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Elevated Private Wealth, LLC

Q4 2025 13F Holdings

  • Location
    brookfield, WI
  • Num holdings

    94

  • Value ($000)

    $97,057

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0002083411
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.41M
9 %

45,101

A
AAPL

APPLE INC

COM
037833100
$3.4M
4 %

12,509

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.3M
3 %

10,558

M
MSFT

MICROSOFT CORP

COM
594918104
$2.46M
3 %

5,077

A
AMZN

AMAZON COM INC

COM
023135106
$2.42M
3 %

10,493

F
FDX

FEDEX CORP

COM
31428X106
$2.39M
3 %

8,284

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$2.31M
2 %

7,005

S
SCHW

SCHWAB CHARLES CORP

COM
808513105
$2.14M
2 %

21,387

---

LAM RESEARCH CORP

COM NEW
512807306
$1.92M
2 %

11,215

V
V

VISA INC

COM CL A
92826C839
$1.78M
2 %

5,089

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