Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

$366 Billion
Q4 2025

Elevatus Welath Management has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $366 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.7B, Vanguard Index Fds S&P 500 ETF with a value of $17.5B, Nvidia Corp with a value of $17B, Alphabet Inc. with a value of $14.1B, and Ishares Tr Msci Eafe ETF with a value of $13.8B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $346B to 366B.

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 $366 Billion

ETFs: $147 Billion

Technology: $74.4 Billion

Financial Services: $25 Billion

Communication Services: $22.9 Billion

Industrials: $18.6 Billion

Consumer Cyclical: $13.4 Billion

Consumer Defensive: $7.9 Billion

Real Estate: $7.67 Billion

Other: $27.7 Billion

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.78T	$19.7 Billion 5.38% of portfolio	40,684	Q4 2025 Added 6.24%
NVDA Nvidia Corp Technology	$465B	$17 Billion 4.65% of portfolio	91,098	Q4 2025 Added 48.98%
GOOG Alphabet Inc. Communication Services	$1.74T	$14.1 Billion 3.85% of portfolio	44,847	Q4 2025 Added 13.09%
AAPL Apple Inc. Technology	$4.3T	$11.4 Billion 3.11% of portfolio	41,901	Q4 2025 Reduced 6.47%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$9.94 Billion 2.72% of portfolio	43,056	Q4 2025 Added 22.85%
VTR Ventas, Inc. Real Estate	$31.2B	$7.35 Billion 2.01% of portfolio	95,031	Q4 2025 Added 140.4%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$6.97 Billion 1.91% of portfolio	13,868	Q4 2025 Added 63.5%
WMT Walmart Inc. Consumer Defensive	$279B	$5.64 Billion 1.54% of portfolio	50,592	Q4 2025 Added 11.99%
JPM Jpmorgan Chase & CO Financial Services	$881B	$4.91 Billion 1.34% of portfolio	15,241	Q4 2025 Added 1.29%

META Meta Platforms, Inc. Communication Services	$1.37T	$4.79 Billion 1.31% of portfolio	7,262	Q4 2025 Reduced 53.21%
CW Curtiss Wright Corp Industrials	$21.2B	$4.53 Billion 1.24% of portfolio	8,225	Q4 2024 Reduced 1.57%
AVGO Broadcom Inc. Technology	$139B	$3.97 Billion 1.09% of portfolio	11,466	Q4 2025 Added 36.65%
NDAQ Nasdaq, Inc. Financial Services	$42.8B	$3.91 Billion 1.07% of portfolio	40,306	Q4 2025 New
CVX Chevron Corp Energy	$303B	$3.77 Billion 1.03% of portfolio	24,747	Q4 2025 Added 27.5%
PAAS Pan American Silver Corp Basic Materials	$8.11B	$3.37 Billion 0.92% of portfolio	65,056	Q4 2025 New
GOOGL Alphabet Inc. Communication Services	$1.65T	$3.38 Billion 0.92% of portfolio	10,805	Q4 2025 Added 13.53%
AMD Advanced Micro Devices Inc Technology	$388B	$3.3 Billion 0.9% of portfolio	15,396	Q4 2025 Added 16.16%
QCOM Qualcomm Inc Technology	$187B	$3.16 Billion 0.86% of portfolio	18,489	Q4 2025 New

SA Seabridge Gold Inc Basic Materials	$1.91B	$3.13 Billion 0.86% of portfolio	105,862	Q4 2025 Reduced 30.45%
KEYS Keysight Technologies, Inc. Technology	$32B	$3.15 Billion 0.86% of portfolio	15,483	Q4 2025 New
C Citigroup Inc Financial Services	$190B	$3.16 Billion 0.86% of portfolio	27,080	Q4 2025 New
EW Edwards Lifesciences Corp Healthcare	$53.4B	$2.95 Billion 0.81% of portfolio	34,598	Q4 2025 Added 6.07%
CEG Constellation Energy Corp Utilities	$111B	$2.96 Billion 0.81% of portfolio	8,380	Q4 2025 New
HWM Howmet Aerospace Inc. Industrials	$84.4B	$2.82 Billion 0.77% of portfolio	13,750	Q4 2025 Added 857.52%
LSCC Lattice Semiconductor Corp Technology	$8.81B	$2.79 Billion 0.76% of portfolio	37,946	Q4 2025 New
AMAT Applied Materials Inc Technology	$197B	$2.78 Billion 0.76% of portfolio	10,821	Q4 2025 Added 115.86%
WMS Advanced Drainage Systems, Inc. Industrials	$12.1B	$2.6 Billion 0.71% of portfolio	17,954	Q4 2025 New
AES Aes Corp Utilities	$9.23B	$2.48 Billion 0.68% of portfolio	172,924	Q4 2025 Added 810.75%
SOFI So Fi Technologies, Inc. Financial Services	$22.2B	$2.36 Billion 0.65% of portfolio	90,190	Q4 2025 Reduced 70.17%
APP App Lovin Corp Technology	$163B	$2.33 Billion 0.64% of portfolio	3,454	Q4 2025 Reduced 50.39%
XOM Exxon Mobil Corp Energy	$490B	$2.25 Billion 0.61% of portfolio	18,667	Q4 2025 Added 1.63%
PAYX Paychex Inc Industrials	$40.4B	$2.2 Billion 0.6% of portfolio	19,591	Q4 2025 Reduced 14.6%
DOV Dover Corp Industrials	$25.7B	$1.84 Billion 0.5% of portfolio	9,442	Q4 2025 New
NVR Nvr Inc Consumer Cyclical	$23.4B	$1.71 Billion 0.47% of portfolio	234	Q4 2025 New
BX Blackstone Inc. Financial Services	$98.1B	$1.73 Billion 0.47% of portfolio	11,256	Q4 2025 Reduced 24.84%
DBEZ Xtrackers Msci Eurozone Hedged	-	$1.24 Billion 0.34% of portfolio	-	Q4 2025 Added 107.13%
ORCL Oracle Corp Technology	$593B	$1.23 Billion 0.34% of portfolio	6,293	Q4 2025 Added 0.03%
PLTR Palantir Technologies Inc. Technology	$342B	$1.07 Billion 0.29% of portfolio	6,031	Q4 2025 Reduced 71.26%
APA Apa Corp Energy	$8.09B	$1.06 Billion 0.29% of portfolio	43,352	Q4 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$991 Million 0.27% of portfolio	2,203	Q4 2025 Added 4.31%
PEG Public Service Enterprise Group Inc Utilities	$41.3B	$840 Million 0.23% of portfolio	10,466	Q4 2025 New
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$796 Million 0.22% of portfolio	2,620	Q4 2025 Added 37.17%
ABBV Abb Vie Inc. Healthcare	$414B	$771 Million 0.21% of portfolio	3,376	Q4 2025 Added 1.29%
DHR Danaher Corp Healthcare	$160B	$740 Million 0.2% of portfolio	3,234	Q4 2025 Added 0.15%
EOSE Eos Energy Enterprises, Inc. Industrials	$874M	$712 Million 0.19% of portfolio	62,093	Q4 2025 Reduced 65.71%
PEP Pepsico Inc Consumer Defensive	$204B	$608 Million 0.17% of portfolio	4,239	Q4 2025 Added 49.58%
RTX Raytheon Technologies Corp Industrials	$258B	$591 Million 0.16% of portfolio	3,221	Q4 2025 Added 1.8%
TMO Thermo Fisher Scientific Inc. Healthcare	$222B	$570 Million 0.16% of portfolio	983	Q3 2025 Reduced 0.2%
LLY Eli Lilly & CO Healthcare	$971B	$552 Million 0.15% of portfolio	514	Q4 2025 Added 11.5%
COST Costco Wholesale Corp Consumer Defensive	$404B	$497 Million 0.14% of portfolio	576	Q4 2025 Added 1.41%

Summary

Portfolio
No. of Stocks 156
Current Value $366 Billion
Prior Value $346 Billion
Filing
Period Q4 2025
Filing Date January 14, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 37 stocks
Additional Purchases 75 stocks
Sold out of 0 stocks
Reduced holdings in 35 stocks

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Elevatus Welath Management Portfolio Holdings