Elevate Capital Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists Kenneth A. Armstrong as the Chief Executive Officer of the firm.
The report details a total of 70 separate equity positions held by the firm. The largest position disclosed in the filing is Berkshire Hathaway Inc. Class B New, for which the firm holds 2,957 shares. Other notable individual stock holdings include PNC Financial Services Group Inc. with 61,905 shares, and Taiwan Semiconductor Manufacturing Company Sponsored ADS with 2,008 shares.
In addition to individual equities, the filing reveals significant exposure to exchange-traded funds (ETFs). The firm holds substantial positions in the Vanguard S&P 500 ETF Shares (57,611 shares), the Vanguard Total Bond Market ETF (13,152 shares), and the Vanguard International Equity Index Fund All World ex US (26,441 shares). The firm also holds various ETFs focused on specific sectors, such as the Vanguard Morningstar Mid Cap ETF (25,501 shares) and the Vanguard Morningstar Small Cap ETF (756 shares).
The portfolio includes a mix of technology, healthcare, and consumer staples companies. Major technology holdings include Apple Inc. (5,039 shares), Microsoft Corporation (4,720 shares), and NVIDIA Corporation (10,392 shares). Healthcare exposure is represented by Eli Lilly & Co. (1,683 shares) and Merck & Co. Inc. (6,771 shares). The filing also lists positions in consumer companies such as Coca-Cola Co. (15,357 shares) and Hershey Co. (6,585 shares).
Several ETFs focused on commodities and alternative assets are also listed in the holdings table. These include the SPDR Gold Shares (255,885 shares) and various Bitcoin-related trusts, such as the Grayscale Bitcoin Mini Trust (97,353 shares) and the Franklin Templeton Digital Bitcoin ETF (11,388 shares).
