Elite Wealth Management
Elite Wealth Management reported 47 stocks worth $337M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MSFT (24.9%), NVDA (11.9%) and GOOGL (9.3%). Compared with Q1 2026, the fund opened new positions in AGX, WDC and BE, added to AVGO, META and KLAC, trimmed MSFT, NVDA and GOOGL and sold out of CB, AEM and RY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() MSFT Microsoft Corp | $84.1M | 24.9% | 225K | −11K (−5%) | 8 of 8 | |
| 2 | ![]() NVDA Nvidia Corporation | $40.3M | 11.9% | 201K | −1,805 (−1%) | 8 of 8 | |
| 3 | ![]() GOOGL Alphabet Inc | $31.4M | 9.3% | 88K | −4,127 (−4%) | 8 of 8 | |
| 4 | ![]() AMZN Amazon Com Inc | $22.1M | 6.5% | 93K | −4,719 (−5%) | 8 of 8 | |
| 5 | ![]() AVGO Broadcom Inc | $13.3M | 3.9% | 35K | +70 (+0%) | 8 of 8 | |
| 6 | ![]() META Meta Platforms Inc | $12.4M | 3.7% | 22K | +509 (+2%) | 8 of 8 | |
| 7 | ![]() AAPL Apple Inc | $10.6M | 3.1% | 37K | −5,770 (−14%) | 8 of 8 | |
| 8 | ![]() KLAC Kla Corp | $10.1M | 3.0% | 33K | +30K (+964%) | 3 of 8 | |
| 9 | ![]() HWM Howmet Aerospace Inc | $8.5M | 2.5% | 32K | +1,314 (+4%) | 3 of 8 | |
| 10 | ![]() PLTR Palantir Technologies Inc | $7.7M | 2.3% | 66K | +420 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() CB Chubb Ltd F | $8M | 24K |
![]() AEM Agnico Eagle Mines Ltd F | $5.4M | 26K |
![]() RY Royal BK Cda | $5.2M | 32K |
![]() DG Dollar Gen Corp New | $1.1M | 9,171 |
![]() MMM 3M Co | $943K | 6,492 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elite Wealth Management 13F FAQ
What does Elite Wealth Management own?
Elite Wealth Management reported 47 stocks worth $337M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MSFT (24.9%), NVDA (11.9%) and GOOGL (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Elite Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 15 added to, 18 trimmed and 11 sold out. New positions include AGX, WDC and BE. It sold all of CB, AEM and RY.
When will Elite Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Elite Wealth Management's portfolio worth?
The Q2 2026 filing reports $337M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














