Elevated Private Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Elevated Private Wealth, LLC reported 80 stock positions worth $96.1 million. Its top holding was Nvidia (NVDA) at 8.8% of the portfolio, followed by Apple (AAPL, 3.5%) and Alphabet Class A (GOOGL, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- HARTLAND, WI
- CIK
- 0002083411
- Portfolio Value
- $96.1M (Q4 2025)
- SEC Filing
- 0002083411-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 80 stocks · $96.1M
| NVDA Nvidia Corp. | 8.75% | 45,101 | $8.4M | — |
| AAPL Apple Inc. | 3.54% | 12,509 | $3.4M | — |
| GOOGL Alphabet Inc. Class A | 3.44% | 10,558 | $3.3M | — |
| MSFT Microsoft Corp. | 2.56% | 5,077 | $2.5M | — |
| AMZN Amazon.com Inc. | 2.52% | 10,493 | $2.4M | — |
| FDX FedEx Corp. | 2.49% | 8,284 | $2.4M | — |
| UNH Unitedhealth Group Inc. | 2.41% | 7,005 | $2.3M | — |
| SCHW Schwab (charles) Corp. | 2.22% | 21,387 | $2.1M | — |
| LRCX Lam Research Corp. | 2.00% | 11,215 | $1.9M | — |
| V Visa Inc. Class A | 1.86% | 5,089 | $1.8M | — |
| RIO Rio Tinto PLC-Spon ADR | 1.85% | 22,189 | $1.8M | — |
| FISV Fiserv Inc. | 1.80% | 25,698 | $1.7M | — |
| CAT Caterpillar Inc. | 1.75% | 2,932 | $1.7M | — |
| ADBE Adobe Inc. | 1.73% | 4,751 | $1.7M | — |
| META Meta Platforms Inc. Class A | 1.72% | 2,507 | $1.7M | — |
| AMD Advanced Micro Devices | 1.65% | 7,413 | $1.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 1.62% | 5,114 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 1.60% | 4,779 | $1.5M | — |
| CRM Salesforce Inc. | 1.55% | 5,631 | $1.5M | — |
| PEP Pepsico Inc. | 1.50% | 10,010 | $1.4M | — |
| TEAM Atlassian Corp. Class A | 1.49% | 8,800 | $1.4M | — |
| INTU Intuit Inc. | 1.48% | 2,150 | $1.4M | — |
| LULU Lululemon Athletica Inc. | 1.42% | 6,560 | $1.4M | — |
| KMX Carmax Inc. | 1.42% | 35,213 | $1.4M | — |
| AVGO Broadcom Inc. | 1.41% | 3,921 | $1.4M | — |
| WMT Walmart Inc. | 1.41% | 12,180 | $1.4M | — |
| CMCSA Comcast Corp. Class A | 1.40% | 45,035 | $1.3M | — |
| VSXY Victoria's Secret & Co. | 1.38% | 24,492 | $1.3M | — |
| MRVL Marvell Technology Inc. | 1.38% | 15,577 | $1.3M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 1.35% | 2,766 | $1.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 2,576 | $1.3M | — |
| RIVN Rivian Automotive Inc. Class A | 1.27% | 61,842 | $1.2M | — |
| AZN Astrazeneca PLC-Spons ADR | 1.27% | 13,255 | $1.2M | — |
| MRK Merck & Co. Inc. | 1.24% | 11,292 | $1.2M | — |
| ELS Equity Lifestyle Properties | 1.22% | 19,382 | $1.2M | — |
| NEE Nextera Energy Inc. | 1.22% | 14,551 | $1.2M | — |
| RPRX Royalty Pharma PLC Class A | 1.19% | 29,557 | $1.1M | — |
| CVS CVS Health Corp. | 1.18% | 14,323 | $1.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.17% | 1,648 | $1.1M | — |
| STX Seagate Technology Holdings | 1.12% | 3,925 | $1.1M | — |
| KHC The Kraft Heinz Co. | 1.10% | 43,762 | $1.1M | — |
| GPN Global Payments Inc. | 1.09% | 13,577 | $1.1M | — |
| MRNA Moderna Inc. | 1.09% | 35,467 | $1.0M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.09% | 975 | $1.0M | — |
| SLB SLB Ltd. filed as SLB LIMITED | 1.08% | 26,994 | $1.0M | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.04% | 26,299 | $998K | — |
| COST Costco Wholesale Corp. | 1.03% | 1,148 | $990K | — |
| STZ Constellation Brands Inc. Class A | 0.99% | 6,916 | $954K | — |
| EMR Emerson Electric Co. | 0.98% | 7,113 | $944K | — |
| JD Jd.com Inc.-ADR | 0.95% | 31,738 | $911K | — |
| BIIB Biogen Inc. | 0.95% | 5,163 | $909K | — |
| NOW ServiceNow Inc. | 0.94% | 5,924 | $907K | — |
| PFE Pfizer Inc. | 0.94% | 36,151 | $900K | — |
| BABA Alibaba Group Holding-SP ADR | 0.87% | 5,718 | $838K | — |
| DKNG Draftkings Inc. Class A | 0.86% | 23,992 | $827K | — |
| WFC Wells Fargo & Co. | 0.85% | 8,798 | $820K | — |
| BIDU Baidu Inc. - Spon ADR | 0.80% | 5,915 | $773K | — |
| ANET Arista Networks Inc. | 0.76% | 5,609 | $735K | — |
| RBLX Roblox Corp. Class A | 0.66% | 7,873 | $638K | — |
| XOM Exxon Mobil Corp. | 0.61% | 4,867 | $586K | — |
| SHEL Shell PLC-ADR | 0.44% | 5,790 | $425K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.43% | 916 | $415K | — |
| BKNG Booking Holdings Inc. | 0.40% | 72 | $386K | — |
| FTNT Fortinet Inc. | 0.38% | 4,606 | $366K | — |
| WAL Western Alliance Bancorp | 0.38% | 4,332 | $364K | — |
| SSO Proshares Ultra S&P500 | 0.38% | 6,262 | $363K | — |
| TGT Target Corp. | 0.37% | 3,631 | $355K | — |
| GAB Gabelli Equity Trust | 0.36% | 56,836 | $351K | — |
| TSLA Tesla Inc. | 0.33% | 699 | $314K | — |
| GOOG Alphabet Inc. Class C | 0.31% | 957 | $300K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.29% | 1,012 | $282K | — |
| TTWO Take-Two Interactive Softwre | 0.29% | 1,100 | $282K | — |
| EXAS Exact Sciences Corp. | 0.29% | 2,721 | $276K | — |
| GLW Corning Inc. | 0.28% | 3,110 | $272K | — |
| TSCO Tractor Supply Company | 0.27% | 5,225 | $261K | — |
| NFLX Netflix Inc. | 0.27% | 2,730 | $256K | — |
| URTH iShares MSCI World ETF | 0.26% | 1,358 | $252K | — |
| MELI MercadoLibre Inc. | 0.22% | 106 | $214K | — |
| CHKP Check Point Software Tech | 0.21% | 1,106 | $205K | — |
| CMG Chipotle Mexican Grill Inc. | 0.21% | 5,376 | $199K | — |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($512K), SPY puts ($162K), NVIDIA CORPORATION puts ($93K), ANET puts ($57K), AMD puts ($56K), RCL puts ($38K), MELI puts ($17K), LRCX puts ($12K), AVGO puts ($8K), WAL puts ($5K), GOOGL puts ($5K), INTU puts ($4K), and 2 more.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.