Top 50 Elevatus Welath Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOXX | EA SERIES TRUST | 6.8% | 238.7K | $28.3M | +295.95%(+178.42K) | $117.46(+1.01%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 75.1K | $17.1M | -12.00%(-10.24K) | $147.71(+46.97%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.08% | 336.7K | $17.0M | +30.01%(+77.73K) | $50.53(-0.38%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.84% | 31.1K | $16.0M | +9.79%(+2.77K) | $404.28(+31.97%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.78% | 22.4K | $15.7M | +68.22%(+9.09K) | $631.84(+11.52%) | 2026-09-30 | |
| ICLO | INVESCO ACTIVELY MANAGED EXC | 3.48% | 564.8K | $14.5M | +200.05%(+376.59K) | $25.58(-0.17%) | 2026-09-30 | |
| FLTR | VANECK ETF TRUST | 2.94% | 476.6K | $12.2M | +26.08%(+98.59K) | $25.55(+0.09%) | 2026-09-30 | |
| EFA | ISHARES TR | 2.93% | 117.1K | $12.2M | +1.23%(+1.42K) | $95.37(+7.87%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.76% | 34.4K | $11.5M | +0.03%(+11) | $239.14(+43.41%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.45% | 29.9K | $10.2M | -1.50%(-454) | $221.26(+53.74%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.31% | +49.37% | โ | โ | +39.31% |
| Top 20 Holdings Unweighted | +16.17% | +56.79% | โ | โ | +45.85% |
Elevatus Welath Management reports $415.49M in US-listed equity holdings across 238 positions in its most recent 13F filing. Its largest disclosed positions are BOXX (6.8%), NVDA (4.1%) and JPST (4.1%). The top 20 holdings account for 54.92% of reported assets. Its disclosed equity book has returned +49.37% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevatus Welath Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1982776). View Elevatus Welath Managementโs 13F filings on SEC