account_balance
Investment manager · 13F filer · SEC CIK 1909571
Elevate Capital Advisors, LLC
Reported value$173Mas of Sep 30, 2026
Positions69 10 new, 17 sold out
Top 10 weight53.6%IGSB alone is 11%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IGSBiShares Tr
11.0%Trimmed −3%
SHYiShares Tr
10.9%
PNCPNC Financial Services Group, Inc.
7.9%
SGOViShares Tr
5.5%Trimmed −3%
PHYSSprott Physical Gold Trust
4.6%Added +6%
FNVFranco Nevada Corp
3.6%Trimmed −11%
WRBW. R. Berkley Corp
2.8%−6%
VEAVanguard Tax-Managed FDS
2.5%+239%
TRVTravelers Companies, Inc.
2.4%−23%
AXSAxis Capital Holdings Ltd
2.4%−12%
ACGLArch Capital Group Ltd.
2.4%−18%
CBChubb Ltd
2.4%−13%
IGSBiShares Tr
11.0%Trimmed −3%
SHYiShares Tr
10.9%
PNCPNC Financial Services Group, Inc.
7.9%
SGOViShares Tr
5.5%−3%
PHYSSprott Physical Gold Trust
4.6%+6%
FNVFranco Nevada Corp
3.6%
WRB2.8%VEA2.5%
TRV2.4%AXS2.4%ACGLCB2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IGSB iShares Tr 11.0% Trimmed −3%
SHY iShares Tr 10.9% Held
PNC PNC Financial Services Group, Inc. 7.9% HeldSGOV iShares Tr 5.5% Trimmed −3%
PHYS Sprott Physical Gold Trust 4.6% Added +6%FNV Franco Nevada Corp 3.6% Trimmed −11%WRB W. R. Berkley Corp 2.8% Trimmed −6%VEA Vanguard Tax-Managed FDS 2.5% Added +239%
TRV Travelers Companies, Inc. 2.4% Trimmed −23%AXS Axis Capital Holdings Ltd 2.4% Trimmed −12%ACGL Arch Capital Group Ltd. 2.4% Trimmed −18%CB Chubb Ltd 2.4% Trimmed −13%What changed
Biggest moves since Jun 30, 2026
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