13F

Investor

Elevated Private Wealth, LLC

CIK 0002083411 · filed 2026-02-12 · SEC filing

13F book

$97.1M

Positions

80

Largest name

8.7%

Nvidia Corp · NVDA

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA45.1K$8.41M8.7%Held
Apple Inc.AAPL12.5K$3.4M3.5%Held
Alphabet Inc10.6K$3.3M3.4%Held
Microsoft CorpMSFT5.08K$2.46M2.5%Held
Amazon Com IncAMZN10.5K$2.42M2.5%Held
Fedex CorpFDX8.28K$2.39M2.5%Held
Unitedhealth Group IncUNH7K$2.31M2.4%Held
Schwab Charles Corp21.4K$2.14M2.2%Held
Lam Research CorpLRCX11.2K$1.92M2.0%Held
Visa Inc.V5.09K$1.78M1.8%Held
Rio Tinto Plc22.2K$1.78M1.8%Held
Fiserv IncFISV25.7K$1.73M1.8%Held
Caterpillar IncCAT2.93K$1.68M1.7%Held
Adobe Inc.ADBE4.75K$1.66M1.7%Held
Meta Platforms, Inc.META2.51K$1.65M1.7%Held
Advanced Micro Devices IncAMD7.41K$1.59M1.6%Held
Taiwan Semiconductor Mfg Ltd5.11K$1.55M1.6%Held
Jpmorgan Chase & Co.4.78K$1.54M1.6%Held
Salesforce, Inc.CRM5.63K$1.49M1.5%Held
Pepsico IncPEP10K$1.44M1.5%Held
Atlassian CorpTEAM8.8K$1.43M1.5%Held
Intuit Inc.INTU2.15K$1.42M1.5%Held
lululemon athletica inc.LULU6.56K$1.36M1.4%Held
Carmax IncKMX35.2K$1.36M1.4%Held
Broadcom Inc.AVGO3.92K$1.36M1.4%Held
Walmart Inc.WMT12.2K$1.36M1.4%Held
Comcast Corp New45K$1.35M1.4%Held
Victorias Secret And Co24.5K$1.33M1.4%Held
Marvell Technology, Inc.MRVL15.6K$1.32M1.4%Held
Crowdstrike Hldgs Inc2.77K$1.3M1.3%Held
Berkshire Hathaway Inc Del2.58K$1.29M1.3%Held
Rivian Automotive Inc61.8K$1.22M1.3%Held
AstraZeneca PLCAZN13.3K$1.22M1.3%Held
Merck & Co., Inc.MRK11.3K$1.19M1.2%Held
Equity Lifestyle Pptys IncELS19.4K$1.17M1.2%Held
Nextera Energy Inc14.6K$1.17M1.2%Held
Royalty Pharma PLCRPRX29.6K$1.14M1.2%Held
Cvs Health CorpCVS14.3K$1.14M1.2%Held
Spdr S&P 500 Etf Tr1.65K$1.12M1.2%Held
Seagate Technology Hldngs Pl3.92K$1.08M1.1%Held
Kraft Heinz CoKHC43.8K$1.06M1.1%Held
Global Pmts Inc13.6K$1.05M1.1%Held
Moderna, Inc.MRNA35.5K$1.05M1.1%Held
Asml Holding N V975$1.04M1.1%Held
Slb Limited/NvSLB27K$1.04M1.1%Held
Trade Desk, Inc.TTD26.3K$998.3K1.0%Held
Costco Whsl Corp New1.15K$990.3K1.0%Held
Constellation Brands, Inc.STZ6.92K$954.1K1.0%Held
Emerson Elec Co7.11K$944K1.0%Held
Jd.Com Inc31.7K$910.9K0.9%Held
Biogen Inc.BIIB5.16K$908.6K0.9%Held
ServiceNow, Inc.NOW5.92K$907.5K0.9%Held
Pfizer IncPFE36.2K$900.2K0.9%Held
Alibaba Group Hldg Ltd5.72K$838.1K0.9%Held
Draftkings Inc New24K$826.8K0.9%Held
Wells Fargo Co New8.8K$820K0.8%Held
Baidu Inc5.92K$772.9K0.8%Held
Arista Networks, Inc.ANET5.61K$734.9K0.8%Held
Roblox CorpRBLX7.87K$637.9K0.7%Held
Exxon Mobil Corp4.87K$585.7K0.6%Held
Shell Plc5.79K$425.4K0.4%Held
Vertex Pharmaceuticals Inc916$415.3K0.4%Held
Booking Holdings Inc.BKNG72$385.6K0.4%Held
Fortinet, Inc.FTNT4.61K$365.8K0.4%Held
Western Alliance Bancorp4.33K$364.2K0.4%Held
Proshares Tr6.26K$362.7K0.4%Held
Target CorpTGT3.63K$354.9K0.4%Held
Gabelli Equity Tr Inc56.8K$350.7K0.4%Held
Tesla, Inc.TSLA699$314.4K0.3%Held
Alphabet Inc957$300.3K0.3%Held
Royal Caribbean Group1.01K$282.3K0.3%Held
Take-Two Interactive Softwar1.1K$281.6K0.3%Held
Exact Sciences Corp2.72K$276.3K0.3%Held
Corning Inc3.11K$272.3K0.3%Held
Tractor Supply Co5.22K$261.3K0.3%Held
Netflix IncNFLX2.73K$256K0.3%Held
Ishares Inc1.36K$252.2K0.3%Held
Mercadolibre IncMELI106$213.5K0.2%Held
Check Point Software Tech Lt1.11K$205.2K0.2%Held
Chipotle Mexican Grill IncCMG5.38K$198.9K0.2%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.