13F Filings History of Elevate Capital Advisors, LLC
- Latest 13F filing
- Q2 2026 - 31 Jul 2026
- Latest reported 13F value
- $180,665,610
- Largest 13F holdings
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IGSB SHY PNC SGOV PHYS FNV AXS WRB ACGL TRV CB AVGO
+8 more
AMZN GOOGL ASML EQT LLY SMLF HSY AAPL - Form 13F summary
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- Elevate Capital Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Elevate Capital Advisors, LLC reported 76 equity holdings with a total reported market value of $180,665,610 for Q2 2026. Top reported holdings included IGSB, SHY, PNC, SGOV, and PHYS.
- Manager signature
- Kenneth A. Armstrong - Chief Executive Officer
- Manager location
- Eagle, CO
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$180,665,610
Quarter delta
+$26,056,774
Accepted
31 Jul 2026, 15:38
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 76 | $180,665,610 | +$49,704,154 | -$31,121,755 | +$18,582,399 | IGSB, SHY, PNC, SGOV, PHYS | 13F-HR | 31 Jul 2026, 15:38 |
| Q1 2026 | 72 | $154,608,836 | +$39,352,601 | -$33,116,179 | +$6,236,422 | IGSB, SHY, PHYS, PNC, FNV | 13F-HR | 23 Apr 2026, 17:38 |
| Q4 2025 | 78 | $151,184,789 | +$41,268,248 | -$35,199,548 | +$6,068,700 | IGSB, PHYS, TRV, SHY, AMZN | 13F-HR | 22 Jan 2026, 18:07 |
| Q3 2025 | 75 | $143,435,014 | +$30,012,548 | -$17,911,581 | +$12,100,967 | BIL, PHYS, TRV, META, MSFT | 13F-HR | 27 Oct 2025, 19:31 |
| Q2 2025 | 67 | $125,462,081 | +$32,796,724 | -$22,459,087 | +$10,337,637 | PHYS, TRV, META, MSFT, WRB | 13F-HR | 21 Jul 2025, 17:38 |
| Q1 2025 | 58 | $108,129,713 | +$16,683,916 | -$24,746,924 | -$8,063,008 | TRV, PHYS, MSFT, AMZN, AAPL | 13F-HR | 25 Apr 2025, 19:23 |
| Q4 2024 | 65 | $113,549,997 | $0 | $0 | $0 | AAPL, GOOGL, AMZN, TRV, PHYS | 13F-HR | 28 Jan 2025, 18:23 |