Elevated Private Wealth, LLC
Filing Date
Dec 31, 2025
Global Rank
#6,008
/ 8,652
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
+8.6%
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
+13.5%
SPY
+11.2%
Annualised alpha
+8.6%
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 |
1 positions ·
$1,775,785 total
· Basic Materials only
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RIO |
Rio Tinto PLC
Basic Materials
|
First | 22,189 | $1,775,785 | 100.00% |