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Elevated Private Wealth 13F Portfolio

Portfolio Manager
Elevated Private Wealth, LLC
Performance
+0.00% (2026 Q2)
AUM (13F)
$105.68M
# of Holdings
73
Performance Rank
N/A
Allocation (Top 20)
54.93%
Latest filing
Q2 2026

Elevated Private Wealth, LLC Holdings Map

Top 50 Elevated Private Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
8.53%44.8K$9.0Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.1K shares2026-Q1: 0 shares2026-Q2: 44.8K shares
$186.54(+18.18%)
2026-06-30
AMD
ADVANCED MICRO DEVICES INC
3.55%6.4K$3.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.4K shares2026-Q1: 0 shares2026-Q2: 6.4K shares
$187.97(+147.93%)
2026-06-30
AAPL
APPLE INC
3.39%12.3K$3.6Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.5K shares2026-Q1: 0 shares2026-Q2: 12.3K shares
$263.24(+16.50%)
2026-06-30
LRCX
LAM RESEARCH CORP
3.26%7.9K$3.4Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.2K shares2026-Q1: 0 shares2026-Q2: 7.9K shares
$152.54(+106.12%)
2026-06-30
GOOGL
ALPHABET INC
3.23%9.5K$3.4Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.6K shares2026-Q1: 0 shares2026-Q2: 9.5K shares
$278.05(+26.40%)
2026-06-30
CRWD
CROWDSTRIKE HLDGS INC
3.07%4.2K$3.2Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.8K shares2026-Q1: 0 shares2026-Q2: 4.2K shares
$412.56(-46.63%)
2026-06-30
STX
SEAGATE TECHNOLOGY HLDNGS PL
2.96%3.2K$3.1Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.9K shares2026-Q1: 0 shares2026-Q2: 3.2K shares
$255.73(+218.54%)
2026-06-30
UNH
UNITEDHEALTH GROUP INC
2.82%7.1K$3.0Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.0K shares2026-Q1: 0 shares2026-Q2: 7.1K shares
$337.72(+20.77%)
2026-06-30
AMZN
AMAZON COM INC
2.74%12.1K$2.9Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.5K shares2026-Q1: 0 shares2026-Q2: 12.1K shares
$224.46(+22.50%)
2026-06-30
CAT
CATERPILLAR INC
2.67%2.6K$2.8Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.9K shares2026-Q1: 0 shares2026-Q2: 2.6K shares
$525.01(+63.00%)
2026-06-30

About Elevated Private Wealth, LLC’s portfolio

Elevated Private Wealth, LLC reports $105.68M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.5%), AMD (3.5%) and AAPL (3.4%). The top 20 holdings account for 54.93% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA — 9.5% ($8.97M)AMD — 4.0% ($3.74M)AAPL — 3.8% ($3.56M)LRCX — 3.6% ($3.43M)GOOGL — 3.6% ($3.40M)CRWD — 3.4% ($3.22M)STX — 3.3% ($3.12M)UNH — 3.1% ($2.97M)AMZN — 3.1% ($2.89M)CAT — 3.0% ($2.81M)Other — 59.6% ($56.11M)
40%in top 10
  • NVDA9.5%
  • AMD4.0%
  • AAPL3.8%
  • LRCX3.6%
  • GOOGL3.6%
  • CRWD3.4%
  • STX3.3%
  • UNH3.1%
  • AMZN3.1%
  • CAT3.0%
  • Other59.6%

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Source filings

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

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