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 Trade History
$0
$809 Million 0.27% of portfolio
10,282
Q2 2025 Reduced 6.65%
$356B
$721 Million 0.24% of portfolio
5,286
Q2 2025 Reduced 6.77%
$0
$700 Million 0.23% of portfolio
2,955
Q2 2025 Added 136.4%
$0
$694 Million 0.23% of portfolio
2,480
Q2 2025 Added 31.63%
$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
$0
$615 Million 0.21% of portfolio
10,819
Q2 2025 Added 46.92%
$0
$632 Million 0.21% of portfolio
7,417
Q4 2023 Reduced 50.0%
$161B
$638 Million 0.21% of portfolio
3,229
Q2 2025 Reduced 5.58%
$0
$586 Million 0.2% of portfolio
11,181
Q3 2024 Added 13.33%
$0
$550 Million 0.18% of portfolio
5,071
Q2 2025 Added 0.02%
$409B
$538 Million 0.18% of portfolio
2,900
Q2 2025 Added 37.44%
$415B
$537 Million 0.18% of portfolio
542
Q2 2025 Reduced 14.91%
$0
$535 Million 0.18% of portfolio
6,922
Q2 2025 Reduced 10.09%
$236B
$504 Million 0.17% of portfolio
2,765
Q2 2025 Added 0.44%
$1.4T
$505 Million 0.17% of portfolio
1,590
Q2 2025 Reduced 7.5%
$288B
$495 Million 0.16% of portfolio
5,060
Q2 2025 Reduced 71.93%
$552B
$489 Million 0.16% of portfolio
365
Q2 2025 Reduced 17.23%
$308B
$476 Million 0.16% of portfolio
6,728
Q2 2025 Reduced 1.88%
$568B
$459 Million 0.15% of portfolio
1,293
Q2 2025 Added 22.33%
$254B
$406 Million 0.14% of portfolio
2,778
Q2 2025 New
$546B
$407 Million 0.14% of portfolio
724
Q2 2025 Added 1.83%
$0
$407 Million 0.14% of portfolio
1,873
Q1 2025 Reduced 1.32%
$130B
$416 Million 0.14% of portfolio
1,364
Q2 2025 Reduced 93.61%
$0
$405 Million 0.13% of portfolio
2,692
Q2 2025 Added 21.48%
$66.9B
$401 Million 0.13% of portfolio
3,792
Q2 2025 Added 17.87%
$219B
$399 Million 0.13% of portfolio
985
Q2 2025 Reduced 10.62%
$0
$376 Million 0.13% of portfolio
5,758
Q2 2025 Reduced 15.87%
$169B
$346 Million 0.12% of portfolio
8,002
Q2 2025 Added 22.52%
$0
$356 Million 0.12% of portfolio
3,585
Q2 2025 Reduced 97.97%
$1.53T
$363 Million 0.12% of portfolio
1,601
Q2 2025 New
$359B
$333 Million 0.11% of portfolio
2,092
Q2 2025 Added 8.51%
$211B
$332 Million 0.11% of portfolio
2,512
Q2 2025 Reduced 5.53%
$0
$324 Million 0.11% of portfolio
5,061
Q2 2025 New
$0
$286 Million 0.1% of portfolio
3,889
Q2 2025 New
$194B
$306 Million 0.1% of portfolio
1,671
Q2 2025 Reduced 5.97%
$0
$258 Million 0.09% of portfolio
2,006
Q4 2023 New
$141B
$267 Million 0.09% of portfolio
1,145
Q2 2025 Reduced 30.1%
$760B
$268 Million 0.09% of portfolio
343
Q2 2025 Added 31.92%
$0
$274 Million 0.09% of portfolio
3,580
Q3 2024 Added 17.96%
$118B
$276 Million 0.09% of portfolio
894
Q1 2025 Added 0.11%
$0
$276 Million 0.09% of portfolio
985
Q3 2024 Added 12.7%
$11.7B
$237 Million 0.08% of portfolio
856
Q2 2025 Reduced 29.84%
$226B
$236 Million 0.08% of portfolio
809
Q2 2025 Added 2.41%
$0
$235 Million 0.08% of portfolio
5,368
Q3 2024 New
$502B
$234 Million 0.08% of portfolio
1,533
Q2 2025 Added 0.33%
$0
$232 Million 0.08% of portfolio
2,123
Q2 2025 Reduced 37.5%
$400B
$226 Million 0.08% of portfolio
618
Q2 2025 Added 3.52%
$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
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