13F Filings History of ELEVATUS WELATH MANAGEMENT

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$365,736,228
Signature - Title
Aaron Larson - Compliance Consultant
Location
Victor, NY
Summary
This page shows a list of all the recent 13F filings made by ELEVATUS WELATH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEVATUS WELATH MANAGEMENT reported 156 stock holdings with total value $365,736,228 as of Q4 2025. Top holdings included MSFT, VOO, NVDA, GOOG, and EFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 156 $365,736,228 +$97,066,683 -$80,931,255 +$16,135,428 MSFT, VOO, NVDA, GOOG, EFA 13F-HR 14 Jan 2026, 08:54
Q3 2025 128 $346,414,676 +$104,273,711 -$82,223,925 +$22,049,786 VTV, VOO, MSFT, EFA, JPST 13F-HR 13 Nov 2025, 13:27
Q2 2025 113 $299,936,875 +$199,151,144 -$88,161,917 +$110,989,227 VOO, MSFT, META, NVDA, JPST 13F-HR 14 Aug 2025, 15:23
Q1 2025 104 $176,420,227 +$65,326,059 -$166,139,674 -$100,813,615 AGG, JPST, ICLO, JAAA, TDG 13F-HR 13 May 2025, 15:20
Q4 2024 107 $292,262,650 +$75,030,277 -$94,195,216 -$19,164,939 VOO, MSFT, SPSM, NVDA, AMZN 13F-HR 13 Feb 2025, 15:40
Q3 2024 101 $305,941,596 +$136,633,697 -$102,271,079 +$34,362,618 SPSM, VOO, MSFT, TNA, VUG 13F-HR 14 Nov 2024, 10:13
Q2 2024 105 $267,383,036 +$145,272,820 -$118,672,304 +$26,600,516 MSFT, NVDA, AMZN, ICLO, META 13F-HR 14 Aug 2024, 15:12
Q1 2024 96 $253,542,922 +$89,404,345 -$80,003,346 +$9,400,999 NVDA, MSFT, META, AMZN, VOT 13F-HR 10 May 2024, 15:52
Q4 2023 92 $220,094,684 +$145,234,715 -$45,115,393 +$100,119,322 MSFT, TLT, AAPL, NVDA, SPY 13F-HR 12 Feb 2024, 12:56
Q3 2023 88 $110,660,810 +$67,143,016 -$99,020,441 -$31,877,425 MSFT, SQQQ, AAPL, NVDA, BKR 13F-HR 14 Nov 2023, 14:34
Q2 2023 51 $144,077,198 $0 VBK, VOT, ARKK, AMZN, BABA 13F-HR 08 Aug 2023, 13:32