Elevate Capital Advisors, LLC - Portfolio overview

Elevate Capital Advisors, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IGSB - ISHARES TR, 9.88%
2. SHY - ISHARES TR, 7.93%
3. PHYS - SPROTT ASSET MANAGEMENT LP, 4.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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