ELEVATUS WELATH MANAGEMENT

CIK

1982776

Location

VICTOR, NY

Portfolio Value

Micro $97,620,831

Diversification

Diversified

Filing Date

Global Rank

#5,740 / 8,603 ▼ 1364 · as of Mar 2026

Top Industry

Semiconductors 19.4%

3Y Alpha vs SPY

-6.4%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.5%

SPY

+72.2%

Annualised alpha

-6.3%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.1%

−0.0 pts

Top 5

35.3%

+1.3 pts

Top 10

53.6%

+4.5 pts

HHI

394

Diversified+27

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.3%	$40,272,486	19
Industrials	11.1%	$10,796,855	18
Unclassified	8.2%	$7,978,596	4
Energy	7.0%	$6,849,884	5
Communication Services	6.8%	$6,660,292	6
Consumer Defensive	6.4%	$6,264,244	7
Consumer Cyclical	6.0%	$5,860,092	4
Financial Services	4.5%	$4,382,798	8
Healthcare	3.7%	$3,585,923	9
Real Estate	3.2%	$3,163,369	2
Basic Materials	1.4%	$1,399,214	2
Utilities	0.4%	$407,078	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VNT	Vontier Corp	+2,234	9,465	$335,723
NFLX	Netflix Inc	+833	4,550	$437,482
PM	Philip Morris International Inc.	+517	2,665	$440,631
MRK	Merck & Co., Inc.	+451	3,906	$469,852
EMR	Emerson Electric Co	+393	2,674	$350,347
COF	Capital One Financial Corp	+336	2,072	$377,994
JBHT	Hunt J B Transport Services Inc	+276	1,606	$340,311
WFC	Wells Fargo & Company/Mn	+255	4,004	$318,758
TRIN	Trinity Capital Inc.	+253	11,491	$169,032
FTNT	Fortinet, Inc.	+219	2,956	$241,564
LRCX	Lam Research Corp	+158	2,852	$609,358
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+148	2,768	$935,445
BN	BROOKFIELD Corp /ON/	+129	8,498	$343,914
PEP	Pepsico Inc	+125	4,364	$677,685
DE	Deere & Co	+67	938	$528,375
SBUX	Starbucks Corp	+62	3,054	$273,607
QQQ	Invesco Qqq Trust, Series 1	+56	1,992	$1,149,742
AMT	American Tower Corp /Ma/	+56	1,881	$324,622
TXN	Texas Instruments Inc	+54	2,595	$503,793
ACN	Accenture plc	+42	1,073	$212,765
MCD	Mcdonalds Corp	+38	861	$267,590
PG	PROCTER & GAMBLE Co	+30	2,292	$331,056
HON	Honeywell International Inc	+25	1,158	$274,507
TMO	Thermo Fisher Scientific Inc.	+18	1,001	$492,021
MA	Mastercard Inc	+9	737	$368,249
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AES	Aes Corp	−160,220	12,704	$178,999
VTR	Ventas, Inc.	−60,319	34,712	$2,838,747
EOSE	Eos Energy Enterprises, Inc.	−45,006	17,087	$84,751
PAAS	Pan American Silver Corp	−43,126	21,930	$1,198,035
NVDA	Nvidia Corp	−34,654	56,444	$9,843,833
LSCC	Lattice Semiconductor Corp	−24,511	13,435	$1,246,230
AMZN	Amazon Com Inc	−21,398	21,658	$4,510,711
WMT	Walmart Inc.	−20,995	29,597	$3,678,315
AAPL	Apple Inc.	−20,043	21,858	$5,547,341
MSFT	Microsoft Corp	−16,917	23,767	$8,797,830
BRK-B	Berkshire Hathaway Inc	−11,631	2,237	$1,071,970
HWM	Howmet Aerospace Inc.	−11,529	2,221	$511,851
JPM	Jpmorgan Chase & Co	−10,433	4,808	$1,414,321
GLD	Spdr Gold Trust	−9,509	10,740	$4,621,314
KEYS	Keysight Technologies, Inc.	−7,995	7,488	$2,114,386
AMAT	Applied Materials Inc /De	−6,800	4,021	$1,374,337
AMD	Advanced Micro Devices Inc	−4,844	10,552	$2,146,593
CVX	Chevron Corp	−4,756	19,991	$4,136,137
PAYX	Paychex Inc	−3,465	16,126	$1,485,527
META	Meta Platforms, Inc.	−2,952	4,310	$2,465,880
AVGO	Broadcom Inc.	−2,558	8,908	$2,757,115
APP	AppLovin Corp	−2,404	1,050	$417,900
GOOGL	Alphabet Inc.	−1,917	8,888	$2,555,833
ABBV	AbbVie Inc.	−1,178	2,198	$478,043
ORCL	Oracle Corp	−781	5,512	$810,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
NBIS	Nebius Group N.V.	3,818	$396,155
QXO	QXO, Inc.	14,031	$272,482
SLV	iShares Silver Trust	3,631	$247,416
COP	Conocophillips	1,797	$237,204
GLW	Corning Inc /Ny	1,740	$236,587
AEP	American Electric Power Co Inc	1,740	$228,079
MPC	Marathon Petroleum Corp	888	$216,831
GEV	GE Vernova Inc.	237	$206,877
EMN	Eastman Chemical Co	2,636	$201,179
CRM	Salesforce, Inc.	1,074	$200,483
COTY	Coty Inc.	24,126	$48,493
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
NDAQ	Nasdaq, Inc.	40,306	$3,914,921
QCOM	Qualcomm Inc/De	18,489	$3,162,543
C	Citigroup Inc	27,080	$3,159,965
SA	Seabridge Gold Inc	105,862	$3,132,456
CEG	Constellation Energy Corp	8,380	$2,960,402
EW	Edwards Lifesciences Corp	34,598	$2,949,479
WMS	Advanced Drainage Systems, Inc.	17,954	$2,600,277
SOFI	SoFi Technologies, Inc.	90,190	$2,361,174
DOV	DOVER Corp	9,442	$1,843,456
BX	Blackstone Inc.	11,256	$1,734,999
NVR	Nvr Inc	234	$1,706,508
PEG	Public Service Enterprise Group Inc	10,466	$840,419
ALAB	Astera Labs, Inc.	1,584	$263,514
GBTC	Grayscale Bitcoin Trust ETF	3,700	$252,932
ABT	Abbott Laboratories	1,981	$248,199
TLN	Talen Energy Corp	662	$248,144
NTRA	Natera, Inc.	1,026	$235,046
ADP	Automatic Data Processing Inc	888	$228,420
HD	Home Depot, Inc.	626	$215,406
RGTI	Rigetti Computing, Inc.	9,388	$207,944
APH	Amphenol Corp /De/	1,502	$202,980
IBM	International Business Machines Corp	684	$202,607
PTY	Pimco Corporate & Income Opportunity Fund	10,131	$130,689
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 positions · $97,620,831 total · as of Mar 31, 2026

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

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	56,444	-34,654	$9,843,833	−42.1%	10.08%
MSFT	Microsoft Corp Technology	Reduced	23,767	-16,917	$8,797,830	−55.3%	9.01%
CW	Curtiss Wright Corp Industrials	Held	8,225	0	$5,602,212	+23.6%	5.74%
AAPL	Apple Inc. Technology	Reduced	21,858	-20,043	$5,547,341	−51.3%	5.68%
GLD	Spdr Gold Trust	Reduced	10,740	-9,509	$4,621,314	−42.4%	4.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,658	-21,398	$4,510,711	−54.6%	4.62%
CVX	Chevron Corp Energy	Reduced	19,991	-4,756	$4,136,137	+9.7%	4.24%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,597	-20,995	$3,678,315	−34.7%	3.77%
VTR	Ventas, Inc. Real Estate	Reduced	34,712	-60,319	$2,838,747	−61.4%	2.91%
AVGO	Broadcom Inc. Technology	Reduced	8,908	-2,558	$2,757,115	−30.5%	2.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,888	-1,917	$2,555,833	−24.4%	2.62%
META	Meta Platforms, Inc. Communication Services	Reduced	4,310	-2,952	$2,465,880	−48.6%	2.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,552	-4,844	$2,146,593	−34.9%	2.20%
KEYS	Keysight Technologies, Inc. Technology	Reduced	7,488	-7,995	$2,114,386	−32.8%	2.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,014	-600	$1,960,124	−20.5%	2.01%
APA	APA Corp Energy	Reduced	42,788	-564	$1,815,922	+71.3%	1.86%
PAYX	Paychex Inc Technology	Reduced	16,126	-3,465	$1,485,527	−32.4%	1.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,808	-10,433	$1,414,321	−71.2%	1.45%
AMAT	Applied Materials Inc /De Technology	Reduced	4,021	-6,800	$1,374,337	−50.6%	1.41%
LSCC	Lattice Semiconductor Corp Technology	Reduced	13,435	-24,511	$1,246,230	−55.4%	1.28%
PAAS	Pan American Silver Corp Basic Materials	Reduced	21,930	-43,126	$1,198,035	−64.5%	1.23%
QQQ	Invesco Qqq Trust, Series 1	Added	1,992	+56	$1,149,742	−3.3%	1.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,237	-11,631	$1,071,970	−84.6%	1.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,768	+148	$935,445	+17.5%	0.96%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,966	-65	$872,706	−18.6%	0.89%
ORCL	Oracle Corp Technology	Reduced	5,512	-781	$810,870	−33.9%	0.83%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,174	-29	$808,184	−18.4%	0.83%
PEP	Pepsico Inc Consumer Defensive	Added	4,364	+125	$677,685	+11.4%	0.69%
DHR	Danaher Corp /De/ Healthcare	Added	3,239	+5	$614,114	−17.0%	0.63%
LRCX	Lam Research Corp Technology	Added	2,852	+158	$609,358	+32.1%	0.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	579	+3	$576,932	+16.2%	0.59%
RTX	RTX Corp Industrials	Reduced	2,861	-360	$551,886	−6.6%	0.57%
DE	Deere & Co Industrials	Added	938	+67	$528,375	+30.3%	0.54%
HWM	Howmet Aerospace Inc. Industrials	Reduced	2,221	-11,529	$511,851	−81.8%	0.52%
KO	Coca Cola Co Consumer Defensive	Reduced	6,721	-251	$511,132	+4.9%	0.52%
TXN	Texas Instruments Inc Technology	Added	2,595	+54	$503,793	+14.3%	0.52%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,001	+18	$492,021	−13.6%	0.50%
ABBV	AbbVie Inc. Healthcare	Reduced	2,198	-1,178	$478,043	−38.0%	0.49%
LMT	Lockheed Martin Corp Industrials	Reduced	785	-4	$474,446	+24.3%	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	3,906	+451	$469,852	+29.2%	0.48%
PSX	Phillips 66 Energy	Reduced	2,436	-108	$443,790	+35.2%	0.45%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,665	+517	$440,631	+27.9%	0.45%
NFLX	Netflix Inc Communication Services	Added	4,550	+833	$437,482	+25.5%	0.45%
LLY	ELI LILLY & Co Healthcare	Reduced	463	-51	$425,853	−22.9%	0.44%
APP	AppLovin Corp Communication Services	Reduced	1,050	-2,404	$417,900	−82.0%	0.43%
NBIS	Nebius Group N.V. Communication Services	NEW	3,818	NEW	$396,155	NEW	0.41%
VZ	Verizon Communications Inc Communication Services	Reduced	7,710	-497	$387,042	+15.8%	0.40%
COF	Capital One Financial Corp Financial Services	Added	2,072	+336	$377,994	−10.2%	0.39%
MA	Mastercard Inc Financial Services	Added	737	+9	$368,249	−11.4%	0.38%
JNJ	Johnson & Johnson Healthcare	Reduced	1,479	-39	$361,526	+15.1%	0.37%