Top 47 Elite Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 24.91% | 225.4K | $84.1M | -4.61%(-10.89K) | $194.49(+149.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 11.93% | 201.2K | $40.3M | -0.89%(-1.80K) | $44.89(+403.63%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 9.31% | 87.9K | $31.4M | -4.49%(-4.13K) | $111.54(+209.04%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.55% | 92.7K | $22.1M | -4.84%(-4.72K) | $119.81(+119.12%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.94% | 35.2K | $13.3M | +0.20%(+70) | $295.73(+33.15%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.68% | 22.1K | $12.4M | +2.36%(+509) | $532.18(+9.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.15% | 36.7K | $10.6M | -13.59%(-5.77K) | $130.73(+133.59%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.99% | 33.5K | $10.1M | +6.45%(+2.03K) | $135.99(+46.04%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 2.53% | 31.8K | $8.5M | +4.31%(+1.31K) | $202.50(+43.44%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.29% | 66.4K | $7.7M | +0.64%(+420) | $109.08(+59.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.46% | +79.19% | +11.84% | +74.96% |
| Top 20 Holdings Unweighted | +28.90% | +114.18% | +13.76% | +90.49% |
Elite Wealth Management INC reports $337.45M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (24.9%), NVDA (11.9%) and GOOGL (9.3%). The top 20 holdings account for 90.63% of reported assets. Its disclosed equity book has returned +79.19% on a three-year cumulative basis. Figures reflect the Q2 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 Elite Wealth Management INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1622757). View Elite Wealth Management INCโs 13F filings on SEC