ELEVATUS WELATH MANAGEMENT

Q3 2025 13F Holdings

  • Location
    victor, NY
  • Num holdings

    128

  • Value ($000)

    $346,415

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001982776
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD INDEX FDS

VALUE ETF
$22.17M
6 %

118,867

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$21.50M
6 %

35,113

M
MSFT

MICROSOFT CORP

COM
$19.83M
6 %

38,294

E
EFA

ISHARES TR

MSCI EAFE ETF
$13.72M
4 %

146,944

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$12.58M
4 %

247,991

V
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
$11.66M
3 %

236,555

N
NVDA

NVIDIA CORPORATION

COM
$11.41M
3 %

61,148

A
AAPL

APPLE INC

COM
$11.41M
3 %

44,798

M
META

META PLATFORMS INC

CL A
$11.40M
3 %

15,521

F
FLTR

VANECK ETF TRUST

IG FLOATING RATE
$11.20M
3 %

437,993

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