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Showing Q3 2025 data
EWG Elevate Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
EWG Elevate Inc.
•CIK: 1765278•Filing: Q3 2025
**EWG Elevate Inc.** manages $320M across a diversified portfolio of 119 positions. The fund exhibits significant concentration in core market indices and thematic ETFs, notably allocating $23.4M to BALI and $16.9M to SCHF. Top holdings further include substantial positions in IXG ($12.2M), ARKW ($11.2M), and SCHV ($10.2M). This structure suggests a tactical, growth-oriented mandate emphasizing sector and index exposure.
Total AUM
$320.0M
QoQ Performance
-1.4%
Positions
69
Top 10 Concentration
35.5%
Latest Filing
Q3 2025
Top Holdings Allocation
BALI
SCHF
BALI7.3%
SCHF5.3%
IXG3.8%
ARKW3.5%
SCHV3.2%
SCHG3.1%
SPY2.9%
EFA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.5%
ETF4.0%
Technology3.1%
Consumer1.2%
Financial0.5%
Healthcare0.3%
Energy0.2%
Industrial0.2%
🚪 Exited Positionssold since Q2 2025
+46 more exited positions
Changes from Q2 2025
NEW28 new positions
↑47 increased
↓32 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023