Elevate Capital Advisors, LLC

SEC CIK
0001909571

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 31, 2026.SEC

Positions
76
+4 vs. Q1 2026
Total value
$180.67M
+$26.06M (+16.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Elevate Capital Advisors, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES TR464288646ISHS 1-5YR INVS384,797$20.17M11.16%+38,768+11.2%Added–
ISHARES TR4642874571 3 YR TREAS BD234,728$19.27M10.67%+57,842+32.7%Added–
PNCPNC FINL SVCS GROUP INC COMStock61,947$15.25M8.44%+33,663+119.0%AddedView
ISHARES TR46436E7180-3 MTH TREASURY97,239$9.79M5.42%+85,170+705.7%Added–
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR241,383$7.28M4.03%+13,986+6.2%AddedView
FNVFRANCO NEV CORP COMStock29,121$6.07M3.36%+5,995+25.9%AddedView
AXSAXIS CAP HLDGS LTDSHS50,418$5.42M3.00%−2,889−5.4%ReducedView
WRBBERKLEY W R CORPCOM75,430$5.32M2.94%+8,057+12.0%AddedView
ACGLARCH CAP GROUP LTD ORDStock54,225$5.26M2.91%+29,108+115.9%AddedView
TRVTRAVELERS COMPANIES INC COMStock15,351$5.07M2.80%−1,846−10.7%ReducedView
CBCHUBB LIMITED COMStock14,514$4.95M2.74%+9,862+212.0%AddedView
AVGOBROADCOM INC COMStock9,375$3.54M1.96%−212−2.2%ReducedView
AMZNAMAZON COM INC COMStock14,174$3.38M1.87%−493−3.4%ReducedView
GOOGLALPHABET INC CAP STK CL AStock8,057$2.88M1.59%+92+1.2%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR1,432$2.85M1.58%−401−21.9%ReducedView
EQTEQT CORP COMStock49,007$2.61M1.44%+5,053+11.5%AddedView
LLYELI LILLY & CO COMStock2,151$2.58M1.43%−574−21.1%ReducedView
ISHARES TR46434V290US SML CAP EQT28,803$2.57M1.42%−674−2.3%Reduced–
HSYHERSHEY COCOM14,435$2.53M1.40%−1,333−8.5%ReducedView
AAPLAPPLE INC COMStock8,599$2.49M1.38%−947−9.9%ReducedView
VVISA INC COM CL AStock7,248$2.49M1.38%−2,779−27.7%ReducedView
NVDANVIDIA CORPORATION COMStock12,354$2.47M1.37%−434−3.4%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock4,824$2.41M1.34%+812+20.2%AddedView
METAMETA PLATFORMS INC CL AStock4,073$2.29M1.27%+394+10.7%AddedView
VANGUARD S&P 500 ETF922908363ETF3,287$2.26M1.25%+2,266+221.9%Added–
MSFTMICROSOFT CORP COMStock6,016$2.24M1.24%+428+7.7%AddedView
BTCGRAYSCALE BITCOIN MINI TRUST ETFETF84,447$2.19M1.21%+69,749+474.5%AddedView
ANETARISTA NETWORKS INC COM SHSStock10,140$1.72M0.95%−1,211−10.7%ReducedView
NOWSERVICENOW INC COMStock16,284$1.62M0.89%+16,284NewView
MNSTMONSTER BEVERAGE CORP NEWCOM16,797$1.61M0.89%−4,994−22.9%ReducedView
MCDMCDONALDS CORP COMStock5,807$1.57M0.87%−1,197−17.1%ReducedView
TSLATESLA INC COMStock3,667$1.54M0.85%+270+7.9%AddedView
KOCOCA COLA CO COMStock17,902$1.45M0.81%−15,102−45.8%ReducedView
VANGUARD TOTAL BOND MARKET ETF921937835ETF17,892$1.31M0.73%+10,895+155.7%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF17,903$1.28M0.71%+12,585+236.6%Added–
MRKMERCK & CO INC COMStock9,287$1.19M0.66%−655−6.6%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR2,279$1.09M0.60%+169+8.0%AddedView
ABBVABBVIE INC COMStock4,193$1.06M0.58%−3,670−46.7%ReducedView
UBERUBER TECHNOLOGIES INC COMStock14,581$1.05M0.58%−474−3.1%ReducedView
ROIVROIVANT SCIENCES LTDSHS24,995$884.57K0.49%−7,155−22.3%ReducedView
PMPHILIP MORRIS INTL INC COMStock4,471$808.78K0.45%−2,373−34.7%ReducedView
SGOLABRDN PHYSICAL GOLD SHARES ETFETF20,310$776.45K0.43%−8,937−30.6%ReducedView
NFLXNETFLIX INC. COMStock10,482$748.42K0.41%+10,482NewView
KEYSKEYSIGHT TECHNOLOGIES INC COMStock1,933$676.69K0.37%+1,933NewView
QQNITY ELECTRONICS INCCOMMON STOCK4,143$676.56K0.37%−2,338−36.1%ReducedView
NBISNEBIUS GROUP N.V. SHS CLASS AStock2,431$671.37K0.37%−276−10.2%ReducedView
FIRST TR EXCHANGE-TRADED FD33737A108NASDQ CLN EDGE3,443$660.2K0.37%+3,443New–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF12,235$649.83K0.36%−7,726−38.7%Reduced–
ROUNDHILL ETF TRUST77926X320MEMORY ETF8,530$629.94K0.35%+8,530New–
DEFIANCE QUANTUM ETF26922A420ETF3,700$611.92K0.34%−422−10.2%Reduced–
COHRCOHERENT CORPCOM1,534$605.12K0.33%−68−4.2%ReducedView
VANGUARD SHORT-TERM BOND ETF921937827ETF7,762$604.71K0.33%+7,762New–
INTCINTEL CORP COMStock4,315$602.5K0.33%+4,315NewView
KRANESHARES TRUST500767751GBL HUMANOID ROB14,029$578.28K0.32%+14,029New–
WMWASTE MGMT INC DEL COMStock2,537$565.46K0.31%+2,537NewView
VANGUARD MALVERN FDS922020805STRM INFPROIDX10,939$549.45K0.30%+10,939New–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF6,707$540.39K0.30%+6,707New–
EZBCFRANKLIN TEMPLETON DIGITAL HBITCOIN ETF SHS15,335$520.01K0.29%−8,541−35.8%ReducedView
FLNGFLEX LNG LTDSHS17,599$493.82K0.27%+17,599NewView
JOBYJOBY AVIATION INCCOMMON STOCK54,176$483.25K0.27%+23,763+78.1%AddedView
MPWRMONOLITHIC PWR SYS INCCOM345$476.91K0.26%−52−13.1%ReducedView
DYNDYNE THERAPEUTICS INCCOM20,435$453.86K0.25%−4,165−16.9%ReducedView
WISDOMTREE TR97717Y659CYBERSECURITY FD11,055$400.41K0.22%+11,055New–
GLOBAL X FDS37954Y830GLOBAL X COPPER4,858$373.92K0.21%+4,858New–
CCJCAMECO CORP COMStock3,320$338.18K0.19%+1,297+64.1%AddedView
CDNSCADENCE DESIGN SYSTEM INC COMStock887$332.91K0.18%+887NewView
VANGUARD REAL ESTATE ETF922908553ETF3,448$332.49K0.18%+3,448New–
BKRBAKER HUGHES COMPANYCL A5,836$323.9K0.18%+5,836NewView
IBITISHARES BITCOIN TRUST ETFETF9,718$323.51K0.18%−25,327−72.3%ReducedView
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,415$310.59K0.17%+325+29.8%Added–
VANECK ETF TRUST92189H805RARE EARTH AND S3,413$302.05K0.17%+3,413New–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF4,849$289.44K0.16%+4,849New–
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF2,802$256.76K0.14%−49,913−94.7%Reduced–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF829$251.25K0.14%+829New–
WMTWALMART INC COMStock1,964$222.44K0.12%00.0%UnchangedView
INVESCO EXCH TRADED FD TR II46138E586KBW PPTY CASUT1,663$210.77K0.12%−1,363−45.0%Reduced–

Options (1)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Elevate Capital Advisors, LLC option positions in Q2 2026
SecurityClassPutsCalls
PNC FINL SVCS GROUP INC693475955PUT$1.23M–

Sold out since Q1 2026 (16)

Positions held at the end of Q1 2026 that are no longer in this filing.

Elevate Capital Advisors, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
LLOEWS CORPCOM27,884$2.98M1.93%
DGDOLLAR GEN CORP NEWCOM22,531$2.68M1.73%
CMECME GROUP INCCOM7,650$2.26M1.46%
KNSLKINSALE CAP GROUP INC COMStock3,426$1.17M0.76%
DEDEERE & CO COMStock2,037$1.15M0.74%
RTXRTX CORPORATION COMStock4,973$959.29K0.62%
PGRPROGRESSIVE CORP COMStock3,770$747.4K0.48%
CELHCELSIUS HLDGS INCCOM NEW19,534$693.07K0.45%
TKOTKO GROUP HOLDINGS INCCL A2,819$568.44K0.37%
ACNACCENTURE PLC IRELAND SHS CLASS AStock2,661$527.65K0.34%
PRMEPRIME MEDICINE INCCOM151,069$525.72K0.34%
DKNGDRAFTKINGS INC NEW COM CL AStock14,640$316.52K0.20%
ORIOLD REP INTL CORPCOM7,026$280.34K0.18%
APPAPPLOVIN CORPCOM CL A635$252.73K0.16%
GDSGDS HLDGS LTDSPONSORED ADS6,211$250.24K0.16%
ISHARES INC46434G780MSCI SINGPOR ETF8,803$248.42K0.16%

13F filings by quarter

Elevate Capital Advisors, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 31, 202676$180.67Mvs. Q1 2026SEC
Q1 2026Apr 24, 202672$154.61Mvs. Q4 2025SEC
Q4 2025Jan 23, 202678$151.18Mvs. Q3 2025SEC
Q3 2025Oct 28, 202575$143.44Mvs. Q2 2025SEC
Q2 2025Jul 22, 202567$125.46Mvs. Q1 2025SEC
Q1 2025Apr 28, 202558$108.13Mvs. Q4 2024SEC
Q4 2024Jan 29, 202565$113.55M–SEC