ELEVATUS WELATH MANAGEMENT

CIK

1982776

Location

VICTOR, NY

Portfolio Value

Small $396,832,493

Diversification

Diversified

Filing Date

Global Rank

#4,431 / 8,793 ▲ 1752 · as of Jun 2026

Top Industry

Semiconductors 20.4%

Period ended 3 months ago

Filed Aug 13, 2026 · 50d

13 quarters · since Jun 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

212 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.4%

+0.2 pts

Top 5

26.4%

−2.4 pts

Top 10

41.5%

−5.8 pts

HHI

242

Diversified−65

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.6%	$161,256,695	27
Technology	27.4%	$108,803,688	46
Communication Services	6.7%	$26,541,939	8
Industrials	6.1%	$24,329,605	34
Consumer Cyclical	5.5%	$21,870,454	22
Financial Services	3.8%	$15,251,395	22
Healthcare	3.5%	$13,941,458	20
Real Estate	2.0%	$7,834,779	5
Energy	1.8%	$7,265,118	9
Consumer Defensive	1.6%	$6,171,808	11
Utilities	0.6%	$2,245,621	6
Basic Materials	0.3%	$1,319,933	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+213,076	230,086	$17,769,588
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+212,992	288,324	$20,215,506
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+188,274	273,717	$13,928,822
BKF	iShares MSCI BIC ETF	+98,230	121,894	$8,338,768
VB	Vanguard Morningstar Small-Cap ETF	+84,405	137,514	$29,211,738
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+46,244	188,250	$20,435,860
QXO	QXO, Inc.	+39,784	53,815	$929,923
DVVY	Invesco Diversified Dividend Opportunities ETF	+31,268	188,250	$4,815,435
NVDA	Nvidia Corp	+28,872	85,316	$17,070,878
BCLO	iShares BBB-B CLO Active ETF	+27,470	185,012	$9,683,528
AFK	VanEck Africa Index ETF	+26,253	378,628	$10,070,418
EDV	Vanguard World Funds Extended Duration ETF	+18,685	21,870	$2,729,971
AMZN	Amazon Com Inc	+16,420	38,078	$9,075,510
VNT	Vontier Corp	+13,670	23,135	$670,915
AAPL	Apple Inc.	+12,574	34,432	$9,963,243
NBIS	Nebius Group N.V.	+11,792	15,610	$4,311,013
GOOGL	Alphabet Inc.	+10,695	40,915	$14,499,219
AMD	Advanced Micro Devices Inc	+8,314	18,866	$10,959,448
PSX	Phillips 66	+5,185	7,621	$1,288,330
MSFT	Microsoft Corp	+4,573	28,340	$10,571,386
WFC	Wells Fargo & Company/Mn	+4,518	8,522	$704,258
MRK	Merck & Co., Inc.	+4,246	8,152	$1,047,532
AVGO	Broadcom Inc.	+3,980	12,888	$4,868,442
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,732	6,500	$3,104,205
PEP	Pepsico Inc	+3,351	7,715	$1,044,611
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−20,608	8,989	$1,018,094
CVX	Chevron Corp	−14,429	5,562	$921,957
VTR	Ventas, Inc.	−13,905	20,807	$1,847,661
GLD	Spdr Gold Trust	−4,551	6,189	$2,279,903
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−2,968	55,095	$0
APA	APA Corp	−1,373	41,415	$1,348,886
HWM	Howmet Aerospace Inc.	−918	1,303	$350,324
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−908	16,141	$1,659,825
SBUX	Starbucks Corp	−385	2,669	$272,745
KEYS	Keysight Technologies, Inc.	−216	7,272	$2,545,709
PAAS	Pan American Silver Corp	−174	21,756	$974,451
AMAT	Applied Materials Inc /De	−122	3,899	$2,818,977
HCA	HCA Healthcare, Inc.	−8	556	$216,778
SPY	Spdr S&P 500 ETF Trust	−7	3,007	$2,245,537
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAAA	Amplius Aggressive Asset Allocation ETF	60,288	$7,059,121
MU	Micron Technology Inc	4,369	$5,043,093
NET	Cloudflare, Inc.	17,385	$4,264,192
DDOG	Datadog, Inc.	14,871	$3,871,813
IRM	Iron Mountain Inc	29,662	$3,746,607
IONQ	IonQ, Inc.	52,970	$2,821,182
MAR	Marriott International Inc /Md/	7,504	$2,780,907
HIMS	Hims & Hers Health, Inc.	79,161	$2,744,511
SOFI	SoFi Technologies, Inc.	147,212	$2,639,511
CIFR	Cipher Digital Inc.	100,989	$2,474,230
IREN	IREN Ltd	47,381	$2,166,733
WDC	Western Digital Corp	3,258	$2,080,949
KLAC	Kla Corp	6,814	$2,055,851
LYV	Live Nation Entertainment, Inc.	10,624	$1,945,360
OUST	Ouster, Inc.	29,818	$1,864,221
APLD	Applied Digital Corp.	49,123	$1,832,287
ADI	Analog Devices Inc	4,520	$1,795,208
CARR	CARRIER GLOBAL Corp	22,218	$1,629,690
BBAI	BigBear.ai Holdings, Inc.	372,815	$1,368,231
WELL	Welltower Inc.	5,967	$1,354,329
SPCX	Space Exploration Technologies Corp	6,184	$1,056,598
MAS	Masco Corp /De/	12,921	$1,051,381
ALAB	Astera Labs, Inc.	2,039	$984,877
TLN	Talen Energy Corp	2,552	$980,631
CROX	Crocs, Inc.	6,902	$832,657
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
JA	Janus Henderson AA-A CLO ETF	141,408	$7,027,041
BN	BROOKFIELD Corp /ON/	8,498	$343,914
HON	Honeywell International Inc	1,158	$261,742
SLV	iShares Silver Trust	3,631	$247,416
COP	Conocophillips	1,797	$237,204
EMN	Eastman Chemical Co	2,636	$201,179
AES	Aes Corp	12,704	$178,999
EOSE	Eos Energy Enterprises, Inc.	17,087	$84,751
COTY	Coty Inc.	24,126	$48,493
TE	T1 Energy Inc.	10,000	$43,900
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

212 tracked positions · $396,832,493 total · filing declares 243 positions · $411,138,835 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 212 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	137,514	+84,405	$29,211,738	+141.5%	7.36%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	188,250	+46,244	$20,435,860	—	5.15%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	288,324	+212,992	$20,215,506	+328.9%	5.09%
BIV	Vanguard Intermediate-Term Bond ETF	Added	230,086	+213,076	$17,769,588	+1255.1%	4.48%
NVDA	Nvidia Corp Technology	Added	85,316	+28,872	$17,070,878	+73.4%	4.30%
GOOGL	Alphabet Inc. Communication Services	Added	40,915	+10,695	$14,499,219	+67.1%	3.65%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	273,717	+188,274	$13,928,822	+215.8%	3.51%
AMD	Advanced Micro Devices Inc Technology	Added	18,866	+8,314	$10,959,448	+410.6%	2.76%
MSFT	Microsoft Corp Technology	Added	28,340	+4,573	$10,571,386	+20.2%	2.66%
AFK	VanEck Africa Index ETF	Added	378,628	+26,253	$10,070,418	+9.8%	2.54%
AAPL	Apple Inc. Technology	Added	34,432	+12,574	$9,963,243	+79.6%	2.51%
BCLO	iShares BBB-B CLO Active ETF	Added	185,012	+27,470	$9,683,528	+18.4%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,078	+16,420	$9,075,510	+101.2%	2.29%
BKF	iShares MSCI BIC ETF	Added	121,894	+98,230	$8,338,768	+520.5%	2.10%
AAAA	Amplius Aggressive Asset Allocation ETF	NEW	60,288	NEW	$7,059,121	NEW	1.78%
CW	Curtiss Wright Corp Industrials	Held	8,225	0	$6,232,576	+11.3%	1.57%
MU	Micron Technology Inc Technology	NEW	4,369	NEW	$5,043,093	NEW	1.27%
AVGO	Broadcom Inc. Technology	Added	12,888	+3,980	$4,868,442	+76.6%	1.23%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	188,250	+31,268	$4,815,435	+20.2%	1.21%
NBIS	Nebius Group N.V. Communication Services	Added	15,610	+11,792	$4,311,013	+988.2%	1.09%
NET	Cloudflare, Inc. Technology	NEW	17,385	NEW	$4,264,192	NEW	1.07%
DDOG	Datadog, Inc. Technology	NEW	14,871	NEW	$3,871,813	NEW	0.98%
IRM	Iron Mountain Inc Real Estate	NEW	29,662	NEW	$3,746,607	NEW	0.94%
META	Meta Platforms, Inc. Communication Services	Added	6,118	+1,808	$3,446,208	+39.8%	0.87%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,500	+3,732	$3,104,205	+231.8%	0.78%
IONQ	IonQ, Inc. Technology	NEW	52,970	NEW	$2,821,182	NEW	0.71%
AMAT	Applied Materials Inc /De Technology	Reduced	3,899	-122	$2,818,977	+105.1%	0.71%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	7,504	NEW	$2,780,907	NEW	0.70%
HIMS	Hims & Hers Health, Inc. Healthcare	NEW	79,161	NEW	$2,744,511	NEW	0.69%
EDV	Vanguard World Funds Extended Duration ETF	Added	21,870	+18,685	$2,729,971	+444.7%	0.69%
SOFI	SoFi Technologies, Inc. Financial Services	NEW	147,212	NEW	$2,639,511	NEW	0.67%
KEYS	Keysight Technologies, Inc. Technology	Reduced	7,272	-216	$2,545,709	+20.4%	0.64%
XOM	ExxonMobil Holdings Corp Energy	Added	18,140	+694	$2,480,100	−16.2%	0.62%
CIFR	Cipher Digital Inc. Technology	NEW	100,989	NEW	$2,474,230	NEW	0.62%
GLD	Spdr Gold Trust	Reduced	6,189	-4,551	$2,279,903	−50.7%	0.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,007	-7	$2,245,537	+14.6%	0.57%
IREN	IREN Ltd Financial Services	NEW	47,381	NEW	$2,166,733	NEW	0.55%
LSCC	Lattice Semiconductor Corp Technology	Added	13,821	+386	$2,114,060	+69.6%	0.53%
WDC	Western Digital Corp Technology	NEW	3,258	NEW	$2,080,949	NEW	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,907	+2,733	$2,063,884	+155.4%	0.52%
KLAC	Kla Corp Technology	NEW	6,814	NEW	$2,055,851	NEW	0.52%
VIGI	Vanguard International Dividend Appreciation ETF	Added	15,674	+3,132	$1,962,727	+41.1%	0.49%
LYV	Live Nation Entertainment, Inc. Communication Services	NEW	10,624	NEW	$1,945,360	NEW	0.49%
LRCX	Lam Research Corp Technology	Added	4,364	+1,512	$1,891,052	+210.3%	0.48%
OUST	Ouster, Inc. Technology	NEW	29,818	NEW	$1,864,221	NEW	0.47%
VTR	Ventas, Inc. Real Estate	Reduced	20,807	-13,905	$1,847,661	−34.9%	0.47%
APLD	Applied Digital Corp. Technology	NEW	49,123	NEW	$1,832,287	NEW	0.46%
ADI	Analog Devices Inc Technology	NEW	4,520	NEW	$1,795,208	NEW	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,485	+1,248	$1,743,859	+62.7%	0.44%
QQQ	Invesco Qqq Trust, Series 1	Added	2,352	+360	$1,732,012	+50.6%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.