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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.71T
$16 Billion 5.33% of portfolio
32,119
Q2 2025 Added 56.26%
$1.72T
$15.9 Billion 5.31% of portfolio
21,582
Q2 2025 Added 357.63%
$419B
$15.1 Billion 5.04% of portfolio
95,610
Q2 2025 Added 122.27%
$20.8B
$8.97 Billion 2.99% of portfolio
492,598
Q2 2025 New
$615M
$8.69 Billion 2.9% of portfolio
1,279,205
Q2 2025 New
$2.4T
$7.6 Billion 2.54% of portfolio
34,659
Q2 2025 Added 106.76%
$1.43T
$6.73 Billion 2.24% of portfolio
37,955
Q2 2025 Added 232.44%
$78.3B
$5.46 Billion 1.82% of portfolio
28,146
Q2 2025 New
$120B
$5.01 Billion 1.67% of portfolio
10,817
Q2 2025 New
$166B
$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%
$18.6B
$4.02 Billion 1.34% of portfolio
8,225
Q4 2024 Reduced 1.57%
$244B
$3.69 Billion 1.23% of portfolio
26,001
Q2 2025 New
$3.82T
$3.52 Billion 1.17% of portfolio
17,157
Q2 2025 Reduced 13.53%
$48.8B
$3.32 Billion 1.11% of portfolio
22,805
Q2 2025 Added 0.23%
$6.9B
$3.16 Billion 1.05% of portfolio
17,536
Q2 2025 New
$139B
$2.9 Billion 0.97% of portfolio
8,135
Q2 2025 New
$232B
$2.81 Billion 0.94% of portfolio
20,627
Q2 2025 Added 1,240.29%
$49.6B
$2.49 Billion 0.83% of portfolio
31,890
Q2 2025 New
$140B
$2.17 Billion 0.72% of portfolio
7,856
Q2 2025 Added 12.37%
$458B
$1.9 Billion 0.63% of portfolio
17,582
Q2 2025 Added 3.25%
$1.43T
$1.59 Billion 0.53% of portfolio
9,003
Q2 2025 Added 19.18%
$643B
$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
$650B
$1.07 Billion 0.36% of portfolio
2,200
Q2 2025 Reduced 0.18%
$307B
$721 Million 0.24% of portfolio
5,286
Q2 2025 Reduced 6.77%
$301B
$655 Million 0.22% of portfolio
4,573
Q2 2025 Reduced 1.97%
$145B
$638 Million 0.21% of portfolio
3,229
Q2 2025 Reduced 5.58%
$371B
$538 Million 0.18% of portfolio
2,900
Q2 2025 Added 37.44%
$430B
$537 Million 0.18% of portfolio
542
Q2 2025 Reduced 14.91%
$252B
$504 Million 0.17% of portfolio
2,765
Q2 2025 Added 0.44%
$1.09T
$505 Million 0.17% of portfolio
1,590
Q2 2025 Reduced 7.5%
$278B
$495 Million 0.16% of portfolio
5,060
Q2 2025 Reduced 71.93%
$554B
$489 Million 0.16% of portfolio
365
Q2 2025 Reduced 17.23%
$292B
$476 Million 0.16% of portfolio
6,728
Q2 2025 Reduced 1.88%
$560B
$459 Million 0.15% of portfolio
1,293
Q2 2025 Added 22.33%
$227B
$406 Million 0.14% of portfolio
2,778
Q2 2025 New
$560B
$407 Million 0.14% of portfolio
724
Q2 2025 Added 1.83%
$63.4B
$401 Million 0.13% of portfolio
3,792
Q2 2025 Added 17.87%
$191B
$399 Million 0.13% of portfolio
985
Q2 2025 Reduced 10.62%
$182B
$346 Million 0.12% of portfolio
8,002
Q2 2025 Added 22.52%
$1.28T
$363 Million 0.12% of portfolio
1,601
Q2 2025 New
$377B
$333 Million 0.11% of portfolio
2,092
Q2 2025 Added 8.51%
$195B
$332 Million 0.11% of portfolio
2,512
Q2 2025 Reduced 5.53%
$139B
$306 Million 0.1% of portfolio
1,671
Q2 2025 Reduced 5.97%
$144B
$267 Million 0.09% of portfolio
1,145
Q2 2025 Reduced 30.1%
$702B
$268 Million 0.09% of portfolio
343
Q2 2025 Added 31.92%
$124B
$276 Million 0.09% of portfolio
894
Q1 2025 Added 0.11%
$12.2B
$237 Million 0.08% of portfolio
856
Q2 2025 Reduced 29.84%

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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