Elevated Private Wealth

Elevated Private Wealth as of June 30, 2026

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
Advanced Micro Devices (AMD) 3.5 $3.7M 6.4k 580.91
Apple (AAPL) 3.4 $3.6M 12k 289.36
Lam Research Corp Com New (LRCX) 3.2 $3.4M 7.9k 433.33
Alphabet Cap Stk Cl A (GOOGL) 3.2 $3.4M 9.5k 357.37
Crowdstrike Hldgs Cl A (CRWD) 3.1 $3.2M 4.2k 763.14
Seagate Technology Hldngs Pl Ord Shs (STX) 2.9 $3.1M 3.2k 965.00
UnitedHealth (UNH) 2.8 $3.0M 7.1k 415.63
Amazon (AMZN) 2.7 $2.9M 12k 238.34
Caterpillar (CAT) 2.7 $2.8M 2.6k 1064.90
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.2 $2.3M 4.9k 477.57
Microsoft Corporation (MSFT) 2.1 $2.2M 5.9k 373.01
FedEx Corporation (FDX) 2.0 $2.1M 6.6k 313.11
CarMax (KMX) 1.9 $2.0M 38k 52.89
Rio Tinto Sponsored Adr (RIO) 1.9 $2.0M 21k 94.93
Charles Schwab Corporation (SCHW) 1.9 $2.0M 21k 92.27
Wal-Mart Stores (WMT) 1.7 $1.8M 16k 113.26
Visa Com Cl A (V) 1.7 $1.8M 5.2k 343.09
Moderna (MRNA) 1.7 $1.8M 25k 70.03
Asml Hldg Nv N Y Registry Shs (ASML) 1.6 $1.7M 862.00 1989.44
Broadcom (AVGO) 1.6 $1.7M 4.4k 377.75
Adobe Systems Incorporated (ADBE) 1.6 $1.6M 8.0k 205.03
Rivian Automotive Com Cl A (RIVN) 1.5 $1.6M 90k 17.35
Meta Platforms Cl A (META) 1.5 $1.6M 2.8k 563.33
salesforce (CRM) 1.4 $1.5M 9.4k 156.66
Royalty Pharma Shs Class A (RPRX) 1.4 $1.5M 26k 56.07
Draftkings Com Cl A (DKNG) 1.3 $1.4M 56k 25.26
Merck & Co (MRK) 1.3 $1.4M 11k 128.50
JPMorgan Chase & Co. (JPM) 1.3 $1.4M 4.3k 327.36
CVS Caremark Corporation (CVS) 1.3 $1.4M 13k 103.45
Fiserv (FISV) 1.3 $1.4M 28k 49.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.3M 2.6k 500.39
Servicenow (NOW) 1.2 $1.3M 13k 99.28
Atlassian Corporation Cl A (TEAM) 1.2 $1.2M 16k 77.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.2M 1.6k 746.93
Astrazeneca Ord (AZN) 1.1 $1.2M 6.2k 189.62
Global Payments (GPN) 1.1 $1.2M 16k 72.56
Victorias Secret And Common Stock (VSXY) 1.1 $1.1M 14k 83.48
Biogen Idec (BIIB) 1.1 $1.1M 5.2k 216.06
Pepsi (PEP) 1.1 $1.1M 8.2k 135.40
Comcast Corp Cl A (CMCSA) 1.1 $1.1M 45k 24.55
Intuit (INTU) 1.0 $1.0M 4.0k 261.02
Nextera Energy (NEE) 1.0 $1.0M 12k 87.77
Lululemon Athletica (LULU) 1.0 $1.0M 8.8k 114.18
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $1.0M 10k 95.98
Costco Wholesale Corporation (COST) 0.9 $1.0M 1.1k 935.25
Pfizer (PFE) 0.8 $845k 35k 24.08
Arista Networks Com Shs (ANET) 0.8 $809k 4.8k 169.88
Corning Incorporated (GLW) 0.8 $794k 3.1k 255.43
Wells Fargo & Company (WFC) 0.7 $776k 9.4k 82.64
Baidu Spon Adr Rep A (BIDU) 0.7 $758k 6.6k 114.29
SLB Com Stk (SLB) 0.7 $734k 16k 46.49
Kraft Heinz (KHC) 0.7 $729k 31k 23.62
Fortinet (FTNT) 0.7 $711k 4.6k 153.62
Exxon Mobil Corporation (XOM) 0.7 $708k 5.2k 136.72
Constellation Brands Cl A (STZ) 0.6 $683k 4.9k 139.09
Emerson Electric (EMR) 0.6 $662k 4.6k 143.15
Jd.com Spon Ads Cl A (JD) 0.6 $603k 24k 25.48
The Trade Desk Com Cl A (TTD) 0.5 $537k 30k 18.08
Equity Lifestyle Properties (ELS) 0.5 $502k 7.8k 64.45
Target Corporation (TGT) 0.5 $500k 3.8k 130.61
State Str Spdr S&p 500 Etf T Put Put Option 0.4 $471k 240.00 1963.04
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $394k 5.8k 67.38
Fedex Fght Hldg Common Stock (FDXF) 0.4 $373k 2.5k 151.00
Western Alliance Bancorporation (WAL) 0.3 $356k 4.3k 82.20
Alphabet Cap Stk Cl C (GOOG) 0.3 $338k 957.00 353.33
Royal Caribbean Cruises (RCL) 0.3 $321k 1.0k 317.56
Booking Holdings (BKNG) 0.3 $321k 1.8k 178.24
Ishares Msci World Etf (URTH) 0.3 $315k 1.6k 202.66
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $312k 628.00 496.73
Roblox Corp Cl A (RBLX) 0.3 $289k 5.3k 54.38
Take-Two Interactive Software (TTWO) 0.3 $275k 1.1k 249.98
Tesla Motors (TSLA) 0.3 $266k 633.00 420.60
Shell Spon Ads (SHEL) 0.2 $219k 2.8k 77.54
Proshares Tr Put Put Option 0.1 $53k 58.00 920.00
Adobe Call Call Option 0.0 $47k 16.00 2924.25