Elevated Private Wealth, LLC holds a diversified book of 73 reported positions worth $105.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the reported non-option book. They also disclosed $524K in put options (a bearish bet) and $47K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2026 would be +19% (+33.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Elevated Private Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +23.8%, a 5.2-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Elevated Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Elevated Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Voyager Global Management LP | 8 / 73 | $3.6B |
| BlueSpruce Investments, LP | 9 / 73 | $640.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 73 | $448.5M |
| Hoffman, Alan N Investment Management | 9 / 73 | $161.1M |
| Evelyn Partners Group Ltd | 57 / 73 | $44.4B |
| Greenbrier Partners Capital Management, LLC | 8 / 73 | $1.2B |
| Prospect Hill Management, LLC | 7 / 73 | $235.7M |
| Ketron Financial | 20 / 73 | $283.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Elevated Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $9.0M | 44.8K | 8.5% | ▼−0.6% Reduced · −290 sh | |
| 2 | Advanced Micro Devices Inc COM | $3.7M | 6.4K | 3.6% | ▼−13% Reduced · −982 sh | |
| 3 | Apple Inc COM | $3.6M | 12.3K | 3.4% | ▼−1.6% Reduced · −194 sh | |
| 4 | Lam Research Corp COM NEW | $3.4M | 7.9K | 3.3% | ▼−29% Reduced · −3K sh | |
| 5 | Alphabet Inc CAP STK CL A | $3.4M | 9.5K | 3.2% | ▼−9.9% Reduced · −1K sh | |
| 6 | Crowdstrike Hldgs Inc CL A | $3.2M | 4.2K | 3.1% | ▲+53% Added · +1K sh | |
| 7 | Seagate Technology HLDNGS PL ORD SHS | $3.1M | 3.2K | 3.0% | ▼−18% Reduced · −696 sh | |
| 8 | Unitedhealth Group Inc COM | $3.0M | 7.1K | 2.8% | ▲+1.9% Added · +130 sh | |
| 9 | Amazon Com Inc COM | $2.9M | 12.1K | 2.7% | ▲+15% Added · +2K sh | |
| 10 | Caterpillar Inc COM | $2.8M | 2.6K | 2.7% | ▼−10% Reduced · −294 sh | |
| 11 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.3M | 4.9K | 2.2% | ▼−3.9% Reduced · −197 sh | |
| 12 | Microsoft Corp COM | $2.2M | 5.9K | 2.1% | ▲+17% Added · +844 sh | |
| 13 | Fedex Corp COM | $2.1M | 6.6K | 2.0% | ▼−20% Reduced · −2K sh | |
| 14 | Carmax Inc COM | $2.0M | 37.9K | 1.9% | ▲+7.5% Added · +3K sh | |
| 15 | Rio Tinto PLC SPONSORED ADR | $2.0M | 20.9K | 1.9% | ▼−5.6% Reduced · −1K sh | |
| 16 | Schwab Charles Corp COM | $2.0M | 21.3K | 1.9% | ▼−0.5% Reduced · −113 sh | |
| 17 | Walmart Inc COM | $1.8M | 16.2K | 1.7% | ▲+33% Added · +4K sh | |
| 18 | Visa Inc COM CL A | $1.8M | 5.2K | 1.7% | ▲+1.4% Added · +74 sh | |
| 19 | Moderna Inc COM | $1.8M | 25.0K | 1.7% | ▼−29% Reduced · −10K sh | |
| 20 | ASML Hldg NV N Y REGISTRY SHS | $1.7M | 862 | 1.6% | ▼−12% Reduced · −113 sh | |
| 21 | Broadcom Inc COM | $1.7M | 4.4K | 1.6% | ▲+12% Added · +483 sh | |
| 22 | Adobe Inc COM | $1.6M | 8.0K | 1.6% | ▲+69% Added · +3K sh | |
| 23 | Rivian Automotive Inc COM CL A | $1.6M | 90.4K | 1.5% | ▲+46% Added · +29K sh | |
| 24 | Meta Platforms Inc CL A | $1.6M | 2.8K | 1.5% | ▲+11% Added · +272 sh | |
| 25 | Salesforce Inc COM | $1.5M | 9.4K | 1.4% | ▲+67% Added · +4K sh | |
| 26 | Royalty Pharma PLC SHS CLASS A | $1.5M | 25.9K | 1.4% | ▼−12% Reduced · −4K sh | |
| 27 | Draftkings Inc New COM CL A | $1.4M | 56.1K | 1.3% | ▲+134% Added · +32K sh | |
| 28 | Merck & Co Inc COM | $1.4M | 11.0K | 1.3% | ▼−2.8% Reduced · −320 sh | |
| 29 | JPMorgan Chase & Co COM | $1.4M | 4.3K | 1.3% | ▼−11% Reduced · −524 sh | |
| 30 | CVS Health Corp COM | $1.4M | 13.4K | 1.3% | ▼−6.3% Reduced · −900 sh | |
| 31 | Fiserv Inc COM | $1.4M | 27.6K | 1.3% | ▲+7.3% Added · +2K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 1.2% | ▲+1.7% Added · +44 sh | |
| 33 | Servicenow Inc COM | $1.3M | 12.6K | 1.2% | ▲+114% Added · +7K sh | |
| 34 | Atlassian Corporation CL A | $1.2M | 15.7K | 1.2% | ▲+79% Added · +7K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.6K | 1.2% | ▼−1.4% Reduced · −24 sh | |
| 36 | AstraZeneca PLC ORD | $1.2M | 6.2K | 1.1% | ▲New New position | |
| 37 | Global PMTS Inc COM | $1.2M | 16.0K | 1.1% | ▲+18% Added · +2K sh | |
| 38 | Victorias Secret And Co COMMON STOCK | $1.1M | 13.6K | 1.1% | ▼−44% Reduced · −11K sh | |
| 39 | Biogen Inc COM | $1.1M | 5.2K | 1.1% | ▲+1.4% Added · +71 sh | |
| 40 | Pepsico Inc COM | $1.1M | 8.2K | 1.1% | ▼−18% Reduced · −2K sh | |
| 41 | Comcast Corp New CL A | $1.1M | 45.3K | 1.1% | ▲+0.5% Added · +228 sh | |
| 42 | Intuit COM | $1.0M | 4.0K | 1.0% | ▲+86% Added · +2K sh | |
| 43 | NextEra Energy Inc COM | $1.0M | 11.5K | 1.0% | ▼−21% Reduced · −3K sh | |
| 44 | Lululemon Athletica Inc COM | $1.0M | 8.8K | 1.0% | ▲+34% Added · +2K sh | |
| 45 | Alibaba Group Hldg Ltd SPONSORED ADS | $1.0M | 10.4K | 1.0% | ▲+82% Added · +5K sh | |
| 46 | Costco Wholesale Corporation COM | $1.0M | 1.1K | 1.0% | ▼−6.8% Reduced · −78 sh | |
| 47 | Pfizer Inc COM | $845K | 35.1K | 0.8% | ▼−2.9% Reduced · −1K sh | |
| 48 | Arista Networks Inc COM SHS | $809K | 4.8K | 0.8% | ▼−15% Reduced · −846 sh | |
| 49 | Corning Inc COM | $794K | 3.1K | 0.8% | —Held | |
| 50 | Wells Fargo & Co COM | $776K | 9.4K | 0.7% | ▲+6.7% Added · +589 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2083411/holdings"
Use Arkolith to show Elevated Private Wealth, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | STATE STR SPDR S&P 500 ETF T | $471K | 240 |
| PUT · bearish | PROSHARES TR | $53K | 58 |
| CALL · bullish | ADOBE INC | $47K | 16 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.