ELEVATUS WELATH MANAGEMENT

Q3 2025 13F Holdings

  • Location
    victor, NY
  • Num holdings

    128

  • Value ($000)

    $346,415

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001982776
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$22.17 M
6 %

118,867

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$21.50 M
6 %

35,113

MSFT
MSFT

MICROSOFT CORP

COM
$19.83 M
6 %

38,294

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$13.72 M
4 %

146,944

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$12.58 M
4 %

247,991

VNLA
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
$11.66 M
3 %

236,555

NVDA
NVDA

NVIDIA CORPORATION

COM
$11.41 M
3 %

61,148

AAPL
AAPL

APPLE INC

COM
$11.41 M
3 %

44,798

META
META

META PLATFORMS INC

CL A
$11.40 M
3 %

15,521

FLTR
FLTR

VANECK ETF TRUST

IG FLOATING RATE
$11.20 M
3 %

437,993

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