Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elevated Private Wealth, LLC (CIK 2083411) reported $105.7M across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($9.0M, 8.48%), AMD ($3.7M, 3.53%), AAPL ($3.6M, 3.37%), LRCX ($3.4M, 3.24%), GOOGL ($3.4M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $9.0M | 8.48% | 44,811 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $3.7M | 3.53% | 6,431 | Trimmed |
| 3 | AAPL | APPLE INC | $3.6M | 3.37% | 12,315 | Trimmed |
| 4 | LRCX | LAM RESEARCH CORP | $3.4M | 3.24% | 7,912 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $3.4M | 3.22% | 9,515 | Trimmed |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | $3.2M | 3.05% | 4,224 | Added |
| 7 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.1M | 2.95% | 3,229 | Trimmed |
| 8 | UNH | UNITEDHEALTH GROUP INC | $3.0M | 2.81% | 7,135 | Added |
| 9 | AMZN | AMAZON COM INC | $2.9M | 2.73% | 12,106 | Added |
| 10 | CAT | CATERPILLAR INC | $2.8M | 2.66% | 2,638 | Trimmed |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.3M | 2.22% | 4,917 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $2.2M | 2.09% | 5,921 | Added |
| 13 | FDX | FEDEX CORP | $2.1M | 1.96% | 6,604 | Trimmed |
| 14 | KMX | CARMAX INC | $2.0M | 1.90% | 37,866 | Added |
| 15 | RIO | RIO TINTO PLC | $2.0M | 1.88% | 20,948 | Trimmed |
| 16 | SCHW | SCHWAB CHARLES CORP | $2.0M | 1.86% | 21,274 | Trimmed |
| 17 | WMT | WALMART INC | $1.8M | 1.74% | 16,213 | Added |
| 18 | V | VISA INC | $1.8M | 1.68% | 5,163 | Added |
| 19 | MRNA | MODERNA INC | $1.8M | 1.66% | 25,040 | Trimmed |
| 20 | ASML | ASML HLDG NV | $1.7M | 1.62% | 862 | Trimmed |
| 21 | AVGO | BROADCOM INC | $1.7M | 1.57% | 4,404 | Added |
| 22 | ADBE | ADOBE INC | $1.6M | 1.56% | 8,016 | Added |
| 23 | META | META PLATFORMS INC | $1.6M | 1.48% | 2,779 | Added |
| 24 | RIVN | RIVIAN AUTOMOTIVE INC | $1.6M | 1.48% | 90,389 | Added |
| 25 | CRM | SALESFORCE INC | $1.5M | 1.40% | 9,431 | Added |
Source: SEC Form 13F filings · as of 2026-06-30