Elevated Private Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Elevated Private Wealth, LLC reported 73 stock positions worth $105.1 million. Its top holding was Nvidia (NVDA) at 8.5% of the portfolio, followed by Advanced Micro Devices (AMD, 3.6%) and Apple (AAPL, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- HARTLAND, WI
- CIK
- 0002083411
- Portfolio Value
- $105.1M (Q2 2026)
- SEC Filing
- 0002083411-26-000005 ↗ filed Jul 30, 2026
Holdings Value
Holdings 73 stocks · $105.1M
| NVDA Nvidia Corp. | 8.53% | 44,811 | $9.0M | — |
| AMD Advanced Micro Devices | 3.55% | 6,431 | $3.7M | — |
| AAPL Apple Inc. | 3.39% | 12,315 | $3.6M | — |
| LRCX Lam Research Corp. | 3.26% | 7,912 | $3.4M | — |
| GOOGL Alphabet Inc. Class A | 3.23% | 9,515 | $3.4M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 3.07% | 4,224 | $3.2M | — |
| STX Seagate Technology Holdings | 2.96% | 3,229 | $3.1M | — |
| UNH Unitedhealth Group Inc. | 2.82% | 7,135 | $3.0M | — |
| AMZN Amazon.com Inc. | 2.75% | 12,106 | $2.9M | — |
| CAT Caterpillar Inc. | 2.67% | 2,638 | $2.8M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.23% | 4,917 | $2.3M | — |
| MSFT Microsoft Corp. | 2.10% | 5,921 | $2.2M | — |
| FDX FedEx Corp. | 1.97% | 6,604 | $2.1M | — |
| KMX Carmax Inc. | 1.91% | 37,866 | $2.0M | — |
| RIO Rio Tinto PLC-Spon ADR | 1.89% | 20,948 | $2.0M | — |
| SCHW Schwab (charles) Corp. | 1.87% | 21,274 | $2.0M | — |
| WMT Walmart Inc. | 1.75% | 16,213 | $1.8M | — |
| V Visa Inc. Class A | 1.69% | 5,163 | $1.8M | — |
| MRNA Moderna Inc. | 1.67% | 25,040 | $1.8M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.63% | 862 | $1.7M | — |
| AVGO Broadcom Inc. | 1.58% | 4,404 | $1.7M | — |
| ADBE Adobe Inc. | 1.56% | 8,016 | $1.6M | — |
| RIVN Rivian Automotive Inc. Class A | 1.49% | 90,389 | $1.6M | — |
| META Meta Platforms Inc. Class A | 1.49% | 2,779 | $1.6M | — |
| CRM Salesforce Inc. | 1.41% | 9,431 | $1.5M | — |
| RPRX Royalty Pharma PLC Class A | 1.38% | 25,886 | $1.5M | — |
| DKNG Draftkings Inc. Class A | 1.35% | 56,095 | $1.4M | — |
| MRK Merck & Co. Inc. | 1.34% | 10,972 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 1.33% | 4,255 | $1.4M | — |
| CVS CVS Health Corp. | 1.32% | 13,423 | $1.4M | — |
| FISV Fiserv Inc. | 1.29% | 27,589 | $1.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 2,620 | $1.3M | — |
| NOW ServiceNow Inc. | 1.19% | 12,648 | $1.3M | — |
| TEAM Atlassian Corp. Class A | 1.16% | 15,726 | $1.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 1,624 | $1.2M | — |
| AZN Astrazeneca PLC | 1.12% | 6,226 | $1.2M | — |
| GPN Global Payments Inc. | 1.10% | 16,003 | $1.2M | — |
| VSXY Victoria's Secret & Co. | 1.08% | 13,616 | $1.1M | — |
| BIIB Biogen Inc. | 1.08% | 5,234 | $1.1M | — |
| PEP Pepsico Inc. | 1.06% | 8,235 | $1.1M | — |
| CMCSA Comcast Corp. Class A | 1.06% | 45,263 | $1.1M | — |
| INTU Intuit Inc. | 0.99% | 3,995 | $1.0M | — |
| NEE Nextera Energy Inc. | 0.96% | 11,538 | $1.0M | — |
| LULU Lululemon Athletica Inc. | 0.96% | 8,817 | $1.0M | — |
| BABA Alibaba Group Holding-SP ADR | 0.95% | 10,428 | $1.0M | — |
| COST Costco Wholesale Corp. | 0.95% | 1,070 | $1.0M | — |
| PFE Pfizer Inc. | 0.80% | 35,087 | $845K | — |
| ANET Arista Networks Inc. | 0.77% | 4,763 | $809K | — |
| GLW Corning Inc. | 0.76% | 3,110 | $794K | — |
| WFC Wells Fargo & Co. | 0.74% | 9,387 | $776K | — |
| BIDU Baidu Inc. - Spon ADR | 0.72% | 6,633 | $758K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.70% | 15,783 | $734K | — |
| KHC The Kraft Heinz Co. | 0.69% | 30,868 | $729K | — |
| FTNT Fortinet Inc. | 0.68% | 4,631 | $711K | — |
| XOM Exxon Mobil Corp. | 0.67% | 5,181 | $708K | — |
| STZ Constellation Brands Inc. Class A | 0.65% | 4,910 | $683K | — |
| EMR Emerson Electric Co. | 0.63% | 4,626 | $662K | — |
| JD Jd.com Inc.-ADR | 0.57% | 23,646 | $603K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.51% | 29,701 | $537K | — |
| ELS Equity Lifestyle Properties | 0.48% | 7,793 | $502K | — |
| TGT Target Corp. | 0.48% | 3,824 | $499K | — |
| SSO Proshares Ultra S&P500 | 0.37% | 5,849 | $394K | — |
| FDXF FedEx Freight Holding Co. | 0.35% | 2,471 | $373K | — |
| WAL Western Alliance Bancorp | 0.34% | 4,332 | $356K | — |
| GOOG Alphabet Inc. Class C | 0.32% | 957 | $338K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.31% | 1,012 | $321K | — |
| BKNG Booking Holdings Inc. | 0.31% | 1,800 | $321K | — |
| URTH iShares MSCI World ETF | 0.30% | 1,553 | $315K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.30% | 628 | $312K | — |
| RBLX Roblox Corp. Class A | 0.27% | 5,308 | $289K | — |
| TTWO Take-Two Interactive Softwre | 0.26% | 1,100 | $275K | — |
| TSLA Tesla Inc. | 0.25% | 633 | $266K | — |
| SHEL Shell PLC-ADR | 0.21% | 2,823 | $219K | — |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($471K), PROSHARES TR puts ($53K), ADOBE INC calls ($47K).
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.