Elevated Private Wealth, LLC

SEC CIK: 0002083411
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Elevated Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 1,624
Value: $1.21M
% of portfolio: 1.2%
Quarters held: 2; Since Q4 2025

Holdings of SPY by Elevated Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,624	$1.21M	1.2%	–	No prior filing	Holders
Q1 2026	–	–	–	–	Not filed	Holders
Q4 2025	1,648	$1.12M	1.2%	–	No prior filing	Holders