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Elevated Private Wealth, LLC

SEC CIK
0002083411
Latest filing
Jul 30, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only.

Institution overview
Positions
73
No filing for Q1 2026
Portfolio value
$105.1M
No filing for Q1 2026
Filed
Jul 30, 2026
SEC

Elevated Private Wealth, LLC did not file a 13F for Q1 2026, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevated Private Wealth, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock44,811$8.97M8.5%––History
AMDAdvanced Micro Devices IncStock6,431$3.74M3.6%––History
AAPLApple Inc.Stock12,315$3.56M3.4%––History
LRCXLam Research CorpStock7,912$3.43M3.3%––History
GOOGLAlphabet Inc.Stock9,515$3.40M3.2%––History
CRWDCrowdStrike Holdings, Inc.Stock4,224$3.22M3.1%––History
STXSeagate Technology Holdings plcORD SHS3,229$3.12M3.0%––History
UNHUnitedHealth Group IncStock7,135$2.97M2.8%––History
AMZNAmazon Com IncStock12,106$2.89M2.7%––History
CATCaterpillar IncStock2,638$2.81M2.7%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,917$2.35M2.2%––History
MSFTMicrosoft CorpStock5,921$2.21M2.1%––History
FDXFedEx CorpStock6,604$2.07M2.0%––History
KMXCarMax IncCOM37,866$2.00M1.9%––History
RIORio Tinto PLCADR20,948$1.99M1.9%––History
SCHWSchwab Charles CorpStock21,274$1.96M1.9%––History
WMTWalmart Inc.Stock16,213$1.84M1.7%––History
VVisa Inc.Stock5,163$1.77M1.7%––History
MRNAModerna, Inc.Stock25,040$1.75M1.7%––History
ASMLASML Holding NVADR862$1.71M1.6%––History
AVGOBroadcom Inc.Stock4,404$1.66M1.6%––History
ADBEAdobe Inc.Stock8,016$1.64M1.6%––History
RIVNRivian Automotive, Inc.Stock90,389$1.57M1.5%––History
METAMeta Platforms, Inc.Stock2,779$1.57M1.5%––History
CRMSalesforce, Inc.Stock9,431$1.48M1.4%––History
RPRXRoyalty Pharma plcSHS CLASS A25,886$1.45M1.4%––History
DKNGDraftKings Inc.Stock56,095$1.42M1.3%––History
MRKMerck & Co., Inc.Stock10,972$1.41M1.3%––History
JPMJPMorgan Chase & CoStock4,255$1.39M1.3%––History
CVSCVS Health CorpStock13,423$1.39M1.3%––History
FISVFiserv IncStock27,589$1.35M1.3%––History
BRK.BBerkshire Hathaway IncStock2,620$1.31M1.2%––History
NOWServiceNow, Inc.Stock12,648$1.26M1.2%––History
TEAMAtlassian CorpCL A15,726$1.22M1.2%––History
SPYSPDR S&P 500 ETF TrustETF1,624$1.21M1.2%––History
AZNAstraZeneca PLCADR6,226$1.18M1.1%––History
GPNGlobal Payments IncStock16,003$1.16M1.1%––History
VSXYVictoria's Secret & Co.COMMON STOCK13,616$1.14M1.1%––History
BIIBBiogen Inc.COM5,234$1.13M1.1%––History
PEPPepsiCo IncStock8,235$1.12M1.1%––History
CMCSAComcast CorpStock45,263$1.11M1.1%––History
INTUIntuit Inc.Stock3,995$1.04M1.0%––History
NEENextera Energy IncStock11,538$1.01M1.0%––History
LULUlululemon athletica inc.Stock8,817$1.01M1.0%––History
BABAAlibaba Group Holding LtdADR10,428$1.00M1.0%––History
COSTCostco Wholesale CorpStock1,070$1.00M1.0%––History
PFEPfizer IncStock35,087$844.9K0.8%––History
ANETArista Networks, Inc.Stock4,763$809.1K0.8%––History
GLWCorning IncCOM3,110$794.4K0.8%––History
WFCWells Fargo & CompanyStock9,387$775.7K0.7%––History
BIDUBaidu, Inc.ADR6,633$758.1K0.7%––History
SLBSLB LimitedStock15,783$733.8K0.7%––History
KHCKraft Heinz CoStock30,868$729.1K0.7%––History
FTNTFortinet, Inc.Stock4,631$711.4K0.7%––History
XOMExxonMobil Holdings CorpCOM5,181$708.3K0.7%––History
STZConstellation Brands, Inc.Stock4,910$682.9K0.6%––History
EMREmerson Electric CoStock4,626$662.2K0.6%––History
JDJD.com, Inc.SPON ADS CL A23,646$602.5K0.6%––History
TTDTrade Desk, Inc.Stock29,701$537.0K0.5%––History
ELSEquity Lifestyle Properties IncCOM7,793$502.2K0.5%––History
TGTTarget CorpStock3,824$499.5K0.5%––History
ProShares Tr74347R107PSHS ULT S&P 5005,849$394.1K0.4%–––
FDXFFedEx Freight Holding Company, Inc.COMMON STOCK2,471$373.1K0.4%––History
WALWestern Alliance BancorporationCOM4,332$356.1K0.3%––History
GOOGAlphabet Inc.Stock957$338.1K0.3%––History
RCLRoyal Caribbean Cruises LtdCOM1,012$321.4K0.3%––History
BKNGBooking Holdings Inc.Stock1,800$320.8K0.3%––History
iShares Inc464286392MSCI WORLD ETF1,553$314.7K0.3%–––
VRTXVertex Pharmaceuticals IncStock628$311.9K0.3%––History
RBLXRoblox CorpStock5,308$288.6K0.3%––History
TTWOTake Two Interactive Software IncCOM1,100$275.0K0.3%––History
TSLATesla, Inc.Stock633$266.2K0.3%––History
SHELShell plcADR2,823$218.9K0.2%––History

Options (3)

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 Q2 2026
SecurityClassPutsCalls
SPDR S&P 500 ETF Tr78462F953PUT$471.1K–
ProShares Tr74347R957PUT$53.4K–
Adobe Systems Incorporated00724F901CALL–$46.8K