Elevate Capital Advisors, LLC ETF holdings
Eagle, CO
Reported $68.0M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$68.0M
ETFs held
28
Change from prior quarter
+38.7%
With price moves
ETFs as a share of its 13F
37.6%
of $180.7M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $20.2M | 384,797 | +38,768 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $19.3M | 234,728 | +57,842 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $9.8M | 97,239 | +85,170 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $2.6M | 28,803 | −674 shares |
| VOO | Vanguard S&P 500 ETF | $2.3M | 3,287 | +2,266 shares |
| BTC | Grayscale Bitcoin Mini Trust ETF | $2.2M | 84,447 | +69,749 shares |
| BND | Vanguard Total Bond Market ETF | $1.3M | 17,892 | +10,895 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $1.3M | 17,903 | +12,585 shares |
| SGOL | abrdn Physical Gold Shares ETF | $776K | 20,310 | −8,937 shares |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $660K | 3,443 | New position |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001909571. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elevate Capital Advisors, LLC own?
Elevate Capital Advisors, LLC reported 28 ETF positions worth $68.0M in its Form 13F for June 30, 2026. The largest was IGSB, at $20.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.