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: $365.7M156 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$248K	0.1%Prev: 0.1%	1,981 SH	Decreased-1,376 SH
ABBVIE INC	COM	$771K	0.2%Prev: 0.2%	3,376 SH	Decreased+43 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$277K	0.1%	1,031 SH	New
ADVANCED DRAIN SYS INC DEL	COM	$2.6M	0.7%	17,954 SH	New
ADVANCED MICRO DEVICES INC	COM	$3.3M	0.9%Prev: 0.6%	15,396 SH	Increased+2,142 SH
AES CORP	COM	$2.5M	0.7%Prev: 0.1%	172,924 SH	Increased+153,937 SH
ALPHABET INC	CAP STK CL A	$3.4M	0.9%Prev: 0.7%	10,805 SH	Increased+1,288 SH
ALPHABET INC	CAP STK CL C	$14.1M	3.8%Prev: 2.8%	44,847 SH	Increased+5,190 SH
AMAZON COM INC	COM	$9.9M	2.7%Prev: 2.2%	43,056 SH	Increased+8,008 SH
AMERICAN TOWER CORP NEW	COM	$320K	0.1%Prev: 0.1%	1,825 SH	Increased+498 SH
AMPHENOL CORP NEW	CL A	$203K	0.1%	1,502 SH	New
APA CORPORATION	COM	$1.1M	0.3%	43,352 SH	New
APPLE INC	COM	$11.4M	3.1%Prev: 3.3%	41,901 SH	Decreased-2,897 SH
APPLIED MATLS INC	COM	$2.8M	0.8%Prev: 0.3%	10,821 SH	Increased+5,808 SH
APPLOVIN CORP	COM CL A	$2.3M	0.6%Prev: 1.4%	3,454 SH	Decreased-3,509 SH
ASTERA LABS INC	COM	$264K	0.1%Prev: 0.1%	1,584 SH	Increased+558 SH
AUTOMATIC DATA PROCESSING IN	COM	$228K	0.1%Prev: 0.1%	888 SH	Decreased-6 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.0M	1.9%Prev: 1.2%	13,868 SH	Increased+5,386 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$10.6M	2.9%Prev: 2.7%	199,930 SH	Increased+25,843 SH
BLACKSTONE INC	COM	$1.7M	0.5%Prev: 0.7%	11,256 SH	Decreased-3,720 SH
BOEING CO	COM	$244K	0.1%Prev: 0.1%	1,126 SH	Increased+94 SH
BROADCOM INC	COM	$4.0M	1.1%Prev: 0.8%	11,466 SH	Increased+3,075 SH
BROOKFIELD CORP	CL A LTD VT SH	$384K	0.1%	8,369 SH	New
CAPITAL ONE FINL CORP	COM	$421K	0.1%Prev: 0.1%	1,736 SH	Increased+744 SH
CARPENTER TECHNOLOGY CORP	COM	$270K	0.1%Prev: 0.1%	857 SH	Increased
CHEVRON CORP NEW	COM	$3.8M	1.0%Prev: 0.9%	24,747 SH	Increased+5,337 SH
CITIGROUP INC	COM NEW	$3.2M	0.9%	27,080 SH	New
COCA COLA CO	COM	$487K	0.1%Prev: 0.1%	6,972 SH	Increased+341 SH
CONSTELLATION ENERGY CORP	COM	$3.0M	0.8%	8,380 SH	New
COSTCO WHSL CORP NEW	COM	$497K	0.1%Prev: 0.2%	576 SH	Decreased+8 SH
CUMMINS INC	COM	$295K	0.1%	577 SH	New
CURTISS WRIGHT CORP	COM	$4.5M	1.2%Prev: 1.3%	8,225 SH	Increased
DANAHER CORPORATION	COM	$740K	0.2%Prev: 0.2%	3,234 SH	Increased+5 SH
DBX ETF TR	XTRACK MSCI EAFE	$1.2M	0.3%Prev: 0.2%	25,361 SH	Increased+13,220 SH
DBX ETF TR	XTRACK MSCI EURO	$1.2M	0.3%Prev: 0.2%	22,500 SH	Increased+11,637 SH
DBX ETF TR	XTRACK MSCI JAPN	$1.3M	0.4%Prev: 0.2%	14,204 SH	Increased+6,859 SH
DEERE & CO	COM	$406K	0.1%	871 SH	New
DIREXION SHS ETF TR	DAILY REGIONAL	$2.1M	0.6%	20,603 SH	New
DIREXION SHS ETF TR	DLY SCOND 3XBU	$4.3M	1.2%Prev: 1.2%	102,805 SH	Increased-15,236 SH
DOVER CORP	COM	$1.8M	0.5%	9,442 SH	New
EDWARDS LIFESCIENCES CORP	COM	$2.9M	0.8%Prev: 0.7%	34,598 SH	Increased+1,980 SH
ELI LILLY & CO	COM	$552K	0.2%Prev: 0.1%	514 SH	Increased+53 SH
EMERSON ELEC CO	COM	$303K	0.1%	2,281 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$712K	0.2%Prev: 0.6%	62,093 SH	Decreased-119,012 SH
EXXON MOBIL CORP	COM	$2.2M	0.6%Prev: 0.6%	18,667 SH	Increased+299 SH
FORTINET INC	COM	$217K	0.1%Prev: 0.1%	2,737 SH	Decreased-450 SH
GLOBAL X FDS	NASDAQ 100 COVER	$385K	0.1%Prev: 0.1%	21,815 SH	Increased+4,638 SH
GLOBAL X FDS	S&P 500 COVERED	$234K	0.1%	5,752 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$253K	0.1%Prev: 0.1%	3,700 SH	Decreased+800 SH
HCA HEALTHCARE INC	COM	$260K	0.1%Prev: 0.1%	558 SH	Increased-10 SH
HOME DEPOT INC	COM	$215K	0.1%Prev: 0.1%	626 SH	Decreased-95 SH
HONEYWELL INTL INC	COM	$221K	0.1%Prev: 0.1%	1,133 SH	Decreased-16 SH
HOWMET AEROSPACE INC	COM	$2.8M	0.8%Prev: 0.1%	13,750 SH	Increased+12,314 SH
HUNT J B TRANS SVCS INC	COM	$258K	0.1%	1,330 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$203K	0.1%	684 SH	New
INTUITIVE SURGICAL INC	COM NEW	$315K	0.1%Prev: 0.1%	556 SH	Decreased-149 SH
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$4.4M	1.2%Prev: 0.4%	173,450 SH	Increased+125,433 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$317K	0.1%Prev: 0.1%	1,653 SH	Increased+6 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.3%Prev: 0.3%	1,936 SH	Increased+80 SH
ISHARES TR	CORE MSCI EAFE	$991K	0.3%Prev: 0.3%	11,076 SH	Increased+630 SH
ISHARES TR	CORE S&P SCP ETF	$375K	0.1%Prev: 0.1%	3,124 SH	Increased
ISHARES TR	CORE S&P US GWT	$501K	0.1%Prev: 0.1%	2,985 SH	Increased+23 SH
ISHARES TR	CORE S&P US VLU	$290K	0.1%Prev: 0.1%	2,831 SH	Increased+14 SH
ISHARES TR	CORE S&P500 ETF	$469K	0.1%Prev: 0.1%	685 SH	Increased-7 SH
ISHARES TR	CORE US AGGBD ET	$2.7M	0.7%Prev: 0.2%	27,425 SH	Increased+21,285 SH
ISHARES TR	MSCI ACWI ETF	$284K	0.1%Prev: 0.1%	2,006 SH	Increased
ISHARES TR	MSCI EAFE ETF	$13.8M	3.8%Prev: 4.0%	143,947 SH	Increased-2,997 SH
ISHARES TR	MSCI EMG MKT ETF	$8.3M	2.3%Prev: 2.0%	150,943 SH	Increased+18,222 SH
ISHARES TR	MSCI INDIA ETF	$7.8M	2.1%Prev: 1.8%	144,289 SH	Increased+25,662 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.3%	2,253 SH	Increased+2 SH
ISHARES TR	RUSSELL 2000 ETF	$248K	0.1%Prev: 0.1%	1,008 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$824K	0.2%Prev: 0.2%	14,402 SH	Increased+937 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.0M	1.1%Prev: 3.6%	79,461 SH	Decreased-168,530 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$7.9M	2.2%Prev: 3.4%	160,802 SH	Decreased-75,753 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$4.7M	1.3%Prev: 0.4%	92,238 SH	Increased+61,906 SH
JOHNSON & JOHNSON	COM	$314K	0.1%Prev: 0.1%	1,518 SH	Increased-21 SH
JPMORGAN CHASE & CO.	COM	$4.9M	1.3%Prev: 1.4%	15,241 SH	Increased+194 SH
KEYSIGHT TECHNOLOGIES INC	COM	$3.1M	0.9%	15,483 SH	New
LAM RESEARCH CORP	COM NEW	$461K	0.1%Prev: 0.1%	2,694 SH	Increased+777 SH
LATTICE SEMICONDUCTOR CORP	COM	$2.8M	0.8%	37,946 SH	New
LOCKHEED MARTIN CORP	COM	$381K	0.1%Prev: 0.1%	789 SH	Increased+66 SH
MASTERCARD INCORPORATED	CL A	$415K	0.1%Prev: 0.1%	728 SH	Increased+3 SH
MCDONALDS CORP	COM	$252K	0.1%Prev: 0.1%	823 SH	Increased+11 SH
MCKESSON CORP	COM	$223K	0.1%	271 SH	New
MERCK & CO INC	COM	$364K	0.1%	3,455 SH	New
META PLATFORMS INC	CL A	$4.8M	1.3%Prev: 3.3%	7,262 SH	Decreased-8,259 SH
MICROSOFT CORP	COM	$19.7M	5.4%Prev: 5.7%	40,684 SH	Decreased+2,390 SH
NASDAQ INC	COM	$3.9M	1.1%	40,306 SH	New
NATERA INC	COM	$235K	0.1%	1,026 SH	New
NETFLIX INC	COM	$349K	0.1%Prev: 0.8%	3,717 SH	Decreased+1,389 SH
NORFOLK SOUTHN CORP	COM	$212K	0.1%Prev: 0.1%	733 SH	Decreased
NVIDIA CORPORATION	COM	$17.0M	4.6%Prev: 3.3%	91,098 SH	Increased+29,950 SH
NVR INC	COM	$1.7M	0.5%	234 SH	New
ORACLE CORP	COM	$1.2M	0.3%Prev: 0.5%	6,293 SH	Decreased+2 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.3%Prev: 1.1%	6,031 SH	Decreased-14,957 SH
PAN AMERN SILVER CORP	COM	$3.4M	0.9%	65,056 SH	New
PAYCHEX INC	COM	$2.2M	0.6%Prev: 0.8%	19,591 SH	Decreased-3,350 SH
PEPSICO INC	COM	$608K	0.2%Prev: 0.1%	4,239 SH	Increased+1,405 SH
PHILIP MORRIS INTL INC	COM	$345K	0.1%Prev: 0.1%	2,148 SH	Decreased-578 SH
PHILLIPS 66	COM	$328K	0.1%	2,544 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$131K	0.0%	10,131 SH	New
PRINCIPAL EXCHANGE TRADED FD	ACTIVE HIGH YL	$2.0M	0.6%Prev: 0.1%	107,017 SH	Increased+96,436 SH
PROCTER AND GAMBLE CO	COM	$324K	0.1%Prev: 0.1%	2,262 SH	Decreased+113 SH
PROSHARES TR	MSCI EMRG ETF	$347K	0.1%Prev: 0.1%	4,300 SH	Increased-129 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$840K	0.2%	10,466 SH	New
QUALCOMM INC	COM	$3.2M	0.9%	18,489 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$208K	0.1%Prev: 1.2%	9,388 SH	Decreased-134,430 SH
RTX CORPORATION	COM	$591K	0.2%Prev: 0.2%	3,221 SH	Increased+57 SH
SEABRIDGE GOLD INC	COM	$3.1M	0.9%Prev: 1.1%	105,862 SH	Decreased-46,337 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$601K	0.2%	5,106 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$449K	0.1%	3,758 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$210K	0.1%	4,698 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$617K	0.2%	11,257 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$597K	0.2%	3,858 SH	New
SOFI TECHNOLOGIES INC	COM	$2.4M	0.6%Prev: 2.3%	90,190 SH	Decreased-212,161 SH
SPDR GOLD TR	GOLD SHS	$8.0M	2.2%Prev: 0.8%	20,249 SH	Increased+12,156 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.5M	0.7%Prev: 0.7%	3,614 SH	Increased+184 SH
SSGA ACTIVE TR	SPDR BRIDGEWATER	$251K	0.1%	9,142 SH	New
STARBUCKS CORP	COM	$252K	0.1%	2,992 SH	New
T1 ENERGY INC	COM NEW	$67K	0.0%	10,000 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$796K	0.2%Prev: 0.2%	2,620 SH	Increased+710 SH
TALEN ENERGY CORP	COM	$248K	0.1%	662 SH	New
TESLA INC	COM	$991K	0.3%Prev: 0.3%	2,203 SH	Increased+91 SH
TEXAS INSTRS INC	COM	$441K	0.1%Prev: 0.1%	2,541 SH	Increased+1,017 SH
THERMO FISHER SCIENTIFIC INC	COM	$570K	0.2%Prev: 0.1%	983 SH	Increased
TIDAL TRUST III	VISTASHARES TARG	$439K	0.1%Prev: 0.1%	22,373 SH	Decreased+123 SH
TIDAL TRUST III	VISTASHARES TRGT	$610K	0.2%Prev: 0.1%	32,546 SH	Increased+11,200 SH
TRINITY CAP INC	COM	$165K	0.0%Prev: 0.0%	11,238 SH	Decreased+120 SH
VANECK ETF TRUST	IG FLOATING RATE	$10.1M	2.8%Prev: 3.2%	395,881 SH	Decreased-42,112 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$216K	0.1%	601 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$425K	0.1%Prev: 0.1%	5,463 SH	Decreased-425 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$689K	0.2%Prev: 0.2%	8,739 SH	Decreased-101 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$277K	0.1%Prev: 0.1%	3,742 SH	Decreased-131 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.4M	2.6%Prev: 2.9%	194,912 SH	Decreased-6,589 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.2M	1.2%Prev: 1.1%	8,657 SH	Increased+403 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.1M	0.3%Prev: 0.3%	3,875 SH	Increased+844 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.5M	4.8%Prev: 6.2%	27,928 SH	Decreased-7,185 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$6.6M	1.8%	31,168 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$990K	0.3%Prev: 0.2%	3,839 SH	Increased+639 SH
VANGUARD INDEX FDS	VALUE ETF	$10.3M	2.8%Prev: 6.4%	53,835 SH	Decreased-65,032 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$206K	0.1%Prev: 0.1%	1,690 SH	Increased+30 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$874K	0.2%Prev: 0.2%	9,465 SH	Increased+88 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$522K	0.1%	2,377 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.4%Prev: 0.4%	23,002 SH	Increased
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$382K	0.1%Prev: 0.1%	5,663 SH	Decreased-97 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$930K	0.3%Prev: 0.1%	6,477 SH	Increased+4,663 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$295K	0.1%Prev: 0.1%	990 SH	Increased+3 SH
VANGUARD WORLD FD	INF TECH ETF	$1.7M	0.5%Prev: 0.5%	2,300 SH	Increased
VENTAS INC	COM	$7.4M	2.0%Prev: 0.8%	95,031 SH	Increased+55,501 SH
VERIZON COMMUNICATIONS INC	COM	$334K	0.1%Prev: 0.1%	8,207 SH	Decreased-1,409 SH
VERTIV HOLDINGS CO	COM CL A	$254K	0.1%	1,567 SH	New
VISA INC	COM CL A	$456K	0.1%Prev: 0.1%	1,300 SH	Decreased-172 SH
VONTIER CORPORATION	COM	$269K	0.1%	7,231 SH	New
WALMART INC	COM	$5.6M	1.5%Prev: 1.3%	50,592 SH	Increased+5,415 SH
WASTE MGMT INC DEL	COM	$225K	0.1%Prev: 0.1%	1,025 SH	Increased+19 SH
WELLS FARGO CO NEW	COM	$349K	0.1%	3,749 SH	New

Sold (vs prior filing)

COINBASE GLOBAL INC — $2.7M
DIREXION SHS ETF TR — $2.7M
DIREXION SHS ETF TR — $9.0M
FIDELITY WISE ORIGIN BITCOIN — $221K
OCCIDENTAL PETE CORP — $4.6M
QXO INC — $3.8M
SELECT SECTOR SPDR TR — $602K
SELECT SECTOR SPDR TR — $208K
SELECT SECTOR SPDR TR — $604K
SELECT SECTOR SPDR TR — $450K
SELECT SECTOR SPDR TR — $535K
TAPESTRY INC — $1.9M
TMC THE METALS COMPANY INC — $126K
VANGUARD STAR FDS — $264K

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