ELEVATUS WELATH MANAGEMENT 13F Holdings

CIK 0001982776 · VICTOR, NY

As of Sep 30, 2025, ELEVATUS WELATH MANAGEMENT reported 128 positions worth $346.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD VALUE INDEX FUNDVTV—118,867$22.2M6.40%
VANGUARD 500 INDEX FUNDVOO—35,113$21.5M6.21%
MICROSOFT CORPMSFTTechnology38,294 9.8M5.73%
ISHARES MSCI EAFE ETFEFA—146,944 3.7M3.96%
JPMORGAN ULTRA-SHORT INCOMEJPST—247,991 2.6M3.63%
JANUS HENDERSON SHORT DURATION INCOME ETFVNLA—236,555 1.7M3.37%
NVIDIA CORPNVDATechnology61,148 1.4M3.29%
APPLE INCAAPLTechnology44,798 1.4M3.29%
META PLATFORMS INCMETACommunication Services15,521 1.4M3.29%
VANECK IG FLOATING RATE ETFFLTR—437,993 1.2M3.23%
VANGUARD CHARLOTTE FUNDSBNDX—201,501 0.0M2.88%
ALPHABET INCGOOGEquity39,657$9.7M2.79%
ISHARES FLEX I A ETF-USD INCBINC—174,087$9.3M2.68%
DIREXION DAILY SMALL CAP BULL 3X SHARESTNA—198,275$9.0M2.59%
SOFI TECHNOLOGIES INCSOFIFinancial Services302,351$8.0M2.31%
AMAZON.COM INCAMZNEquity35,048$7.7M2.22%
ISHARES MSCI EMERGING MARKETS ETFEEM—132,721$7.1M2.05%
ISHARES MSCI INDIA ETFINDA—118,627$6.2M1.78%
APPLOVIN CORPAPPTechnology6,963$5.0M1.44%
JPMORGAN CHASE & COJPMFinancial Services15,047$4.7M1.37%
WALMART INCWMTConsumer Defensive45,177$4.7M1.34%
OCCIDENTAL PETROLEUM CORPOXYEnergy98,172$4.6M1.34%
CURTISS WRIGHT CORPCWIndustrials8,225$4.5M1.29%
RIGETTI COMPUTING INCRGTITechnology143,818$4.3M1.24%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services8,482$4.3M1.23%