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Portfolio (Quarterly) Guide ↗

ELEVATUS WELATH MANAGEMENT

· CIK 0001982776
13F Portfolio $411M AUM 243 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 91 Added 17 Reduced 12 Exited
Page 5 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 8,989.0 $1.0M 0.25% -21K -69.6% $113.26 -9.4%
82 VONV VANGUARD SCOTTSDALE FDS 9,527.0 $1.0M 0.25% $106.31 +6.4%
83 IEFA ISHARES TR 10,436.0 $1.0M 0.24% +129.0 +1.2% $96.58 +4.2%
84 ALAB ASTERA LABS INC Technology 2,039.0 $985K 0.24% NEW $483.02 -37.5%
85 TLN TALEN ENERGY CORP Utilities 2,552.0 $981K 0.24% NEW $384.26 -20.6%
86 PAAS PAN AMERN SILVER CORP Basic Materials 21,756.0 $974K 0.24% -174.0 -0.8% $44.79 +21.1%
87 JNJ JOHNSON & JOHNSON Healthcare 3,808.0 $967K 0.23% +2K +157.5% $253.94 +4.9%
88 FORTINET INC 6,254.0 $961K 0.23% +3K +111.6% $153.62
89 QXO QXO INC Industrials 53,815.0 $930K 0.23% +40K +283.5% $17.28 -18.3%
90 CVX CHEVRON CORPORATION Energy 5,562.0 $922K 0.22% -14K -72.2% $165.75 +19.5%
91 CMI CUMMINS INC Industrials 1,286.0 $917K 0.22% +735.0 +133.4% $713.40 -20.1%
92 GEV GE VERNOVA INC Utilities 775.0 $911K 0.22% +538.0 +227.0% $1174.96 -19.3%
93 VO VANGUARD INDEX FDS 11,047.0 $890K 0.22% +9K +462.8% $80.57 +3.1%
94 ORCL ORACLE CORP Technology 6,070.0 $890K 0.22% +558.0 +10.1% $146.54 +1.9%
95 V VISA INC Financial Services 2,574.0 $883K 0.21% +2K +144.2% $343.13 +10.9%
96 ABBV ABBVIE INC Healthcare 3,353.0 $844K 0.20% +1K +52.5% $251.62 +3.0%
97 CROX CROCS INC Consumer Cyclical 6,902.0 $833K 0.20% NEW $120.64 +1.3%
98 JEPI J P MORGAN EXCHANGE TRADED F 14,713.0 $831K 0.20% +437.0 +3.1% $56.48 +2.5%
99 DVA DAVITA INC Healthcare 3,727.0 $829K 0.20% NEW $222.48 -19.6%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 6,795.0 $793K 0.19% +829.0 +13.9% $116.67 +58.7%
Page 5 of 13  ·  243 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.0%
Industrials 10.8%
Financial Services 9.8%
Consumer Cyclical 9.6%
Healthcare 6.4%
Communication Services 4.7%
Real Estate 3.6%
Energy 3.2%
Consumer Defensive 2.8%
Utilities 1.4%