Q3 2026 13F · SEC CIK 1982776

Elevatus Welath Management

Investment managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $415.5M
Reported positions: 238
Top holdings a year, 3 yrs: +14.9%
Average holding period: 2.2 yrs

Elevatus Welath Management is an investment manager that reported 238 positions worth $415.5M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ea Series Trust (BOXX, 6.8%), Nvidia Corporation (NVDA, 4.1%), J P Morgan Exchange Traded F (JPST, 4.1%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Elevatus Welath Management holdings largest 50 of 238 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elevatus Welath Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BOXXEa Series Trust	6.8%	1.7%	238,711	+296.0%	$28.3M
NVDANvidia Corporation	4.1%	4.2%	75,079	-12.0%	$17.1M
JPSTJ P Morgan Exchange Traded F	4.1%	3.2%	336,736	+30.0%	$17.0M
MSFTMicrosoft Corp	3.8%	2.6%	31,114	+9.8%	$16.0M
VOOVanguard Index Fds	3.8%	2.2%	22,410	+68.2%	$15.7M
ICLOInvesco Actively Managed Exc	3.5%	1.2%	564,838	+200.0%	$14.5M
FLTRVaneck ETF Trust	2.9%	2.4%	476,630	+26.1%	$12.2M
EFAIshares Tr	2.9%	2.9%	117,094	+1.2%	$12.2M
AAPLApple Inc	2.8%	2.4%	34,443	+0.0%	$11.5M
GOOGAlphabet Inc	2.5%	2.6%	29,886	-1.5%	$10.2M
FLOTIshares Tr	2.1%	—	173,882	—	$8.9M
VTVVanguard Index Fds	2.1%	1.1%	40,581	+96.6%	$8.8M
VBRVanguard Index Fds	1.8%	2.2%	32,015	-14.3%	$7.4M
XLGInvesco Exchange Traded Fd T	1.8%	—	116,243	—	$7.4M
AMZNAmazon Com Inc	1.8%	2.2%	29,633	-22.2%	$7.4M
DBJPDbx ETF Tr	1.7%	1.7%	60,277	+0.8%	$7.0M
AMDAdvanced Micro Devices Inc	1.7%	2.7%	11,408	-39.5%	$7.0M
DBEFDbx ETF Tr	1.7%	1.6%	125,865	+3.9%	$6.9M
DBEZDbx ETF Tr	1.7%	1.6%	111,816	+4.1%	$6.9M
AVGOBroadcom Inc	1.5%	1.2%	17,210	+33.5%	$6.0M
VUGVanguard Index Fds	1.4%	1.1%	65,248	+27.3%	$5.9M
SOXLDirexion Shares ETF Trust	1.3%	3.6%	35,506	-35.6%	$5.2M
EEMIshares Tr	1.2%	2.0%	76,756	-37.0%	$5.1M
METAMeta Platforms Inc	1.1%	0.8%	6,444	+5.3%	$4.7M
GOOGLAlphabet Inc	1.1%	0.9%	13,536	+28.0%	$4.7M
CWCurtiss Wright Corp	1.1%	1.5%	8,226	+0.0%	$4.5M
TSMTaiwan Semiconductor Manufac	1.0%	0.8%	9,256	+42.4%	$4.2M
MUMicron Technology Inc	1.0%	1.2%	3,888	-11.0%	$4.1M
NETCloudflare Inc	0.8%	1.0%	9,664	-44.4%	$3.4M
XOMExxonmobil Holdings Corp	0.7%	—	18,335	—	$3.0M
DDOGDatadog Inc	0.6%	0.9%	9,066	-39.0%	$2.5M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.5%	3,147	+4.7%	$2.4M
WDCWestern Digital Corp Com	0.6%	0.5%	5,044	+54.8%	$2.3M
VGTVanguard World Fd	0.5%	0.5%	18,085	+3.0%	$2.3M
PSXPhillips 66	0.5%	—	8,713	—	$2.2M
LRCXLam Research Corp	0.5%	—	6,455	—	$2.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	—	4,082	—	$2.0M
TMOThermo Fisher Scientific Inc	0.5%	—	2,941	—	$2.0M
VBVanguard Index Fds	0.5%	—	6,736	—	$1.9M
NBISNebius Group N.v.	0.5%	1.0%	8,065	-48.3%	$1.9M
AMATApplied Matls Inc	0.5%	0.7%	3,668	-5.9%	$1.9M
QQQInvesco Qqq Tr	0.4%	—	2,455	—	$1.8M
TXNTexas Instrs Inc	0.4%	—	6,326	—	$1.8M
JPMJpmorgan Chase & Co	0.4%	—	5,306	—	$1.8M
TERTeradyne Inc	0.4%	—	4,343	—	$1.7M
DEDeere & Co	0.4%	—	2,585	—	$1.7M
APAApa Corporation	0.4%	—	41,042	—	$1.7M
PAYXPaychex Inc	0.4%	—	17,013	—	$1.7M
SLVIshares Silver Tr	0.4%	—	30,416	—	$1.7M
TSLATesla Inc	0.4%	0.5%	4,658	-5.1%	$1.7M

What Elevatus Welath Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BOXX Ea Series Trust+296.0% shares
ICLO Invesco Actively Managed Exc+200.0% shares
VTV Vanguard Index Fds+96.6% shares
VOO Vanguard Index Fds+68.2% shares
WDC Western Digital Corp Com+54.8% shares
TSM Taiwan Semiconductor Manufac+42.4% shares
AVGO Broadcom Inc+33.5% shares
JPST J P Morgan Exchange Traded F+30.0% shares

Reduced

NBIS Nebius Group N.v.-48.3% shares
NET Cloudflare Inc-44.4% shares
AMD Advanced Micro Devices Inc-39.5% shares
DDOG Datadog Inc-39.0% shares
EEM Ishares Tr-37.0% shares
SOXL Direxion Shares ETF Trust-35.6% shares
AMZN Amazon Com Inc-22.2% shares
VBR Vanguard Index Fds-14.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.2% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$415.5M	238
Q2 2026	$411.1M	243
Q1 2026	$190.8M	141
Q4 2025	$365.7M	156
Q3 2025	$346.4M	128
Q2 2025	$299.9M	113
Q1 2025	$176.4M	104
Q4 2024	$292.3M	107
Q3 2024	$305.9M	101
Q2 2024	$267.4M	105
Q1 2024	$253.5M	96
Q4 2023	$220.1M	92

Questions about Elevatus Welath Management's portfolio

What stocks does Elevatus Welath Management own?

Elevatus Welath Management's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 238 positions worth $415.5M. The largest are Ea Series Trust (BOXX) at 6.8%, Nvidia Corporation (NVDA) at 4.1%, J P Morgan Exchange Traded F (JPST) at 4.1%, Microsoft Corp (MSFT) at 3.8% and Vanguard Index Fds (VOO) at 3.8%.

What did Elevatus Welath Management buy last quarter?

In Q3 2026, Elevatus Welath Management added Ea Series Trust (BOXX) (+296.0% shares), Invesco Actively Managed Exc (ICLO) (+200.0% shares) and Vanguard Index Fds (VTV) (+96.6% shares), compared with its Q2 2026 filing.

What did Elevatus Welath Management sell last quarter?

In Q3 2026, Elevatus Welath Management cut from its top 50 Blackrock ETF Trust II (BINC), cut from its top 50 Vanguard Bd Index Fds (BIV), cut from its top 50 Vanguard Bd Index Fds (BSV), cut from its top 50 Iron Mtn Inc Del (IRM), cut from its top 50 Ishares Tr (AGG), Nebius Group N.v. (NBIS) (-48.3% shares), Cloudflare Inc (NET) (-44.4% shares) and Advanced Micro Devices Inc (AMD) (-39.5% shares), compared with its Q2 2026 filing.

How has Elevatus Welath Management's portfolio performed?

A portfolio copying Elevatus Welath Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.2% against +20.1%.

When is Elevatus Welath Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elevatus Welath Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.