StockDrifts LogoStockDrifts

Elevatus Welath Management 13F Portfolio

Portfolio Manager
Elevatus Welath Management
Performance
+4.16% (2026 Q2)
AUM (13F)
$411.14M
# of Holdings
243
Performance Rank
Allocation (Top 20)
48.39%
Latest filing
Q2 2026

Elevatus Welath Management Holdings Map

Top 50 Elevatus Welath Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.15%85.3K$17.1M
+51.15%(+28.87K)
2025-Q2: 95.6K shares2025-Q3: 61.1K shares2025-Q4: 91.1K shares2026-Q1: 56.4K shares2026-Q2: 85.3K shares
$147.71(+52.53%)
2026-06-30
SOXL
DIREXION SHARES ETF TRUST
3.57%55.1K$14.7M
-5.11%(-2.97K)
2025-Q2: 379.0K shares2025-Q3: 118.0K shares2025-Q4: 102.8K shares2026-Q1: 58.1K shares2026-Q2: 55.1K shares
$27.87(+445.17%)
2026-06-30
JPST
J P MORGAN EXCHANGE TRADED F
3.19%259.0K$13.1M
+263.94%(+187.84K)
2025-Q2: 237.5K shares2025-Q3: 248.0K shares2025-Q4: 79.5K shares2026-Q1: 71.2K shares2026-Q2: 259.0K shares
$50.55(-0.14%)
2026-06-30
EFA
ISHARES TR
2.92%115.7K$12.0M
+288.09%(+85.87K)
2025-Q2: 122.0K shares2025-Q3: 146.9K shares2025-Q4: 143.9K shares2026-Q1: 29.8K shares2026-Q2: 115.7K shares
$95.26(+14.10%)
2026-06-30
AMD
ADVANCED MICRO DEVICES INC
2.67%18.9K$11.0M
+78.79%(+8.31K)
2025-Q2: 26.0K shares2025-Q3: 13.3K shares2025-Q4: 15.4K shares2026-Q1: 10.6K shares2026-Q2: 18.9K shares
$245.79(+96.51%)
2026-06-30
GOOG
ALPHABET INC
2.61%30.3K$10.7M
+42.23%(+9.01K)
2025-Q2: 38.0K shares2025-Q3: 39.7K shares2025-Q4: 44.8K shares2026-Q1: 21.3K shares2026-Q2: 30.3K shares
$221.26(+55.45%)
2026-06-30
MSFT
MICROSOFT CORP
2.57%28.3K$10.6M
+19.24%(+4.57K)
2025-Q2: 32.1K shares2025-Q3: 38.3K shares2025-Q4: 40.7K shares2026-Q1: 23.8K shares2026-Q2: 28.3K shares
$400.50(+24.07%)
2026-06-30
AAPL
APPLE INC
2.42%34.4K$10.0M
+57.53%(+12.57K)
2025-Q2: 17.2K shares2025-Q3: 44.8K shares2025-Q4: 41.9K shares2026-Q1: 21.9K shares2026-Q2: 34.4K shares
$239.11(+27.66%)
2026-06-30
BINC
BLACKROCK ETF TRUST II
2.36%185.0K$9.7M
+17.44%(+27.47K)
2025-Q2: 154.7K shares2025-Q3: 174.1K shares2025-Q4: 199.9K shares2026-Q1: 157.5K shares2026-Q2: 185.0K shares
$52.60(-1.00%)
2026-06-30
FLTR
VANECK ETF TRUST
2.35%378.0K$9.7M
+7.45%(+26.20K)
2025-Q2: 0 shares2025-Q3: 438.0K shares2025-Q4: 395.9K shares2026-Q1: 351.8K shares2026-Q2: 378.0K shares
$25.53(+0.06%)
2026-06-30

About Elevatus Welath Managementโ€™s portfolio

Elevatus Welath Management reports $411.14M in US-listed equity holdings across 243 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.2%), SOXL (3.6%) and JPST (3.2%). The top 20 holdings account for 48.39% of reported assets. Its disclosed equity book has returned +38.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 5.7% ($17.07M)SOXL โ€” 4.9% ($14.69M)JPST โ€” 4.4% ($13.10M)EFA โ€” 4.0% ($12.02M)AMD โ€” 3.7% ($10.96M)GOOG โ€” 3.6% ($10.72M)MSFT โ€” 3.6% ($10.57M)AAPL โ€” 3.4% ($9.96M)BINC โ€” 3.3% ($9.68M)FLTR โ€” 3.3% ($9.68M)Other โ€” 60.2% ($178.86M)
40%in top 10
  • NVDA5.7%
  • SOXL4.9%
  • JPST4.4%
  • EFA4.0%
  • AMD3.7%
  • GOOG3.6%
  • MSFT3.6%
  • AAPL3.4%
  • BINC3.3%
  • FLTR3.3%
  • Other60.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
13
BOXXEA SERIES TRUST1.7%
MUMICRON TECHNOLOGY INC1.2%
NETCLOUDFLARE INC1.0%
DDOGDATADOG INC0.9%
+9 opened
Added to
29
JPSTJ P MORGAN EXCHANGE TRADED F+263.9%
EFAISHARES TR+288.1%
BIVVANGUARD BD INDEX FDS+2182.3%
BSVVANGUARD BD INDEX FDS+1192.0%
+25 more
Trimmed
7
AGGISHARES TR-46.5%
VTVVANGUARD INDEX FDS-27.6%
GLDSPDR GOLD TR-42.4%
SOXLDIREXION SHARES ETF TRUST-5.1%
+3 more

Unlock alerts, watchlists & AI chat

Sign up free to track Elevatus Welath Management, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Elevatus Welath Managementโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1982776). View Elevatus Welath Managementโ€™s 13F filings on SEC

More 13F analyses

View all