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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$19.8 Billion 5.73% of portfolio
38,294
Q3 2025 Added 19.23%
$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%
$1.74T
$9.66 Billion 2.79% of portfolio
39,657
Q3 2025 Added 4.48%
$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%
$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%
$342B
$3.83 Billion 1.11% of portfolio
20,988
Q3 2025 Added 297.05%
$1.91B
$3.68 Billion 1.06% of portfolio
152,199
Q3 2025 New
$40.4B
$2.91 Billion 0.84% of portfolio
22,941
Q3 2025 Added 0.6%
$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
$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%
$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%
$197B
$1.03 Billion 0.3% of portfolio
5,013
Q3 2025 Added 200.0%
$1.29T
$939 Million 0.27% of portfolio
2,112
Q3 2025 Added 32.83%
$414B
$772 Million 0.22% of portfolio
3,333
Q3 2025 Added 14.93%
$160B
$640 Million 0.18% of portfolio
3,229
Q2 2025 Reduced 5.58%
-
$579 Million 0.17% of portfolio
-
Q3 2025 Added 119.23%
$533B
$502 Million 0.15% of portfolio
1,472
Q3 2025 Added 13.84%
$404B
$525 Million 0.15% of portfolio
568
Q3 2025 Added 4.8%
$258B
$529 Million 0.15% of portfolio
3,164
Q3 2025 Added 13.89%
$1.46T
$533 Million 0.15% of portfolio
1,910
Q3 2025 Added 19.3%
$222B
$477 Million 0.14% of portfolio
983
Q3 2025 Reduced 0.2%
$306B
$440 Million 0.13% of portfolio
6,631
Q3 2025 Reduced 1.44%
$237B
$442 Million 0.13% of portfolio
2,726
Q3 2025 Reduced 1.41%
$228B
$450 Million 0.13% of portfolio
3,357
Q3 2025 Reduced 83.73%
$512B
$413 Million 0.12% of portfolio
725
Q3 2025 Added 0.14%
$172B
$423 Million 0.12% of portfolio
9,616
Q3 2025 Added 20.17%
$204B
$398 Million 0.11% of portfolio
2,834
Q3 2025 Added 12.82%
$346B
$330 Million 0.1% of portfolio
2,149
Q3 2025 Added 2.72%
$971B
$352 Million 0.1% of portfolio
461
Q3 2025 Added 34.4%
$123B
$361 Million 0.1% of portfolio
723
Q3 2025 Reduced 93.32%
$193B
$315 Million 0.09% of portfolio
705
Q3 2025 Reduced 91.39%

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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