ELEVATUS WELATH MANAGEMENT
All 13F Filings
- Location
- Victor, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 411,139
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 243 | 411,139 | 13F-HR | ELEVATUS WELATH MANAGEMENT |
| Q1 2026 | 4/15/2026 | 141 | 190,805 | 13F-HR | ELEVATUS WELATH MANAGEMENT |
| Q4 2025 | 1/14/2026 | 156 | 365,736 | 13F-HR | ELEVATUS WELATH MANAGEMENT |
| Q3 2025 | 11/13/2025 | 128 | 346,415 | 13F-HR | ELEVATUS WELATH MANAGEMENT |
| Q2 2025 | 8/14/2025 | 113 | 299,937 | 13F-HR | ELEVATUS WELATH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 242.4 K | 59.7% | 138.5 K | 0 | 138.5 K |
| ETFs | 155.4 K | 38.2% | 73.17 K | 0 | 73.17 K |
| Debt | 8.553 K | 2.1% | 7.887 K | 0 | 7.887 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
411,139
Holdings
243
QoQ value change ($000)
220,334
(115.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.