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CIK: 0001982776
Total reported value
$415.5M
$415.5M
243 檔
16.3%
As reported in its official Q2 2026 Form 13F filing, Elevatus Welath Management's tracked investment portfolio stood at $415.5M with 243 total positions.
In Q2 2026, Elevatus Welath Management displayed an active expansion posture, initiating 114 new positions and adding to 62 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.15% | -0.02% | +51.15% | |
| 2 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 3.57% | -2.31% | -5.11% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.19% | +0.89% | +263.94% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.92% | +0.01% | +288.09% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 2.67% | -0.99% | +78.79% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.61% | -0.16% | +42.23% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | +1.27% | +19.24% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.34% | +57.53% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.36% | -2.16% | +17.44% | |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 2.35% | +0.59% | +7.45% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +1.55% | +118.90% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.43% | +75.81% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.21% | -0.43% | +481.68% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.18% | -1.92% | +2182.31% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.08% | -1.94% | +1191.96% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.03% | -0.80% | +415.10% | |
| 17 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.72% | +5.08% | — | |
| 18 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 1.67% | +0.02% | +270.35% | |
| 19 | DBEZ | Xtrackers Msci Eurozone Hedg | ETF-Other | 1.64% | +0.02% | +282.13% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.61% | +0.05% | +289.72% | |
| 21 | CW | Curtiss-wright CORP | Stock-Industrials | 1.52% | -0.44% | — | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 1.23% | -0.23% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.27% | +44.68% | |
| 24 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 1.17% | +2.31% | +19.92% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | +1.02% | -27.62% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 1.07% | +0.35% | +631.38% | |
| 27 | NBIS | Nebius Group N.V. | Stock-Other | 1.05% | -0.59% | +308.85% | |
| 28 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.04% | -0.23% | — | |
| 29 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.94% | -0.34% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.20% | +18.98% | |
| 31 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.91% | -0.61% | — | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.88% | -0.78% | -46.55% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | +0.28% | +41.95% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | +0.26% | +134.83% | |
| 35 | IONQ | Ionq Inc | Stock-Tech | 0.69% | -0.69% | EXIT | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | -0.24% | -3.03% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.68% | -0.55% | — | |
| 38 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.67% | -0.67% | EXIT | |
| 39 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.64% | -0.64% | EXIT | |
| 40 | KEYS | Keysight Technologies In | Stock-Tech | 0.62% | -0.62% | EXIT | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.60% | EXIT | |
| 42 | CIFR | Cipher Digital Inc | Stock-Tech | 0.60% | -0.60% | EXIT | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | -0.23% | -42.37% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.03% | -0.23% | |
| 45 | IREN | IREN Limited | Stock-Other | 0.53% | -0.26% | — | |
| 46 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 0.51% | -0.35% | +2.87% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.04% | +700.68% | |
| 48 | WDC | Western Digital CORP | Stock-Tech | 0.51% | +0.04% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.10% | +125.71% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.50% | -0.45% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOXL | Direx Dail Semi Bu 3x Et-usd | +2.1% | -5.11% | Trim |
| 2 | BIV | Vanguard Intermediate-term B | +2% | +2182.31% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +1.7% | +1191.96% | Add |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | +1.7% | NEW | New buy |
| 5 | AMD | Advanced Micro Devices | +1.6% | +78.79% | Add |
| 6 | VBR | Vanguard Small-cap Value ETF | +1.5% | +481.68% | Add |
| 7 | EFA | Ishares Msci Eafe ETF | +1.4% | +288.09% | Add |
| 8 | EEM | Ishares Msci Emerging Market | +1.3% | +415.10% | Add |
| 9 | JPST | Jpmorgan Ultra-short Income | +1.3% | +263.94% | Add |
| 10 | MU | Micron Technology Inc | +1.2% | NEW | New buy |
| 11 | NET | Cloudflare Inc - Class A | +1% | NEW | New buy |
| 12 | DDOG | Datadog Inc - Class A | +0.9% | NEW | New buy |
| 13 | IRM | Iron Mountain Inc | +0.9% | NEW | New buy |
| 14 | NBIS | Nebius Group N.V. | +0.8% | +308.85% | Add |
| 15 | DBEZ | Xtrackers Msci Eurozone Hedg | +0.8% | +282.13% | Add |
| 16 | DBJP | Xtrackers Msci Japan Hedged | +0.8% | +270.35% | Add |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | +0.8% | +289.72% | Add |
| 18 | IONQ | Ionq Inc | +0.7% | NEW | New buy |
| 19 | MAR | Marriott International -cl A | +0.7% | NEW | New buy |
| 20 | HIMS | Hims & Hers Health Inc | +0.7% | NEW | New buy |
| 21 | SOFI | Sofi Technologies Inc | +0.6% | NEW | New buy |
| 22 | CIFR | Cipher Digital Inc | +0.6% | NEW | New buy |
| 23 | IREN | IREN Limited | +0.5% | NEW | New buy |
| 24 | WDC | Western Digital CORP | +0.5% | NEW | New buy |
| 25 | KLAC | Kla CORP | +0.5% | NEW | New buy |
| 26 | LYV | Live Nation Entertainment In | +0.5% | NEW | New buy |
| 27 | OUST | Ouster Inc | +0.5% | NEW | New buy |
| 28 | APLD | Applied Digital CORP | +0.5% | NEW | New buy |
| 29 | ADI | Analog Devices Inc | +0.4% | NEW | New buy |
| 30 | CARR | Carrier Global CORP | +0.4% | NEW | New buy |
| 31 | BBAI | Bigbear.ai Holdings Inc | +0.3% | NEW | New buy |
| 32 | WELL | Welltower Inc | +0.3% | NEW | New buy |
| 33 | VOO | Vanguard S&p 500 ETF | +0.3% | +118.90% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +134.83% | Add |
| 35 | ✓ | +0.3% | NEW | New buy | |
| 36 | MAS | Masco CORP | +0.3% | NEW | New buy |
| 37 | ALAB | Astera Labs Inc | +0.2% | NEW | New buy |
| 38 | TLN | Talen Energy CORP | +0.2% | NEW | New buy |
| 39 | CROX | Crocs Inc | +0.2% | NEW | New buy |
| 40 | DVA | Davita Inc | +0.2% | NEW | New buy |
| 41 | HEI-A | Heico Corp-class A | +0.2% | NEW | New buy |
| 42 | SE | Sea Ltd-adr | +0.2% | NEW | New buy |
| 43 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.2% | +188.36% | Add |
| 44 | MTN | Vail Resorts Inc | +0.2% | NEW | New buy |
| 45 | LRCX | Lam Research CORP | +0.1% | +53.02% | Add |
| 46 | CALM | Cal-maine Foods Inc | +0.1% | NEW | New buy |
| 47 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | NEW | New buy |
| 48 | MGM | Mgm Resorts International | +0.1% | NEW | New buy |
| 49 | NTRA | Natera Inc | +0.1% | NEW | New buy |
| 50 | CB | Chubb Limited | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Elevatus Welath Management reported a total U.S. public equity portfolio value of $415.5M across 243 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SOXL, JPST) accounted for 16.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
BOXX
市值: $7.1M
Top Position Liquidated / Trimmed
JAAA
前期市值: $3.9M
During Q2 2026, Elevatus Welath Management's top holdings by market value included NVDA (4.2%)、SOXL (3.6%)、JPST (3.2%). The largest single position, NVDA, represented 4.2% of total portfolio value.
In Q2 2026, Elevatus Welath Management made 197 total portfolio adjustments, initiating 114 new buys, adding to 62 positions, trimming 12 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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