ELEVATUS WELATH MANAGEMENT
RIA/Wealth
ELEVATUS WELATH MANAGEMENT is a RIA/Wealth based in Boston, MA led by Susan Elizabeth Dahl, managing $345.6M across 126 long positions as of Q3 2025 with 49% ETF concentration.
Managing PartnerSusan Elizabeth Dahl
- Portfolio Value
- $345.6M
- Positions
- 126
- Top Holding
- VTV at 6.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ELEVATUS WELATH MANAGEMENT's portfolio (42.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.2M | 6.41% | +$21.2M Bought | — 118.9K shares | |
ETF ETF | $21.5M | 6.22% | -$5.3M Sold | — 35.1K shares | |
Software - Infrastructure Technology | $19.8M | 5.74% | +$3.2M Bought | 0.00% 38.3K shares | |
ETF ETF | $13.7M | 3.97% | +$2.3M Bought | — 146.9K shares | |
ETF ETF | $12.6M | 3.64% | +$532.1K Bought | — 248.0K shares | |
ETF ETF | $11.7M | 3.37% | +$1.3M Bought | — 236.6K shares | |
Semiconductors Technology | $11.4M | 3.30% | -$6.4M Sold | 0.00% 61.1K shares | |
Consumer Electronics Technology | $11.4M | 3.30% | +$7.0M Bought | 0.00% 44.8K shares | |
Internet Content & Information Communication Services | $11.4M | 3.30% | -$4.5M Sold | 0.00% 15.5K shares | |
ETF ETF | $11.2M | 3.24% | +$11.2M New | — 438.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ELEVATUS WELATH MANAGEMENT's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ELEVATUS WELATH MANAGEMENT
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