Elevate Capital Advisors, LLC Top Holdings and 13F Report (2026) About Elevate Capital Advisors, LLCInvestment ActivityElevate Capital Advisors, LLC has $154.61 million in total holdings as of March 31, 2026.Elevate Capital Advisors, LLC owns shares of 72 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 25.45% of the portfolio was purchased this quarter.About 21.42% of the portfolio was sold this quarter.This quarter, Elevate Capital Advisors, LLC has purchased 78 new stocks and bought additional shares in 24 stocks.Elevate Capital Advisors, LLC sold shares of 38 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares 1-5 Year Investment Grade Corporate Bond ETF $18,187,284iShares 1-3 Year Treasury Bond ETF $14,605,477SPROTT ASSET MANAGEMENT LP $8,058,950The PNC Financial Services Group $5,885,618Franco-Nevada $5,713,278 Largest New Holdings this Quarter 693475105 - The PNC Financial Services Group $5,885,618 Holding75513E101 - RTX $959,292 Holding874039100 - Taiwan Semiconductor Manufacturing $713,075 Holding26922A420 - ETF SER SOLUTIONS $442,291 Holding609839105 - Monolithic Power Systems $434,060 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 114,496 shares (about $9.45M)The PNC Financial Services Group 28,284 shares (about $5.89M)iShares 1-5 Year Investment Grade Corporate Bond ETF 105,948 shares (about $5.57M)Axis Capital 26,512 shares (about $2.69M)Franco-Nevada 7,542 shares (about $1.86M) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 16,127 shares (about $3.09M)Meta Platforms 2,806 shares (about $1.61M)Apple 6,192 shares (about $1.57M)Amazon.com 7,281 shares (about $1.52M)Hershey 6,781 shares (about $1.41M) 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$18,187,284$5,568,627 ▲44.1%346,02911.8%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$14,605,477$9,453,935 ▲183.5%176,8869.4%ManufacturingSPROTT ASSET MANAGEMENT LP$8,058,950$734,707 ▲10.0%227,3975.2%PHYSICAL GOLD TRPNCThe PNC Financial Services Group$5,885,618$5,885,618 ▲New Holding28,2843.8%FinanceFNVFranco-Nevada$5,713,278$1,863,251 ▲48.4%23,1263.7%Basic MaterialsAXSAxis Capital$5,405,863$2,688,582 ▲98.9%53,3073.5%FinanceTRVTravelers Companies$5,016,035$329,891 ▼-6.2%17,1973.2%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,830,772$1,560,069 ▲47.7%52,7153.1%ETFWRBW.R. Berkley$4,465,465$1,189,655 ▲36.3%67,3732.9%FinanceHSYHershey$3,278,038$1,409,714 ▼-30.1%15,7682.1%Consumer StaplesAMZNAmazon.com$3,054,696$1,516,414 ▼-33.2%14,6672.0%Retail/WholesaleVVisa$3,030,617$302,548 ▼-9.1%10,0272.0%Business ServicesLLoews$2,976,325$362,381 ▲13.9%27,8841.9%FinanceAVGOBroadcom$2,967,167$1,603,205 ▲117.5%9,5871.9%Computer and TechnologyEQTEQT$2,797,218$181,691 ▼-6.1%43,9541.8%EnergyDGDollar General$2,675,147$51,173 ▲2.0%22,5311.7%Retail/WholesaleKOCocaCola$2,509,978$427,557 ▼-14.6%33,0041.6%Consumer StaplesLLYEli Lilly and Company$2,505,938$269,446 ▲12.0%2,7251.6%MedicalAAPLApple$2,422,717$1,571,492 ▼-39.3%9,5461.6%Computer and TechnologyASMLASML$2,421,081$777,969 ▼-24.3%1,8331.6%Computer and TechnologyACGLArch Capital Group$2,410,981$1,005,687 ▲71.6%25,1171.6%FinanceGOOGLAlphabet$2,290,428$1,356,428 ▼-37.2%7,9651.5%Computer and TechnologyCMECME Group$2,259,309$605,436 ▼-21.1%7,6501.5%FinanceNVDANVIDIA$2,230,249$67,145 ▲3.1%12,7881.4%Computer and TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$2,225,219$1,567,777 ▲238.5%29,4771.4%ETFMCDMcDonald's$2,176,890$484,858 ▼-18.2%7,0041.4%Retail/WholesaleMETAMeta Platforms$2,104,882$1,605,409 ▼-43.3%3,6791.4%Computer and TechnologyMSFTMicrosoft$2,068,626$1,085,399 ▼-34.4%5,5881.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,922,550$860,164 ▼-30.9%4,0121.2%FinanceABBVAbbVie$1,710,077$152,674 ▼-8.2%7,8631.1%MedicalMNSTMonster Beverage$1,578,976$182,889 ▼-10.4%21,7911.0%Consumer StaplesCBChubb$1,516,208$171,111 ▼-10.1%4,6521.0%FinanceARISTA NETWORKS INC$1,393,676$189,695 ▼-12.0%11,3510.9%COM SHSISHARES BITCOIN TRUST ETF$1,346,429$65,468 ▼-4.6%35,0450.9%SHS BEN INTSGOLabrdn Physical Gold Shares ETF$1,305,001$910,962 ▼-41.1%29,2470.8%ETFTSLATesla$1,262,835$255,021 ▲25.3%3,3970.8%Auto/Tires/TrucksXLEEnergy Select Sector SPDR Fund$1,222,833$182,436 ▼-13.0%19,9610.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,214,833$541,738 ▼-30.8%12,0690.8%ETFMRKMerck & Co., Inc.$1,195,914$203,409 ▼-14.5%9,9420.8%MedicalKNSLKinsale Capital Group$1,170,531$229,255 ▲24.4%3,4260.8%FinanceDEDeere & Company$1,147,572$61,970 ▼-5.1%2,0370.7%IndustrialsPMPhilip Morris International$1,131,572$481,960 ▼-29.9%6,8440.7%Consumer StaplesUBERUber Technologies$1,082,906$450,138 ▼-29.4%15,0550.7%Computer and TechnologyRTXRTX$959,292$959,292 ▲New Holding4,9730.6%AerospaceFRANKLIN TEMPLETON DIGITAL H$935,700$66,897 ▼-6.7%23,8760.6%BITCOIN ETF SHSROIVRoivant Sciences$890,555$1,257,442 ▼-58.5%32,1500.6%MedicalQNITY ELECTRONICS INC$747,778$168,109 ▼-18.4%6,4810.5%COMMON STOCKPGRProgressive$747,404$196,863 ▲35.8%3,7700.5%FinanceTSMTaiwan Semiconductor Manufacturing$713,075$713,075 ▲New Holding2,1100.5%Computer and TechnologyCELHCelsius$693,066$301,899 ▼-30.3%19,5340.4%Consumer StaplesVOOVanguard S&P 500 ETF$609,960$1,124,931 ▼-64.8%1,0210.4%ETFTKO GROUP HOLDINGS INC$568,438$105,662 ▲22.8%2,8190.4%CL AACNAccenture$527,650$725,345 ▼-57.9%2,6610.3%Computer and TechnologyPRIME MEDICINE INC$525,720$377,242 ▲254.1%151,0690.3%COMBNDVanguard Total Bond Market ETF$515,256$70,989 ▲16.0%6,9970.3%ETFDYNE THERAPEUTICS INC$445,998$8,811 ▲2.0%24,6000.3%COMETF SER SOLUTIONS$442,291$442,291 ▲New Holding4,1220.3%DEFIANCE QUANTUMGRAYSCALE BITCOIN MINI TR ET$440,793$222,316 ▲101.8%14,6980.3%SHS NEWMPWRMonolithic Power Systems$434,060$434,060 ▲New Holding3970.3%Computer and TechnologyCOHRCoherent$381,612$381,612 ▲New Holding1,6020.2%Business ServicesKBWPInvesco KBW Property & Casualty Insurance ETF$360,014$69,362 ▼-16.2%3,0260.2%ETFVEAVanguard FTSE Developed Markets ETF$340,790$41,205 ▲13.8%5,3180.2%ETFDKNGDraftKings$316,517$98,976 ▼-23.8%14,6400.2%Consumer DiscretionaryYNDXYandex$280,878$280,878 ▲New Holding2,7070.2%Computer and TechnologyORIOld Republic International$280,337$118,662 ▼-29.7%7,0260.2%FinanceAPPLOVIN CORP$252,730$50,546 ▲25.0%6350.2%COM CL AJOBYJoby Aviation$251,211$380 ▼-0.2%30,4130.2%TransportationGDSGDS$250,241$387,146 ▼-60.7%6,2110.2%Business ServicesEWSiShares MSCI Singapore ETF$248,421$248,421 ▲New Holding8,8030.2%ETFWALMART INC$244,086$244,086 ▲New Holding1,9640.2%COMCCJCameco$219,718$219,718 ▲New Holding2,0230.1%Basic MaterialsQUALiShares MSCI USA Quality Factor ETF$209,084$3,093,484 ▼-93.7%1,0900.1%ETFADPAutomatic Data Processing$0$2,038,952 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$1,153,565 ▼-100.0%00.0%Computer and TechnologyCMGChipotle Mexican Grill$0$973,914 ▼-100.0%00.0%Retail/WholesaleCPRTCopart$0$695,970 ▼-100.0%00.0%Business ServicesQLYSQualys$0$668,487 ▼-100.0%00.0%Computer and TechnologyFLUTTER ENTMT PLC$0$615,875 ▼-100.0%00.0%SHSTMOThermo Fisher Scientific$0$438,223 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$423,861 ▼-100.0%00.0%MedicalSMHVanEck Semiconductor ETF$0$417,438 ▼-100.0%00.0%ManufacturingALNYAlnylam Pharmaceuticals$0$413,158 ▼-100.0%00.0%MedicalNVRNVR$0$368,173 ▼-100.0%00.0%ConstructionJEPIJPMorgan Equity Premium Income ETF$0$350,506 ▼-100.0%00.0%ETFJPCNuveen Preferred & Income Opportunities Fund$0$286,371 ▼-100.0%00.0%Financial ServicesNLYAnnaly Capital Management$0$273,510 ▼-100.0%00.0%FinanceGOOGAlphabet$0$251,040 ▼-100.0%00.0%Computer and TechnologySLViShares Silver Trust$0$225,083 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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