ELEVATUS WELATH MANAGEMENT

Position in SOFI — SoFi Technologies, Inc.

CIK 1982776 VICTOR, NY

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,639,511

+$278,337 QoQ

Shares Held

147,212

+63.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#229

of 913 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATUS WELATH MANAGEMENT holds $5,032,553 across 5 Credit Services names. SOFI ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	147,212	$2,639,511
2	V	Visa Inc.	2,574	$883,113
3	COF	Capital One Financial Corp	3,851	$772,587
4	MA	Mastercard Inc	816	$419,097
5	ENVA	Enova International, Inc.	1,322	$318,245

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,639,511	147,212	+63.2%	Shares	Sole	2026-08-13
2025-12-31	$2,361,174	90,190	-70.2%	Shares	Sole	2026-01-14
2025-09-30	$7,988,113	302,351	-38.6%	Shares	Sole	2025-11-13
2025-06-30	$8,970,209	492,598	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.