Elevate Capital Advisors, LLC
Q4 2025 13F Holdings
- Locationeagle, CO
- Num holdings
78
- Value ($000)
$151,185
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001909571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | ISHS 1-5YR INVS | 464288646 | $12.7M | 8 % | 240,081 | ||
SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | $6.82M | 5 % | 206,666 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | $5.32M | 4 % | 18,328 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $5.17M | 3 % | 62,390 | ||
AMAZON COM INC | COM | 023135106 | $5.07M | 3 % | 21,948 | ||
META PLATFORMS INC | CL A | 30303M102 | $4.28M | 3 % | 6,485 | ||
APPLE INC | COM | 037833100 | $4.28M | 3 % | 15,738 | ||
MICROSOFT CORP | COM | 594918104 | $4.12M | 3 % | 8,520 | ||
HERSHEY CO | COM | 427866108 | $4.1M | 3 % | 22,549 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $3.97M | 3 % | 12,682 |
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