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Filers›Family Office›ELEVATUS WELATH MANAGEMENT
DOSSIER · 13F-HR · Q1 2026

ELEVATUS WELATH MANAGEMENT

ELEVATUS WELATH's family office based in Omaha, NE — $191M in tracked AUM across 141 positions as of Q1 2026.

EW
ELEVATUS WELATH·Omaha, NE·Family Office
CIK 0001982776 · last filed Mar 31, 2026
Total AUM
$191M
▼ 18.7%
vs prior
Holdings
141
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in ELEVATUS
haiku-4-5 · 141 positions indexed
Sector mix
  • Tech36%
  • Cons. Disc.7%
  • Communications4%
  • Industrials27%
  • Energy15%
  • Other11%
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