DOSSIER · 13F-HR · Q3 2026

ELEVATUS WELATH MANAGEMENT

$415M in tracked AUM across 238 positions as of Q3 2026.

EW
CIK 0001982776 · last filed Sep 30, 2026
Total AUM
$415M
as of Q3 2026
Holdings
238
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

ELEVATUS WELATH MANAGEMENT filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BOXX
EA SERIES TRUST
$28M239K6.8%
02
NVDA
NVIDIA CORPORATION
$17M75K4.1%
03
JPST
J P MORGAN EXCHANGE TRADED F
$17M337K4.1%
04
MSFT
MICROSOFT CORP
$16M31K3.8%
05
VOO
VANGUARD INDEX FDS
$16M22K3.8%
06
ICLO
INVESCO ACTIVELY MANAGED EXC
$14M565K3.5%
07
FLTR
VANECK ETF TRUST
$12M477K2.9%
08
EFA
ISHARES TR
$12M117K2.9%
09
AAPL
APPLE INC
$11M34K2.8%
10
GOOG
ALPHABET INC
$10M30K2.5%

Filing history

2026Q3Sep 30
$415M▲ 1.1%
238 positionsView →
2026Q2Jun 30
$411M▲ 115.5%
243 positionsView →
2026Q1Mar 31
$191M▼ 47.8%
141 positionsView →
2025Q4Dec 31
$366M▲ 5.6%
156 positionsView →
2025Q3Sep 30
$346M▲ 15.5%
128 positionsLocked
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
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