Filed: 2/12/2026ACC: 0002083411-26-000001
📋 What this filing means
ELEVATED PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $97.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$97.06M
Total AUM (reported)
969.68K
Total Shares
Allocation by class
COM$61.45M63.3%
CL A$7.32M7.5%
COM CL A$4.83M5.0%
CAP STK CL A$3.31M3.4%
SPONSORED ADR$2.99M3.1%
SPONSORED ADS$2.39M2.5%
COM NEW$1.93M2.0%
Portfolio Concentration
Top 3$15.12M15.6%
4–10$15.44M15.9%
11–25$23.11M23.8%
Rest$43.39M44.7%
Top 3 weight
15.6%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 969.68K
Sole
Full voting authority
969.68K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
NVIDIA CORPORATION
SOLEShares45.10K
TypeSH
Market value$8.41M
8.67%
Sole
45.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.52K
TypeSH
Market value$3.40M
3.51%
Sole
12.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.58K
TypeSH
Market value$3.31M
3.41%
Sole
10.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.08K
TypeSH
Market value$2.46M
2.53%
Sole
5.08K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.49K
TypeSH
Market value$2.42M
2.50%
Sole
10.49K
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares8.28K
TypeSH
Market value$2.39M
2.47%
Sole
8.28K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares7K
TypeSH
Market value$2.31M
2.38%
Sole
7K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares21.39K
TypeSH
Market value$2.14M
2.20%
Sole
21.39K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares11.25K
TypeSH
Market value$1.93M
1.99%
Sole
11.25K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.09K
TypeSH
Market value$1.78M
1.84%
Sole
5.09K
Shared
0.00
None
0.00
RIO TINTO PLC
SOLEShares22.19K
TypeSH
Market value$1.78M
1.83%
Sole
22.19K
Shared
0.00
None
0.00
FISERV INC
SOLEShares25.70K
TypeSH
Market value$1.73M
1.78%
Sole
25.70K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares2.93K
TypeSH
Market value$1.68M
1.73%
Sole
2.93K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares4.75K
TypeSH
Market value$1.66M
1.71%
Sole
4.75K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.51K
TypeSH
Market value$1.65M
1.71%
Sole
2.51K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares7.44K
TypeSH
Market value$1.64M
1.69%
Sole
7.44K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.11K
TypeSH
Market value$1.55M
1.60%
Sole
5.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares4.78K
TypeSH
Market value$1.54M
1.59%
Sole
4.78K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares5.63K
TypeSH
Market value$1.49M
1.54%
Sole
5.63K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares10.01K
TypeSH
Market value$1.44M
1.48%
Sole
10.01K
Shared
0.00
None
0.00
INTUIT
SOLEShares2.15K
TypeSH
Market value$1.43M
1.47%
Sole
2.15K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares8.80K
TypeSH
Market value$1.43M
1.47%
Sole
8.80K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares3.93K
TypeSH
Market value$1.37M
1.41%
Sole
3.93K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares6.56K
TypeSH
Market value$1.36M
1.40%
Sole
6.56K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares35.21K
TypeSH
Market value$1.36M
1.40%
Sole
35.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 45.10K | SH | $8.41M 8.67% | 45.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.52K | SH | $3.40M 3.51% | 12.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.58K | SH | $3.31M 3.41% | 10.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.08K | SH | $2.46M 2.53% | 5.08K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.49K | SH | $2.42M 2.50% | 10.49K | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 8.28K | SH | $2.39M 2.47% | 8.28K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 7K | SH | $2.31M 2.38% | 7K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 21.39K | SH | $2.14M 2.20% | 21.39K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 11.25K | SH | $1.93M 1.99% | 11.25K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.09K | SH | $1.78M 1.84% | 5.09K | 0.00 | 0.00 |
RIO TINTO PLCSOLE | SPONSORED ADR | 22.19K | SH | $1.78M 1.83% | 22.19K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 25.70K | SH | $1.73M 1.78% | 25.70K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.93K | SH | $1.68M 1.73% | 2.93K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 4.75K | SH | $1.66M 1.71% | 4.75K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.51K | SH | $1.65M 1.71% | 2.51K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.44K | SH | $1.64M 1.69% | 7.44K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.11K | SH | $1.55M 1.60% | 5.11K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 4.78K | SH | $1.54M 1.59% | 4.78K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 5.63K | SH | $1.49M 1.54% | 5.63K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 10.01K | SH | $1.44M 1.48% | 10.01K | 0.00 | 0.00 |
INTUITSOLE | COM | 2.15K | SH | $1.43M 1.47% | 2.15K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 8.80K | SH | $1.43M 1.47% | 8.80K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 3.93K | SH | $1.37M 1.41% | 3.93K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 6.56K | SH | $1.36M 1.40% | 6.56K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 35.21K | SH | $1.36M 1.40% | 35.21K | 0.00 | 0.00 |
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