Elevated Private Wealth, LLC
CIK 2083411 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- NVDA8.53%
- AMD3.55%
- AAPL3.39%
- LRCX3.26%
- GOOGL3.23%
- CRWD3.07%
- STX2.96%
- UNH2.82%
- AMZN2.74%
- CAT2.67%
Share classes counted separately36.22%
Portfolio value by quarter
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $8.97M | 8.53% | 44.81K shares | Prior unavailable -290 (-0.60%) | Reduced | ▾ |
| 02 | AMDADVANCED MICRO DEVICES View history and evidence | $3.74M | 3.55% | 6.43K shares | Prior unavailable -982 (-13.20%) | Reduced | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $3.56M | 3.39% | 12.31K shares | Prior unavailable -194 (-1.60%) | Reduced | ▾ |
| 04 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $3.43M | 3.26% | 7.91K shares | Prior unavailable -3.30K (-29.50%) | Reduced | ▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.40M | 3.23% | 9.52K shares | Prior unavailable -1.04K (-9.90%) | Reduced | ▾ |
| 06 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $3.22M | 3.07% | 4.22K shares | Prior unavailable +1.46K (+52.70%) | Added | ▾ |
| 07 | STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | $3.12M | 2.96% | 3.23K shares | Prior unavailable -696 (-17.70%) | Reduced | ▾ |
| 08 | UNHUNITEDHEALTH GROUP INC View history and evidence | $2.97M | 2.82% | 7.13K shares | Prior unavailable +130 (+1.90%) | Added | ▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $2.89M | 2.74% | 12.11K shares | Prior unavailable +1.61K (+15.40%) | Added | ▾ |
| 10 | CATCATERPILLAR INC View history and evidence | $2.81M | 2.67% | 2.64K shares | Prior unavailable -294 (-10.00%) | Reduced | ▾ |
Options overlay 3
$571.28K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPY 07.02.25 P590July 25 Puts on SPY USPUT View history and evidence | Put | 240 | $471.13K | -271 (-53.00%) | ▾ |
SSOPROSHARES ULTRA S&P500PUT View history and evidence | Put | 58 | $53.36K | +58 | ▾ |
ADBEADOBE INCCALL View history and evidence | Call | 16 | $46.79K | +16 | ▾ |
3 / 3 options · preview only
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MRVL MARVELL TECHNOLOGY INC | Non-derivative | -15,577 | -$1.32M | SEC filing ↗ | SEC filing ↗ |
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -13,255 | -$1.22M | SEC filing ↗ | SEC filing ↗ |
| GAB GABELLI EQUITY TRUST | Non-derivative | -56,836 | -$350.68K | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2083411 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105684114
}Research all 76 reported holdings.
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