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Elevated Private Wealth, LLC

SEC CIK
0002083411
Latest filing
Jul 30, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only.

Institution overview
Positions
80
No filing for Q3 2025
Portfolio value
$96.1M
No filing for Q3 2025
Filed
Feb 12, 2026
SEC

Elevated Private Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevated Private Wealth, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock45,101$8.41M8.8%––History
AAPLApple Inc.Stock12,509$3.40M3.5%––History
GOOGLAlphabet Inc.Stock10,558$3.30M3.4%––History
MSFTMicrosoft CorpStock5,077$2.46M2.6%––History
AMZNAmazon Com IncStock10,493$2.42M2.5%––History
FDXFedEx CorpStock8,284$2.39M2.5%––History
UNHUnitedHealth Group IncStock7,005$2.31M2.4%––History
SCHWSchwab Charles CorpStock21,387$2.14M2.2%––History
LRCXLam Research CorpStock11,215$1.92M2.0%––History
VVisa Inc.Stock5,089$1.78M1.9%––History
RIORio Tinto PLCADR22,189$1.78M1.8%––History
FISVFiserv IncStock25,698$1.73M1.8%––History
CATCaterpillar IncStock2,932$1.68M1.7%––History
ADBEAdobe Inc.Stock4,751$1.66M1.7%––History
METAMeta Platforms, Inc.Stock2,507$1.65M1.7%––History
AMDAdvanced Micro Devices IncStock7,413$1.59M1.7%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,114$1.55M1.6%––History
JPMJPMorgan Chase & CoStock4,779$1.54M1.6%––History
CRMSalesforce, Inc.Stock5,631$1.49M1.6%––History
PEPPepsiCo IncStock10,010$1.44M1.5%––History
TEAMAtlassian CorpCL A8,800$1.43M1.5%––History
INTUIntuit Inc.Stock2,150$1.42M1.5%––History
LULUlululemon athletica inc.Stock6,560$1.36M1.4%––History
KMXCarMax IncCOM35,213$1.36M1.4%––History
AVGOBroadcom Inc.Stock3,921$1.36M1.4%––History
WMTWalmart Inc.Stock12,180$1.36M1.4%––History
CMCSAComcast CorpStock45,035$1.35M1.4%––History
VSXYVictoria's Secret & Co.COMMON STOCK24,492$1.33M1.4%––History
MRVLMarvell Technology, Inc.COM15,577$1.32M1.4%––History
CRWDCrowdStrike Holdings, Inc.Stock2,766$1.30M1.3%––History
BRK.BBerkshire Hathaway IncStock2,576$1.29M1.3%––History
RIVNRivian Automotive, Inc.Stock61,842$1.22M1.3%––History
AZNAstraZeneca PLCSPONSORED ADR13,255$1.22M1.3%––History
MRKMerck & Co., Inc.Stock11,292$1.19M1.2%––History
ELSEquity Lifestyle Properties IncCOM19,382$1.17M1.2%––History
NEENextera Energy IncStock14,551$1.17M1.2%––History
RPRXRoyalty Pharma plcSHS CLASS A29,557$1.14M1.2%––History
CVSCVS Health CorpStock14,323$1.14M1.2%––History
SPYSPDR S&P 500 ETF TrustETF1,648$1.12M1.2%––History
STXSeagate Technology Holdings plcORD SHS3,925$1.08M1.1%––History
KHCKraft Heinz CoStock43,762$1.06M1.1%––History
GPNGlobal Payments IncStock13,577$1.05M1.1%––History
MRNAModerna, Inc.Stock35,467$1.05M1.1%––History
ASMLASML Holding NVADR975$1.04M1.1%––History
SLBSLB LimitedStock26,994$1.04M1.1%––History
TTDTrade Desk, Inc.Stock26,299$998.3K1.0%––History
COSTCostco Wholesale CorpStock1,148$990.3K1.0%––History
STZConstellation Brands, Inc.Stock6,916$954.1K1.0%––History
EMREmerson Electric CoStock7,113$944.0K1.0%––History
JDJD.com, Inc.SPON ADS CL A31,738$910.9K0.9%––History
BIIBBiogen Inc.COM5,163$908.6K0.9%––History
NOWServiceNow, Inc.Stock5,924$907.5K0.9%––History
PFEPfizer IncStock36,151$900.2K0.9%––History
BABAAlibaba Group Holding LtdADR5,718$838.1K0.9%––History
DKNGDraftKings Inc.Stock23,992$826.8K0.9%––History
WFCWells Fargo & CompanyStock8,798$820.0K0.9%––History
BIDUBaidu, Inc.ADR5,915$772.9K0.8%––History
ANETArista Networks, Inc.Stock5,609$734.9K0.8%––History
RBLXRoblox CorpStock7,873$637.9K0.7%––History
XOMExxonMobil Holdings CorpCOM4,867$585.7K0.6%––History
SHELShell plcADR5,790$425.4K0.4%––History
VRTXVertex Pharmaceuticals IncStock916$415.3K0.4%––History
BKNGBooking Holdings Inc.Stock72$385.6K0.4%––History
FTNTFortinet, Inc.Stock4,606$365.8K0.4%––History
WALWestern Alliance BancorporationCOM4,332$364.2K0.4%––History
ProShares Tr74347R107PSHS ULT S&P 5006,262$362.7K0.4%–––
TGTTarget CorpStock3,631$354.9K0.4%––History
GABGabelli Equity Trust IncCOM56,836$350.7K0.4%––History
TSLATesla, Inc.Stock699$314.4K0.3%––History
GOOGAlphabet Inc.Stock957$300.3K0.3%––History
RCLRoyal Caribbean Cruises LtdCOM1,012$282.3K0.3%––History
TTWOTake Two Interactive Software IncCOM1,100$281.6K0.3%––History
EXASExact Sciences CorpCOM2,721$276.3K0.3%––History
GLWCorning IncCOM3,110$272.3K0.3%––History
TSCOTractor Supply CoCOM5,225$261.3K0.3%––History
NFLXNetflix IncStock2,730$256.0K0.3%––History
iShares Inc464286392MSCI WORLD ETF1,358$252.2K0.3%–––
MELIMercadolibre IncCOM106$213.5K0.2%––History
CHKPCheck Point Software Technologies LtdORD1,106$205.2K0.2%––History
CMGChipotle Mexican Grill IncCOM5,376$198.9K0.2%––History

Options (14)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Elevated Private Wealth, LLC in Q4 2025
SecurityClassPutsCalls
SPDR S&P 500 ETF Tr78462F953PUT$511.6K–
SPYSPDR S&P 500 ETF TrustETF$161.5K–
NVIDIA Corporation67066G954PUT$92.5K–
ANETArista Networks, Inc.Stock$56.6K–
AMDAdvanced Micro Devices IncStock$55.8K–
RCLRoyal Caribbean Cruises LtdCOM$37.8K–
MELIMercadolibre IncCOM$17.0K–
LRCXLam Research CorpStock$11.5K–
AVGOBroadcom Inc.Stock$8.27K–
WALWestern Alliance BancorporationCOM$5.29K–
GOOGLAlphabet Inc.Stock$4.98K–
INTUIntuit Inc.Stock$4.07K–
AAPLApple Inc.Stock$2.76K–
TTWOTake Two Interactive Software IncCOM$1.51K–