ELEVATUS WELATH MANAGEMENT

CIK 0001982776 • 7 13F filings • May 13, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $346.4M128 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$450K	0.1%	3,357 SH	New
ABBVIE INC	COM	$772K	0.2%Prev: 0.2%	3,333 SH	Decreased-20 SH
ADVANCED MICRO DEVICES INC	COM	$2.1M	0.6%Prev: 2.7%	13,254 SH	Decreased-5,612 SH
AES CORP	COM	$250K	0.1%	18,987 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.7%Prev: 0.9%	9,517 SH	Decreased-1,058 SH
ALPHABET INC	CAP STK CL C	$9.7M	2.8%Prev: 2.6%	39,657 SH	Decreased+9,317 SH
AMAZON COM INC	COM	$7.7M	2.2%Prev: 2.2%	35,048 SH	Decreased-3,030 SH
AMERICAN TOWER CORP NEW	COM	$255K	0.1%	1,327 SH	New
APPLE INC	COM	$11.4M	3.3%Prev: 2.4%	44,798 SH	Increased+10,366 SH
APPLIED MATLS INC	COM	$1.0M	0.3%Prev: 0.7%	5,013 SH	Decreased+1,114 SH
APPLOVIN CORP	COM CL A	$5.0M	1.4%Prev: 0.3%	6,963 SH	Increased+4,444 SH
ASTERA LABS INC	COM	$201K	0.1%Prev: 0.2%	1,026 SH	Decreased-1,013 SH
AUTOMATIC DATA PROCESSING IN	COM	$262K	0.1%Prev: 0.1%	894 SH	Increased-122 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	1.2%Prev: 0.4%	8,482 SH	Increased+4,997 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$9.3M	2.7%	174,087 SH	New
BLACKSTONE INC	COM	$2.6M	0.7%	14,976 SH	New
BOEING CO	COM	$223K	0.1%Prev: 0.1%	1,032 SH	Decreased-52 SH
BROADCOM INC	COM	$2.8M	0.8%Prev: 1.2%	8,391 SH	Decreased-4,497 SH
CAPITAL ONE FINL CORP	COM	$211K	0.1%Prev: 0.2%	992 SH	Decreased-2,859 SH
CARPENTER TECHNOLOGY CORP	COM	$210K	0.1%Prev: 0.1%	857 SH	Decreased-1 SH
CHEVRON CORP NEW	COM	$3.0M	0.9%	19,410 SH	New
COCA COLA CO	COM	$440K	0.1%Prev: 0.1%	6,631 SH	Decreased-762 SH
COINBASE GLOBAL INC	COM CL A	$2.7M	0.8%	8,036 SH	New
COSTCO WHSL CORP NEW	COM	$525K	0.2%	568 SH	New
CURTISS WRIGHT CORP	COM	$4.5M	1.3%Prev: 1.5%	8,225 SH	Decreased
DANAHER CORPORATION	COM	$640K	0.2%	3,229 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$564K	0.2%Prev: 1.6%	12,141 SH	Decreased-109,004 SH
DBX ETF TR	XTRACK MSCI EURO	$579K	0.2%Prev: 1.6%	10,863 SH	Decreased-96,505 SH
DBX ETF TR	XTRACK MSCI JAPN	$624K	0.2%Prev: 1.7%	7,345 SH	Decreased-52,466 SH
DIREXION SHS ETF TR	DLY FIN BULL NEW	$2.7M	0.8%	15,225 SH	New
DIREXION SHS ETF TR	DLY SCOND 3XBU	$4.1M	1.2%	118,041 SH	New
DIREXION SHS ETF TR	DLY SMCAP BULL3X	$9.0M	2.6%	198,275 SH	New
EDWARDS LIFESCIENCES CORP	COM	$2.5M	0.7%	32,618 SH	New
ELI LILLY & CO	COM	$352K	0.1%Prev: 0.3%	461 SH	Decreased-456 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$2.1M	0.6%	181,105 SH	New
EXXON MOBIL CORP	COM	$2.1M	0.6%Prev: 0.6%	18,368 SH	Decreased+228 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$221K	0.1%	2,217 SH	New
FORTINET INC	COM	$268K	0.1%Prev: 0.2%	3,187 SH	Decreased-3,067 SH
GLOBAL X FDS	NASDAQ 100 COVER	$292K	0.1%Prev: 0.1%	17,177 SH	Decreased-6,426 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$260K	0.1%	2,900 SH	New
HCA HEALTHCARE INC	COM	$242K	0.1%Prev: 0.1%	568 SH	Increased+12 SH
HOME DEPOT INC	COM	$292K	0.1%Prev: 0.1%	721 SH	Decreased-379 SH
HONEYWELL INTL INC	COM	$242K	0.1%	1,149 SH	New
HOWMET AEROSPACE INC	COM	$282K	0.1%Prev: 0.1%	1,436 SH	Decreased+133 SH
INTUITIVE SURGICAL INC	COM NEW	$315K	0.1%Prev: 0.1%	705 SH	Increased+142 SH
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$1.2M	0.4%Prev: 1.2%	48,017 SH	Decreased-140,233 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$313K	0.1%Prev: 0.1%	1,647 SH	Decreased-317 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.3%Prev: 0.4%	1,856 SH	Decreased-496 SH
ISHARES TR	CORE MSCI EAFE	$912K	0.3%Prev: 0.2%	10,446 SH	Decreased+10 SH
ISHARES TR	CORE S&P SCP ETF	$371K	0.1%Prev: 0.1%	3,124 SH	Increased+918 SH
ISHARES TR	CORE S&P US GWT	$487K	0.1%Prev: 0.2%	2,962 SH	Decreased-358 SH
ISHARES TR	CORE S&P US VLU	$282K	0.1%Prev: 0.1%	2,817 SH	Decreased-1 SH
ISHARES TR	CORE S&P500 ETF	$463K	0.1%Prev: 0.1%	692 SH	Decreased-38 SH
ISHARES TR	CORE US AGGBD ET	$615K	0.2%Prev: 0.9%	6,140 SH	Decreased-30,368 SH
ISHARES TR	MSCI ACWI ETF	$277K	0.1%Prev: 0.1%	2,006 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$13.7M	4.0%Prev: 2.9%	146,944 SH	Increased+31,269 SH
ISHARES TR	MSCI EMG MKT ETF	$7.1M	2.0%Prev: 2.0%	132,721 SH	Decreased+10,827 SH
ISHARES TR	MSCI INDIA ETF	$6.2M	1.8%Prev: 0.1%	118,627 SH	Increased+114,222 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.3%	2,251 SH	Decreased-6,777 SH
ISHARES TR	RUSSELL 2000 ETF	$244K	0.1%Prev: 0.1%	1,008 SH	Decreased-110 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$769K	0.2%Prev: 0.2%	13,465 SH	Decreased-1,248 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$12.6M	3.6%Prev: 3.2%	247,991 SH	Decreased-11,013 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$11.7M	3.4%	236,555 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.5M	0.4%	30,332 SH	New
JOHNSON & JOHNSON	COM	$285K	0.1%Prev: 0.2%	1,539 SH	Decreased-2,269 SH
JPMORGAN CHASE & CO.	COM	$4.7M	1.4%	15,047 SH	New
LAM RESEARCH CORP	COM NEW	$257K	0.1%Prev: 0.5%	1,917 SH	Decreased-2,447 SH
LOCKHEED MARTIN CORP	COM	$361K	0.1%Prev: 0.1%	723 SH	Decreased-138 SH
MASTERCARD INCORPORATED	CL A	$413K	0.1%Prev: 0.1%	725 SH	Decreased-91 SH
MCDONALDS CORP	COM	$247K	0.1%Prev: 0.1%	812 SH	Decreased-108 SH
META PLATFORMS INC	CL A	$11.4M	3.3%Prev: 0.8%	15,521 SH	Increased+9,403 SH
MICROSOFT CORP	COM	$19.8M	5.7%Prev: 2.6%	38,294 SH	Increased+9,954 SH
NETFLIX INC	COM	$2.8M	0.8%	2,328 SH	New
NORFOLK SOUTHN CORP	COM	$220K	0.1%Prev: 0.1%	733 SH	Decreased
NVIDIA CORPORATION	COM	$11.4M	3.3%Prev: 4.2%	61,148 SH	Decreased-24,168 SH
OCCIDENTAL PETE CORP	COM	$4.6M	1.3%	98,172 SH	New
ORACLE CORP	COM	$1.8M	0.5%Prev: 0.2%	6,291 SH	Increased+221 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.8M	1.1%Prev: 0.2%	20,988 SH	Increased+14,193 SH
PAYCHEX INC	COM	$2.9M	0.8%Prev: 0.4%	22,941 SH	Increased+6,539 SH
PEPSICO INC	COM	$398K	0.1%Prev: 0.3%	2,834 SH	Decreased-4,881 SH
PHILIP MORRIS INTL INC	COM	$442K	0.1%Prev: 0.1%	2,726 SH	Decreased+42 SH
PRINCIPAL EXCHANGE TRADED FD	ACTIVE HIGH YL	$206K	0.1%	10,581 SH	New
PROCTER AND GAMBLE CO	COM	$330K	0.1%	2,149 SH	New
PROSHARES TR	MSCI EMRG ETF	$340K	0.1%	4,429 SH	New
QXO INC	COM NEW	$3.8M	1.1%Prev: 0.2%	200,679 SH	Increased+146,864 SH
RIGETTI COMPUTING INC	COMMON STOCK	$4.3M	1.2%	143,818 SH	New
RTX CORPORATION	COM	$529K	0.2%Prev: 0.2%	3,164 SH	Decreased-208 SH
SEABRIDGE GOLD INC	COM	$3.7M	1.1%	152,199 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$602K	0.2%	5,089 SH	New
SELECT SECTOR SPDR TR	ENERGY	$208K	0.1%	2,331 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$604K	0.2%	11,218 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$450K	0.1%	1,876 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$535K	0.2%	3,842 SH	New
SOFI TECHNOLOGIES INC	COM	$8.0M	2.3%Prev: 0.6%	302,351 SH	Increased+155,139 SH
SPDR GOLD TR	GOLD SHS	$2.9M	0.8%Prev: 0.6%	8,093 SH	Increased+1,904 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.7%	3,430 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$533K	0.2%	1,910 SH	New
TAPESTRY INC	COM	$1.9M	0.5%	16,535 SH	New
TESLA INC	COM	$939K	0.3%Prev: 0.5%	2,112 SH	Decreased-2,795 SH
TEXAS INSTRS INC	COM	$280K	0.1%Prev: 0.3%	1,524 SH	Decreased-3,193 SH
THERMO FISHER SCIENTIFIC INC	COM	$477K	0.1%Prev: 0.3%	983 SH	Decreased-1,369 SH
TIDAL TRUST III	VISTASHARES TARG	$444K	0.1%	22,250 SH	New
TIDAL TRUST III	VISTASHARES TRGT	$411K	0.1%Prev: 0.1%	21,346 SH	Decreased-7,932 SH
TMC THE METALS COMPANY INC	COM	$126K	0.0%	19,729 SH	New
TRINITY CAP INC	COM	$172K	0.0%Prev: 0.1%	11,118 SH	Decreased-495 SH
VANECK ETF TRUST	IG FLOATING RATE	$11.2M	3.2%	437,993 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$460K	0.1%Prev: 2.2%	5,888 SH	Decreased-111,126 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$698K	0.2%Prev: 2.1%	8,840 SH	Decreased-100,938 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$288K	0.1%Prev: 0.1%	3,873 SH	Increased+579 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.0M	2.9%	201,501 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.0M	1.1%Prev: 1.1%	8,254 SH	Decreased-43,001 SH
VANGUARD INDEX FDS	MID CAP ETF	$890K	0.3%Prev: 0.2%	3,031 SH	Increased-8,016 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.5M	6.2%Prev: 2.2%	35,113 SH	Increased+21,791 SH
VANGUARD INDEX FDS	SMALL CP ETF	$814K	0.2%Prev: 0.3%	3,200 SH	Decreased-715 SH
VANGUARD INDEX FDS	VALUE ETF	$22.2M	6.4%Prev: 1.1%	118,867 SH	Increased+98,230 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$200K	0.1%Prev: 0.1%	1,660 SH	Decreased-30 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$838K	0.2%Prev: 0.2%	9,377 SH	Decreased-150 SH
VANGUARD STAR FDS	VG TL INTL STK F	$264K	0.1%	3,590 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.4%Prev: 0.4%	23,002 SH	Decreased
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$385K	0.1%Prev: 0.1%	5,760 SH	Increased+96 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$256K	0.1%Prev: 0.4%	1,814 SH	Decreased-8,196 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$293K	0.1%Prev: 0.1%	987 SH	Decreased-8 SH
VANGUARD WORLD FD	INF TECH ETF	$1.7M	0.5%Prev: 0.5%	2,300 SH	Decreased-15,251 SH
VENTAS INC	COM	$2.8M	0.8%Prev: 0.4%	39,530 SH	Increased+18,723 SH
VERIZON COMMUNICATIONS INC	COM	$423K	0.1%Prev: 0.1%	9,616 SH	Increased+1,694 SH
VISA INC	COM CL A	$502K	0.1%Prev: 0.2%	1,472 SH	Decreased-1,102 SH
WALMART INC	COM	$4.7M	1.3%Prev: 0.2%	45,177 SH	Increased+36,188 SH
WASTE MGMT INC DEL	COM	$222K	0.1%Prev: 0.1%	1,006 SH	Increased+45 SH

Sold (vs prior filing)

ABERCROMBIE & FITCH CO — $367K
ACCENTURE PLC IRELAND — $395K
AFFILIATED MANAGERS GROUP — $241K
AGILENT TECHNOLOGIES INC — $504K
ALASKA AIR GROUP INC — $353K
ALBERTSONS COMPANIES INC — $327K
ALLSTATE CORP — $300K
ALTRIA GROUP INC — $230K
AMEREN CORP — $258K
AMERICAN EAGLE OUTFITTERS IN — $262K
AMERICAN ELEC PWR CO INC — $240K
AMERICAN TOWER CORP — $640K
AMGEN INC — $361K
AMPHENOL CORP — $389K
ANALOG DEVICES INC — $1.8M
APA CORPORATION — $1.3M
APPLIED DIGITAL CORP — $1.8M
ARISTA NETWORKS INC — $301K
ARROW ELECTRS INC — $244K
ASML HLDG NV — $261K
… and 135 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001982776-26-000006	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001982776-26-000001	$365.7M	View
Nov 13, 2025	Q3 2025