Data as of Q4 2025 (Dec 31, 2025)

Elevated Private Wealth, LLC

โ€ขCIK: 2083411โ€ขFiling: Q4 2025

**Elevated Private Wealth, LLC** manages $94M across a diversified portfolio of 82 positions. The strategy exhibits a clear tilt toward mega-cap technology and established growth leaders, evidenced by top holdings including NVDA ($8.4M) and AAPL ($3.4M). Significant allocations are also maintained in key sectors, notably technology (GOOGL at $3.3M, MSFT at $2.5M) and industrials/healthcare (AMZN at $2.4M, UNH at $2.3M). This concentrated approach suggests a conviction in high-quality, market-leading enterprises.

Total AUM
$93.8M
+ $657.0K in options
QoQ Performance
N/A
Positions
75
+ 6 options
Top 10 Concentration
32.3%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
NVDA8.9%
AAPL3.6%
GOOGL3.5%
MSFT2.6%
AMZN2.6%
FDX2.5%
UNH2.4%
SCHW2.3%

๐Ÿ“ˆ Biggest Buys

NVDA
NVIDIA CORPORATION
NEW
8.9% of portfolio
AAPL
APPLE INC
NEW
3.6% of portfolio
GOOGL
ALPHABET INC
NEW
3.5% of portfolio
MSFT
MICROSOFT CORP
NEW
2.6% of portfolio
AMZN
AMAZON COM INC
NEW
2.6% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other37.4%
Technology29.3%
Financial8.0%
Consumer6.0%
Healthcare5.9%
Industrial4.3%
Consumer Staples2.6%
ETF1.7%