Top 50 Elevated Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.53% | 44.8K | $9.0M | new | $186.54(+18.18%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.55% | 6.4K | $3.7M | new | $187.97(+147.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.39% | 12.3K | $3.6M | new | $263.24(+16.50%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.26% | 7.9K | $3.4M | new | $152.54(+106.12%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.23% | 9.5K | $3.4M | new | $278.05(+26.40%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.07% | 4.2K | $3.2M | new | $412.56(-46.63%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.96% | 3.2K | $3.1M | new | $255.73(+218.54%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 2.82% | 7.1K | $3.0M | new | $337.72(+20.77%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.74% | 12.1K | $2.9M | new | $224.46(+22.50%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.67% | 2.6K | $2.8M | new | $525.01(+63.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
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.
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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