Elevated Private Wealth, LLC
โขCIK: 2083411โขFiling: 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%
๐ Biggest Buys
๐ 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%