ELEVATUS WEALTH MANAGEMENT has released its quarterly holdings report for the third quarter of 2026, revealing a total investment value of approximately $415.5 million as of September 30, 2026. This report is significant as it provides insights into the company’s investment strategies and highlights its positions in various sectors, particularly technology.
Founded in New York, ELEVATUS WEALTH MANAGEMENT is categorized under the SIC description of asset management. The company has been active in filing with the SEC, with its most recent filings including a 13F-HR form, which details its holdings in publicly traded securities.
The latest filing, accession number 0001982776-26-000006, indicates that ELEVATUS holds a diversified portfolio with substantial investments in major companies. Among its notable holdings are:
NVIDIA CORPORATION: $17,146,568
MICROSOFT CORP: $15,958,277
APPLE INC: $11,470,092
AMAZON COM INC: $7,382,921
These investments reflect ELEVATUS’s focus on technology and innovation, aligning with broader trends in the asset management industry where firms are increasingly allocating resources towards tech companies.
The filing also reveals that ELEVATUS has made investments in various exchange-traded funds (ETFs) and other asset classes, showcasing a strategic approach to portfolio diversification. The company’s total number of reported positions stands at 238, indicating a broad investment strategy.
The impact of this filing is significant as it may influence both institutional and retail investors looking to understand the asset allocation trends within the wealth management sector. ELEVATUS’s choices in technology stocks, particularly in firms like NVIDIA and Microsoft, suggest a bullish outlook on the tech industry, which continues to drive market performance.
Looking ahead, it remains to be seen how ELEVATUS will adjust its portfolio in response to market conditions and economic indicators. The filing does not specify any immediate next steps or upcoming votes related to these holdings.