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Elevated Private Wealth 13F Portfolio

Portfolio Manager
Elevated Private Wealth LLC
Performance
+8.39% (2026 Q3)
AUM (13F)
$134.28M
# of Holdings
64
Performance Rank
N/A
Allocation (Top 20)
58.58%
Latest filing
Q3 2026

Elevated Private Wealth LLC Holdings Map

Top 50 Elevated Private Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
8.87%42.2K$9.6M
-5.76%(-2.58K)
2025-Q3: 0 shares2025-Q4: 45.1K shares2026-Q1: 0 shares2026-Q2: 44.8K shares2026-Q3: 42.2K shares
$186.54(+16.38%)
2026-09-30
CRWD
CROWDSTRIKE HLDGS INC
3.93%16.1K$4.3M
-4.42%(-747)
2025-Q3: 0 shares2025-Q4: 11.1K shares2026-Q1: 0 shares2026-Q2: 16.9K shares2026-Q3: 16.1K shares
$412.56(-44.71%)
2026-09-30
AAPL
APPLE INC
3.73%12.2K$4.1M
-0.94%(-116)
2025-Q3: 0 shares2025-Q4: 12.5K shares2026-Q1: 0 shares2026-Q2: 12.3K shares2026-Q3: 12.2K shares
$263.24(+30.27%)
2026-09-30
AMD
ADVANCED MICRO DEVICES INC
3.63%6.5K$3.9M
+0.37%(+24)
2025-Q3: 0 shares2025-Q4: 7.4K shares2026-Q1: 0 shares2026-Q2: 6.4K shares2026-Q3: 6.5K shares
$189.49(+183.94%)
2026-09-30
AMZN
AMAZON COM INC
3.05%13.3K$3.3M
+9.96%(+1.21K)
2025-Q3: 0 shares2025-Q4: 10.5K shares2026-Q1: 0 shares2026-Q2: 12.1K shares2026-Q3: 13.3K shares
$226.20(+16.02%)
2026-09-30
GOOGL
ALPHABET INC
2.96%9.4K$3.2M
-1.71%(-163)
2025-Q3: 0 shares2025-Q4: 10.6K shares2026-Q1: 0 shares2026-Q2: 9.5K shares2026-Q3: 9.4K shares
$278.05(+23.78%)
2026-09-30
TEAM
ATLASSIAN CORPORATION
2.84%17.2K$3.1M
+9.51%(+1.50K)
2025-Q3: 0 shares2025-Q4: 8.8K shares2026-Q1: 0 shares2026-Q2: 15.7K shares2026-Q3: 17.2K shares
$122.48(+75.33%)
2026-09-30
MSFT
MICROSOFT CORP
2.8%5.9K$3.0M
+0.22%(+13)
2025-Q3: 0 shares2025-Q4: 5.1K shares2026-Q1: 0 shares2026-Q2: 5.9K shares2026-Q3: 5.9K shares
$481.49(+10.81%)
2026-09-30
NOW
SERVICENOW INC
2.61%21.2K$2.8M
+67.48%(+8.54K)
2025-Q3: 0 shares2025-Q4: 5.9K shares2026-Q1: 0 shares2026-Q2: 12.6K shares2026-Q3: 21.2K shares
$126.57(+14.84%)
2026-09-30
CRM
SALESFORCE INC
2.59%12.3K$2.8M
+29.95%(+2.83K)
2025-Q3: 0 shares2025-Q4: 5.6K shares2026-Q1: 0 shares2026-Q2: 9.4K shares2026-Q3: 12.3K shares
$212.78(+13.94%)
2026-09-30

About Elevated Private Wealth LLCโ€™s portfolio

Elevated Private Wealth LLC reports $134.28M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.9%), CRWD (3.9%) and AAPL (3.7%). The top 20 holdings account for 58.58% of reported assets. Its disclosed equity book has returned +8.39% cumulatively over 2 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 9.4% ($9.64M)CRWD โ€” 4.1% ($4.28M)AAPL โ€” 3.9% ($4.06M)AMD โ€” 3.8% ($3.95M)AMZN โ€” 3.2% ($3.32M)GOOGL โ€” 3.1% ($3.22M)TEAM โ€” 3.0% ($3.09M)MSFT โ€” 3.0% ($3.04M)NOW โ€” 2.8% ($2.84M)CRM โ€” 2.7% ($2.81M)Other โ€” 61.0% ($62.83M)
39%in top 10
  • NVDA9.4%
  • CRWD4.1%
  • AAPL3.9%
  • AMD3.8%
  • AMZN3.2%
  • GOOGL3.1%
  • TEAM3.0%
  • MSFT3.0%
  • NOW2.8%
  • CRM2.7%
  • Other61.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
18
NOWSERVICENOW INC+67.5%
SPYSTATE STR SPDR S&P 500 ETF T+83.8%
TSLATESLA INC+428.3%
WMTWALMART INC+51.2%
+14 more
Trimmed
30
MRNAMODERNA INC-60.2%
NVDANVIDIA CORPORATION-5.8%
STXSEAGATE TECHNOLOGY HLDNGS PL-13.9%
VSCOVICTORIAS SECRET AND CO-22.0%
+26 more

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Source filings

Holdings on this page are parsed from Elevated Private Wealth LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083411). View Elevated Private Wealth LLCโ€™s 13F filings on SEC

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