Elite Wealth Management, Inc. holds a focused book of 47 reported positions worth $337.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Argan Inc and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 25% of the reported non-option book.
Elite Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Elite Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 47 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 4 / 47 | $4.4B |
| Shanda Asset Management Holdings Ltd | 4 / 47 | $1.8B |
| Graticule Asia Macro Advisors LLC | 7 / 47 | $1.3B |
| Hoffman, Alan N Investment Management | 9 / 47 | $161.9M |
| Uhlmann Price Securities, LLC | 29 / 47 | $2.4B |
| Greenbrier Partners Capital Management, LLC | 7 / 47 | $1.2B |
| Trans-Canada Capital Inc. | 7 / 47 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Elite Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $84.1M | 225.4K | 24.9% | ▼−4.6% Reduced · −11K sh | |
| 2 | Nvidia Corporation COM | $40.3M | 201.2K | 11.9% | ▼−0.9% Reduced · −2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $31.4M | 87.9K | 9.3% | ▼−4.5% Reduced · −4K sh | |
| 4 | Amazon Com Inc COM | $22.1M | 92.7K | 6.6% | ▼−4.8% Reduced · −5K sh | |
| 5 | Broadcom Inc COM | $13.3M | 35.2K | 3.9% | ▲+0.2% Added · +70 sh | |
| 6 | Meta Platforms Inc CL A | $12.4M | 22.1K | 3.7% | ▲+2.4% Added · +509 sh | |
| 7 | Apple Inc COM | $10.6M | 36.7K | 3.1% | ▼−14% Reduced · −6K sh | |
| 8 | Kla Corp COM NEW | $10.1M | 33.5K | 3.0% | ▲11× Added · +30K sh | |
| 9 | Howmet Aerospace Inc COM | $8.5M | 31.8K | 2.5% | ▲+4.3% Added · +1K sh | |
| 10 | Palantir Technologies Inc CL A | $7.7M | 66.4K | 2.3% | ▲+0.6% Added · +420 sh | |
| 11 | Global X FDS GLOBAL X SILVER | $7.7M | 99.7K | 2.3% | ▼−6.3% Reduced · −7K sh | |
| 12 | SPDR Gold TR GOLD SHS | $7.7M | 21.0K | 2.3% | ▼−5.7% Reduced · −1K sh | |
| 13 | Argan Inc COM | $7.6M | 9.5K | 2.2% | ▲New New position | |
| 14 | Ishares Inc MSCI STH KOR ETF | $7.3M | 35.9K | 2.1% | ▼−0.4% Reduced · −139 sh | |
| 15 | Advanced Micro Devices Inc COM | $7.1M | 12.3K | 2.1% | ▼−1.7% Reduced · −208 sh | |
| 16 | Western Digital Corp COM | $6.3M | 9.8K | 1.9% | ▲New New position | |
| 17 | Celestica Inc COM | $6.1M | 16.6K | 1.8% | ▼−7.8% Reduced · −1K sh | |
| 18 | Ishares TR ASIA 50 ETF | $5.7M | 40.4K | 1.7% | ▲+2.8% Added · +1K sh | |
| 19 | Caterpillar Inc COM | $5.2M | 4.9K | 1.5% | ▲+90% Added · +2K sh | |
| 20 | Select Sector SPDR ETF ST STR TECHN ETF | $4.6M | 24.2K | 1.4% | —Held | |
| 21 | Alphabet Inc CAP STK CL C | $4.1M | 11.5K | 1.2% | ▼−5.8% Reduced · −715 sh | |
| 22 | Ge Vernova Inc COM | $3.6M | 3.1K | 1.1% | ▲10× Added · +3K sh | |
| 23 | Bloom Energy Corp COM CL A | $2.9M | 9.4K | 0.8% | ▲New New position | |
| 24 | Entergy Corp New COM | $2.1M | 18.4K | 0.6% | ▲+41% Added · +5K sh | |
| 25 | Gilead Sciences Inc COM | $1.9M | 15.2K | 0.6% | ▲+46% Added · +5K sh | |
| 26 | Philip Morris Intl Inc COM | $1.8M | 10.1K | 0.5% | ▼−61% Reduced · −16K sh | |
| 27 | Coca Cola Co COM | $1.7M | 21.4K | 0.5% | ▲+44% Added · +7K sh | |
| 28 | Union Pac Corp COM | $1.7M | 6.1K | 0.5% | ▲New New position | |
| 29 | Fedex Corp COM | $1.5M | 4.8K | 0.4% | ▲New New position | |
| 30 | Select Sector SPDR TR ST STR UTIL ETF | $1.4M | 30.4K | 0.4% | ▲+80% Added · +14K sh | |
| 31 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.3% | ▼−24% Reduced · −470 sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $982K | 1.3K | 0.3% | ▼−11% Reduced · −172 sh | |
| 33 | Cisco Sys Inc COM | $806K | 6.9K | 0.2% | ▲New New position | |
| 34 | Robinhood MKTS Inc COM CL A | $780K | 7.8K | 0.2% | ▼−2.4% Reduced · −192 sh | |
| 35 | Costco Wholesale Corporation COM | $707K | 756 | 0.2% | —Held | |
| 36 | Figma Inc CLASS A COM STK | $635K | 35.1K | 0.2% | —Held | |
| 37 | Boeing Co COM | $541K | 2.5K | 0.2% | —Held | |
| 38 | Crowdstrike Hldgs Inc CL A | $531K | 696 | 0.2% | ▼−1.0% Reduced · −7 sh | |
| 39 | Constellation Energy Corp COM | $472K | 1.9K | 0.1% | ▲+12% Added · +199 sh | |
| 40 | Rocket Lab Corp COM | $410K | 4.0K | 0.1% | ▼−3.3% Reduced · −136 sh | |
| 41 | Medpace Hldgs Inc COM | $371K | 700 | 0.1% | ▲New New position | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $316K | 460 | 0.1% | ▲+1.3% Added · +6 sh | |
| 43 | Ishares TR RUS 1000 GRW ETF | $280K | 2.3K | 0.1% | ▲+300% Added · +2K sh | |
| 44 | Chevron Corporation COM | $269K | 1.6K | 0.1% | —Held | |
| 45 | Micron Technology Inc COM | $229K | 198 | 0.1% | ▲New New position | |
| 46 | Palo Alto Networks Inc COM | $212K | 621 | 0.1% | ▲New New position | |
| 47 | Intuitive Surgical Inc COM NEW | $212K | 532 | 0.1% | ▼−11% Reduced · −64 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.