Elevated Private Wealth, LLC

CIK 0002083411 · HARTLAND, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Elevated Private Wealth, LLC reported 76 positions worth $105.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: NVDA (8.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$105.7M
2026 Q2
Positions
76
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.0%
Est. Net Flow (Q)
2026 Q2
10 / 76 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$9.0M8.48%44,811
2AMDADVANCED MICRO DEVICES INCSH$3.7M3.53%6,431
3AAPLAPPLE INCSH$3.6M3.37%12,315
4LRCXLAM RESEARCH CORPSH$3.4M3.24%7,912
5GOOGLALPHABET INCSH$3.4M3.22%9,515
6CRWDCROWDSTRIKE HLDGS INCSH$3.2M3.05%4,224
7STXSEAGATE TECHNOLOGY HLDNGS PLSH$3.1M2.95%3,229
8UNHUNITEDHEALTH GROUP INCSH$3.0M2.81%7,135
9AMZNAMAZON COM INCSH$2.9M2.73%12,106
10CATCATERPILLAR INCSH$2.8M2.66%2,638

The free plan shows the top 10 positions. The remaining 66 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Elevated Private Wealth, LLC hold as of Q2 2026?

Elevated Private Wealth, LLC reported 76 positions worth $105.7M in its Q2 2026 13F filing. Largest positions: NVDA (8.5%), AMD (3.5%), AAPL (3.4%), LRCX (3.2%) and GOOGL (3.2%).

What did Elevated Private Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Elevated Private Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.