Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $346 Billion
  • Q3 2025

Elevatus Welath Management has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $346 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $22.2B, Vanguard Index Fds S&P 500 ETF with a value of $21.5B, Microsoft Corp with a value of $19.8B, Ishares Tr Msci Eafe ETF with a value of $13.7B, and Jp Morgan ETF Tr Ultra Short I with a value of $12.6B.

Examining the 13F form we can see an increase of $46.5B in the current position value, from $300B to 346B.

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 $346 Billion
ETFs: $163 Billion
Technology: $67.3 Billion
Communication Services: $26.6 Billion
Financial Services: $20.9 Billion
Industrials: $12 Billion
Consumer Cyclical: $11 Billion
Energy: $9.72 Billion
Consumer Defensive: $6.79 Billion
Other: $13.1 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $346 Billion
  • Prior Value $300 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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