Elevatus Welath Management has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $366 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.7B, Vanguard Index Fds S&P 500 ETF with a value of $17.5B, Nvidia Corp with a value of $17B, Alphabet Inc. with a value of $14.1B, and Ishares Tr Msci Eafe ETF with a value of $13.8B.
Examining the 13F form we can see an increase of $19.3B in the current position value, from $346B to 366B.
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
$366 Billion
ETFs: $147 Billion
Technology: $74.4 Billion
Financial Services: $25 Billion
Communication Services: $22.9 Billion
Industrials: $18.6 Billion
Consumer Cyclical: $13.4 Billion
Consumer Defensive: $7.9 Billion
Real Estate: $7.67 Billion
Other: $27.7 Billion
Stock Holdings Table Market Cap. of $200 Billions or more