Elevatus Welath Management ETF holdings
Victor, NY
Reported $176.6M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$176.6M
ETFs held
58
Change from prior quarter
+91.8%
With price moves
ETFs as a share of its 13F
43.0%
of $411.1M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | $14.7M | 55,095 | −2,968 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $13.1M | 259,004 | +187,837 shares |
| EFA | iShares MSCI EAFE ETF | $12.0M | 115,675 | +85,869 shares |
| BINC | iShares Flexible Income Active ETF | $9.7M | 185,012 | +27,470 shares |
| FLTR | VanEck IG Floating Rate ETF | $9.7M | 378,035 | +26,197 shares |
| VOO | Vanguard S&P 500 ETF | $9.1M | 13,322 | +7,236 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $9.1M | 37,338 | +30,919 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $9.0M | 117,014 | +111,887 shares |
| BSV | Vanguard Short-Term Bond ETF | $8.6M | 109,778 | +101,281 shares |
| EEM | iShares MSCI Emerging Markets ETF | $8.3M | 121,894 | +98,230 shares |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001982776. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elevatus Welath Management own?
Elevatus Welath Management reported 58 ETF positions worth $176.6M in its Form 13F for June 30, 2026. The largest was SOXL, at $14.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.