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Elevate Capital Advisors, LLC

Q2 2026 13F Holdings

  • Location
    eagle, CO
  • Num holdings

    77

  • Value ($000)

    $181,897

  • Date Filed
    07/31/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$20.17M
11 %

384,797

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$19.27M
11 %

234,728

P
PNC

PNC FINL SVCS GROUP INC

COM
693475105
$15.25M
8 %

61,947

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$9.79M
5 %

97,239

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$7.28M
4 %

241,383

F
FNV

FRANCO NEV CORP

COM
351858105
$6.07M
3 %

29,121

---

AXIS CAP HLDGS LTD

SHS
G0692U109
$5.42M
3 %

50,418

W
WRB

BERKLEY W R CORP

COM
084423102
$5.32M
3 %

75,430

---

ARCH CAP GROUP LTD

ORD
G0450A105
$5.26M
3 %

54,225

---

TRAVELERS COMPANIES INC

COM
89417E109
$5.07M
3 %

15,351

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