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EWG Elevate Inc.

SEC CIK
0001765278
Latest filing
Oct 7, 2025

The latest 13F from EWG Elevate Inc. covers Q3 2025 (filed Oct 7, 2025): 119 long positions worth $320.0M. The top 10 holdings make up 35.5% of the portfolio, and the largest is BlackRock ETF Trust at 7.3%. Livermore has 19 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q3 2025

Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
28
Est. +$54.9M
Added
47
Est. +$32.5M
Reduced
32
Est. −$36.6M
Sold out
51
Est. −$70.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. BlackRock ETF Trust09290C863
    7.3%$23.4M
  2. Schwab International Equity ETF808524805
    5.3%$16.9M
  3. iShares Tr464287333
    3.8%$12.2M
  4. ARK Next Generation Technology ETF00214Q401
    3.5%$11.2M
  5. Schwab U.S. Large-Cap Value ETF808524409
    3.2%$10.2M

Biggest buys

New and added positions, by estimated amount bought

  1. ARK Next Generation Technology ETF00214Q401
    +$11.2MNew
  2. First Tr Exchange-Traded FD33738D838
    +$5.47MNew
  3. iShares S&P 500 Growth ETF464287309
    +$5.20MAdded
  4. ARK Innovation ETF00214Q104
    +$4.94MAdded
  5. State Street SPDR S&P Biotech ETF78464A870
    +$4.66MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. ARK Next Generation Technology ETF00214Q401
    +3.51 pp0.0% → 3.5%
  2. First Tr Exchange-Traded FD33738D838
    +1.71 pp0.0% → 1.7%
  3. iShares S&P 500 Growth ETF464287309
    +1.64 pp0.1% → 1.8%
  4. ARK Innovation ETF00214Q104
    +1.63 pp0.4% → 2.0%
  5. BlackRock ETF Trust09290C103
    +1.47 pp0.4% → 1.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. State Street SPDR S&P Aerospace & Defense ETF78464A631
    −$9.24MSold out
  2. Schwab International Equity ETF808524805
    −$5.15MReduced
  3. iShares Russell Top 200 Growth ETF464289438
    −$4.76MReduced
  4. ARK ETF Tr00214Q203
    −$4.40MSold out
  5. iShares Tr46435G524
    −$3.72MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. State Street SPDR S&P Aerospace & Defense ETF78464A631
    −2.85 pp2.8% → 0.0%
  2. ARK ETF Tr00214Q203
    −1.36 pp1.4% → 0.0%
  3. Schwab International Equity ETF808524805
    −1.17 pp6.4% → 5.3%
  4. iShares Russell Top 200 Growth ETF464289438
    −1.16 pp2.6% → 1.4%
  5. iShares Tr46435G524
    −1.15 pp1.1% → 0.0%

Metrics

13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$320.0M
−$4.57M (−1.4%) vs. prior quarter
Positions
119
−23 vs. prior quarter
Top 10 concentration
35.5%
Top 10 as share of value
Turnover
27.1%
Q3 2025, one quarter
Average holding period
8.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $328.3M (Q4 2024)

Q1 2021: $225.9MQ2 2021: $257.9MQ3 2021: $241.9MQ4 2021: $203.6MQ1 2022: $254.9MQ2 2022: $205.6MQ3 2022: $177.4MQ4 2022: $198.6MQ1 2023: $234.4MQ2 2023: $241.8MQ3 2023: $221.2MQ4 2023: $241.0MQ1 2024: $262.8MQ2 2024: $273.7MQ3 2024: $249.0MQ4 2024: $328.3MQ1 2025: $263.9MQ2 2025: $324.6MQ3 2025: $320.0M
Q1 2021Q3 2025
13F filings of EWG Elevate Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2025Oct 7, 2025119$320.0MBlackRock ETF TrustSchwab International Equity ETFiShares Trvs. Q2 2025SEC
Q2 2025Jul 15, 2025142$324.6MBlackRock ETF TrustSchwab International Equity ETFiShares Trvs. Q1 2025SEC
Q1 2025Apr 10, 2025120$263.9MGLDBlackRock ETF TrustSPYvs. Q4 2024SEC
Q4 2024Jan 13, 2025149$328.3MBlackRock ETF TrustSPYiShares MSCI USA Quality Factor ETFvs. Q3 2024SEC
Q3 2024Oct 7, 2024113$249.0MFirst Tr Exchange-Traded FDSPYProShares Trvs. Q2 2024SEC
Q2 2024Jul 16, 2024133$273.7MBlackRock ETF TrustSPYVanEck Semiconductor ETFvs. Q1 2024SEC
Q1 2024Apr 10, 2024125$262.8MSPYVanEck Semiconductor ETFFirst Tr Exchange-Traded FDvs. Q4 2023SEC
Q4 2023Jan 9, 2024107$241.0MSPYInvesco QQQ Trust Series ISchwab U.S. Broad Market ETFvs. Q3 2023SEC
Q3 2023Oct 10, 202396$221.2MSchwab International Equity ETFSchwab U.S. Large-Cap Value ETFInvesco QQQ Trust Series Ivs. Q2 2023SEC
Q2 2023Jul 12, 202398$241.8MSchwab International Equity ETFGLDSchwab U.S. Large-Cap Value ETFvs. Q1 2023SEC
Q1 2023Apr 13, 202392$234.4MGLDiShares TrSchwab International Equity ETFvs. Q4 2022SEC
Q4 2022Jan 11, 2023833$198.6MSchwab U.S. Broad Market ETFPIMCO Enhanced Short Maturity Active Exchange-Traded FundGLDvs. Q3 2022SEC
Q3 2022Oct 13, 202274$177.4MSchwab U.S. Broad Market ETFiShares TrProShares Trvs. Q2 2022SEC
Q2 2022Jul 11, 202277$205.6MSchwab U.S. Broad Market ETFGLDFirst Tr Exchange-Traded FDvs. Q1 2022SEC
Q1 2022Apr 12, 202294$254.9MSchwab U.S. Broad Market ETFGLDFirst Trust Rising Dividend Achievers ETFvs. Q4 2021SEC
Q4 2021Jan 21, 202286$203.6MSchwab U.S. Broad Market ETFFirst Trust Financials Alphadex FundSchwab International Equity ETFvs. Q3 2021SEC
Q3 2021Oct 12, 202186$241.9MSchwab U.S. Broad Market ETFSPYSPDR Series Trustvs. Q2 2021SEC
Q2 2021Jul 22, 202184$257.9MSchwab U.S. Broad Market ETFSPDR Series TrustSPDR Series Trustvs. Q1 2021SEC
Q1 2021Apr 9, 202173$225.9MSchwab U.S. Broad Market ETFARK Next Generation Technology ETFiShares S&P Mid-Cap 400 Value ETF–SEC