Fund Holdings

ELEVATUS WELATH MANAGEMENT

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ISHARES TR068,300+68,30006,780,107+6,780,107
DIREXION SHARES ETF TRUST058,063+58,06302,781,801+2,781,801
ISHARES TR014,169+14,16901,345,335+1,345,335
CURTISS WRIGHT CORP08,225+8,22505,602,431+5,602,431
APA CORPORATION042,788+42,78801,815,923+1,815,923
EXXON MOBIL CORP017,446+17,44602,959,931+2,959,931
NEBIUS GROUP N.V.03,818+3,8180396,156+396,156
CHEVRON CORPORATION019,991+19,99104,136,186+4,136,186
DBX ETF TR031,085+31,08501,535,602+1,535,602
DBX ETF TR028,097+28,09701,546,146+1,546,146
DBX ETF TR016,150+16,15001,631,500+1,631,500
QXO INC014,031+14,0310272,482+272,482
SSGA ACTIVE TR09,142+9,1420263,741+263,741
ISHARES SILVER TR03,631+3,6310247,416+247,416
CONOCOPHILLIPS01,797+1,7970237,256+237,256
CORNING INC01,740+1,7400236,563+236,563
AMERICAN ELEC PWR CO INC01,740+1,7400228,019+228,019
MARATHON PETE CORP0888+8880216,875+216,875
GE VERNOVA INC0237+2370206,913+206,913
SPDR INDEX SHS FDS04,456+4,4560203,416+203,416
EASTMAN CHEM CO02,636+2,6360201,142+201,142
SALESFORCE INC01,074+1,0740200,437+200,437
LAM RESEARCH CORP02,852+2,8520609,326+609,326
TAIWAN SEMICONDUCTOR MANUFAC02,768+2,7680935,446+935,446
DEERE & CO0938+9380528,500+528,500
PHILLIPS 6602,436+2,4360443,765+443,765
MERCK & CO INC03,906+3,9060469,843+469,843
VANGUARD SPECIALIZED FUNDS02,901+2,9010623,934+623,934
PHILIP MORRIS INTL INC02,665+2,6650440,646+440,646
LOCKHEED MARTIN CORP0785+7850474,588+474,588
VANGUARD WHITEHALL FDS06,878+6,87801,018,570+1,018,570
NETFLIX INC.04,550+4,5500437,483+437,483
HUNT J B TRANS SVCS INC01,606+1,6060340,370+340,370
SELECT SECTOR SPDR TR04,744+4,7440290,596+290,596
COSTCO WHOLESALE CORPORATION0579+5790576,620+576,620
PEPSICO INC04,364+4,3640677,701+677,701
CARPENTER TECHNOLOGY CORP0858+8580338,015+338,015
VONTIER CORPORATION09,465+9,4650335,727+335,727
TEXAS INSTRS INC02,595+2,5950503,789+503,789
VERIZON COMMUNICATIONS INC07,710+7,7100387,032+387,032
COTY INC024,126+24,126048,493+48,493
EMERSON ELEC CO02,674+2,6740350,286+350,286
JOHNSON & JOHNSON01,479+1,4790361,461+361,461
HONEYWELL INTL INC01,158+1,1580261,803+261,803
VANGUARD TAX-MANAGED FDS023,002+23,00201,473,968+1,473,968
TIDAL TRUST III027,123+27,1230471,939+471,939
ISHARES TR01,118+1,1180277,313+277,313
VERTIV HOLDINGS CO01,121+1,1210281,001+281,001
FORTINET INC02,956+2,9560241,564+241,564
COCA COLA CO06,721+6,7210511,100+511,100
STARBUCKS CORP03,054+3,0540273,626+273,626
VANGUARD SCOTTSDALE FDS09,498+9,4980890,352+890,352
MCDONALDS CORP0861+8610267,494+267,494
VANGUARD WORLD FD0993+9930309,922+309,922
PROCTER & GAMBLE CO02,292+2,2920331,068+331,068
HCA HEALTHCARE INC0564+5640266,783+266,783
TRINITY CAP INC011,491+11,4910169,028+169,028
AMERICAN TOWER CORP01,881+1,8810324,560+324,560
CUMMINS INC0551+5510296,421+296,421
INVESCO EXCHANGE TRADED FD T01,659+1,6590318,306+318,306
NORFOLK SOUTHN CORP0733+7330210,371+210,371
ISHARES TR02,807+2,8070287,015+287,015
MCKESSON CORP0252+2520218,363+218,363
ISHARES TR02,006+2,0060277,570+277,570
WASTE MGMT INC DEL0948+9480217,824+217,824
VANGUARD WHITEHALL FDS05,664+5,6640372,057+372,057
VANECK ETF TRUST0537+5370205,716+205,716
J P MORGAN EXCHANGE TRADED F014,276+14,2760809,191+809,191
ISHARES TR0686+6860448,387+448,387
VANGUARD BD INDEX FDS08,497+8,4970666,277+666,277
T1 ENERGY INC010,000+10,000043,900+43,900
GLOBAL X FDS020,897+20,8970358,379+358,379
GLOBAL X FDS05,272+5,2720206,299+206,299
VANGUARD BD INDEX FDS03,386+3,3860249,335+249,335
SELECT SECTOR SPDR TR03,874+3,8740567,916+567,916
VANGUARD BD INDEX FDS05,127+5,1270395,712+395,712
ISHARES TR03,039+3,0390471,444+471,444
WELLS FARGO & CO04,004+4,0040318,768+318,768
BOEING CO01,061+1,0610211,171+211,171
RTX CORPORATION02,861+2,8610551,910+551,910
INVESCO QQQ TR01,992+1,99201,149,643+1,149,643
BROOKFIELD CORP08,498+8,4980343,914+343,914
CAPITAL ONE FINL CORP02,072+2,0720378,009+378,009
MASTERCARD INCORPORATED0737+7370368,186+368,186
INTUITIVE SURGICAL INC0563+5630259,537+259,537
SELECT SECTOR SPDR TR03,588+3,5880391,042+391,042
ISHARES TR010,307+10,3070933,097+933,097
SELECT SECTOR SPDR TR011,314+11,3140558,566+558,566
ACCENTURE PLC IRELAND01,073+1,0730212,765+212,765
SELECT SECTOR SPDR TR04,843+4,8430536,910+536,910
THERMO FISHER SCIENTIFIC INC01,001+1,0010491,800+491,800
TIDAL TRUST III029,278+29,2780527,597+527,597
ISHARES TR02,255+2,2550961,668+961,668
ISHARES TR02,124+2,1240264,061+264,061
DANAHER CORP DEL03,239+3,2390614,073+614,073
ELI LILLY & CO0463+4630425,426+425,426
PIMCO CORPORATE & INCOME OPP000000
VISA INC01,054+1,0540318,529+318,529
VANGUARD INDEX FDS03,122+3,1220817,725+817,725
TESLA INC02,174+2,1740808,185+808,185
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