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Filers›Hedge Fund›EWG Elevate Inc.
DOSSIER · 13F-HR · Q3 2025

EWG Elevate Inc.

EWG Elevate's hedge fund based in Stamford, CT — $320M in tracked AUM across 119 positions as of Q3 2025.

EE
EWG Elevate·Stamford, CT·Hedge Fund
CIK 0001765278 · last filed Sep 30, 2025
Total AUM
$320M
▼ 10.5%
vs prior
Holdings
119
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

EWG Elevate Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
BALI
BLACKROCK ETF TRUST
$23M736K7.3%
02
SCHF
SCHWAB STRATEGIC TR
$17M725K5.3%
03
IXG
ISHARES TR
$12M105K3.8%
04
ARKW
ARK ETF TR
$11M64K3.5%
05
SCHV
SCHWAB STRATEGIC TR
$10M352K3.2%
06
SCHG
SCHWAB STRATEGIC TR
$10M307K3.1%
07
SPY
SPDR S&P 500 ETF TR
$9M14K2.9%
08
EFA
ISHARES TR
$7M77K2.2%
09
LMBS
FIRST TR EXCHANGE-TRADED FD
$7M138K2.1%
10
EWP
ISHARES INC
$7M132K2.0%

Filing history

Filing history loading…
AI Agent · grounded in EWG
haiku-4-5 · 119 positions indexed
Sector mix
  • Tech16%
  • Financials7%
  • Communications18%
  • Industrials6%
  • Energy8%
  • Other45%
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