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CIK: 0002083411
Total reported value
$105.7M
$105.7M
82 檔
18.9%
During the Q4 2025 filing period, Elevated Private Wealth, LLC (CIK: 0002083411) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $105.7M across 82 reported positions.
During Q4 2025, Elevated Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.67% | -0.19% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.51% | -0.14% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.41% | -0.19% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.44% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | +0.23% | — | |
| 6 | FDX | Fedex CORP | Stock-Industrials | 2.47% | -0.51% | — | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.38% | +0.43% | — | |
| 8 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.20% | -0.34% | — | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 1.99% | +1.25% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.84% | -0.16% | — | |
| 11 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.83% | +0.05% | — | |
| 12 | FISV | Fiserv Inc | Stock-Other | 1.78% | -0.50% | — | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.73% | +0.93% | — | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.71% | -0.15% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.23% | — | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.64% | +1.89% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.60% | +0.62% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.27% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.54% | -0.14% | — | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.48% | -0.42% | — | |
| 21 | INTU | Intuit Inc | Stock-Tech | 1.47% | -0.48% | — | |
| 22 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.47% | -0.31% | — | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.16% | — | |
| 24 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.41% | -0.46% | — | |
| 25 | KMX | Carmax Inc | Stock-Consumer Disc | 1.40% | +0.50% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | +0.34% | — | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.39% | -0.34% | — | |
| 28 | VSXY | Victoria's Secret & Co | Stock-Consumer Disc | 1.37% | -0.29% | — | |
| 29 | MRVL | Marvell Technology Inc | Stock-Tech | 1.36% | -1.36% | EXIT | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.34% | +1.71% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.09% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.18% | — | |
| 33 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.26% | +0.22% | — | |
| 34 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.26% | -1.26% | EXIT | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | +0.10% | — | |
| 36 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.21% | -0.73% | — | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 1.20% | -0.24% | — | |
| 38 | RPRX | Royalty Pharma plc | Stock-Healthcare | 1.18% | +0.19% | — | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 1.17% | +0.14% | — | |
| 40 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.11% | +1.84% | — | |
| 41 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.09% | -0.40% | — | |
| 42 | GPN | Global Payments Inc | Stock-Industrials | 1.08% | +0.02% | — | |
| 43 | MRNA | Moderna Inc | Stock-Healthcare | 1.08% | +0.58% | — | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 1.08% | +0.54% | — | |
| 45 | SLB | Slb LTD | Stock-Energy | 1.07% | -0.38% | — | |
| 46 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.03% | -0.52% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.07% | — | |
| 48 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.98% | -0.33% | — | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.97% | -0.34% | — | |
| 50 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.94% | -0.37% | — |
According to official SEC Form 13F filings, Elevated Private Wealth, LLC reported a total U.S. public equity portfolio value of $105.7M across 82 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 18.9% of total reported equity market value during Q4 2025.
During Q4 2025, Elevated Private Wealth, LLC's top holdings by market value included NVDA (8.7%)、AAPL (3.5%)、GOOGL (3.4%). The largest single position, NVDA, represented 8.7% of total portfolio value.
In Q4 2025, Elevated Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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