Elevated Private Wealth
Latest statistics and disclosures from Elevated Private Wealth's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002083411
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Portfolio Holdings for Elevated Private Wealth
Elevated Private Wealth holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.5 | $9.0M | 45k | 200.09 |
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| Advanced Micro Devices (AMD) | 3.5 | $3.7M | 6.4k | 580.91 |
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| Apple (AAPL) | 3.4 | $3.6M | 12k | 289.36 |
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| Lam Research Corp Com New (LRCX) | 3.2 | $3.4M | 7.9k | 433.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $3.4M | 9.5k | 357.37 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.1 | $3.2M | 4.2k | 763.14 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 2.9 | $3.1M | 3.2k | 965.00 |
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| UnitedHealth (UNH) | 2.8 | $3.0M | 7.1k | 415.63 |
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| Amazon (AMZN) | 2.7 | $2.9M | 12k | 238.34 |
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| Caterpillar (CAT) | 2.7 | $2.8M | 2.6k | 1064.90 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.2 | $2.3M | 4.9k | 477.57 |
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| Microsoft Corporation (MSFT) | 2.1 | $2.2M | 5.9k | 373.01 |
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| FedEx Corporation (FDX) | 2.0 | $2.1M | 6.6k | 313.11 |
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| CarMax (KMX) | 1.9 | $2.0M | 38k | 52.89 |
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| Rio Tinto Sponsored Adr (RIO) | 1.9 | $2.0M | 21k | 94.93 |
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| Charles Schwab Corporation (SCHW) | 1.9 | $2.0M | 21k | 92.27 |
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| Wal-Mart Stores (WMT) | 1.7 | $1.8M | 16k | 113.26 |
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| Visa Com Cl A (V) | 1.7 | $1.8M | 5.2k | 343.09 |
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| Moderna (MRNA) | 1.7 | $1.8M | 25k | 70.03 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.6 | $1.7M | 862.00 | 1989.44 |
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| Broadcom (AVGO) | 1.6 | $1.7M | 4.4k | 377.75 |
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| Adobe Systems Incorporated (ADBE) | 1.6 | $1.6M | 8.0k | 205.03 |
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| Rivian Automotive Com Cl A (RIVN) | 1.5 | $1.6M | 90k | 17.35 |
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| Meta Platforms Cl A (META) | 1.5 | $1.6M | 2.8k | 563.33 |
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| salesforce (CRM) | 1.4 | $1.5M | 9.4k | 156.66 |
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| Royalty Pharma Shs Class A (RPRX) | 1.4 | $1.5M | 26k | 56.07 |
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| Draftkings Com Cl A (DKNG) | 1.3 | $1.4M | 56k | 25.26 |
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| Merck & Co (MRK) | 1.3 | $1.4M | 11k | 128.50 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.4M | 4.3k | 327.36 |
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| CVS Caremark Corporation (CVS) | 1.3 | $1.4M | 13k | 103.45 |
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| Fiserv (FISV) | 1.3 | $1.4M | 28k | 49.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.3M | 2.6k | 500.39 |
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| Servicenow (NOW) | 1.2 | $1.3M | 13k | 99.28 |
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| Atlassian Corporation Cl A (TEAM) | 1.2 | $1.2M | 16k | 77.79 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $1.2M | 1.6k | 746.93 |
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| Astrazeneca Ord (AZN) | 1.1 | $1.2M | 6.2k | 189.62 |
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| Global Payments (GPN) | 1.1 | $1.2M | 16k | 72.56 |
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| Victorias Secret And Common Stock (VSXY) | 1.1 | $1.1M | 14k | 83.48 |
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| Biogen Idec (BIIB) | 1.1 | $1.1M | 5.2k | 216.06 |
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| Pepsi (PEP) | 1.1 | $1.1M | 8.2k | 135.40 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $1.1M | 45k | 24.55 |
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| Intuit (INTU) | 1.0 | $1.0M | 4.0k | 261.02 |
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| Nextera Energy (NEE) | 1.0 | $1.0M | 12k | 87.77 |
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| Lululemon Athletica (LULU) | 1.0 | $1.0M | 8.8k | 114.18 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $1.0M | 10k | 95.98 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.0M | 1.1k | 935.25 |
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| Pfizer (PFE) | 0.8 | $845k | 35k | 24.08 |
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| Arista Networks Com Shs (ANET) | 0.8 | $809k | 4.8k | 169.88 |
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| Corning Incorporated (GLW) | 0.8 | $794k | 3.1k | 255.43 |
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| Wells Fargo & Company (WFC) | 0.7 | $776k | 9.4k | 82.64 |
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| Baidu Spon Adr Rep A (BIDU) | 0.7 | $758k | 6.6k | 114.29 |
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| SLB Com Stk (SLB) | 0.7 | $734k | 16k | 46.49 |
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| Kraft Heinz (KHC) | 0.7 | $729k | 31k | 23.62 |
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| Fortinet (FTNT) | 0.7 | $711k | 4.6k | 153.62 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $708k | 5.2k | 136.72 |
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| Constellation Brands Cl A (STZ) | 0.6 | $683k | 4.9k | 139.09 |
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| Emerson Electric (EMR) | 0.6 | $662k | 4.6k | 143.15 |
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| Jd.com Spon Ads Cl A (JD) | 0.6 | $603k | 24k | 25.48 |
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| The Trade Desk Com Cl A (TTD) | 0.5 | $537k | 30k | 18.08 |
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| Equity Lifestyle Properties (ELS) | 0.5 | $502k | 7.8k | 64.45 |
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| Target Corporation (TGT) | 0.5 | $500k | 3.8k | 130.61 |
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| State Str Spdr S&p 500 Etf T Put Put Option | 0.4 | $471k | 240.00 | 1963.04 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $394k | 5.8k | 67.38 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.4 | $373k | 2.5k | 151.00 |
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| Western Alliance Bancorporation (WAL) | 0.3 | $356k | 4.3k | 82.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $338k | 957.00 | 353.33 |
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| Royal Caribbean Cruises (RCL) | 0.3 | $321k | 1.0k | 317.56 |
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| Booking Holdings (BKNG) | 0.3 | $321k | 1.8k | 178.24 |
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| Ishares Msci World Etf (URTH) | 0.3 | $315k | 1.6k | 202.66 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $312k | 628.00 | 496.73 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $289k | 5.3k | 54.38 |
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| Take-Two Interactive Software (TTWO) | 0.3 | $275k | 1.1k | 249.98 |
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| Tesla Motors (TSLA) | 0.3 | $266k | 633.00 | 420.60 |
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| Shell Spon Ads (SHEL) | 0.2 | $219k | 2.8k | 77.54 |
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| Proshares Tr Put Put Option | 0.1 | $53k | 58.00 | 920.00 |
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| Adobe Call Call Option | 0.0 | $47k | 16.00 | 2924.25 |
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Past Filings by Elevated Private Wealth
SEC 13F filings are viewable for Elevated Private Wealth going back to 2026
- Elevated Private Wealth 2026 Q2 filed July 30, 2026