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: $190.8M141 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$478K	0.3%Prev: 0.3%	2,198 SH	Increased+88 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$213K	0.1%	1,073 SH	New
ADVANCED MICRO DEVICES INC	COM	$2.1M	1.1%	10,552 SH	New
AES CORP	COM	$179K	0.1%	12,704 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	1.3%Prev: 0.7%	8,888 SH	Increased+1,334 SH
ALPHABET INC	CAP STK CL C	$6.1M	3.2%Prev: 1.0%	21,332 SH	Increased+9,915 SH
AMAZON COM INC	COM	$4.5M	2.4%Prev: 1.8%	21,658 SH	Increased+4,895 SH
AMERICAN ELEC PWR CO INC	COM	$228K	0.1%	1,740 SH	New
AMERICAN TOWER CORP	COM	$325K	0.2%	1,881 SH	New
APA CORPORATION	COM	$1.8M	1.0%	42,788 SH	New
APPLE INC	COM	$5.5M	2.9%Prev: 2.5%	21,858 SH	Increased+2,017 SH
APPLIED MATLS INC	COM	$1.4M	0.7%Prev: 0.1%	4,021 SH	Increased+2,244 SH
APPLOVIN CORP	COM CL A	$418K	0.2%	1,050 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.6%Prev: 0.7%	2,237 SH	Decreased+33 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$8.2M	4.3%	157,542 SH	New
BOEING CO	COM	$211K	0.1%Prev: 0.1%	1,061 SH	Decreased-211 SH
BROADCOM INC	COM	$2.8M	1.4%Prev: 0.7%	8,908 SH	Increased+1,917 SH
BROOKFIELD CORP	CL A LTD VT SH	$344K	0.2%	8,498 SH	New
CAPITAL ONE FINL CORP	COM	$378K	0.2%	2,072 SH	New
CARPENTER TECHNOLOGY CORP	COM	$338K	0.2%Prev: 0.1%	858 SH	Increased-362 SH
CHEVRON CORPORATION	COM	$4.1M	2.2%	19,991 SH	New
COCA COLA CO	COM	$511K	0.3%Prev: 0.3%	6,721 SH	Increased-136 SH
CONOCOPHILLIPS	COM	$237K	0.1%Prev: 0.1%	1,797 SH	Decreased-549 SH
CORNING INC	COM	$237K	0.1%	1,740 SH	New
COSTCO WHOLESALE CORPORATION	COM	$577K	0.3%	579 SH	New
COTY INC	COM CL A	$48K	0.0%	24,126 SH	New
CUMMINS INC	COM	$296K	0.2%	551 SH	New
CURTISS WRIGHT CORP	COM	$5.6M	2.9%Prev: 1.5%	8,225 SH	Increased
DANAHER CORP DEL	COM	$614K	0.3%	3,239 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$1.5M	0.8%Prev: 0.1%	31,085 SH	Increased+25,717 SH
DBX ETF TR	XTRACK MSCI EURO	$1.5M	0.8%Prev: 0.1%	28,097 SH	Increased+23,142 SH
DBX ETF TR	XTRACK MSCI JAPN	$1.6M	0.9%Prev: 0.2%	16,150 SH	Increased+12,570 SH
DEERE & CO	COM	$529K	0.3%	938 SH	New
DIREXION SHARES ETF TRUST	DAILY SEMICONDUC	$2.8M	1.5%	58,063 SH	New
EASTMAN CHEM CO	COM	$201K	0.1%	2,636 SH	New
ELI LILLY & CO	COM	$425K	0.2%Prev: 0.1%	463 SH	Increased+203 SH
EMERSON ELEC CO	COM	$350K	0.2%	2,674 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$85K	0.0%Prev: 0.0%	17,087 SH	Increased+6,839 SH
EXXON MOBIL CORP	COM	$3.0M	1.6%Prev: 1.1%	17,446 SH	Increased+417 SH
FORTINET INC	COM	$242K	0.1%Prev: 0.2%	2,956 SH	Decreased-261 SH
GE VERNOVA INC	COM	$207K	0.1%	237 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$358K	0.2%Prev: 0.2%	20,897 SH	Increased+3,362 SH
GLOBAL X FDS	S&P 500 COVERED	$206K	0.1%	5,272 SH	New
HCA HEALTHCARE INC	COM	$267K	0.1%Prev: 0.1%	564 SH	Increased-37 SH
HONEYWELL INTL INC	COM	$262K	0.1%Prev: 0.2%	1,158 SH	Decreased-480 SH
HOWMET AEROSPACE INC	COM	$512K	0.3%	2,221 SH	New
HUNT J B TRANS SVCS INC	COM	$340K	0.2%	1,606 SH	New
INTUITIVE SURGICAL INC	COM NEW	$260K	0.1%	563 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$4.0M	2.1%Prev: 9.5%	156,982 SH	Decreased-501,378 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$318K	0.2%	1,659 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.6%Prev: 0.5%	1,992 SH	Increased-6 SH
ISHARES SILVER TR	ISHARES	$247K	0.1%	3,631 SH	New
ISHARES TR	CORE MSCI EAFE	$933K	0.5%Prev: 0.4%	10,307 SH	Increased+91 SH
ISHARES TR	CORE S&P SCP ETF	$264K	0.1%Prev: 0.2%	2,124 SH	Decreased-1,273 SH
ISHARES TR	CORE S&P US GWT	$471K	0.2%Prev: 0.2%	3,039 SH	Increased+823 SH
ISHARES TR	CORE S&P US VLU	$287K	0.2%Prev: 0.1%	2,807 SH	Increased+181 SH
ISHARES TR	CORE S&P500 ETF	$448K	0.2%Prev: 0.1%	686 SH	Increased+282 SH
ISHARES TR	CORE US AGGBD ET	$6.8M	3.6%Prev: 9.9%	68,300 SH	Decreased-108,578 SH
ISHARES TR	MBS ETF	$1.3M	0.7%	14,169 SH	New
ISHARES TR	MSCI ACWI ETF	$278K	0.1%Prev: 0.1%	2,006 SH	Increased
ISHARES TR	MSCI EAFE ETF	$2.9M	1.5%Prev: 1.9%	29,806 SH	Decreased-11,553 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.7%Prev: 1.6%	23,664 SH	Decreased-39,098 SH
ISHARES TR	MSCI INDIA ETF	$252K	0.1%	5,389 SH	New
ISHARES TR	RUS 1000 GRW ETF	$962K	0.5%Prev: 0.5%	2,255 SH	Increased+6 SH
ISHARES TR	RUSSELL 2000 ETF	$277K	0.1%	1,118 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$809K	0.4%Prev: 0.2%	14,276 SH	Increased+6,912 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.6M	1.9%Prev: 9.6%	71,167 SH	Decreased-262,760 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$3.1M	1.6%	63,364 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$3.9M	2.1%Prev: 6.5%	78,044 SH	Decreased-149,727 SH
JOHNSON & JOHNSON	COM	$361K	0.2%Prev: 0.1%	1,479 SH	Increased-49 SH
JPMORGAN CHASE & CO	COM	$1.4M	0.7%	4,808 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$2.1M	1.1%	7,488 SH	New
LAM RESEARCH CORP	COM NEW	$609K	0.3%	2,852 SH	New
LATTICE SEMICONDUCTOR CORP	COM	$1.2M	0.7%	13,435 SH	New
LOCKHEED MARTIN CORP	COM	$475K	0.2%	785 SH	New
MARATHON PETE CORP	COM	$217K	0.1%	888 SH	New
MASTERCARD INCORPORATED	CL A	$368K	0.2%Prev: 0.2%	737 SH	Decreased+26 SH
MCDONALDS CORP	COM	$267K	0.1%Prev: 0.1%	861 SH	Increased+71 SH
MCKESSON CORP	COM	$218K	0.1%	252 SH	New
MERCK & CO INC	COM	$470K	0.2%	3,906 SH	New
META PLATFORMS INC	CL A	$2.5M	1.3%Prev: 1.5%	4,310 SH	Decreased-406 SH
MICROSOFT CORP	COM	$8.8M	4.6%Prev: 4.4%	23,767 SH	Increased+3,212 SH
NEBIUS GROUP N.V.	SHS CLASS A	$396K	0.2%	3,818 SH	New
NETFLIX INC.	COM	$437K	0.2%	4,550 SH	New
NORFOLK SOUTHN CORP	COM	$210K	0.1%	733 SH	New
NVIDIA CORPORATION	COM	$9.8M	5.2%Prev: 2.6%	56,444 SH	Increased+13,429 SH
ORACLE CORP	COM	$811K	0.4%Prev: 0.4%	5,512 SH	Increased-21 SH
PALANTIR TECHNOLOGIES INC	CL A	$873K	0.5%Prev: 0.3%	5,966 SH	Increased+296 SH
PAN AMERN SILVER CORP	COM	$1.2M	0.6%	21,930 SH	New
PAYCHEX INC	COM	$1.5M	0.8%Prev: 2.0%	16,126 SH	Decreased-6,627 SH
PEPSICO INC	COM	$678K	0.4%Prev: 0.2%	4,364 SH	Increased+1,705 SH
PHILIP MORRIS INTL INC	COM	$441K	0.2%Prev: 0.2%	2,665 SH	Increased-88 SH
PHILLIPS 66	COM	$444K	0.2%	2,436 SH	New
PROCTER & GAMBLE CO	COM	$331K	0.2%	2,292 SH	New
QXO INC	COM NEW	$272K	0.1%	14,031 SH	New
RTX CORPORATION	COM	$552K	0.3%	2,861 SH	New
SALESFORCE INC	COM	$200K	0.1%	1,074 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$537K	0.3%	4,843 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$391K	0.2%	3,588 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$291K	0.2%	4,744 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$559K	0.3%	11,314 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$568K	0.3%	3,874 SH	New
SPDR GOLD TR	GOLD SHS	$4.6M	2.4%Prev: 3.5%	10,740 SH	Decreased-10,593 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$203K	0.1%	4,456 SH	New
SSGA ACTIVE TR	SST BRIDGEWATER	$264K	0.1%	9,142 SH	New
STARBUCKS CORP	COM	$274K	0.1%	3,054 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	1.0%	3,014 SH	New
T1 ENERGY INC	COM NEW	$44K	0.0%	10,000 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$935K	0.5%	2,768 SH	New
TESLA INC	COM	$808K	0.4%Prev: 0.3%	2,174 SH	Increased+455 SH
TEXAS INSTRS INC	COM	$504K	0.3%	2,595 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$492K	0.3%Prev: 0.3%	1,001 SH	Decreased-101 SH
TIDAL TRUST III	VISTASHARES TARG	$472K	0.2%	27,123 SH	New
TIDAL TRUST III	VISTASHARES TRGT	$528K	0.3%	29,278 SH	New
TRINITY CAP INC	COM	$169K	0.1%	11,491 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$9.0M	4.7%	351,838 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$206K	0.1%	537 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$396K	0.2%Prev: 0.3%	5,127 SH	Decreased-2,572 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$666K	0.3%Prev: 0.5%	8,497 SH	Decreased-2,518 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$249K	0.1%	3,386 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.1M	1.6%Prev: 2.5%	7,008 SH	Decreased-4,730 SH
VANGUARD INDEX FDS	MID CAP ETF	$564K	0.3%Prev: 0.3%	1,963 SH	Increased+79 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	1.9%Prev: 1.3%	6,086 SH	Increased+1,769 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.4M	0.7%	6,419 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$818K	0.4%Prev: 0.2%	3,122 SH	Increased+1,872 SH
VANGUARD INDEX FDS	VALUE ETF	$5.6M	2.9%Prev: 0.7%	28,511 SH	Increased+21,756 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$890K	0.5%Prev: 0.3%	9,498 SH	Increased+2,081 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$624K	0.3%Prev: 0.1%	2,901 SH	Increased+1,748 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.8%Prev: 0.5%	23,002 SH	Increased+6,834 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$372K	0.2%Prev: 0.2%	5,664 SH	Decreased-1,180 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.0M	0.5%Prev: 0.3%	6,878 SH	Increased+3,077 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$310K	0.2%Prev: 0.1%	993 SH	Increased+8 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.8%Prev: 0.7%	2,192 SH	Increased-105 SH
VENTAS INC	COM	$2.8M	1.5%	34,712 SH	New
VERIZON COMMUNICATIONS INC	COM	$387K	0.2%Prev: 0.2%	7,710 SH	Increased+1,179 SH
VERTIV HOLDINGS CO	COM CL A	$281K	0.1%	1,121 SH	New
VISA INC	COM CL A	$319K	0.2%Prev: 0.2%	1,054 SH	Decreased-3 SH
VONTIER CORPORATION	COM	$336K	0.2%	9,465 SH	New
WALMART INC	COM	$3.7M	1.9%Prev: 0.9%	29,597 SH	Increased+11,570 SH
WASTE MGMT INC DEL	COM	$218K	0.1%Prev: 0.1%	948 SH	Decreased-135 SH
WELLS FARGO & CO	COM	$319K	0.2%	4,004 SH	New

Sold (vs prior filing)

ABBOTT LABS — $204K
AFLAC INC — $2.3M
ALPS ETF TR — $206K
ARES CAPITAL CORP — $202K
AUTOMATIC DATA PROCESSING IN — $273K
CHEVRON CORP NEW — $780K
CION INVT CORP — $115K
COCA COLA CONS INC — $2.7M
COSTCO WHSL CORP NEW — $602K
DANAHER CORPORATION — $701K
DEVON ENERGY CORP NEW — $2.2M
DIREXION SHS ETF TR — $292K
ESSEX PPTY TR INC — $2.0M
HOME DEPOT INC — $219K
INTERNATIONAL BUSINESS MACHS — $2.8M
ISHARES TR — $211K
ISHARES TR — $492K
ISHARES TR — $433K
JPMORGAN CHASE & CO. — $1.0M
M & T BK CORP — $638K
… and 14 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