Elevate Capital Advisors

Elevate Capital Advisors as of March 31, 2026

Portfolio Holdings for Elevate Capital Advisors

Elevate Capital Advisors holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB) 11.8 $18M 346k 52.56
Ishares Tr 1 3 Yr Treas Bd (SHY) 9.4 $15M 177k 82.57
Sprott Asset Management Physical Gold Tr (PHYS) 5.2 $8.1M 227k 35.44
PNC Financial Services (PNC) 3.8 $5.9M 28k 208.09
Franco-Nevada Corporation (FNV) 3.7 $5.7M 23k 247.05
Axis Cap Hldgs SHS (AXS) 3.5 $5.4M 53k 101.41
Travelers Companies (TRV) 3.2 $5.0M 17k 291.68
Spdr Series Trust State Street Spd (BIL) 3.1 $4.8M 53k 91.64
W.R. Berkley Corporation (WRB) 2.9 $4.5M 67k 66.28
Hershey Company (HSY) 2.1 $3.3M 16k 207.89
Amazon (AMZN) 2.0 $3.1M 15k 208.27
Visa Com Cl A (V) 2.0 $3.0M 10k 302.25
Loews Corporation (L) 1.9 $3.0M 28k 106.74
Broadcom (AVGO) 1.9 $3.0M 9.6k 309.50
EQT Corporation (EQT) 1.8 $2.8M 44k 63.64
Dollar General (DG) 1.7 $2.7M 23k 118.73
Coca-Cola Company (KO) 1.6 $2.5M 33k 76.05
Eli Lilly & Co. (LLY) 1.6 $2.5M 2.7k 919.61
Apple (AAPL) 1.6 $2.4M 9.5k 253.79
Asml Hldg Nv N Y Registry Shs (ASML) 1.6 $2.4M 1.8k 1320.83
Arch Cap Group Ord (ACGL) 1.6 $2.4M 25k 95.99
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.3M 8.0k 287.56
Cme (CME) 1.5 $2.3M 7.7k 295.33
NVIDIA Corporation (NVDA) 1.4 $2.2M 13k 174.40
Ishares Tr Us Sml Cap Eqt (SMLF) 1.4 $2.2M 30k 75.49
McDonald's Corporation (MCD) 1.4 $2.2M 7.0k 310.81
Meta Platforms Cl A (META) 1.4 $2.1M 3.7k 572.13
Microsoft Corporation (MSFT) 1.3 $2.1M 5.6k 370.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.9M 4.0k 479.20
Abbvie (ABBV) 1.1 $1.7M 7.9k 217.48
Monster Beverage Corp (MNST) 1.0 $1.6M 22k 72.46
Chubb (CB) 1.0 $1.5M 4.7k 325.93
Arista Networks Com Shs (ANET) 0.9 $1.4M 11k 122.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $1.3M 35k 38.42
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.8 $1.3M 29k 44.62
Tesla Motors (TSLA) 0.8 $1.3M 3.4k 371.75
Select Sector Spdr Tr State Street Ene (XLE) 0.8 $1.2M 20k 61.26
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $1.2M 12k 100.66
Merck & Co (MRK) 0.8 $1.2M 9.9k 120.29
Kinsale Cap Group (KNSL) 0.8 $1.2M 3.4k 341.66
Deere & Company (DE) 0.7 $1.1M 2.0k 563.36
Philip Morris International (PM) 0.7 $1.1M 6.8k 165.34
Uber Technologies (UBER) 0.7 $1.1M 15k 71.93
Raytheon Technologies Corp (RTX) 0.6 $959k 5.0k 192.90
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.6 $936k 24k 39.19
Roivant Sciences SHS (ROIV) 0.6 $891k 32k 27.70
Qnity Electronics Common Stock (Q) 0.5 $748k 6.5k 115.38
Progressive Corporation (PGR) 0.5 $747k 3.8k 198.25
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $713k 2.1k 337.95
Celsius Hldgs Com New (CELH) 0.4 $693k 20k 35.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $610k 1.0k 597.41
Tko Group Holdings Cl A (TKO) 0.4 $568k 2.8k 201.65
Accenture Plc Ireland Shs Class A (ACN) 0.3 $528k 2.7k 198.29
Prime Medicine (PRME) 0.3 $526k 151k 3.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $515k 7.0k 73.64
Dyne Therapeutics (DYN) 0.3 $446k 25k 18.13
Etf Ser Solutions Defiance Quantum (QTUM) 0.3 $442k 4.1k 107.30
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.3 $441k 15k 29.99
Monolithic Power Systems (MPWR) 0.3 $434k 397.00 1093.35
Coherent Corp (COHR) 0.2 $382k 1.6k 238.21
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.2 $360k 3.0k 118.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $341k 5.3k 64.08
Draftkings Com Cl A (DKNG) 0.2 $317k 15k 21.62
Nebius Group Shs Class A (NBIS) 0.2 $281k 2.7k 103.76
Old Republic International Corporation (ORI) 0.2 $280k 7.0k 39.90
Applovin Corp Com Cl A (APP) 0.2 $253k 635.00 398.00
Joby Aviation Common Stock (JOBY) 0.2 $251k 30k 8.26
GDS HLDGS Sponsored Ads (GDS) 0.2 $250k 6.2k 40.29
Ishares Msci Singpor Etf (EWS) 0.2 $248k 8.8k 28.22
Wal-Mart Stores (WMT) 0.2 $244k 2.0k 124.28
Cameco Corporation (CCJ) 0.1 $220k 2.0k 108.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $209k 1.1k 191.82