Elevated Private Wealth, LLC
Filing Date
Dec 31, 2025
Global Rank
#6,008
/ 8,652
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
+8.4%
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
+13.4%
SPY
+11.2%
Annualised alpha
+8.1%
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 |
20 positions ·
$33,948,496 total
· Technology 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 |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 45,101 | $8,411,336 | 24.78% | |
| AAPL |
Apple Inc.
Technology
|
First | 12,523 | $3,404,501 | 10.03% | |
| MSFT |
Microsoft Corp
Technology
|
First | 5,077 | $2,455,338 | 7.23% | |
| LRCX |
Lam Research Corp
Technology
|
First | 11,249 | $1,925,602 | 5.67% | |
| ADBE |
Adobe Inc.
Technology
|
First | 4,751 | $1,662,802 | 4.90% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 7,439 | $1,593,136 | 4.69% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 5,114 | $1,554,093 | 4.58% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 5,631 | $1,491,708 | 4.39% | |
| INTU |
Intuit Inc.
Technology
|
First | 2,154 | $1,426,852 | 4.20% | |
| TEAM |
Atlassian Corp
Technology
|
First | 8,800 | $1,426,832 | 4.20% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 3,927 | $1,359,134 | 4.00% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 15,577 | $1,323,733 | 3.90% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
First | 2,766 | $1,296,590 | 3.82% | |
| STX |
Seagate Technology Holdings plc
Technology
|
First | 3,925 | $1,080,905 | 3.18% | |
| ASML |
Asml Holding NV
Technology
|
First | 975 | $1,043,113 | 3.07% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 5,924 | $907,497 | 2.67% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 5,663 | $742,022 | 2.19% | |
| FTNT |
Fortinet, Inc.
Technology
|
First | 4,606 | $365,762 | 1.08% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 3,110 | $272,311 | 0.80% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
First | 1,106 | $205,229 | 0.60% |