AiSiWhale

AI & tech investing

ELEVATUS WELATH MANAGEMENT

CIK 1982776

13F filing for Q2 2026・No. 4,417

Holdings
US$411.14M
Quarter change
+US$220.33M
Entries
243
Net bought (estimate)
+US$187.41M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 114
  • Sold out 12
  • Cut 19
  • Added 98
  • Corporate actions 0
  • Unchanged 12

Largest holdings

243 stocks worth US$411.14M, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$17.07M4.15%
DIREXION SHARES ETF TRUSTDAI SEM BUL ETFCutUS$14.69M3.57%
JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETFAddedUS$13.1M3.19%
EFAISHARES TRMSCI EAFE ETFAddedUS$12.02M2.92%
AMDAMDCOMAddedUS$10.96M2.67%
GOOGALPHABET INCCAP STK CL CAddedUS$10.72M2.61%
MSFTMicrosoftCOMAddedUS$10.57M2.57%
AAPLAppleCOMAddedUS$9.96M2.42%
BLACKROCK ETF TRUST IIISHA FLEX IN ETFAddedUS$9.68M2.36%
VANECK ETF TRUSTIG FLOA RATE ETFAddedUS$9.68M2.35%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.