Institutional Manager · CIK 0002083411
Elevated Private Wealth, LLC
BROOKFIELD, WI · File #028-26270
Latest AUM
$97.1M
Positions
112
Top-10 Concentration
37.2%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 45,101 | $8.4M | 10.26% |
| 2 | APPLE INC | AAPL | 12,509 | $3.4M | 4.15% |
| 3 | ALPHABET INC | GOOG | 10,558 | $3.3M | 4.03% |
| 4 | MICROSOFT CORP | MSFT | 5,077 | $2.5M | 2.99% |
| 5 | AMAZON COM INC | AMZN | 10,493 | $2.4M | 2.95% |
| 6 | FEDEX CORP | FDX | 8,284 | $2.4M | 2.92% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 7,005 | $2.3M | 2.82% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 21,387 | $2.1M | 2.61% |
| 9 | LAM RESEARCH CORP | LRCX | 11,215 | $1.9M | 2.34% |
| 10 | VISA INC | V | 5,089 | $1.8M | 2.18% |
| 11 | RIO TINTO PLC | RTNTF | 22,189 | $1.8M | 2.17% |
| 12 | FISERV INC | FISV | 25,698 | $1.7M | 2.10% |
| 13 | CATERPILLAR INC | CAT | 2,932 | $1.7M | 2.05% |
| 14 | ADOBE INC | ADBE | 4,751 | $1.7M | 2.03% |
| 15 | META PLATFORMS INC | META | 2,507 | $1.7M | 2.02% |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 7,413 | $1.6M | 1.94% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,114 | $1.6M | 1.89% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 4,779 | $1.5M | 1.88% |
| 19 | SALESFORCE INC | CRM | 5,631 | $1.5M | 1.82% |
| 20 | PEPSICO INC | PEP | 10,010 | $1.4M | 1.75% |