE GLOBAL INC	COM CL A	$351K	0.2%	24,767 SH	New
VERISIGN INC	COM	$918K	0.6%	3,282 SH	New
VISA INC	COM CL A	$3.7M	2.6%Prev: 1.4%	10,902 SH	Increased+3,654 SH

Sold (vs prior filing)

ARCH CAP GROUP LTD — $5.3M
ASML HLDG NV — $2.8M
BAKER HUGHES COMPANY — $324K
CADENCE DESIGN SYSTEM INC — $333K
CAMECO CORP — $338K
COHERENT CORP — $605K
DYNE THERAPEUTICS INC — $454K
ETF SER SOLUTIONS — $612K
FIRST TR EXCHANGE-TRADED FD — $660K
FLEX LNG LTD — $494K
GLOBAL X FDS — $374K
GRAYSCALE BITCOIN MINI TR ET — $2.2M
INTEL CORP — $603K
ISHARES TR — $9.8M
ISHARES TR — $19.3M
ISHARES TR — $20.2M
JOBY AVIATION INC — $483K
KEYSIGHT TECHNOLOGIES INC — $677K
KRANESHARES TRUST — $578K
MONOLITHIC PWR SYS INC — $477K
… and 22 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001909571-26-000001	$151.2M	View
Oct 28, 2025	Q3 2025	13F-HR	0001909571-25-000002	$143.4M	View
Jul 31, 2026	Q2 2026