Institutions / Elevated Private Wealth, LLC
Elevated Private Wealth, LLC
CIK 2083411 · Institution · as of Dec 31, 2025
Portfolio value
$96.09M
Positions
80
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 80 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $8.41M | 8.8% |
| Apple Inc. | $3.40M | 3.5% |
| Alphabet Inc. | $3.30M | 3.4% |
| Microsoft Corp | $2.46M | 2.6% |
| Amazon.com Inc | $2.42M | 2.5% |
| FedEx Corp | $2.39M | 2.5% |
| Unitedhealth Group Inc | $2.31M | 2.4% |
| Schwab Charles Corp | $2.14M | 2.2% |
| Lam Research Corp | $1.92M | 2.0% |
| Visa Inc | $1.78M | 1.9% |
| Rio Tinto PLC | $1.78M | 1.8% |
| Fiserv Inc | $1.73M | 1.8% |
| Caterpillar Inc | $1.68M | 1.7% |
| Adobe Inc. | $1.66M | 1.7% |
| Meta Platforms Inc | $1.65M | 1.7% |
| Advanced Micro Devices Inc | $1.59M | 1.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.55M | 1.6% |
| JPMorgan Chase & Co | $1.54M | 1.6% |
| Salesforce Inc | $1.49M | 1.6% |
| Pepsico Inc | $1.44M | 1.5% |
| Atlassian Corporation | $1.43M | 1.5% |
| Intuit Inc. | $1.42M | 1.5% |
| Lululemon Athletica Inc | $1.36M | 1.4% |
| CarMax Inc | $1.36M | 1.4% |
| Broadcom Inc. | $1.36M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.