# EDGAR Filing Document

**Accession Number:** 0001982776
**File Stem:** 0001987932-25-000005
**Filing Date:** 2025-8
**Character Count:** 14817
**Document Hash:** face3f2b262acb5a60044c480dc64991
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001987932-25-000005.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001987932-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ELEVATUS WELATH MANAGEMENT
- **CENTRAL INDEX KEY:** 0001982776

**ORGANIZATION NAME:**
- **EIN:** 852163650
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23328
- **FILM NUMBER:** 251217992

**BUSINESS ADDRESS:**
- **STREET 1:** 1501 PITTSFORD-VICTOR ROAD
- **STREET 2:** SUITE 101
- **CITY:** VICTOR
- **STATE:** NY
- **ZIP:** 14564
- **BUSINESS PHONE:** 585-565-4450

**MAIL ADDRESS:**
- **STREET 1:** 1501 PITTSFORD-VICTOR ROAD
- **STREET 2:** SUITE 101
- **CITY:** VICTOR
- **STATE:** NY
- **ZIP:** 14564

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ELEVATUS WELATH MANAGEMENT<br>**Address:** 1501 PITTSFORD-VICTOR ROAD<br>SUITE 101<br>VICTOR, NY 14564

**Form 13F File Number:** 028-23328

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** CHRISTOPHER PLUMMER<br>**Title:** CCO<br>**Phone:** 6108711593

**Signature, Place, and Date of Signing:**

CHRISTOPHER PLUMMER  PHILADELPHIA, PA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $299936875

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 24829524 | 43712 | SH |  | SOLE |  | 0 | 0 | 43712 |
| MICROSOFT CORP | COM | 594918104 |  | 15976269 | 32119 | SH |  | SOLE |  | 0 | 0 | 32119 |
| META PLATFORMS INC | CL A | 30303M102 |  | 15929191 | 21582 | SH |  | SOLE |  | 0 | 0 | 21582 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 15105395 | 95610 | SH |  | SOLE |  | 0 | 0 | 95610 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 12036645 | 237503 | SH |  | SOLE |  | 0 | 0 | 237503 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 10901111 | 121950 | SH |  | SOLE |  | 0 | 0 | 121950 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 10322898 | 209815 | SH |  | SOLE |  | 0 | 0 | 209815 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 9576571 | 193427 | SH |  | SOLE |  | 0 | 0 | 193427 |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | 25459W458 |  | 9516991 | 379012 | SH |  | SOLE |  | 0 | 0 | 379012 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 8970210 | 492598 | SH |  | SOLE |  | 0 | 0 | 492598 |
| BIGBEAR AI HLDGS INC | COM | 08975B109 |  | 8685802 | 1279205 | SH |  | SOLE |  | 0 | 0 | 1279205 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 8172657 | 154668 | SH |  | SOLE |  | 0 | 0 | 154668 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 |  | 8052196 | 164297 | SH |  | SOLE |  | 0 | 0 | 164297 |
| AMAZON COM INC | COM | 023135106 |  | 7603838 | 34659 | SH |  | SOLE |  | 0 | 0 | 34659 |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | 25459W847 |  | 6800973 | 202772 | SH |  | SOLE |  | 0 | 0 | 202772 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 6732875 | 37955 | SH |  | SOLE |  | 0 | 0 | 37955 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 6258175 | 129730 | SH |  | SOLE |  | 0 | 0 | 129730 |
| QXO INC | COM NEW | 82846H405 |  | 5899009 | 273863 | SH |  | SOLE |  | 0 | 0 | 273863 |
| VISTRA CORP | COM | 92840M102 |  | 5455039 | 28146 | SH |  | SOLE |  | 0 | 0 | 28146 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 5276460 | 94764 | SH |  | SOLE |  | 0 | 0 | 94764 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 5009588 | 10817 | SH |  | SOLE |  | 0 | 0 | 10817 |
| DIREXION SHS ETF TR | DLY FIN BULL NEW | 25459Y694 |  | 4988200 | 29586 | SH |  | SOLE |  | 0 | 0 | 29586 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 4451615 | 8192 | SH |  | SOLE |  | 0 | 0 | 8192 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4280773 | 14766 | SH |  | SOLE |  | 0 | 0 | 14766 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 4018297 | 8225 | SH |  | SOLE |  | 0 | 0 | 8225 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 3689542 | 26001 | SH |  | SOLE |  | 0 | 0 | 26001 |
| APPLE INC | COM | 037833100 |  | 3520062 | 17157 | SH |  | SOLE |  | 0 | 0 | 17157 |
| PAYCHEX INC | COM | 704326107 |  | 3317221 | 22805 | SH |  | SOLE |  | 0 | 0 | 22805 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3200824 | 7301 | SH |  | SOLE |  | 0 | 0 | 7301 |
| BRINKER INTL INC | COM | 109641100 |  | 3162267 | 17536 | SH |  | SOLE |  | 0 | 0 | 17536 |
| TAPESTRY INC | COM | 876030107 |  | 2931361 | 33383 | SH |  | SOLE |  | 0 | 0 | 33383 |
| EATON CORP PLC | SHS | G29183103 |  | 2904114 | 8135 | SH |  | SOLE |  | 0 | 0 | 8135 |
| ABBOTT LABS | COM | 002824100 |  | 2805514 | 20627 | SH |  | SOLE |  | 0 | 0 | 20627 |
| REDDIT INC | CL A | 75734B100 |  | 2802409 | 18612 | SH |  | SOLE |  | 0 | 0 | 18612 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 2494117 | 31890 | SH |  | SOLE |  | 0 | 0 | 31890 |
| BROADCOM INC | COM | 11135F101 |  | 2165452 | 7856 | SH |  | SOLE |  | 0 | 0 | 7856 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2076638 | 3361 | SH |  | SOLE |  | 0 | 0 | 3361 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1895342 | 17582 | SH |  | SOLE |  | 0 | 0 | 17582 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1586623 | 9003 | SH |  | SOLE |  | 0 | 0 | 9003 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1523807 | 2297 | SH |  | SOLE |  | 0 | 0 | 2297 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 1418624 | 27953 | SH |  | SOLE |  | 0 | 0 | 27953 |
| ORACLE CORP | COM | 68389X105 |  | 1307534 | 5981 | SH |  | SOLE |  | 0 | 0 | 5981 |
| MARA HOLDINGS INC | COM | 565788106 |  | 1281464 | 81726 | SH |  | SOLE |  | 0 | 0 | 81726 |
| INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | 46090A721 |  | 1090639 | 42670 | SH |  | SOLE |  | 0 | 0 | 42670 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1068694 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1024940 | 1858 | SH |  | SOLE |  | 0 | 0 | 1858 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 954880 | 2249 | SH |  | SOLE |  | 0 | 0 | 2249 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 921738 | 16168 | SH |  | SOLE |  | 0 | 0 | 16168 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 886932 | 5018 | SH |  | SOLE |  | 0 | 0 | 5018 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 852832 | 10216 | SH |  | SOLE |  | 0 | 0 | 10216 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 809193 | 10282 | SH |  | SOLE |  | 0 | 0 | 10282 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 720588 | 5286 | SH |  | SOLE |  | 0 | 0 | 5286 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 700286 | 2955 | SH |  | SOLE |  | 0 | 0 | 2955 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 693892 | 2480 | SH |  | SOLE |  | 0 | 0 | 2480 |
| CHEVRON CORP NEW | COM | 166764100 |  | 654848 | 4573 | SH |  | SOLE |  | 0 | 0 | 4573 |
| TIDAL TRUST III | VISTASHARES TRGT | 45259A514 |  | 651622 | 33763 | SH |  | SOLE |  | 0 | 0 | 33763 |
| DANAHER CORPORATION | COM | 235851102 |  | 637936 | 3229 | SH |  | SOLE |  | 0 | 0 | 3229 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 632003 | 7417 | SH |  | SOLE |  | 0 | 0 | 7417 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 615060 | 10819 | SH |  | SOLE |  | 0 | 0 | 10819 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 585549 | 11181 | SH |  | SOLE |  | 0 | 0 | 11181 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 550395 | 5071 | SH |  | SOLE |  | 0 | 0 | 5071 |
| ABBVIE INC | COM | 00287Y109 |  | 538347 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 536733 | 542 | SH |  | SOLE |  | 0 | 0 | 542 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 535347 | 6922 | SH |  | SOLE |  | 0 | 0 | 6922 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 515466 | 3824 | SH |  | SOLE |  | 0 | 0 | 3824 |
| TESLA INC | COM | 88160R101 |  | 505079 | 1590 | SH |  | SOLE |  | 0 | 0 | 1590 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 503648 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| WALMART INC | COM | 931142103 |  | 494740 | 5060 | SH |  | SOLE |  | 0 | 0 | 5060 |
| NETFLIX INC | COM | 64110L106 |  | 488782 | 365 | SH |  | SOLE |  | 0 | 0 | 365 |
| COCA COLA CO | COM | 191216100 |  | 476001 | 6728 | SH |  | SOLE |  | 0 | 0 | 6728 |
| VISA INC | COM CL A | 92826C839 |  | 459223 | 1293 | SH |  | SOLE |  | 0 | 0 | 1293 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 415788 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 407059 | 1873 | SH |  | SOLE |  | 0 | 0 | 1873 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 406838 | 724 | SH |  | SOLE |  | 0 | 0 | 724 |
| RTX CORPORATION | COM | 75513E101 |  | 405607 | 2778 | SH |  | SOLE |  | 0 | 0 | 2778 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 404901 | 2692 | SH |  | SOLE |  | 0 | 0 | 2692 |
| FORTINET INC | COM | 34959E109 |  | 400890 | 3792 | SH |  | SOLE |  | 0 | 0 | 3792 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 399383 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 376285 | 5758 | SH |  | SOLE |  | 0 | 0 | 5758 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 362610 | 1601 | SH |  | SOLE |  | 0 | 0 | 1601 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 355641 | 3585 | SH |  | SOLE |  | 0 | 0 | 3585 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 346228 | 8002 | SH |  | SOLE |  | 0 | 0 | 8002 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 333303 | 2092 | SH |  | SOLE |  | 0 | 0 | 2092 |
| PEPSICO INC | COM | 713448108 |  | 331638 | 2512 | SH |  | SOLE |  | 0 | 0 | 2512 |
| PROSHARES TR | MSCI EMRG ETF | 74347X302 |  | 324309 | 5061 | SH |  | SOLE |  | 0 | 0 | 5061 |
| APPLIED MATLS INC | COM | 038222105 |  | 305888 | 1671 | SH |  | SOLE |  | 0 | 0 | 1671 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 286347 | 3889 | SH |  | SOLE |  | 0 | 0 | 3889 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 275869 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 275675 | 894 | SH |  | SOLE |  | 0 | 0 | 894 |
| DBX ETF TR | XTRACK MSCI JAPN | 233051507 |  | 273763 | 3580 | SH |  | SOLE |  | 0 | 0 | 3580 |
| ELI LILLY  CO | COM | 532457108 |  | 267556 | 343 | SH |  | SOLE |  | 0 | 0 | 343 |
| HONEYWELL INTL INC | COM | 438516106 |  | 266764 | 1145 | SH |  | SOLE |  | 0 | 0 | 1145 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 257972 | 2006 | SH |  | SOLE |  | 0 | 0 | 2006 |
| DBX ETF TR | XTRACK MSCI EURO | 233051697 |  | 252734 | 4955 | SH |  | SOLE |  | 0 | 0 | 4955 |
| ISHARES TR | CORE S ETF | 464287200 |  | 251882 | 406 | SH |  | SOLE |  | 0 | 0 | 406 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 248698 | 2628 | SH |  | SOLE |  | 0 | 0 | 2628 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 246007 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 243820 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 241504 | 14444 | SH |  | SOLE |  | 0 | 0 | 14444 |
| TEXAS INSTRS INC | COM | 882508104 |  | 239801 | 1155 | SH |  | SOLE |  | 0 | 0 | 1155 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 238348 | 838 | SH |  | SOLE |  | 0 | 0 | 838 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 236549 | 856 | SH |  | SOLE |  | 0 | 0 | 856 |
| MCDONALDS CORP | COM | 580135101 |  | 236389 | 809 | SH |  | SOLE |  | 0 | 0 | 809 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 234850 | 5368 | SH |  | SOLE |  | 0 | 0 | 5368 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 234149 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 232045 | 2123 | SH |  | SOLE |  | 0 | 0 | 2123 |
| HOME DEPOT INC | COM | 437076102 |  | 226405 | 618 | SH |  | SOLE |  | 0 | 0 | 618 |
| BOEING CO | COM | 097023105 |  | 223359 | 1066 | SH |  | SOLE |  | 0 | 0 | 1066 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 222878 | 974 | SH |  | SOLE |  | 0 | 0 | 974 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 216566 | 565 | SH |  | SOLE |  | 0 | 0 | 565 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 208376 | 2217 | SH |  | SOLE |  | 0 | 0 | 2217 |
| AES CORP | COM | 00130H105 |  | 131121 | 12464 | SH |  | SOLE |  | 0 | 0 | 12464 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 |  | 52470 | 10248 | SH |  | SOLE |  | 0 | 0 | 10248 |

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