Elevate Capital Advisors, LLC
All 13F Filings
- Location
- Eagle, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 181,897
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 77 | 181,897 | 13F-HR | Elevate Capital Advisors, LLC |
| Q1 2026 | 4/23/2026 | 72 | 154,609 | 13F-HR | Elevate Capital Advisors, LLC |
| Q4 2025 | 1/23/2026 | 78 | 151,185 | 13F-HR | Elevate Capital Advisors, LLC |
| Q3 2025 | 10/28/2025 | 75 | 143,435 | 13F-HR | Elevate Capital Advisors, LLC |
| Q2 2025 | 7/22/2025 | 67 | 125,462 | 13F-HR | Elevate Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.231 K
(0.7% of total reported value)
· QoQ Δ:
+1.231 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.3 K | 64.9% | 9.948 K | 0 | 9.948 K |
| ETFs | 62.8 K | 34.8% | 15.5 K | 0 | 15.5 K |
| Debt | 605 | 0.3% | 605 | 0 | 605 |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
181,897
Holdings
77
QoQ value change ($000)
27,288
(17.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.