13F Filings History of Elevate Capital Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$151,184,789
Signature - Title
Kenneth A. Armstrong - Chief Executive Officer
Location
Eagle, CO
Summary
This page shows a list of all the recent 13F filings made by Elevate Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elevate Capital Advisors, LLC reported 78 stock holdings with total value $151,184,789 as of Q4 2025. Top holdings included IGSB, PHYS, TRV, SHY, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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