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Elevate Capital Advisors, LLC

Q1 2026 13F Holdings

  • Location
    eagle, CO
  • Num holdings

    72

  • Value ($000)

    $154,609

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0001909571
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$18.19M
12 %

346,029

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$14.61M
9 %

176,886

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$8.06M
5 %

227,397

P
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$5.89M
4 %

28,284

F
FNV

FRANCO NEV CORP

COM
351858105
$5.71M
4 %

23,126

---

AXIS CAP HLDGS LTD

SHS
G0692U109
$5.41M
4 %

53,307

---

TRAVELERS COMPANIES INC

COM
89417E109
$5.02M
3 %

17,197

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$4.83M
3 %

52,715

W
WRB

BERKLEY W R CORP

COM
084423102
$4.47M
3 %

67,373

H
HSY

HERSHEY CO

COM
427866108
$3.28M
2 %

15,768

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