Elevated Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Elevated Private Wealth, LLC held in its portfolio 82 assets valued at $97,057,205 (i.e. $97.06M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($8.41M), APPLE INC ($3.40M), and ALPHABET INC ($3.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 82 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Elevated Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 45101 | 8411391 | COM |
| APPLE INC | 12523 | 3403444 | COM |
| ALPHABET INC | 10580 | 3309571 | CAP STK CL A |
| MICROSOFT CORP | 5077 | 2455573 | COM |
| AMAZON COM INC | 10493 | 2421994 | COM |
| FEDEX CORP | 8284 | 2392952 | COM |
| UNITEDHEALTH GROUP INC | 7005 | 2312492 | COM |
| SCHWAB CHARLES CORP | 21387 | 2136776 | COM |
| LAM RESEARCH CORP | 11249 | 1931284 | COM NEW |
| VISA INC | 5089 | 1784651 | COM CL A |
| RIO TINTO PLC | 22189 | 1775786 | SPONSORED ADR |
| FISERV INC | 25698 | 1726135 | COM |
| CATERPILLAR INC | 2932 | 1679655 | COM |
| ADOBE INC | 4751 | 1662802 | COM |
| META PLATFORMS INC | 2507 | 1654949 | CL A |
| ADVANCED MICRO DEVICES INC | 7439 | 1643338 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5114 | 1554093 | SPONSORED ADS |
| JPMORGAN CHASE & CO. | 4779 | 1539777 | COM |
| SALESFORCE INC | 5631 | 1491708 | COM |
| PEPSICO INC | 10010 | 1436635 | COM |
| INTUIT | 2154 | 1428384 | COM |
| ATLASSIAN CORPORATION | 8800 | 1426832 | CL A |
| BROADCOM INC | 3927 | 1365323 | COM |
| LULULEMON ATHLETICA INC | 6560 | 1363234 | COM |
| CARMAX INC | 35213 | 1360630 | COM |
| WALMART INC | 12180 | 1356919 | COM |
| COMCAST CORP NEW | 45035 | 1346096 | CL A |
| VICTORIAS SECRET AND CO | 24492 | 1326732 | COMMON STOCK |
| MARVELL TECHNOLOGY INC | 15577 | 1323733 | COM |
| CROWDSTRIKE HLDGS INC | 2766 | 1296590 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 2576 | 1294826 | CL B NEW |
| SPDR S&P 500 ETF TR | 1752 | 1285543 | TR UNIT |
| RIVIAN AUTOMOTIVE INC | 61842 | 1218906 | COM CL A |
| ASTRAZENECA PLC | 13255 | 1218532 | SPONSORED ADR |
| MERCK & CO INC | 11292 | 1188596 | COM |
| EQUITY LIFESTYLE PPTYS INC | 19382 | 1174773 | COM |
| NEXTERA ENERGY INC | 14551 | 1168154 | COM |
| ROYALTY PHARMA PLC | 29557 | 1142082 | SHS CLASS A |
| CVS HEALTH CORP | 14323 | 1136673 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 3925 | 1080906 | ORD SHS |
| KRAFT HEINZ CO | 43762 | 1061229 | COM |
| GLOBAL PMTS INC | 13577 | 1050860 | COM |
| MODERNA INC | 35467 | 1045922 | COM |
| ASML HOLDING N V | 975 | 1043113 | N Y REGISTRY SHS |
| SLB LIMITED | 26994 | 1036030 | COM STK |
| THE TRADE DESK INC | 26299 | 998310 | COM CL A |
| COSTCO WHSL CORP NEW | 1148 | 990328 | COM |
| CONSTELLATION BRANDS INC | 6916 | 954131 | CL A |
| EMERSON ELEC CO | 7113 | 944037 | COM |
| JD.COM INC | 31738 | 910881 | SPON ADS CL A |
| BIOGEN INC | 5163 | 908636 | COM |
| SERVICENOW INC | 5924 | 907498 | COM |
| PFIZER INC | 36151 | 900160 | COM |
| ALIBABA GROUP HLDG LTD | 5718 | 838144 | SPONSORED ADS |
| DRAFTKINGS INC NEW | 23992 | 826764 | COM CL A |
| WELLS FARGO CO NEW | 8798 | 819974 | COM |
| ARISTA NETWORKS INC | 5663 | 791583 | COM SHS |
| BAIDU INC | 5915 | 772854 | SPON ADR REP A |
| ROBLOX CORP | 7873 | 637949 | CL A |
| EXXON MOBIL CORP | 4867 | 585695 | COM |
| SPDR S&P 500 ETF TR | 511 | 511645 | PUT |
| SHELL PLC | 5790 | 425449 | SPON ADS |
| VERTEX PHARMACEUTICALS INC | 916 | 415278 | COM |
| BOOKING HOLDINGS INC | 72 | 385584 | COM |
| WESTERN ALLIANCE BANCORP | 4357 | 369482 | COM |
| FORTINET INC | 4606 | 365762 | COM |
| PROSHARES TR | 6262 | 362695 | PSHS ULT S&P 500 |
| TARGET CORP | 3631 | 354930 | COM |
| GABELLI EQUITY TR INC | 56836 | 350676 | COM |
| ROYAL CARIBBEAN GROUP | 1022 | 320067 | COM |
| TESLA INC | 699 | 314354 | COM |
| ALPHABET INC | 957 | 300307 | CAP STK CL C |
| TAKE-TWO INTERACTIVE SOFTWAR | 1110 | 283141 | COM |
| EXACT SCIENCES CORP | 2721 | 276345 | COM |
| CORNING INC | 3110 | 272312 | COM |
| TRACTOR SUPPLY CO | 5225 | 261302 | COM |
| NETFLIX INC | 2730 | 255965 | COM |
| ISHARES INC | 1358 | 252194 | MSCI WORLD ETF |
| MERCADOLIBRE INC | 107 | 230482 | COM |
| CHECK POINT SOFTWARE TECH LT | 1106 | 205229 | ORD |
| CHIPOTLE MEXICAN GRILL INC | 5376 | 198912 | COM |
| NVIDIA CORPORATION | 125 | 92526 | PUT |
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