Elevated Private Wealth, LLC
CIK 2083411 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- NVDA8.75%
- AAPL3.54%
- GOOGL3.44%
- MSFT2.56%
- AMZN2.52%
- FDX2.49%
- UNH2.41%
- SCHW2.22%
- LRCX2.00%
- V1.86%
Share classes counted separately31.79%
Portfolio value by quarter
Top 10 holdings 25
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 | $8.41M | 8.75% | 45.10K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $3.40M | 3.54% | 12.51K shares | Prior unavailable — | — | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.30M | 3.44% | 10.56K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $2.46M | 2.56% | 5.08K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $2.42M | 2.52% | 10.49K shares | Prior unavailable — | — | ↗▾ |
| 06 | FDXFEDEX CORP View history and evidence | $2.39M | 2.49% | 8.28K shares | Prior unavailable — | — | ↗▾ |
| 07 | UNHUNITEDHEALTH GROUP INC View history and evidence | $2.31M | 2.41% | 7.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $2.14M | 2.22% | 21.39K shares | Prior unavailable — | — | ↗▾ |
| 09 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $1.92M | 2.00% | 11.21K shares | Prior unavailable — | — | ↗▾ |
| 10 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $1.78M | 1.86% | 5.09K shares | Prior unavailable — | — | ↗▾ |
Options overlay 14
$971.23K 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 | 511 | $511.64K | — | ▾ |
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 104 | $161.54K | — | ▾ |
NVDANVIDIA CORPPUT View history and evidence | Put | 125 | $92.53K | — | ▾ |
3 / 14 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2083411 · Period Dec 31, 2025
Data loaded Oct 15, 2026 · First reported Feb 12, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97057205
}Research all 94 reported holdings.
This page includes 30 of 94 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.