Elevatus Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 238 distinct positions held by the firm.
The largest holding disclosed in the report is the EA Series Trust Alpha Arch 1-3, which comprises 238,711 shares. Other significant individual stock positions include shares of NVIDIA Corporation (75,079 shares), J.P. Morgan Exchange Traded Fund Ultra Short ETF (336,736 shares), and Microsoft Corporation (31,114 shares).
The portfolio also includes a variety of other exchange-traded funds and individual equities. Notable holdings include Vanguard Index Funds S&P 500 ETF Shares (22,410 shares), Invesco Actively Managed Exc AAA CLO Fltng Rt ETF (564,838 shares), and VanEck ETF Trust IG Floa Rate ETF (476,630 shares). Individual company positions include Apple Inc. (34,443 shares), Alphabet Inc. Class C (29,886 shares), and Taiwan Semiconductor Manufacturing Sponsored ADS (9,256 shares).
The filing indicates that all positions are held as sole voting and dispositive power. The report was signed by Tracy Benson, a compliance consultant for the firm.
