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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.82B
$3.16 Billion 1.05% of portfolio
17,536
Q2 2025 New
$2.64B
$1.28 Billion 0.43% of portfolio
81,726
Q2 2025 New
$8.62B
$131 Million 0.04% of portfolio
12,464
Q2 2025 New

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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