Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $366 Billion
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$19.7 Billion 5.38% of portfolio
40,684
Q4 2025 Added 6.24%
$0
$17.5 Billion 4.79% of portfolio
27,928
Q4 2025 Reduced 20.46%
$465B
$17 Billion 4.65% of portfolio
91,098
Q4 2025 Added 48.98%
$1.74T
$14.1 Billion 3.85% of portfolio
44,847
Q4 2025 Added 13.09%
$0
$13.8 Billion 3.78% of portfolio
143,947
Q4 2025 Reduced 2.04%
$4.3T
$11.4 Billion 3.11% of portfolio
41,901
Q4 2025 Reduced 6.47%
Blackrock ETF Trust Ii
-
$10.6 Billion 2.88% of portfolio
-
Q4 2025 Added 14.84%
$0
$10.3 Billion 2.81% of portfolio
53,835
Q4 2025 Reduced 54.71%
$0
$10.1 Billion 2.76% of portfolio
395,881
Q4 2025 Reduced 9.61%
$2.39T
$9.94 Billion 2.72% of portfolio
43,056
Q4 2025 Added 22.85%
$0
$9.42 Billion 2.58% of portfolio
194,912
Q4 2025 Reduced 3.27%
$0
$8.26 Billion 2.26% of portfolio
150,943
Q4 2025 Added 13.73%
$130B
$8.02 Billion 2.19% of portfolio
20,249
Q4 2025 Added 150.2%
$0
$7.9 Billion 2.16% of portfolio
160,802
Q4 2025 Reduced 32.02%
$0
$7.8 Billion 2.13% of portfolio
144,289
Q4 2025 Added 21.63%
$31.2B
$7.35 Billion 2.01% of portfolio
95,031
Q4 2025 Added 140.4%
$0
$6.6 Billion 1.8% of portfolio
31,168
Q4 2025 New
$279B
$5.64 Billion 1.54% of portfolio
50,592
Q4 2025 Added 11.99%
$881B
$4.91 Billion 1.34% of portfolio
15,241
Q4 2025 Added 1.29%
$1.37T
$4.79 Billion 1.31% of portfolio
7,262
Q4 2025 Reduced 53.21%
$0
$4.67 Billion 1.28% of portfolio
92,238
Q4 2025 Added 204.09%
$21.2B
$4.53 Billion 1.24% of portfolio
8,225
Q4 2024 Reduced 1.57%
Invesco Actively Managed Exc
-
$4.43 Billion 1.21% of portfolio
-
Q4 2025 Added 261.23%
$0
$4.32 Billion 1.18% of portfolio
102,805
Q4 2025 Reduced 12.91%
$0
$4.22 Billion 1.15% of portfolio
8,657
Q4 2025 Added 4.88%
$0
$4.02 Billion 1.1% of portfolio
79,461
Q4 2025 Reduced 67.96%
$139B
$3.97 Billion 1.09% of portfolio
11,466
Q4 2025 Added 36.65%
$42.8B
$3.91 Billion 1.07% of portfolio
40,306
Q4 2025 New
$303B
$3.77 Billion 1.03% of portfolio
24,747
Q4 2025 Added 27.5%
$8.11B
$3.37 Billion 0.92% of portfolio
65,056
Q4 2025 New
$1.65T
$3.38 Billion 0.92% of portfolio
10,805
Q4 2025 Added 13.53%
$388B
$3.3 Billion 0.9% of portfolio
15,396
Q4 2025 Added 16.16%
$187B
$3.16 Billion 0.86% of portfolio
18,489
Q4 2025 New
$1.91B
$3.13 Billion 0.86% of portfolio
105,862
Q4 2025 Reduced 30.45%
$32B
$3.15 Billion 0.86% of portfolio
15,483
Q4 2025 New
$190B
$3.16 Billion 0.86% of portfolio
27,080
Q4 2025 New
$53.4B
$2.95 Billion 0.81% of portfolio
34,598
Q4 2025 Added 6.07%
$111B
$2.96 Billion 0.81% of portfolio
8,380
Q4 2025 New
$84.4B
$2.82 Billion 0.77% of portfolio
13,750
Q4 2025 Added 857.52%
$8.81B
$2.79 Billion 0.76% of portfolio
37,946
Q4 2025 New
$197B
$2.78 Billion 0.76% of portfolio
10,821
Q4 2025 Added 115.86%
$0
$2.74 Billion 0.75% of portfolio
27,425
Q4 2025 Added 346.66%
$12.1B
$2.6 Billion 0.71% of portfolio
17,954
Q4 2025 New
$9.23B
$2.48 Billion 0.68% of portfolio
172,924
Q4 2025 Added 810.75%
$0
$2.46 Billion 0.67% of portfolio
3,614
Q4 2025 Added 5.36%
$22.2B
$2.36 Billion 0.65% of portfolio
90,190
Q4 2025 Reduced 70.17%
$163B
$2.33 Billion 0.64% of portfolio
3,454
Q4 2025 Reduced 50.39%
$490B
$2.25 Billion 0.61% of portfolio
18,667
Q4 2025 Added 1.63%
$40.4B
$2.2 Billion 0.6% of portfolio
19,591
Q4 2025 Reduced 14.6%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $366 Billion
  • Prior Value $346 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 37 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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