Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $300 Billion
  • Q2 2025

Elevatus Welath Management has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24.8B, Microsoft Corp with a value of $16B, Meta Platforms, Inc. with a value of $15.9B, Nvidia Corp with a value of $15.1B, and Jp Morgan ETF Tr Ultra Short I with a value of $12B.

Examining the 13F form we can see an increase of $124B in the current position value, from $176B to 300B.

Elevatus Welath Management is based out at Victor, NY

Below you can find more details about Elevatus Welath Management portfolio as well as his latest detailed transactions.

Portfolio value $300 Billion
ETFs: $124 Billion
Technology: $52.5 Billion
Communication Services: $25.1 Billion
Industrials: $16.9 Billion
Financial Services: $16.5 Billion
Consumer Cyclical: $14.7 Billion
Healthcare: $12 Billion
Utilities: $5.59 Billion
Other: $5.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Billion 8.28% of portfolio
43,712
Q2 2025 Added 912.56%
$3.95T
$16 Billion 5.33% of portfolio
32,119
Q2 2025 Added 56.26%
$1.78T
$15.9 Billion 5.31% of portfolio
21,582
Q2 2025 Added 357.63%
$456B
$15.1 Billion 5.04% of portfolio
95,610
Q2 2025 Added 122.27%
$0
$12 Billion 4.01% of portfolio
237,503
Q2 2025 Reduced 28.88%
$0
$10.9 Billion 3.63% of portfolio
121,950
Q2 2025 Added 194.86%
$0
$10.3 Billion 3.44% of portfolio
209,815
Q2 2025 New
$0
$9.58 Billion 3.19% of portfolio
193,427
Q2 2025 New
$0
$9.52 Billion 3.17% of portfolio
379,012
Q2 2025 New
$18.9B
$8.97 Billion 2.99% of portfolio
492,598
Q2 2025 New
$754M
$8.69 Billion 2.9% of portfolio
1,279,205
Q2 2025 New
Blackrock ETF Trust Ii
-
$8.17 Billion 2.72% of portfolio
-
Q2 2025 New
Super Micro Computer Inc
-
$8.05 Billion 2.68% of portfolio
-
Q2 2025 New
$2.26T
$7.6 Billion 2.54% of portfolio
34,659
Q2 2025 Added 106.76%
$0
$6.8 Billion 2.27% of portfolio
202,772
Q2 2025 New
$1.24T
$6.73 Billion 2.24% of portfolio
37,955
Q2 2025 Added 232.44%
Qxo Inc
-
$5.9 Billion 1.97% of portfolio
-
Q2 2025 New
$87.2B
$5.46 Billion 1.82% of portfolio
28,146
Q2 2025 New
$0
$5.28 Billion 1.76% of portfolio
94,764
Q2 2025 New
$113B
$5.01 Billion 1.67% of portfolio
10,817
Q2 2025 New
$0
$4.99 Billion 1.66% of portfolio
29,586
Q2 2025 New
$169B
$4.45 Billion 1.48% of portfolio
8,192
Q2 2025 New
$859B
$4.28 Billion 1.43% of portfolio
14,766
Q2 2025 Added 258.75%
$19.3B
$4.02 Billion 1.34% of portfolio
8,225
Q4 2024 Reduced 1.57%
$282B
$3.69 Billion 1.23% of portfolio
26,001
Q2 2025 New
$3.69T
$3.52 Billion 1.17% of portfolio
17,157
Q2 2025 Reduced 13.53%
$48.7B
$3.32 Billion 1.11% of portfolio
22,805
Q2 2025 Added 0.23%
$0
$3.2 Billion 1.07% of portfolio
7,301
Q2 2025 Reduced 37.8%
$6.82B
$3.16 Billion 1.05% of portfolio
17,536
Q2 2025 New
$26.8B
$2.93 Billion 0.98% of portfolio
33,383
Q2 2025 New
$145B
$2.9 Billion 0.97% of portfolio
8,135
Q2 2025 New
$229B
$2.81 Billion 0.94% of portfolio
20,627
Q2 2025 Added 1,240.29%
Reddit Inc
-
$2.8 Billion 0.93% of portfolio
-
Q2 2025 New
$47.6B
$2.49 Billion 0.83% of portfolio
31,890
Q2 2025 New
$127B
$2.17 Billion 0.72% of portfolio
7,856
Q2 2025 Added 12.37%
$0
$2.08 Billion 0.69% of portfolio
3,361
Q1 2025 Added 4.51%
$442B
$1.9 Billion 0.63% of portfolio
17,582
Q2 2025 Added 3.25%
$1.21T
$1.59 Billion 0.53% of portfolio
9,003
Q2 2025 Added 19.18%
$0
$1.52 Billion 0.51% of portfolio
2,297
Q4 2024 Reduced 0.22%
$0
$1.42 Billion 0.47% of portfolio
27,953
Q2 2025 Reduced 87.73%
$684B
$1.31 Billion 0.44% of portfolio
5,981
Q2 2025 Added 8.1%
$2.64B
$1.28 Billion 0.43% of portfolio
81,726
Q2 2025 New
$621B
$1.07 Billion 0.36% of portfolio
2,200
Q2 2025 Reduced 0.18%
Invesco Actively Managed Exc
-
$1.09 Billion 0.36% of portfolio
-
Q2 2025 Reduced 93.52%
$0
$1.02 Billion 0.34% of portfolio
1,858
Q2 2025 Reduced 7.01%
$0
$955 Million 0.32% of portfolio
2,249
Q2 2024 Reduced 12.86%
$0
$922 Million 0.31% of portfolio
16,168
Q4 2024 Reduced 1.55%
$0
$887 Million 0.3% of portfolio
5,018
Q2 2025 Reduced 25.71%
$0
$853 Million 0.28% of portfolio
10,216
Q4 2024 Reduced 11.19%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $300 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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