DOSSIER · 13F-HR · Q1 2026
Elite Wealth Management, Inc.
$308M in tracked AUM across 49 positions as of Q1 2026.
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CIK 0001622757 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Elite Wealth Management, Inc. has reported a significant transformation in its portfolio for the period ending September 30, 2025. The total portfolio value contracted sharply by 47.5%, decreasing from approximately $304.07 million to $159.69 million. This reduction in assets under management (AUM) is driven primarily by substantial capital reallocations rather than just market depreciation, as evidenced by the exit from major positions totaling over $200 million in the p...
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.
Filing history
Showing 12 of 49