Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $346 Billion
  • Q3 2025

Elevatus Welath Management has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $346 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $22.2B, Vanguard Index Fds S&P 500 ETF with a value of $21.5B, Microsoft Corp with a value of $19.8B, Ishares Tr Msci Eafe ETF with a value of $13.7B, and Jp Morgan ETF Tr Ultra Short I with a value of $12.6B.

Examining the 13F form we can see an increase of $46.5B in the current position value, from $300B to 346B.

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 $346 Billion
ETFs: $163 Billion
Technology: $67.3 Billion
Communication Services: $26.6 Billion
Financial Services: $20.9 Billion
Industrials: $12 Billion
Consumer Cyclical: $11 Billion
Energy: $9.72 Billion
Consumer Defensive: $6.79 Billion
Other: $13.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.2 Billion 6.4% of portfolio
118,867
Q3 2025 Added 2,268.81%
$0
$21.5 Billion 6.21% of portfolio
35,113
Q3 2025 Reduced 19.67%
$3.78T
$19.8 Billion 5.73% of portfolio
38,294
Q3 2025 Added 19.23%
$0
$13.7 Billion 3.96% of portfolio
146,944
Q3 2025 Added 20.5%
$0
$12.6 Billion 3.63% of portfolio
247,991
Q3 2025 Added 4.42%
$0
$11.7 Billion 3.37% of portfolio
236,555
Q3 2025 Added 12.74%
$1.37T
$11.4 Billion 3.29% of portfolio
15,521
Q3 2025 Reduced 28.08%
$4.3T
$11.4 Billion 3.29% of portfolio
44,798
Q3 2025 Added 161.11%
$465B
$11.4 Billion 3.29% of portfolio
61,148
Q3 2025 Reduced 36.04%
$0
$11.2 Billion 3.23% of portfolio
437,993
Q3 2025 New
$0
$9.97 Billion 2.88% of portfolio
201,501
Q3 2025 Added 4.17%
$1.74T
$9.66 Billion 2.79% of portfolio
39,657
Q3 2025 Added 4.48%
Blackrock ETF Trust Ii
-
$9.27 Billion 2.68% of portfolio
-
Q3 2025 Added 12.56%
$0
$8.97 Billion 2.59% of portfolio
198,275
Q3 2025 Reduced 2.22%
$22.2B
$7.99 Billion 2.31% of portfolio
302,351
Q3 2025 Reduced 38.62%
$2.39T
$7.7 Billion 2.22% of portfolio
35,048
Q3 2025 Added 1.12%
$0
$6.18 Billion 1.78% of portfolio
118,627
Q3 2025 Added 25.18%
$163B
$5 Billion 1.44% of portfolio
6,963
Q3 2025 New
$881B
$4.75 Billion 1.37% of portfolio
15,047
Q3 2025 Added 1.9%
$279B
$4.66 Billion 1.34% of portfolio
45,177
Q3 2025 Added 792.83%
$39.8B
$4.64 Billion 1.34% of portfolio
98,172
Q3 2025 New
$21.2B
$4.47 Billion 1.29% of portfolio
8,225
Q4 2024 Reduced 1.57%
$3.09B
$4.28 Billion 1.24% of portfolio
143,818
Q3 2025 New
$662B
$4.26 Billion 1.23% of portfolio
8,482
Q3 2025 Added 285.55%
$0
$4.11 Billion 1.19% of portfolio
118,041
Q3 2025 Reduced 68.86%
$0
$3.96 Billion 1.14% of portfolio
8,254
Q3 2025 Added 13.05%
$342B
$3.83 Billion 1.11% of portfolio
20,988
Q3 2025 Added 297.05%
Qxo Inc
-
$3.82 Billion 1.1% of portfolio
-
Q3 2025 Reduced 26.72%
$1.91B
$3.68 Billion 1.06% of portfolio
152,199
Q3 2025 New
$303B
$3.01 Billion 0.87% of portfolio
19,410
Q3 2025 Added 324.45%
$40.4B
$2.91 Billion 0.84% of portfolio
22,941
Q3 2025 Added 0.6%
$130B
$2.88 Billion 0.83% of portfolio
8,093
Q3 2025 Added 493.33%
$49.1B
$2.79 Billion 0.81% of portfolio
2,328
Q3 2025 Added 537.81%
$139B
$2.77 Billion 0.8% of portfolio
8,391
Q3 2025 Added 6.81%
$31.2B
$2.77 Billion 0.8% of portfolio
39,530
Q3 2025 New
$40.3B
$2.71 Billion 0.78% of portfolio
8,036
Q3 2025 New
$0
$2.71 Billion 0.78% of portfolio
15,225
Q3 2025 Reduced 48.54%
$98.1B
$2.56 Billion 0.74% of portfolio
14,976
Q3 2025 New
$53.4B
$2.54 Billion 0.73% of portfolio
32,618
Q3 2025 Added 2.28%
$1.65T
$2.31 Billion 0.67% of portfolio
9,517
Q3 2025 Added 5.71%
$0
$2.29 Billion 0.66% of portfolio
3,430
Q3 2025 Added 2.05%
$388B
$2.14 Billion 0.62% of portfolio
13,254
Q3 2025 Reduced 49.03%
$490B
$2.07 Billion 0.6% of portfolio
18,368
Q3 2025 Added 4.47%
$874M
$2.06 Billion 0.6% of portfolio
181,105
Q3 2025 Added 1,667.22%
$24.5B
$1.87 Billion 0.54% of portfolio
16,535
Q3 2025 Reduced 50.47%
$593B
$1.77 Billion 0.51% of portfolio
6,291
Q3 2025 Added 5.18%
$0
$1.72 Billion 0.5% of portfolio
2,300
Q3 2025 Added 0.13%
$0
$1.54 Billion 0.44% of portfolio
30,332
Q3 2025 Added 8.51%
$0
$1.38 Billion 0.4% of portfolio
23,002
Q3 2025 Added 42.27%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $346 Billion
  • Prior Value $300 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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