Q3 2026 13F · SEC CIK 2083411

Elevated Private Wealth, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $108.8M
Reported positions: 64
Holdings vs S&P 500, 3 yrs: —
Assets under management: $122.7M

Elevated Private Wealth, LLC is a wealth manager that reported 64 positions worth $108.8M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Nvidia Corporation (NVDA, 8.9%), Crowdstrike Hldgs Inc (CRWD, 3.9%), Apple Inc (AAPL, 3.7%).

Elevated Private Wealth, LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elevated Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.9%	8.5%	42,229	-5.8%	$9.6M
CRWDCrowdstrike Hldgs Inc	3.9%	3.1%	16,149	+282.3%	$4.3M
AAPLApple Inc	3.7%	3.4%	12,199	-0.9%	$4.1M
AMDAdvanced Micro Devices Inc	3.6%	3.6%	6,455	+0.4%	$3.9M
AMZNAmazon Com Inc	3.0%	2.7%	13,312	+10.0%	$3.3M
GOOGLAlphabet Inc	3.0%	3.2%	9,352	-1.7%	$3.2M
TEAMAtlassian Corporation	2.8%	1.2%	17,221	+9.5%	$3.1M
MSFTMicrosoft Corp	2.8%	2.1%	5,934	+0.2%	$3.0M
NOWServicenow Inc	2.6%	1.2%	21,183	+67.5%	$2.8M
CRMSalesforce Inc	2.6%	1.4%	12,256	+30.0%	$2.8M
ADBEAdobe Inc	2.5%	1.6%	11,459	+43.0%	$2.7M
STXSeagate Technology Hldngs Pl	2.4%	3.0%	2,780	-13.9%	$2.6M
WMTWalmart Inc	2.3%	1.7%	24,506	+51.2%	$2.5M
UNHUnitedhealth Group Inc	2.3%	2.8%	6,893	-3.4%	$2.5M
LRCXLam Research Corp	2.3%	3.3%	7,453	-5.8%	$2.4M
SPYState Str Spdr S&p 500 ETF T	2.1%	1.2%	2,985	+83.8%	$2.3M
TSMTaiwan Semiconductor Manufac	2.0%	2.2%	4,773	-2.9%	$2.2M
CATCaterpillar Inc	1.9%	2.7%	2,560	-3.0%	$2.1M
METAMeta Platforms Inc	1.9%	1.5%	2,816	+1.3%	$2.0M
SCHWCharles Schwab Corp (the)	1.9%	1.9%	20,874	-1.9%	$2.0M
MRNAModerna Inc	1.8%	1.7%	9,976	-60.2%	$1.9M
KMXCarmax Inc	1.7%	1.9%	33,976	-10.3%	$1.9M
RIORio Tinto PLC	1.7%	1.9%	19,872	-5.1%	$1.9M
INTUIntuit	1.7%	1.0%	6,645	+66.3%	$1.8M
VVisa Inc	1.6%	1.7%	4,954	-4.0%	$1.8M
FDXFedex Corp	1.6%	2.0%	6,233	-5.6%	$1.8M
BABAAlibaba Group Hldg Ltd	1.6%	1.0%	15,993	+53.4%	$1.7M
AVGOBroadcom Inc	1.4%	1.6%	4,319	-1.9%	$1.5M
MRKMerck & Co Inc	1.4%	1.3%	10,434	-4.9%	$1.5M
RIVNRivian Automotive Inc	1.4%	1.5%	98,604	+9.1%	$1.5M
RPRXRoyalty Pharma PLC	1.3%	1.4%	24,540	-5.2%	$1.4M
ASMLAsml Hldg NV	1.3%	1.6%	787	-8.7%	$1.4M
FISVFiserv Inc	1.3%	1.3%	30,287	+9.8%	$1.4M
JPMJpmorgan Chase & Co	1.3%	1.3%	4,116	-3.3%	$1.4M
GPNGlobal Pmts Inc	1.2%	1.1%	15,760	-1.5%	$1.3M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	2,550	-2.7%	$1.3M
DKNGDraftkings Inc	1.1%	1.3%	63,477	+13.2%	$1.2M
TSLATesla Inc	1.1%	—	3,344	—	$1.2M
LULULululemon Athletica Inc	1.1%	1.0%	12,299	+39.5%	$1.2M
BIIBBiogen Inc	1.0%	1.1%	4,983	-4.8%	$1.1M
CVSCvs Health Corp	1.0%	1.3%	12,687	-5.5%	$1.1M
AZNAstrazeneca PLC	0.9%	1.1%	6,376	+2.4%	$1.0M
CMCSAComcast Corp New	0.9%	1.1%	45,157	-0.2%	$983K
ANETArista Networks Inc	0.9%	0.8%	4,763	+0.0%	$970K
COSTCostco Wholesale Corporation	0.9%	1.0%	1,045	-2.3%	$951K
VSXYVictoria's Secret & Co.	0.9%	1.1%	10,623	-22.0%	$940K
PFEPfizer Inc	0.8%	0.8%	31,529	-10.1%	$899K
PEPPepsico Inc	0.8%	1.1%	6,755	-18.0%	$856K
FTNTFortinet Inc	0.8%	—	4,631	—	$828K
XOMExxonmobil Holdings Corp	0.7%	—	4,869	—	$792K

What Elevated Private Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+282.3% shares
SPY State Str Spdr S&p 500 ETF T+83.8% shares
NOW Servicenow Inc+67.5% shares
INTU Intuit+66.3% shares
BABA Alibaba Group Hldg Ltd+53.4% shares
WMT Walmart Inc+51.2% shares
ADBE Adobe Inc+43.0% shares
LULU Lululemon Athletica Inc+39.5% shares

Reduced

MRNA Moderna Inc-60.2% shares
VSXY Victoria's Secret & Co.-22.0% shares
PEP Pepsico Inc-18.0% shares
STX Seagate Technology Hldngs Pl-13.9% shares
KMX Carmax Inc-10.3% shares
PFE Pfizer Inc-10.1% shares
ASML Asml Hldg NV-8.7% shares
LRCX Lam Research Corp-5.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$108.8M	64
Q2 2026	$105.1M	73
Q4 2025	$96.1M	80

Questions about Elevated Private Wealth, LLC's portfolio

What stocks does Elevated Private Wealth, LLC own?

Elevated Private Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 64 positions worth $108.8M. The largest are Nvidia Corporation (NVDA) at 8.9%, Crowdstrike Hldgs Inc (CRWD) at 3.9%, Apple Inc (AAPL) at 3.7%, Advanced Micro Devices Inc (AMD) at 3.6% and Amazon Com Inc (AMZN) at 3.0%.

What did Elevated Private Wealth, LLC buy last quarter?

In Q3 2026, Elevated Private Wealth, LLC added Crowdstrike Hldgs Inc (CRWD) (+282.3% shares), State Str Spdr S&p 500 ETF T (SPY) (+83.8% shares) and Servicenow Inc (NOW) (+67.5% shares), compared with its Q2 2026 filing.

What did Elevated Private Wealth, LLC sell last quarter?

In Q3 2026, Elevated Private Wealth, LLC cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Corning Inc (GLW), cut from its top 50 Wells Fargo & Co (WFC), Moderna Inc (MRNA) (-60.2% shares), Victoria's Secret & Co. (VSXY) (-22.0% shares) and Pepsico Inc (PEP) (-18.0% shares), compared with its Q2 2026 filing.

When is Elevated Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Elevated Private Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Elevated Private Wealth, LLC manage?

Elevated Private Wealth, LLC reported $122.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $108.8M.