§ 13F · FUND PROFILE
Elevate Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.5T (13F)Positions · 67Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | 240K | $12.7T | 8.4% | NEW |
| 2 | PHYS | SPROTT ASSET MANAGEMENT LP | 207K | $6.8T | 4.5% | +2% |
| 3 | TRV | TRAVELERS COMPANIES INC | 18K | $5.3T | 3.5% | +6% |
| 4 | SHY | ISHARES TR | 62K | $5.2T | 3.4% | NEW |
| 5 | AMZN | AMAZON COM INC | 22K | $5.1T | 3.4% | +35% |
| 6 | META | META PLATFORMS INC | 6K | $4.3T | 2.8% | +13% |
| 7 | AAPL | APPLE INC | 16K | $4.3T | 2.8% | +7% |
| 8 | MSFT | MICROSOFT CORP | 9K | $4.1T | 2.7% | +9% |
| 9 | HSY | HERSHEY CO | 23K | $4.1T | 2.7% | +6% |
| 10 | GOOGL | ALPHABET INC | 13K | $4.0T | 2.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATE SIGNAL
AC read
Elevate Capital Advisors, LLC is a Other fund managing $125462.1 trillion in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed