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Elevated Private Wealth, LLC Top Holdings and 13F Report (2026)

About Elevated Private Wealth, LLC

Investment Activity

  • Elevated Private Wealth, LLC has $105.68 million in total holdings as of June 30, 2026.
  • Elevated Private Wealth, LLC owns shares of 76 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 9.81% of the portfolio was purchased this quarter.
  • About 14.60% of the portfolio was sold this quarter.
  • This quarter, Elevated Private Wealth, LLC has purchased 82 new stocks and bought additional shares in 31 stocks.
  • Elevated Private Wealth, LLC sold shares of 39 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

NVIDIA
$8,966,194
Apple
$3,563,421
LAM RESEARCH CORP
$3,428,507
Alphabet
$3,400,350

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$1,180,574 Holding
314352105 - FEDEX FGHT HLDG CO INC
$373,121 Holding
74347R957 - PROSHARES TR
$53,360 Holding
00724F901 - ADOBE INC
$46,788 Holding

Largest Purchases this Quarter

AstraZeneca
6,226 shares (about $1.18M)
CrowdStrike
1,458 shares (about $1.11M)
DraftKings
32,103 shares (about $810.92K)
Adobe
3,265 shares (about $669.41K)
ServiceNow
6,724 shares (about $667.56K)

Largest Sales this Quarter

LAM RESEARCH CORP
3,337 shares (about $1.45M)
VICTORIAS SECRET AND CO
10,876 shares (about $907.93K)
Equity Lifestyle Properties
11,589 shares (about $746.86K)
Moderna
10,427 shares (about $730.20K)
Seagate Technology
696 shares (about $671.64K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofElevated Private Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,966,194$58,026 â–¼-0.6%44,8118.5%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,735,832$585,557 â–¼-13.6%6,4313.5%Technology
Apple Inc. stock logo
AAPL
Apple
$3,563,421$60,186 â–¼-1.7%12,3153.4%Technology
LAM RESEARCH CORP
$3,428,507$1,446,022 â–¼-29.7%7,9123.2%COM NEW
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,400,350$380,596 â–¼-10.1%9,5153.2%Communication Services
CrowdStrike stock logo
CRWD
CrowdStrike
$3,223,503$1,112,658 â–²52.7%4,2243.1%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$3,115,985$671,640 â–¼-17.7%3,2292.9%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,965,520$54,032 â–²1.9%7,1352.8%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,885,344$384,442 â–²15.4%12,1062.7%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,809,206$313,081 â–¼-10.0%2,6382.7%Industrials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,348,212$94,081 â–¼-3.9%4,9172.2%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,208,602$314,822 â–²16.6%5,9212.1%Technology
FedEx Corporation stock logo
FDX
FedEx
$2,067,756$526,019 â–¼-20.3%6,6042.0%Industrials
CarMax, Inc. stock logo
KMX
CarMax
$2,002,733$140,317 â–²7.5%37,8661.9%Consumer Discretionary
Rio Tinto PLC stock logo
RIO
Rio Tinto
$1,988,594$117,808 â–¼-5.6%20,9481.9%Materials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,962,918$10,426 â–¼-0.5%21,2741.9%Finance
WALMART INC
$1,836,340$456,791 â–²33.1%16,2131.7%COM
Visa Inc. stock logo
V
Visa
$1,771,399$25,389 â–²1.5%5,1631.7%Finance
Moderna, Inc. stock logo
MRNA
Moderna
$1,753,551$730,203 â–¼-29.4%25,0401.7%Healthcare
ASML Holding N.V. stock logo
ASML
ASML
$1,714,897$224,807 â–¼-11.6%8621.6%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,663,611$180,187 â–²12.1%4,4041.6%Technology
Adobe Inc. stock logo
ADBE
Adobe
$1,643,485$669,408 â–²68.7%8,0161.6%Technology
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$1,568,249$495,290 â–²46.2%90,3891.5%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,565,500$153,226 â–²10.8%2,7791.5%Communication Services
Salesforce Inc. stock logo
CRM
Salesforce
$1,477,460$595,308 â–²67.5%9,4311.4%Technology
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$1,451,428$205,833 â–¼-12.4%25,8861.4%Healthcare
DraftKings Inc. stock logo
DKNG
DraftKings
$1,416,960$810,922 â–²133.8%56,0951.3%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,409,902$41,120 â–¼-2.8%10,9721.3%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,392,909$171,536 â–¼-11.0%4,2551.3%Finance
CVS Health Corporation stock logo
CVS
CVS Health
$1,388,609$93,105 â–¼-6.3%13,4231.3%Healthcare
FISERV INC
$1,353,240$92,754 â–²7.4%27,5891.3%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,311,022$22,017 â–²1.7%2,6201.2%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,255,693$667,558 â–²113.5%12,6481.2%Technology
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$1,223,326$538,774 â–²78.7%15,7261.2%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,213,015$95,607 â–¼-7.3%1,6241.1%ETF
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$1,180,574$1,180,574 â–²New Holding6,2261.1%Healthcare
Global Payments Inc. stock logo
GPN
Global Payments
$1,161,178$176,031 â–²17.9%16,0031.1%Finance
VICTORIAS SECRET AND CO
$1,136,664$907,929 â–¼-44.4%13,6161.1%COMMON STOCK
Biogen Inc. stock logo
BIIB
Biogen
$1,130,858$15,340 â–²1.4%5,2341.1%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,115,019$240,335 â–¼-17.7%8,2351.1%Consumer Staples
Comcast Corporation stock logo
CMCSA
Comcast
$1,111,207$5,597 â–²0.5%45,2631.1%Communication Services
Intuit Inc. stock logo
INTU
Intuit
$1,042,761$480,531 â–²85.5%3,9951.0%Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,012,690$264,451 â–¼-20.7%11,5381.0%Utilities
lululemon athletica inc. stock logo
LULU
lululemon athletica
$1,006,740$257,708 â–²34.4%8,8171.0%Consumer Discretionary
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,000,879$452,066 â–²82.4%10,4280.9%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,000,722$72,950 â–¼-6.8%1,0700.9%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$844,895$25,621 â–¼-2.9%35,0870.8%Healthcare
ARISTA NETWORKS INC
$809,138$152,892 â–¼-15.9%4,7630.8%COM SHS
Corning Incorporated stock logo
GLW
Corning
$794,3870.0%3,1100.8%Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$775,742$48,675 â–²6.7%9,3870.7%Finance
Baidu, Inc. stock logo
BIDU
Baidu
$758,086$82,060 â–²12.1%6,6330.7%Communication Services
SLB Limited stock logo
SLB
SLB
$733,752$521,200 â–¼-41.5%15,7830.7%Energy
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$729,102$304,556 â–¼-29.5%30,8680.7%Consumer Staples
Fortinet, Inc. stock logo
FTNT
Fortinet
$711,414$3,840 â–²0.5%4,6310.7%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$708,346$42,930 â–²6.5%5,1810.7%Energy
Constellation Brands Inc stock logo
STZ
Constellation Brands
$682,932$279,015 â–¼-29.0%4,9100.6%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$662,212$356,014 â–¼-35.0%4,6260.6%Industrials
JD.com, Inc. stock logo
JD
JD.com
$602,500$206,184 â–¼-25.5%23,6460.6%Consumer Discretionary
The Trade Desk stock logo
TTD
Trade Desk
$536,994$61,508 â–²12.9%29,7010.5%Communication Services
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$502,227$746,864 â–¼-59.8%7,7930.5%Real Estate
Target Corporation stock logo
TGT
Target
$499,453$25,208 â–²5.3%3,8240.5%Consumer Staples
STATE STR SPDR S&P 500 ETF T
$471,130$531,984 â–¼-53.0%2400.4%PUT
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$394,106$27,828 â–¼-6.6%5,8490.4%ETF
FEDEX FGHT HLDG CO INC
$373,121$373,121 â–²New Holding2,4710.4%COMMON STOCK
Western Alliance Bancorporation stock logo
WAL
Western Alliance Bancorporation
$356,090$2,055 â–¼-0.6%4,3320.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$338,1370.0%9570.3%Communication Services
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$321,369$3,176 â–¼-1.0%1,0120.3%Consumer Discretionary
Booking Holdings Inc. stock logo
BKNG
Booking
$320,832$307,999 â–²2,400.0%1,8000.3%Consumer Discretionary
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$314,728$39,518 â–²14.4%1,5530.3%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$311,946$143,058 â–¼-31.4%6280.3%Healthcare
Roblox Corporation stock logo
RBLX
Roblox
$288,649$139,485 â–¼-32.6%5,3080.3%Communication Services
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$274,978$2,500 â–¼-0.9%1,1000.3%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$266,240$27,760 â–¼-9.4%6330.3%Consumer Discretionary
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$218,895$230,061 â–¼-51.2%2,8230.2%Energy
PROSHARES TR
$53,360$53,360 â–²New Holding580.1%PUT
ADOBE INC
$46,788$46,788 â–²New Holding160.0%CALL
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$1,323,733 â–¼-100.0%00.0%Technology
ASTRAZENECA PLC
$0$1,218,532 â–¼-100.0%00.0%SPONSORED ADR
Gabelli Equity Trust Inc. stock logo
GAB
Gabelli Equity Trust
$0$350,676 â–¼-100.0%00.0%Finance
Exact Sciences Corporation stock logo
EXAS
Exact Sciences
$0$276,345 â–¼-100.0%00.0%Healthcare
Tractor Supply Company stock logo
TSCO
Tractor Supply
$0$261,302 â–¼-100.0%00.0%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$0$255,965 â–¼-100.0%00.0%Communication Services
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$0$230,482 â–¼-100.0%00.0%Consumer Discretionary
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$0$205,229 â–¼-100.0%00.0%Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$198,912 â–¼-100.0%00.0%Consumer Discretionary
NVIDIA CORPORATION
$0$92,526 â–¼-100.0%00.0%PUT

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