Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ELEVATUS WELATH MANAGEMENT (CIK 1982776) reported $190.8M across 141 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($9.8M, 5.16%), FLTR ($9.0M, 4.70%), MSFT ($8.8M, 4.61%), BINC ($8.2M, 4.29%), AGG ($6.8M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $9.8M | 5.16% | 56,444 | Trimmed |
| 2 | FLTR | VANECK ETF TRUST | $9.0M | 4.70% | 351,838 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $8.8M | 4.61% | 23,767 | Trimmed |
| 4 | BINC | BLACKROCK ETF TRUST II | $8.2M | 4.29% | 157,542 | Trimmed |
| 5 | AGG | ISHARES TR | $6.8M | 3.55% | 68,300 | Added |
| 6 | GOOG | ALPHABET INC | $6.1M | 3.21% | 21,332 | Trimmed |
| 7 | CW | CURTISS WRIGHT CORP | $5.6M | 2.94% | 8,225 | Hold |
| 8 | VTV | VANGUARD INDEX FDS | $5.6M | 2.93% | 28,511 | Trimmed |
| 9 | AAPL | APPLE INC | $5.5M | 2.91% | 21,858 | Trimmed |
| 10 | GLD | SPDR GOLD TR | $4.6M | 2.42% | 10,740 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $4.5M | 2.36% | 21,658 | Trimmed |
| 12 | CVX | CHEVRON CORPORATION | $4.1M | 2.17% | 19,991 | Trimmed |
| 13 | ICLO | INVESCO ACTIVELY MANAGED EXC | $4.0M | 2.10% | 156,982 | Trimmed |
| 14 | JAAA | JANUS DETROIT STR TR | $3.9M | 2.06% | 78,044 | Trimmed |
| 15 | WMT | WALMART INC | $3.7M | 1.93% | 29,597 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $3.6M | 1.91% | 6,086 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $3.6M | 1.89% | 71,167 | Trimmed |
| 18 | VNLA | JANUS DETROIT STR TR | $3.1M | 1.62% | 63,364 | Trimmed |
| 19 | VUG | VANGUARD INDEX FDS | $3.1M | 1.60% | 7,008 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $3.0M | 1.55% | 17,446 | Trimmed |
| 21 | EFA | ISHARES TR | $2.9M | 1.52% | 29,806 | Trimmed |
| 22 | VTR | VENTAS INC | $2.8M | 1.49% | 34,712 | Trimmed |
| 23 | SOXL | DIREXION SHARES ETF TRUST | $2.8M | 1.46% | 58,063 | Trimmed |
| 24 | AVGO | BROADCOM INC | $2.8M | 1.44% | 8,908 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $2.6M | 1.34% | 8,888 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31