1y return+5.7%S&P 500 +20.9%
3y return+72.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2021: $162 against $174 in the S&P 500.2
Elite Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $84.1M | 24.9% | −4.6% |
| NVDANvidia Corporation | $40.3M | 11.9% | |
| GOOGLAlphabet Inc | $31.4M | 9.3% | −4.5% |
| AMZNAmazon Com Inc | $22.1M | 6.6% | −4.8% |
| AVGOBroadcom Inc | $13.3M | 3.9% | |
| METAMeta Platforms Inc | $12.4M | 3.7% | +2.4% |
| AAPLApple Inc | $10.6M | 3.1% | −13.6% |
| KLACKla Corp | $10.1M | 3.0% | +964.5% |
| HWMHowmet Aerospace Inc | $8.5M | 2.5% | +4.3% |
| PLTRPalantir Technologies Inc | $7.7M | 2.3% | |
| SILGlobal X Fds | $7.7M | 2.3% | −6.4% |
| GLDSpdr Gold Tr | $7.7M | 2.3% | −5.7% |
| AGXArgan Inc | $7.6M | 2.2% | New |
| EWYIshares Inc | $7.3M | 2.1% | |
| AMDAdvanced Micro Devices Inc | $7.1M | 2.1% | −1.7% |
| WDCWestern Digital Corp | $6.3M | 1.9% | New |
| CLSCelestica Inc | $6.1M | 1.8% | −7.8% |
| AIAIshares Tr | $5.7M | 1.7% | +2.8% |
| CATCaterpillar Inc | $5.2M | 1.5% | +89.8% |
| XLKSelect Sector Spdr Etf | $4.6M | 1.4% | |
| GOOGAlphabet Inc | $4.1M | 1.2% | −5.8% |
| GEVGe Vernova Inc | $3.6M | 1.1% | +915.8% |
| BEBloom Energy Corp | $2.9M | 0.8% | New |
| ETREntergy Corp New | $2.1M | 0.6% | +40.7% |
| GILDGilead Sciences Inc | $1.9M | 0.6% | +45.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $40.3M |
| PLTRPalantir Technologies Inc | June 30, 2023 | +661.1% | $7.7M |
| CLSCelestica Inc | June 30, 2024 | +536.3% | $6.1M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $7.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $31.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $4.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.6M |
| COSTCostco Wholesale Corporation | September 30, 2020 | +163.5% | $707K |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $12.4M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $13.3M |
Sold off last quarter
- Chubb Ltd SwitzCUSIP H1467J104 was $8.0M
- AEMAgnico Eagle Mines Ltd was $5.4M
- RYRoyal Bk Cda was $5.2M
- DGDollar Gen Corp was $1.1M
- MMM3m Co was $943K
- HCAHca Healthcare Inc was $820K
- NRGNrg Energy Inc was $534K
- TSLATesla Inc was $354K
- EXPEExpedia Group Inc was $235K
- NFLXNetflix Inc. was $229K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −12.4% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +9.5% | +7.8% |
| June 30, 2025 | +26.6% | +10.5% |
| March 31, 2025 | −12.6% | −4.6% |
| December 31, 2024 | +8.3% | +2.1% |
| September 30, 2024 | −1.5% | +5.4% |
| June 30, 2024 | +11.5% | +4.0% |
| March 31, 2024 | +14.1% | +10.0% |
| December 31, 2023 | +15.5% | +11.2% |
| September 30, 2023 | −5.8% | −3.6% |
| June 30, 2023 | +11.0% | +8.3% |
| March 31, 2023 | +15.9% | +7.0% |
| December 31, 2022 | −2.9% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −21.1% | −16.5% |
| March 31, 2022 | −8.9% | −4.9% |
| December 31, 2021 | +9.7% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elite Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1622757&type=13F-HR&dateb=&owner=include&count=40CIK 1622757
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1622757/000162275726000004/Filed August 13, 2026 · accession 0001622757-26-000004