Elevated Private Wealth, LLC
Filing Date
Dec 31, 2025
Global Rank
#5,777
/ 8,420
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
+13.5%
Period ended 6 months ago
Filed Feb 12, 2026 · 4mo
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.7%
SPY
+9.1%
Annualised alpha
+13.5%
Max drawdown
−8.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
76 positions · as of Dec 31, 2025Top Position
9.0%
of portfolio value
Top 5
21.3%
of portfolio value
Top 10
32.5%
of portfolio value
HHI
230
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.1% | $33,948,496 |
| Consumer Cyclical | 12.7% | $11,928,013 |
| Communication Services | 9.8% | $9,177,223 |
| Healthcare | 9.6% | $9,049,763 |
| Financial Services | 8.8% | $8,289,723 |
| Consumer Defensive | 6.5% | $6,153,863 |
| Industrials | 6.5% | $6,067,466 |
| Unclassified | 3.4% | $3,197,200 |
| Energy | 2.2% | $2,047,172 |
| Basic Materials | 1.9% | $1,775,785 |
| Real Estate | 1.3% | $1,174,743 |
| Utilities | 1.2% | $1,168,154 |
76 positions ·
$93,977,601 total
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 76 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 45,101 | $8,411,336 | 8.95% | |
| AAPL |
Apple Inc.
Technology
|
First | 12,523 | $3,404,501 | 3.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 10,580 | $3,311,540 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,077 | $2,455,338 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 10,493 | $2,421,994 | 2.58% | |
| FDX |
Fedex Corp
Industrials
|
First | 8,284 | $2,392,916 | 2.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 7,005 | $2,312,420 | 2.46% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 21,387 | $2,136,775 | 2.27% | |
| LRCX |
Lam Research Corp
Technology
|
First | 11,249 | $1,925,602 | 2.05% | |
| V |
Visa Inc.
Financial Services
|
First | 5,089 | $1,784,763 | 1.90% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
First | 22,189 | $1,775,785 | 1.89% | |
| FISV |
Fiserv Inc
|
First | 25,698 | $1,726,134 | 1.84% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,932 | $1,679,654 | 1.79% | |
| ADBE |
Adobe Inc.
Technology
|
First | 4,751 | $1,662,802 | 1.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,507 | $1,654,845 | 1.76% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 7,439 | $1,593,136 | 1.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 5,114 | $1,554,093 | 1.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 4,779 | $1,539,889 | 1.64% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 5,631 | $1,491,708 | 1.59% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 10,010 | $1,436,635 | 1.53% | |
| INTU |
Intuit Inc.
Technology
|
First | 2,154 | $1,426,852 | 1.52% | |
| TEAM |
Atlassian Corp
Technology
|
First | 8,800 | $1,426,832 | 1.52% | |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
First | 6,560 | $1,363,233 | 1.45% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
First | 35,213 | $1,360,630 | 1.45% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,927 | $1,359,134 | 1.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 12,180 | $1,356,973 | 1.44% | |
| VSCO |
Victoria's Secret & Co.
Consumer Cyclical
|
First | 24,492 | $1,326,731 | 1.41% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 15,577 | $1,323,733 | 1.41% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 2,766 | $1,296,590 | 1.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,576 | $1,294,826 | 1.38% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 45,035 | $1,261,569 | 1.34% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
First | 61,842 | $1,218,905 | 1.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,752 | $1,194,722 | 1.27% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 11,292 | $1,188,595 | 1.26% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
First | 19,382 | $1,174,743 | 1.25% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 14,551 | $1,168,154 | 1.24% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
First | 29,557 | $1,142,082 | 1.22% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 14,323 | $1,136,673 | 1.21% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 3,925 | $1,080,905 | 1.15% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
First | 43,762 | $1,061,228 | 1.13% | |
| GPN |
Global Payments Inc
Industrials
|
First | 13,577 | $1,050,859 | 1.12% | |
| MRNA |
Moderna, Inc.
Healthcare
|
First | 35,467 | $1,045,921 | 1.11% | |
| ASML |
Asml Holding NV
Technology
|
First | 975 | $1,043,113 | 1.11% | |
| SLB |
Slb Limited/Nv
Energy
|
First | 26,994 | $1,036,029 | 1.10% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
First | 26,299 | $998,310 | 1.06% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,148 | $989,966 | 1.05% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
First | 6,916 | $954,131 | 1.02% | |
| EMR |
Emerson Electric Co
Industrials
|
First | 7,113 | $944,037 | 1.00% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
First | 31,738 | $910,880 | 0.97% | |
| BIIB |
Biogen Inc.
Healthcare
|
First | 5,163 | $908,636 | 0.97% |