Elite Wealth Management, Inc.

CIK 0001622757 · KIRKLAND, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Elite Wealth Management, Inc. reported 47 positions worth $337.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: MSFT (24.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$337.4M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.3%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$84.1M24.91%225,389
2NVDANVIDIA CORPORATIONSH$40.3M11.93%201,214
3GOOGLALPHABET INCSH$31.4M9.31%87,883
4AMZNAMAZON COM INCSH$22.1M6.55%92,747
5AVGOBROADCOM INCSH$13.3M3.94%35,160
6METAMETA PLATFORMS INCSH$12.4M3.68%22,056
7AAPLAPPLE INCSH$10.6M3.15%36,694
8KLACKLA CORPSH$10.1M2.99%33,489
9HWMHOWMET AEROSPACE INCSH$8.5M2.53%31,782
10PLTRPALANTIR TECHNOLOGIES INCSH$7.7M2.29%66,359

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Elite Wealth Management, Inc. hold as of Q2 2026?

Elite Wealth Management, Inc. reported 47 positions worth $337.4M in its Q2 2026 13F filing. Largest positions: MSFT (24.9%), NVDA (11.9%), GOOGL (9.3%), AMZN (6.6%) and AVGO (3.9%).

What did Elite Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Elite Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.