Elite Wealth Management, Inc.
CIK 1622757 · View on SEC EDGAR ↗
- Portfolio value
- $337.4M
- Positions
- 47
- As of
- June 30, 2026
Portfolio value QoQ: +9.5% 13F does not disclose cash
- Top 10 holdings weight
- 71.29%
- Top 25 holdings weight
- 94.96%
- Positions above 1%
- 22
- Effective number of positions
- 10.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 11.46% Est. buys $39,872,075 · sells $36,982,103
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 51.1% still held
- New positions
- 9
- Increased
- 15
- Decreased
- 18
- Closed
- 11
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +9.1% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 98.3% · Options excluded: 27.3%
Sector breakdown
Full portfolio 47 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $84,074,662 | 24.91% | 225,389 | $-3,389,071 | Down ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $40,260,826 | 11.93% | 201,214 | $4,854,250 | Down ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $31,406,918 | 9.31% | 87,883 | $4,948,593 | Down ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $22,105,320 | 6.55% | 92,747 | $1,806,076 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $13,281,690 | 3.94% | 35,160 | $2,420,863 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $12,424,155 | 3.68% | 22,056 | $96,437 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $10,617,787 | 3.15% | 36,694 | $-159,085 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $10,103,966 | 2.99% | 33,489 | $5,471,694 | Up ×2 | ||
| HWM Howmet Aerospace Inc. Common Stock | $8,544,909 | 2.53% | 31,782 | $1,523,187 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $7,742,105 | 2.29% | 66,359 | $-1,903,452 | Up ×1 | ||
| SIL SIL | $7,719,354 | 2.29% | 99,656 | $-1,866,576 | Down ×2 | ||
| GLD | $7,717,929 | 2.29% | 20,951 | $-1,845,697 | Down ×2 | ||
| AGX Argan, Inc. Common Stock | $7,564,664 | 2.24% | 9,473 | Up ×1 | |||
| EWY | $7,253,056 | 2.15% | 35,924 | $2,816,946 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $7,144,031 | 2.12% | 12,298 | $4,599,935 | Down ×3 | ||
| WDC Western Digital Corporation - Common Stock | $6,271,592 | 1.86% | 9,819 | Up ×1 | |||
| CLS Celestica, Inc. Common Stock | $6,073,190 | 1.80% | 16,648 | $988,303 | Down ×1 | ||
| AIA iShares Asia 50 ETF | $5,718,389 | 1.69% | 40,367 | $1,549,135 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $5,198,842 | 1.54% | 4,882 | $3,376,683 | Up ×1 | ||
| XLK XLK | $4,614,394 | 1.37% | 24,220 | $1,395,556 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $4,078,718 | 1.21% | 11,544 | $562,101 | Down ×5 | ||
| GEV GE Vernova Inc. Common Stock | $3,627,968 | 1.08% | 3,088 | $3,362,606 | Up ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $2,856,883 | 0.85% | 9,438 | Up ×1 | |||
| ETR Entergy Corporation Common Stock | $2,110,323 | 0.63% | 18,373 | $643,126 | Up ×3 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $1,924,411 | 0.57% | 15,232 | $465,486 | Up ×3 | ||
| PM Philip Morris International Inc Common Stock | $1,825,925 | 0.54% | 10,093 | $-2,444,311 | Down ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1,740,072 | 0.52% | 21,411 | $611,414 | Up ×2 | ||
| UNP Union Pacific Corporation Common Stock | $1,670,080 | 0.49% | 6,140 | Up ×1 | |||
| FDX FedEx Corporation Common Stock | $1,513,984 | 0.45% | 4,835 | Up ×1 | |||
| XLU XLU | $1,380,331 | 0.41% | 30,444 | $603,092 | Up ×1 | ||
| SPY SPY | $1,129,382 | 0.33% | 1,512 | $-159,878 | Down ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $982,241 | 0.29% | 1,334 | $112,841 | Down ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $806,480 | 0.24% | 6,866 | Up ×1 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $779,878 | 0.23% | 7,777 | $227,626 | Down ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $707,215 | 0.21% | 756 | $-46,086 | |||
| FIG Figma, Inc. Class A Common Stock | $634,959 | 0.19% | 35,100 | $-107,055 | |||
| BA Boeing Company (The) Common Stock | $541,175 | 0.16% | 2,500 | $43,600 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $531,145 | 0.16% | 696 | $256,687 | Down ×4 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $472,151 | 0.14% | 1,901 | $-3,041 | Up ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $410,259 | 0.12% | 4,036 | $142,333 | Down ×3 | ||
| MEDP Medpace Holdings, Inc. - Common Stock | $370,713 | 0.11% | 700 | Up ×1 | |||
| VOO | $315,933 | 0.09% | 460 | $44,645 | Up ×1 | ||
| IWF | $279,631 | 0.08% | 2,252 | $39,568 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $268,863 | 0.08% | 1,622 | $-66,729 | |||
| MU Micron Technology, Inc. - Common Stock | $228,549 | 0.07% | 198 | Up ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $211,773 | 0.06% | 621 | ||||
| ISRG Intuitive Surgical, Inc. - Common Stock | $211,566 | 0.06% | 532 | $-63,184 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| KLAC | Bought more | +30K | +$5.5M |
| GOOGL | Trimmed | -4K | +$4.9M |
| NVDA | Trimmed | -2K | +$4.9M |
| AMD | Trimmed | -208 | +$4.6M |
| MSFT | Trimmed | -11K | -$3.4M |
| CAT | Bought more | +2K | +$3.4M |
| EWY | Trimmed | -139 | +$2.8M |
| PM | Trimmed | -16K | -$2.4M |
| AVGO | Bought more | +70 | +$2.4M |
| PLTR | Bought more | +420 | -$1.9M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CB | June 30, 2026 | 24,488 | $7,981,374 | 0.4% |
| SAP | March 31, 2026 | 23,874 | $5,799,233 | 26.3% |
| AEM | June 30, 2026 | 26,433 | $5,365,370 | 34.4% |
| RY | June 30, 2026 | 32,416 | $5,244,260 | -0.3% |
| MA | March 31, 2026 | 7,761 | $4,430,419 | 15.5% |
| GE | March 31, 2026 | 12,553 | $3,866,701 | 24.4% |
| RACE | Dec. 31, 2025 | 7,300 | $3,542,106 | 15.1% |
| ASML | March 31, 2025 | 4,802 | $3,328,358 | 164.6% |
| VRT | June 30, 2025 | 45,099 | $3,256,112 | 100.5% |
| AXP | March 31, 2026 | 8,130 | $3,007,694 | 10.6% |
| HCP | March 31, 2025 | 80,405 | $2,750,655 | No longer tracked |
| SPOT | March 31, 2026 | 4,541 | $2,637,004 | 11.4% |
| ORCL | March 31, 2026 | 11,279 | $2,198,390 | -3.1% |
| NWG | March 31, 2026 | 81,673 | $1,429,278 | 23.8% |
| JPM | March 31, 2026 | 4,166 | $1,342,348 | 20.7% |
| IBM | Sept. 30, 2025 | 4,252 | $1,253,405 | -16.3% |
| DG | June 30, 2026 | 9,171 | $1,088,873 | 5.9% |
| MMM | June 30, 2026 | 6,492 | $942,833 | 11.4% |
| HCA | June 30, 2026 | 1,732 | $819,652 | 5.3% |
| TMUS | Dec. 31, 2025 | 3,101 | $742,317 | -10.1% |
| COIN | June 30, 2025 | 3,930 | $676,864 | -51.4% |
| ARM | Dec. 31, 2025 | 4,752 | $672,360 | 126.0% |
| ADP | Dec. 31, 2025 | 1,895 | $556,183 | 8.6% |
| NRG | June 30, 2026 | 3,652 | $533,703 | -18.0% |
| UNH | March 31, 2025 | 956 | $483,715 | -25.1% |
| LRCX | March 31, 2025 | 6,100 | $440,603 | 322.9% |
| DUK | March 31, 2026 | 3,615 | $423,714 | -5.3% |
| CRWV | Sept. 30, 2025 | 2,597 | $423,467 | -32.9% |
| DELL | Dec. 31, 2025 | 2,650 | $375,691 | 244.2% |
| TSLA | June 30, 2026 | 953 | $354,278 | -17.9% |
| GUT | Dec. 31, 2025 | 57,100 | $346,597 | 7.0% |
| BRKB | June 30, 2025 | 628 | $334,460 | No longer tracked |
| AMGN | March 31, 2025 | 1,203 | $313,550 | 40.0% |
| BCUS | Dec. 31, 2025 | 8,469 | $277,799 | No longer tracked |
| XOM | Sept. 30, 2025 | 2,467 | $265,943 | 48.5% |
| PANW | March 31, 2025 | 1,346 | $244,918 | 108.5% |
| RTX | Sept. 30, 2025 | 1,677 | $244,876 | 29.8% |
| CRM | March 31, 2026 | 900 | $238,419 | 10.2% |
| INTC | March 31, 2025 | 11,861 | $237,813 | 300.4% |
| EXPE | June 30, 2026 | 1,017 | $234,815 | 27.4% |
| NFLX | June 30, 2026 | 2,380 | $228,837 | 13.0% |
| GPIX | March 31, 2026 | 4,273 | $225,614 | |
| GPIQ | March 31, 2026 | 4,236 | $223,957 | |
| LLY | June 30, 2025 | 260 | $214,737 | 62.7% |
| INSM | March 31, 2026 | 1,200 | $208,848 | -21.5% |
| XOM | March 31, 2026 | 1,667 | $200,607 | -1.3% |
| ARM | June 30, 2026 | 1,323 | $200,143 | -30.3% |