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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$809 Million 0.27% of portfolio	10,282	Q2 2025 Reduced 6.65%
PLTR Palantir Technologies Inc. Technology	$307B	$721 Million 0.24% of portfolio	5,286	Q2 2025 Reduced 6.77%
VB Vanguard Small Cap ETF ETFs	$0	$700 Million 0.23% of portfolio	2,955	Q2 2025 Added 136.4%
VO Vanguard Mid Cap ETF ETFs	$0	$694 Million 0.23% of portfolio	2,480	Q2 2025 Added 31.63%
CVX Chevron Corp Energy	$301B	$655 Million 0.22% of portfolio	4,573	Q2 2025 Reduced 1.97%
Tidal Trust Iii	-	$652 Million 0.22% of portfolio	-	Q2 2025 New
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$615 Million 0.21% of portfolio	10,819	Q2 2025 Added 46.92%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$632 Million 0.21% of portfolio	7,417	Q4 2023 Reduced 50.0%
DHR Danaher Corp Healthcare	$145B	$638 Million 0.21% of portfolio	3,229	Q2 2025 Reduced 5.58%
XLF Financial Sector Spdr ETFs	$0	$586 Million 0.2% of portfolio	11,181	Q3 2024 Added 13.33%
XLC Select Sector Spdr Tr Communic ETFs	$0	$550 Million 0.18% of portfolio	5,071	Q2 2025 Added 0.02%
ABBV Abb Vie Inc. Healthcare	$371B	$538 Million 0.18% of portfolio	2,900	Q2 2025 Added 37.44%
COST Costco Wholesale Corp Consumer Defensive	$430B	$537 Million 0.18% of portfolio	542	Q2 2025 Reduced 14.91%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$535 Million 0.18% of portfolio	6,922	Q2 2025 Reduced 10.09%
PM Philip Morris International Inc. Consumer Defensive	$252B	$504 Million 0.17% of portfolio	2,765	Q2 2025 Added 0.44%
TSLA Tesla, Inc. Consumer Cyclical	$1.09T	$505 Million 0.17% of portfolio	1,590	Q2 2025 Reduced 7.5%
XLV Select Sector Spdr Fund Health ETFs	$0	$515 Million 0.17% of portfolio	3,824	Q2 2025 Added 0.03%
WMT Walmart Inc. Consumer Defensive	$278B	$495 Million 0.16% of portfolio	5,060	Q2 2025 Reduced 71.93%
NFLX Netflix Inc Communication Services	$554B	$489 Million 0.16% of portfolio	365	Q2 2025 Reduced 17.23%
KO Coca Cola CO Consumer Defensive	$292B	$476 Million 0.16% of portfolio	6,728	Q2 2025 Reduced 1.88%
V Visa Inc. Financial Services	$560B	$459 Million 0.15% of portfolio	1,293	Q2 2025 Added 22.33%
RTX Raytheon Technologies Corp Industrials	$227B	$406 Million 0.14% of portfolio	2,778	Q2 2025 New
MA Mastercard Inc Financial Services	$560B	$407 Million 0.14% of portfolio	724	Q2 2025 Added 1.83%
XLY Select Sector Spdr Consumer Di ETFs	$0	$407 Million 0.14% of portfolio	1,873	Q1 2025 Reduced 1.32%
GLD Spdr Gold Trust ETFs	$116B	$416 Million 0.14% of portfolio	1,364	Q2 2025 Reduced 93.61%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$405 Million 0.13% of portfolio	2,692	Q2 2025 Added 21.48%
FTNT Fortinet, Inc. Technology	$63.4B	$401 Million 0.13% of portfolio	3,792	Q2 2025 Added 17.87%
TMO Thermo Fisher Scientific Inc. Healthcare	$191B	$399 Million 0.13% of portfolio	985	Q2 2025 Reduced 10.62%
VWOB Vanguard Emerging Mkts Govt Bd ETFs	$0	$376 Million 0.13% of portfolio	5,758	Q2 2025 Reduced 15.87%
VZ Verizon Communications Inc Communication Services	$182B	$346 Million 0.12% of portfolio	8,002	Q2 2025 Added 22.52%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$356 Million 0.12% of portfolio	3,585	Q2 2025 Reduced 97.97%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.28T	$363 Million 0.12% of portfolio	1,601	Q2 2025 New
PG Procter & Gamble CO Consumer Defensive	$377B	$333 Million 0.11% of portfolio	2,092	Q2 2025 Added 8.51%
PEP Pepsico Inc Consumer Defensive	$195B	$332 Million 0.11% of portfolio	2,512	Q2 2025 Reduced 5.53%
EET Proshares Tr Ultra Msci Emergi ETFs	$0	$324 Million 0.11% of portfolio	5,061	Q2 2025 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$286 Million 0.1% of portfolio	3,889	Q2 2025 New
AMAT Applied Materials Inc Technology	$139B	$306 Million 0.1% of portfolio	1,671	Q2 2025 Reduced 5.97%
ACWI Ishares Msci Acwi ETF ETFs	$0	$258 Million 0.09% of portfolio	2,006	Q4 2023 New
HON Honeywell International Inc Industrials	$144B	$267 Million 0.09% of portfolio	1,145	Q2 2025 Reduced 30.1%
LLY Eli Lilly & CO Healthcare	$702B	$268 Million 0.09% of portfolio	343	Q2 2025 Added 31.92%
DBJP Xtrackers Msci Japan Hedged Eq ETFs	$0	$274 Million 0.09% of portfolio	3,580	Q3 2024 Added 17.96%
ADP Automatic Data Processing Inc Industrials	$124B	$276 Million 0.09% of portfolio	894	Q1 2025 Added 0.11%
VIS Vanguard Industrial ETF ETFs	$0	$276 Million 0.09% of portfolio	985	Q3 2024 Added 12.7%
CRS Carpenter Technology Corp Industrials	$12.2B	$237 Million 0.08% of portfolio	856	Q2 2025 Reduced 29.84%
MCD Mcdonalds Corp Consumer Cyclical	$230B	$236 Million 0.08% of portfolio	809	Q2 2025 Added 2.41%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$235 Million 0.08% of portfolio	5,368	Q3 2024 New
JNJ Johnson & Johnson Healthcare	$466B	$234 Million 0.08% of portfolio	1,533	Q2 2025 Added 0.33%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$232 Million 0.08% of portfolio	2,123	Q2 2025 Reduced 37.5%
HD Home Depot, Inc. Consumer Cyclical	$430B	$226 Million 0.08% of portfolio	618	Q2 2025 Added 3.52%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$238 Million 0.08% of portfolio	838	Q2 2025 Reduced 36.85%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevatus Welath Management, based on Form 13F filings with the SEC.

News

Stay updated on Elevatus Welath Management with notifications on news.

Account

Elevatus Welath Management Portfolio Holdings