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CIK: 0002083411
Total reported value
$134.3M
$134.3M
76 檔
17.2%
According to the latest 13F quarterly dataset, Elevated Private Wealth, LLC managed an equity portfolio of $134.3M at the end of Q2 2026, spanning 76 distinct U.S. exchange-listed positions.
In Q2 2026, Elevated Private Wealth, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.48% | -1.30% | -0.64% | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 3.53% | -0.59% | -13.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.37% | -0.34% | -1.66% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 3.24% | -1.42% | -29.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.22% | -0.82% | -10.07% | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.05% | +0.13% | +52.71% | |
| 7 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.95% | -1.04% | -17.73% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.81% | -0.93% | +1.86% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | -0.26% | +15.37% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.66% | -1.11% | -10.03% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.22% | -0.60% | -3.85% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | +0.18% | +16.62% | |
| 13 | FDX | Fedex CORP | Stock-Industrials | 1.96% | -0.64% | -20.28% | |
| 14 | KMX | Carmax Inc | Stock-Consumer Disc | 1.90% | -0.51% | +7.53% | |
| 15 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.88% | -0.49% | -5.59% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.86% | -0.34% | -0.53% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.74% | +0.16% | +33.11% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | -0.35% | +1.45% | |
| 19 | MRNA | Moderna Inc | Stock-Healthcare | 1.66% | -0.23% | -29.40% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.62% | -0.56% | -11.59% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | -0.44% | +12.15% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.56% | +0.49% | +68.72% | |
| 23 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 1.48% | -0.38% | +46.16% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | +0.04% | +10.85% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.40% | +0.70% | +67.48% | |
| 26 | RPRX | Royalty Pharma plc | Stock-Healthcare | 1.37% | -0.30% | -12.42% | |
| 27 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.34% | -0.44% | +133.81% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.33% | -0.20% | -2.83% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.31% | -10.96% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 1.31% | -0.50% | -6.28% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 1.28% | -0.26% | +7.36% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.29% | +1.71% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 1.19% | +0.92% | +113.50% | |
| 34 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.16% | +1.14% | +78.70% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.55% | -7.31% | |
| 36 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.12% | -0.35% | — | |
| 37 | GPN | Global Payments Inc | Stock-Industrials | 1.10% | -0.14% | +17.87% | |
| 38 | VSXY | Victoria's Secret & Co | Stock-Consumer Disc | 1.08% | -0.38% | -44.41% | |
| 39 | BIIB | Biogen Inc | Stock-Healthcare | 1.07% | -0.23% | +1.38% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.42% | -17.73% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.05% | -0.32% | +0.51% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.99% | +0.37% | +85.47% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.96% | -0.96% | EXIT | |
| 44 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.95% | -0.07% | +34.41% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.95% | +0.33% | +82.37% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.24% | -6.79% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.80% | -0.13% | -2.94% | |
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.77% | -0.05% | -15.89% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.75% | -0.39% | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.73% | -0.20% | +6.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.9% | -13.55% | Trim |
| 2 | STX | Seagate Technology Holdings plc | +1.8% | -17.73% | Trim |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +1.7% | +52.71% | Add |
| 4 | LRCX | Lam Research CORP | +1.3% | -29.66% | Trim |
| 5 | AZN | AstraZeneca PLC | +1.1% | NEW | New buy |
| 6 | CAT | Caterpillar Inc | +0.9% | -10.03% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -3.85% | Trim |
| 8 | MRNA | Moderna Inc | +0.6% | -29.40% | Trim |
| 9 | ASML | ASML Holding N.V. | +0.5% | -11.59% | Trim |
| 10 | KMX | Carmax Inc | +0.5% | +7.53% | Add |
| 11 | DKNG | Draftkings Inc-cl A | +0.5% | +133.81% | Add |
| 12 | GLW | Corning Inc | +0.5% | — | Unchanged |
| 13 | UNH | Unitedhealth Group Inc | +0.4% | +1.86% | Add |
| 14 | ✓ | +0.4% | NEW | New buy | |
| 15 | WMT | Walmart Inc | +0.3% | +33.11% | Add |
| 16 | FTNT | Fortinet Inc | +0.3% | +0.54% | Add |
| 17 | NOW | Servicenow Inc | +0.3% | +113.50% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +15.37% | Add |
| 19 | RIVN | Rivian Automotive Inc-a | +0.2% | +46.16% | Add |
| 20 | RPRX | Royalty Pharma plc | +0.2% | -12.42% | Trim |
| 21 | AVGO | Broadcom Inc | +0.2% | +12.15% | Add |
| 22 | CVS | Cvs Health CORP | +0.1% | -6.28% | Trim |
| 23 | BIIB | Biogen Inc | +0.1% | +1.38% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -2.83% | Trim |
| 25 | TGT | Target CORP | +0.1% | +5.32% | Add |
| 26 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +82.37% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +6.45% | Add |
| 28 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -5.59% | Trim |
| 29 | ✓ | Proshares Tr | +0.1% | NEW | New buy |
| 30 | URTH | Ishares Msci World ETF | 0% | +14.36% | Add |
| 31 | ✓ | Adobe Inc | 0% | NEW | New buy |
| 32 | GPN | Global Payments Inc | 0% | +17.87% | Add |
| 33 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 34 | SSO | Proshares Ultra S&p500 | — | -6.60% | Trim |
| 35 | TTWO | Take-two Interactive Softwre | 0% | -0.90% | Trim |
| 36 | RCL | Royal Caribbean Cruises Ltd. | 0% | -0.98% | Trim |
| 37 | WAL | Western Alliance Bancorp | 0% | -0.57% | Trim |
| 38 | ANET | Arista Networks Inc | -0.1% | -15.89% | Trim |
| 39 | TSLA | Tesla Inc | -0.1% | -9.44% | Trim |
| 40 | COST | Costco Wholesale CORP | -0.1% | -6.79% | Trim |
| 41 | ✓ | Spdr S&P 500 Etf Tr Put Option | -0.1% | -53.03% | Trim |
| 42 | BIDU | Baidu Inc - Spon Adr | -0.1% | +12.14% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.71% | Add |
| 44 | NVDA | NVIDIA Corporation | -0.1% | EXIT | Sold out |
| 45 | BKNG | Booking Holdings Inc | -0.1% | +2400.00% | Add |
| 46 | WFC | Wells Fargo & Co | -0.1% | +6.69% | Add |
| 47 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -31.44% | Trim |
| 48 | PFE | Pfizer Inc | -0.1% | -2.94% | Trim |
| 49 | AAPL | Apple Inc | -0.1% | -1.66% | Trim |
| 50 | CRM | Salesforce Inc | -0.1% | +67.48% | Add |
According to official SEC Form 13F filings, Elevated Private Wealth, LLC reported a total U.S. public equity portfolio value of $134.3M across 76 disclosed positions in Q2 2026.
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, AMD, AAPL) accounted for 17.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
AZN
市值: $1.2M
Top Position Liquidated / Trimmed
MRVL
前期市值: $1.3M
During Q2 2026, Elevated Private Wealth, LLC's top holdings by market value included NVDA (8.5%)、AMD (3.5%)、AAPL (3.4%). The largest single position, NVDA, represented 8.5% of total portfolio value.
In Q2 2026, Elevated Private Wealth, LLC made 84 total portfolio adjustments, initiating 4 new buys, adding to 31 positions, trimming 39 holdings, and fully liquidating 10 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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