Elevate Capital Advisors, LLC Top Holdings and 13F Report (2026) About Elevate Capital Advisors, LLCInvestment ActivityElevate Capital Advisors, LLC has $181.90 million in total holdings as of June 30, 2026.Elevate Capital Advisors, LLC owns shares of 77 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 28.00% of the portfolio was purchased this quarter.About 17.11% of the portfolio was sold this quarter.This quarter, Elevate Capital Advisors, LLC has purchased 72 new stocks and bought additional shares in 23 stocks.Elevate Capital Advisors, LLC sold shares of 32 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares 1-5 Year Investment Grade Corporate Bond ETF $20,167,193iShares 1-3 Year Treasury Bond ETF $19,273,489The PNC Financial Services Group $15,252,590iShares 0-3 Month Treasury Bond ETF $9,789,019SPROTT ASSET MANAGEMENT LP $7,282,525 Largest New Holdings this Quarter 81762P102 - ServiceNow $1,616,676 Holding693475955 - PNC FINL SVCS GROUP INC $1,231,100 Holding64110L106 - Netflix $748,415 Holding49338L103 - Keysight Technologies $676,685 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $660,195 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 85,170 shares (about $8.57M)The PNC Financial Services Group 33,663 shares (about $8.29M)iShares 1-3 Year Treasury Bond ETF 57,842 shares (about $4.75M)Chubb 9,862 shares (about $3.36M)Arch Capital Group 29,108 shares (about $2.83M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 49,913 shares (about $4.57M)CocaCola 15,102 shares (about $1.23M)Visa 2,779 shares (about $953.49K)AbbVie 3,670 shares (about $923.48K)ISHARES BITCOIN TRUST ETF 25,327 shares (about $843.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElevate Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$20,167,193$2,031,829 â–²11.2%384,79711.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$19,273,489$4,749,400 â–²32.7%234,72810.6%ETFPNCThe PNC Financial Services Group$15,252,590$8,288,504 â–²119.0%61,9478.4%FinanceSGOViShares 0-3 Month Treasury Bond ETF$9,789,019$8,574,037 â–²705.7%97,2395.4%ETFSPROTT ASSET MANAGEMENT LP$7,282,525$421,958 â–²6.2%241,3834.0%PHYSICAL GOLD TRFNVFranco-Nevada$6,069,981$1,249,598 â–²25.9%29,1213.3%MaterialsAXSAxis Capital$5,416,910$310,394 â–¼-5.4%50,4183.0%FinanceWRBW.R. Berkley$5,320,063$568,259 â–²12.0%75,4302.9%FinanceACGLArch Capital Group$5,263,079$2,825,223 â–²115.9%54,2252.9%FinanceTRVTravelers Companies$5,067,620$609,395 â–¼-10.7%15,3512.8%FinanceCBChubb$4,945,569$3,360,425 â–²212.0%14,5142.7%FinanceAVGOBroadcom$3,541,361$80,082 â–¼-2.2%9,3751.9%TechnologyAMZNAmazon.com$3,378,231$117,502 â–¼-3.4%14,1741.9%Consumer DiscretionaryGOOGLAlphabet$2,879,460$32,880 â–²1.2%8,0571.6%Communication ServicesASMLASML$2,848,878$797,765 â–¼-21.9%1,4321.6%TechnologyEQTEQT$2,605,702$268,668 â–²11.5%49,0071.4%EnergyLLYEli Lilly and Company$2,579,696$688,399 â–¼-21.1%2,1511.4%HealthcareSMLFiShares U.S. Small Cap Equity Factor ETF$2,567,493$60,080 â–¼-2.3%28,8031.4%ETFHSYHershey$2,532,696$233,882 â–¼-8.5%14,4351.4%Consumer StaplesAAPLApple$2,488,240$274,028 â–¼-9.9%8,5991.4%TechnologyVVisa$2,486,835$953,493 â–¼-27.7%7,2481.4%FinanceNVDANVIDIA$2,471,949$86,840 â–¼-3.4%12,3541.4%TechnologyBRK.BBerkshire Hathaway$2,413,881$406,317 â–²20.2%4,8241.3%FinanceMETAMeta Platforms$2,294,316$221,940 â–²10.7%4,0731.3%Communication ServicesVOOVanguard S&P 500 ETF$2,257,698$1,556,417 â–²221.9%3,2871.2%ETFMSFTMicrosoft$2,243,976$159,645 â–²7.7%6,0161.2%TechnologyGRAYSCALE BITCOIN MINI TR ET$2,191,400$1,809,987 â–²474.5%84,4471.2%SHS NEWARISTA NETWORKS INC$1,722,583$205,725 â–¼-10.7%10,1400.9%COM SHSNOWServiceNow$1,616,676$1,616,676 â–²New Holding16,2840.9%TechnologyMNSTMonster Beverage$1,614,528$480,023 â–¼-22.9%16,7970.9%Consumer StaplesMCDMcDonald's$1,569,589$323,540 â–¼-17.1%5,8070.9%Consumer DiscretionaryTSLATesla$1,542,340$113,562 â–²7.9%3,6670.8%Consumer DiscretionaryKOCocaCola$1,454,859$1,227,309 â–¼-45.8%17,9020.8%Consumer StaplesBNDVanguard Total Bond Market ETF$1,313,475$799,816 â–²155.7%17,8920.7%ETFVEAVanguard FTSE Developed Markets ETF$1,275,596$896,686 â–²236.6%17,9030.7%ETFPNC FINL SVCS GROUP INC$1,231,100$1,231,100 â–²New Holding5,0000.7%PUTMRKMerck & Co., Inc.$1,193,415$84,170 â–¼-6.6%9,2870.7%HealthcareTSMTaiwan Semiconductor Manufacturing$1,088,382$80,709 â–²8.0%2,2790.6%TechnologyABBVAbbVie$1,055,077$923,475 â–¼-46.7%4,1930.6%HealthcareUBERUber Technologies$1,052,165$34,204 â–¼-3.1%14,5810.6%IndustrialsROIVRoivant Sciences$884,573$253,215 â–¼-22.3%24,9950.5%HealthcarePMPhilip Morris International$808,780$429,263 â–¼-34.7%4,4710.4%Consumer StaplesSGOLabrdn Physical Gold Shares ETF$776,451$341,661 â–¼-30.6%20,3100.4%ETFNFLXNetflix$748,415$748,415 â–²New Holding10,4820.4%Communication ServicesKEYSKeysight Technologies$676,685$676,685 â–²New Holding1,9330.4%TechnologyQNITY ELECTRONICS INC$676,555$381,797 â–¼-36.1%4,1430.4%COMMON STOCKYNDXYandex$671,369$76,223 â–¼-10.2%2,4310.4%TechnologyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$660,195$660,195 â–²New Holding3,4430.4%ETFXLEEnergy Select Sector SPDR Fund$649,826$410,344 â–¼-38.7%12,2350.4%ETFROUNDHILL ETF TRUST$629,941$629,941 â–²New Holding8,5300.3%MEMORY ETFETF SER SOLUTIONS$611,920$69,792 â–¼-10.2%3,7000.3%DEFIA QUANT ETFCOHRCoherent$605,117$26,824 â–¼-4.2%1,5340.3%TechnologyBSVVanguard Short-Term Bond ETF$604,710$604,710 â–²New Holding7,7620.3%ETFINTCIntel$602,503$602,503 â–²New Holding4,3150.3%TechnologyKRANESHARES TRUST$578,275$578,275 â–²New Holding14,0290.3%GBL HUMANOID ROBWMWaste Management$565,459$565,459 â–²New Holding2,5370.3%IndustrialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$549,445$549,445 â–²New Holding10,9390.3%ETFVOVanguard Mid-Cap ETF$540,390$540,390 â–²New Holding6,7070.3%ETFFRANKLIN TEMPLETON DIGITAL H$520,010$289,625 â–¼-35.8%15,3350.3%BITCOIN ETF SHSFLNGFlex LNG$493,815$493,815 â–²New Holding17,5990.3%EnergyJOBYJoby Aviation$483,250$211,966 â–²78.1%54,1760.3%IndustrialsMPWRMonolithic Power Systems$476,914$71,883 â–¼-13.1%3450.3%TechnologyDYNE THERAPEUTICS INC$453,861$92,505 â–¼-16.9%20,4350.2%COMWCBRWisdomTree Cybersecurity Fund$400,412$400,412 â–²New Holding11,0550.2%ETFCOPXGlobal X Copper Miners ETF$373,920$373,920 â–²New Holding4,8580.2%ETFCCJCameco$338,175$132,112 â–²64.1%3,3200.2%EnergyCDNSCadence Design Systems$332,909$332,909 â–²New Holding8870.2%TechnologyVNQVanguard Real Estate ETF$332,492$332,492 â–²New Holding3,4480.2%ETFBKRBaker Hughes$323,898$323,898 â–²New Holding5,8360.2%EnergyISHARES BITCOIN TRUST ETF$323,512$843,135 â–¼-72.3%9,7180.2%SHS BEN INTQUALiShares MSCI USA Quality Factor ETF$310,590$71,337 â–²29.8%1,4150.2%ETFREMXVanEck Rare Earth and Strategic Metals ETF$302,051$302,051 â–²New Holding3,4130.2%ETFVWOVanguard FTSE Emerging Markets ETF$289,442$289,442 â–²New Holding4,8490.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$256,759$4,573,737 â–¼-94.7%2,8020.1%ETFVBVanguard Small-Cap ETF$251,246$251,246 â–²New Holding8290.1%ETFWALMART INC$222,4430.0%1,9640.1%COMKBWPInvesco KBW Property & Casualty Insurance ETF$210,767$172,745 â–¼-45.0%1,6630.1%ETFLLoews$0$2,976,325 â–¼-100.0%00.0%FinanceDGDollar General$0$2,675,147 â–¼-100.0%00.0%Consumer StaplesCMECME Group$0$2,259,309 â–¼-100.0%00.0%FinanceKNSLKinsale Capital Group$0$1,170,531 â–¼-100.0%00.0%FinanceDEDeere & Company$0$1,147,572 â–¼-100.0%00.0%IndustrialsRTXRTX$0$959,292 â–¼-100.0%00.0%IndustrialsPGRProgressive$0$747,404 â–¼-100.0%00.0%FinanceCELHCelsius$0$693,066 â–¼-100.0%00.0%Consumer StaplesTKO GROUP HOLDINGS INC$0$568,438 â–¼-100.0%00.0%CL AACNAccenture$0$527,650 â–¼-100.0%00.0%TechnologyPRIME MEDICINE INC$0$525,720 â–¼-100.0%00.0%COMDKNGDraftKings$0$316,517 â–¼-100.0%00.0%Consumer DiscretionaryORIOld Republic International$0$280,337 â–¼-100.0%00.0%FinanceAPPLOVIN CORP$0$252,730 â–¼-100.0%00.0%COM CL AGDSGDS$0$250,241 â–¼-100.0%00.0%TechnologyEWSiShares MSCI Singapore ETF$0$248,421 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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