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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.5 Billion 4.79% of portfolio
27,928
Q4 2025 Reduced 20.46%
$0
$13.8 Billion 3.78% of portfolio
143,947
Q4 2025 Reduced 2.04%
$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%
$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%
$0
$6.6 Billion 1.8% of portfolio
31,168
Q4 2025 New
$0
$4.67 Billion 1.28% of portfolio
92,238
Q4 2025 Added 204.09%
$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%
$0
$2.74 Billion 0.75% of portfolio
27,425
Q4 2025 Added 346.66%
$0
$2.46 Billion 0.67% of portfolio
3,614
Q4 2025 Added 5.36%
$0
$1.73 Billion 0.47% of portfolio
2,300
Q3 2025 Added 0.13%
$0
$1.44 Billion 0.39% of portfolio
23,002
Q3 2025 Added 42.27%
$0
$1.34 Billion 0.37% of portfolio
14,204
Q4 2025 Added 93.38%
$0
$1.22 Billion 0.33% of portfolio
25,361
Q4 2025 Added 108.89%
$0
$1.19 Billion 0.33% of portfolio
1,936
Q4 2025 Added 4.31%
$0
$1.12 Billion 0.31% of portfolio
3,875
Q4 2025 Added 27.85%
$0
$1.07 Billion 0.29% of portfolio
2,253
Q4 2025 Added 0.09%
$0
$991 Million 0.27% of portfolio
11,076
Q4 2025 Added 6.03%
$0
$990 Million 0.27% of portfolio
3,839
Q4 2025 Added 19.97%
$0
$930 Million 0.25% of portfolio
6,477
Q4 2025 Added 257.06%
$0
$874 Million 0.24% of portfolio
9,465
Q4 2025 Added 0.94%
$0
$824 Million 0.23% of portfolio
14,402
Q4 2025 Added 6.96%
$0
$689 Million 0.19% of portfolio
8,739
Q4 2025 Reduced 1.14%
$0
$617 Million 0.17% of portfolio
11,257
Q4 2025 Added 0.35%
$0
$597 Million 0.16% of portfolio
3,858
Q4 2025 Added 0.42%
$0
$601 Million 0.16% of portfolio
5,106
Q4 2025 Added 0.33%
$0
$522 Million 0.14% of portfolio
2,377
Q4 2025 New
$0
$501 Million 0.14% of portfolio
2,985
Q4 2025 Added 0.78%
$0
$469 Million 0.13% of portfolio
685
Q4 2025 Reduced 1.01%
$0
$449 Million 0.12% of portfolio
3,758
Q4 2025 Added 100.32%
$0
$425 Million 0.12% of portfolio
5,463
Q4 2025 Reduced 7.22%
$0
$385 Million 0.11% of portfolio
21,815
Q4 2025 Added 27.0%
$0
$382 Million 0.1% of portfolio
5,663
Q4 2025 Reduced 1.68%
$0
$375 Million 0.1% of portfolio
3,124
Q3 2025 Added 47.15%
$0
$317 Million 0.09% of portfolio
1,653
Q4 2025 Added 0.36%
$0
$347 Million 0.09% of portfolio
4,300
Q4 2025 Reduced 2.91%
$0
$284 Million 0.08% of portfolio
2,006
Q4 2023 New
$0
$277 Million 0.08% of portfolio
3,742
Q4 2025 Reduced 3.38%
$0
$295 Million 0.08% of portfolio
990
Q4 2025 Added 0.3%
$0
$290 Million 0.08% of portfolio
2,831
Q4 2025 Added 0.5%
$0
$248 Million 0.07% of portfolio
1,008
Q3 2025 New
$0
$216 Million 0.06% of portfolio
601
Q4 2025 New
$0
$234 Million 0.06% of portfolio
5,752
Q4 2025 New

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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