ELEVATUS WELATH MANAGEMENT
•CIK: 1982776•Filing: Q4 2025
**ELEVATUS WELATH MANAGEMENT** is a sophisticated multi-strategy fund managing $366M across 156 diverse positions. The portfolio exhibits a significant tilt toward mega-cap technology and established indices, with top holdings including MSFT ($19.7M), VOO ($17.5M), and NVDA ($17.0M). Notable allocations also include substantial exposure to GOOG ($14.1M) and international equities via EFA ($13.8M). This structure suggests a core conviction in secular growth trends across technology and broad market indices.
Total AUM
$365.7M
QoQ Performance
+5.6%
Positions
122
Top 10 Concentration
36.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.4%
VOO4.8%
NVDA4.6%
GOOG3.8%
EFA3.8%
AAPL3.1%
BINC2.9%
VTV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.1%
Technology22.8%
ETF5.6%
Consumer4.9%
Financial3.9%
Healthcare1.0%
Energy0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW37 new positions
↑75 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023