ELEVATUS WELATH MANAGEMENT
CIK: 0001982776SEC EDGAR →
Portfolio Value
$365.7B
Holdings
156
As of
Q4 2025
New Positions
23
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 40,684 | $19.7B | 5.38% |
| 2 | VANGUARD INDEX FDS | 27,928 | $17.5B | 4.79% |
| 3 | NVIDIA CORPORATION | 91,098 | $17.0B | 4.65% |
| 4 | ALPHABET INC | 44,847 | $14.1B | 3.85% |
| 5 | ISHARES TR | 143,947 | $13.8B | 3.78% |
| 6 | APPLE INC | 41,901 | $11.4B | 3.11% |
| 7 | BLACKROCK ETF TRUST II | 199,930 | $10.6B | 2.88% |
| 8 | VANGUARD INDEX FDS | 53,835 | $10.3B | 2.81% |
| 9 | VANECK ETF TRUST | 395,881 | $10.1B | 2.76% |
| 10 | AMAZON COM INC | 43,056 | $9.9B | 2.72% |
Quarterly Changes
New Positions (37)
$6.6B · 31K shares
$3.9B · 40K shares
$3.4B · 65K shares
$3.2B · 18K shares
$3.2B · 27K shares
$3.1B · 15K shares
$3.0B · 8K shares
$2.8B · 38K shares
$2.6B · 18K shares
$2.1B · 21K shares
$1.8B · 9K shares
$1.7B · 234 shares
$1.1B · 43K shares
$840.0M · 10K shares
$522.0M · 2K shares
$405.0M · 871 shares
$384.0M · 8K shares
$363.0M · 3K shares
$349.0M · 4K shares
$328.0M · 3K shares
$302.0M · 2K shares
$294.0M · 577 shares
$276.0M · 1K shares
$268.0M · 7K shares
$258.0M · 1K shares
$253.0M · 2K shares
$251.0M · 9K shares
$251.0M · 3K shares
$248.0M · 662 shares
$235.0M · 1K shares
$233.0M · 6K shares
$222.0M · 271 shares
$216.0M · 601 shares
$202.0M · 684 shares
$202.0M · 2K shares
$130.0M · 10K shares
$66.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $174.8B | 47.8% |
| Technology | 24 | $75.5B | 20.7% |
| Unknown | 7 | $28.0B | 7.7% |
| Communication Services | 4 | $22.6B | 6.2% |
| Industrials | 20 | $18.7B | 5.1% |
| Consumer Cyclical | 6 | $13.4B | 3.7% |
| Consumer Defensive | 5 | $7.6B | 2.1% |
| Healthcare | 12 | $7.5B | 2.1% |
| Energy | 4 | $7.4B | 2.0% |
| Utilities | 4 | $6.5B | 1.8% |
| Basic Materials | 1 | $3.4B | 0.9% |
| Real Estate | 1 | $320.0M | 0.1% |