Elite Wealth Management, Inc.
•CIK: 1622757•Filing: Q4 2025
**Elite Wealth Management, Inc.** manages $367M across a portfolio of 53 positions, exhibiting a concentrated, technology-forward mandate. The fund's largest allocation is to Microsoft ($119.3M), followed by NVIDIA ($40.6M) and Alphabet ($29.8M), signaling a strong conviction in mega-cap tech leaders. Notable secondary holdings include Amazon ($19.3M), Meta ($18.0M), and Broadcom ($12.9M), underpinning exposure to high-growth digital infrastructure and enterprise software. This structure suggests a disciplined, large-cap growth strategy heavily weighted toward AI and cloud computing beneficiaries.
Total AUM
$367.3M
QoQ Performance
-5.0%
Positions
50
Top 10 Concentration
76.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NVDA
GOOGL
AMZN
MSFT32.5%
NVDA11.1%
GOOGL8.1%
AMZN5.3%
META4.9%
AVGO3.5%
PLTR3.5%
SIL2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology65.5%
Other22.2%
Consumer5.7%
Financial2.4%
Industrial1.5%
Communication1.5%
ETF0.5%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW11 new positions
↑14 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023