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 Market Cap. of $200 Billions or more
