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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$3.13 Billion 0.86% of portfolio
105,862
Q4 2025 Reduced 30.45%
$874M
$712 Million 0.19% of portfolio
62,093
Q4 2025 Reduced 65.71%
$517M
$165 Million 0.05% of portfolio
11,238
Q4 2025 Added 1.08%

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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