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Aaron Larson

Elevatus Welath Management

Assets Managed
$190.805M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-47.82%(2Q avg: -21.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevatus Welath Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Elevatus Welath Management 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 190.805M in assets, with a quarterly growth rate of -47.82% and a 2-quarter average growth rate of -21.12%. The portfolio is managed by Aaron Larson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -38.04%
5.16%
$9.844M
56,444 shares@ $174.4 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Decreased -11.12%
4.7%
$8.965M
351,838 shares@ $25.49 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -41.58%
4.62%
$8.798M
23,767 shares@ $370.17 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Decreased -21.2%
4.29%
$8.181M
157,542 shares@ $51.93 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 149.05%
3.56%
$6.78M
68,300 shares@ $99.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -52.43%
3.21%
$6.119M
21,332 shares@ $286.87 avg price
CW
Curtiss-wright Corp
Recent Activity
2.94%
$5.602M
8,225 shares@ $681.15 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -47.04%
2.94%
$5.594M
28,511 shares@ $196.2 avg price
AAPL
Apple Inc
Recent Activity
Decreased -47.83%
2.91%
$5.547M
21,858 shares@ $253.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -46.96%
2.43%
$4.621M
10,740 shares@ $430.3 avg price

1-10 of 141