ELEVATUS WELATH MANAGEMENT

Q4 2025 13F Holdings

  • Location
    victor, NY
  • Num holdings

    156

  • Value ($000)

    $365,736

  • Date Filed
    01/14/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
$19.68 M
5 %

40,684

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$17.51 M
5 %

27,928

N
NVDA

NVIDIA CORPORATION

COM
$16.99 M
5 %

91,098

G
GOOG

ALPHABET INC

CAP STK CL C
$14.07 M
4 %

44,847

E
EFA

ISHARES TR

MSCI EAFE ETF
$13.82 M
4 %

143,947

A
AAPL

APPLE INC

COM
$11.39 M
3 %

41,901

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
$10.55 M
3 %

199,930

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$10.28 M
3 %

53,835

F
FLTR

VANECK ETF TRUST

IG FLOATING RATE
$10.09 M
3 %

395,881

A
AMZN

AMAZON COM INC

COM
$9.94 M
3 %

43,056

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