DOSSIER · 13F-HR · Q1 2026
Elevation Capital Advisory, LLC
$235M in tracked AUM across 65 positions as of Q1 2026.
EC
CIK 0001871112 · last filed Mar 31, 2026
AI Analysis · Q1 2026
SEC 13F Filing Analysis: Elevation Capital Advisory, LLC
1. Portfolio Overview
Elevation Capital Advisory, LLC manages a portfolio with a total value of $147.73 million as of September 30, 2025, representing a robust growth of +19.6% from the previous quarter's $123.51 million. The portfolio consists of 32 holdings, indicating a focused investment strategy with moderate diversification.
The firm employs a highly active management style, evidenced by the substantial turnover t...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.