DOSSIER · 13F-HR · Q1 2026

ELEVATUS WELATH MANAGEMENT

$191M in tracked AUM across 141 positions as of Q1 2026.

EW
CIK 0001982776 · last filed Mar 31, 2026
Total AUM
$191M
as of Q1 2026
Holdings
141
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

ELEVATUS WELATH MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$10M56K5.2%
02
FLTR
VANECK ETF TRUST
$9M352K4.7%
03
MSFT
MICROSOFT CORP
$9M24K4.6%
04
BINC
BLACKROCK ETF TRUST II
$8M158K4.3%
05
AGG
ISHARES TR
$7M68K3.6%
06
GOOG
ALPHABET INC
$6M21K3.2%
07
CW
CURTISS WRIGHT CORP
$6M8K2.9%
08
VTV
VANGUARD INDEX FDS
$6M29K2.9%
09
AAPL
APPLE INC
$6M22K2.9%
10
GLD
SPDR GOLD TR
$5M11K2.4%

Filing history

2026Q1Mar 31
$191M 47.8%
141 positionsView →
2025Q4Dec 31
$366M 5.6%
156 positionsView →
2025Q3Sep 30
$346M 15.5%
128 positionsView →
2025Q2Jun 30
$300M 70.0%
113 positionsLocked
2025Q1Mar 31
$176M 39.6%
104 positionsLocked
2024Q4Dec 31
$292M 4.5%
107 positionsLocked
2024Q3Sep 30
$306M 14.4%
101 positionsLocked
2024Q2Jun 30
$267M 5.5%
105 positionsLocked
2024Q1Mar 31
$254M 15.2%
96 positionsLocked
2023Q4Dec 31
$220M 98.9%
92 positionsLocked
2023Q3Sep 30
$111M 23.2%
67 positionsLocked
2023Q2Jun 30
$144M
51 positionsLocked