Elevated Private Wealth, LLC
Filing Date
Dec 31, 2025
Global Rank
#6,042
/ 8,662
· as of Dec 2025
Top Industry
Semiconductors
16.1%
3Y Alpha vs SPY
+8.5%
Period ended 6 months ago
Filed Feb 12, 2026 · 5mo
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.8%
SPY
+10.0%
Annualised alpha
+8.5%
Max drawdown
−9.0%
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
75 positions · as of Dec 31, 2025Top Position
9.2%
of portfolio value
Top 5
21.8%
of portfolio value
Top 10
32.9%
of portfolio value
HHI
237
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.0% | $32,976,053 |
| Consumer Cyclical | 12.6% | $11,557,853 |
| Communication Services | 10.0% | $9,177,223 |
| Healthcare | 9.9% | $9,049,763 |
| Financial Services | 9.1% | $8,289,723 |
| Consumer Defensive | 6.7% | $6,153,863 |
| Industrials | 6.1% | $5,602,766 |
| Unclassified | 3.5% | $3,197,200 |
| Basic Materials | 1.9% | $1,775,785 |
| Energy | 1.6% | $1,461,478 |
| Real Estate | 1.3% | $1,174,743 |
| Utilities | 1.3% | $1,168,154 |
75 positions ·
$91,584,604 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 75 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 | 9.18% | |
| AAPL |
Apple Inc.
Technology
|
First | 12,523 | $3,404,501 | 3.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 10,580 | $3,311,540 | 3.62% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,077 | $2,455,338 | 2.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 10,493 | $2,421,994 | 2.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 7,005 | $2,312,420 | 2.52% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 21,387 | $2,136,775 | 2.33% | |
| FDX |
Fedex Corp
Industrials
|
First | 8,284 | $1,928,216 | 2.11% | |
| LRCX |
Lam Research Corp
Technology
|
First | 11,249 | $1,925,602 | 2.10% | |
| V |
Visa Inc.
Financial Services
|
First | 5,089 | $1,784,763 | 1.95% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
First | 22,189 | $1,775,785 | 1.94% | |
| FISV |
Fiserv Inc
|
First | 25,698 | $1,726,134 | 1.88% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,932 | $1,679,654 | 1.83% | |
| ADBE |
Adobe Inc.
Technology
|
First | 4,751 | $1,662,802 | 1.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 2,507 | $1,654,845 | 1.81% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 7,439 | $1,593,136 | 1.74% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 5,114 | $1,554,093 | 1.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 4,779 | $1,539,889 | 1.68% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 5,631 | $1,491,708 | 1.63% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 10,010 | $1,436,635 | 1.57% | |
| INTU |
Intuit Inc.
Technology
|
First | 2,154 | $1,426,852 | 1.56% | |
| TEAM |
Atlassian Corp
Technology
|
First | 8,800 | $1,426,832 | 1.56% | |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
First | 6,560 | $1,363,233 | 1.49% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
First | 35,213 | $1,360,630 | 1.49% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,927 | $1,359,134 | 1.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 12,180 | $1,356,973 | 1.48% | |
| VSXY |
Victoria's Secret & Co.
Consumer Cyclical
|
First | 24,492 | $1,326,731 | 1.45% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 15,577 | $1,323,733 | 1.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,576 | $1,294,826 | 1.41% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 45,035 | $1,261,569 | 1.38% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
First | 61,842 | $1,218,905 | 1.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,752 | $1,194,722 | 1.30% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 11,292 | $1,188,595 | 1.30% | |
| ELS |
Equity Lifestyle Properties Inc
Real Estate
|
First | 19,382 | $1,174,743 | 1.28% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 14,551 | $1,168,154 | 1.28% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
First | 29,557 | $1,142,082 | 1.25% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 14,323 | $1,136,673 | 1.24% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 3,925 | $1,080,905 | 1.18% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
First | 43,762 | $1,061,228 | 1.16% | |
| GPN |
Global Payments Inc
Industrials
|
First | 13,577 | $1,050,859 | 1.15% | |
| MRNA |
Moderna, Inc.
Healthcare
|
First | 35,467 | $1,045,921 | 1.14% | |
| ASML |
Asml Holding NV
Technology
|
First | 975 | $1,043,113 | 1.14% | |
| SLB |
Slb Limited/Nv
Energy
|
First | 26,994 | $1,036,029 | 1.13% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
First | 26,299 | $998,310 | 1.09% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 1,148 | $989,966 | 1.08% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
First | 6,916 | $954,131 | 1.04% | |
| EMR |
Emerson Electric Co
Industrials
|
First | 7,113 | $944,037 | 1.03% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
First | 31,738 | $910,880 | 0.99% | |
| BIIB |
Biogen Inc.
Healthcare
|
First | 5,163 | $908,636 | 0.99% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 5,924 | $907,497 | 0.99% |