Allan Memaran-Dadgar
Elite Wealth Management, Inc.
Assets Managed
$308.039M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-16.12%(2Q avg: -10.54%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Elite Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.
Assets under management
The assets under management (AUM) of Elite Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 308.039M in assets, with a quarterly growth rate of -16.12% and a 2-quarter average growth rate of -10.54%. The portfolio is managed by Allan Memaran-Dadgar, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MSFT Microsoft Corp
| 28.4% | $87.464M 236,280 shares@ $370.17 avg price | Decreased -4.23% |
NVDA Nvidia Corp
| 11.5% | $35.407M 203,019 shares@ $174.41 avg price | Decreased -6.81% |
GOOGL Alphabet Inc-cl A
| 8.59% | $26.458M 92,010 shares@ $287.56 avg price | Decreased -3.2% |
AMZN Amazon.com Inc
| 6.59% | $20.299M 97,466 shares@ $208.28 avg price | Increased 16.59% |
META Meta Platforms Inc-class A
| 4.01% | $12.328M 21,547 shares@ $572.14 avg price | Decreased -20.85% |
AVGO Broadcom Inc
| 3.53% | $10.861M 35,090 shares@ $309.52 avg price | Decreased -5.77% |
AAPL Apple Inc
| 3.5% | $10.777M 42,464 shares@ $253.79 avg price | Increased 34.09% |
PLTR Palantir Technologies Inc-a
| 3.14% | $9.646M 65,939 shares@ $146.29 avg price | Decreased -8.11% |
SIL Global X Silver Miners Etf
| 3.12% | $9.586M 106,416 shares@ $90.08 avg price | Decreased -7.47% |
GLD Spdr Gold Shares
| 3.11% | $9.564M 22,226 shares@ $430.3 avg price | Decreased -6.33% |
1-10 of 49