Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ELEVATUS WELATH MANAGEMENT 13F Holdings -- Portfolio & Top Positions (2026-06-30)

ELEVATUS WELATH MANAGEMENT (CIK 1982776) reported $411.1M across 243 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($17.1M, 4.15%), SOXL ($14.7M, 3.57%), JPST ($13.1M, 3.19%), EFA ($12.0M, 2.92%), AMD ($11.0M, 2.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$17.1M4.15%85,316Added
2SOXLDIREXION SHARES ETF TRUST$14.7M3.57%55,095Trimmed
3JPSTJ P MORGAN EXCHANGE TRADED F$13.1M3.19%259,004Added
4EFAISHARES TR$12.0M2.92%115,675Added
5AMDADVANCED MICRO DEVICES INC$11.0M2.67%18,866Added
6GOOGALPHABET INC$10.7M2.61%30,340Added
7MSFTMICROSOFT CORP$10.6M2.57%28,340Added
8AAPLAPPLE INC$10.0M2.42%34,432Added
9BINCBLACKROCK ETF TRUST II$9.7M2.36%185,012Added
10FLTRVANECK ETF TRUST$9.7M2.35%378,035Added
11VOOVANGUARD INDEX FDS$9.1M2.23%13,322Added
12VBRVANGUARD INDEX FDS$9.1M2.21%37,338Added
13AMZNAMAZON COM INC$9.1M2.21%38,078Added
14BIVVANGUARD BD INDEX FDS$9.0M2.18%117,014Added
15BSVVANGUARD BD INDEX FDS$8.6M2.08%109,778Added
16EEMISHARES TR$8.3M2.03%121,894Added
17BOXXEA SERIES TRUST$7.1M1.72%60,288New
18DBJPDBX ETF TR$6.9M1.67%59,811Added
19DBEZDBX ETF TR$6.7M1.64%107,368Added
20DBEFDBX ETF TR$6.6M1.61%121,145Added
21CWCURTISS WRIGHT CORP$6.2M1.52%8,225Hold
22MUMICRON TECHNOLOGY INC$5.0M1.23%4,369New
23AVGOBROADCOM INC$4.9M1.18%12,888Added
24ICLOINVESCO ACTIVELY MANAGED EXC$4.8M1.17%188,250Added
25VTVVANGUARD INDEX FDS$4.5M1.09%20,637Trimmed

Source: SEC Form 13F filings · as of 2026-06-30