Vault-13

Elevated Private Wealth, LLC

HARTLAND, WI · CIK 2083411 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$105.1m reported value
73positions
36.2%in top 10
—no comparable previous quarter

Options: 1 call positions ($46.8k notional), 2 put positions ($524.5k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NVIDIA CORPORATION COM NVDA NVDA 44,811 $9.0m8.53% 8.53% First filingShares held: Q3 2025 —, Q4 2025 45.1k, Q1 2026 —, Q2 2026 44.8k
2 ADVANCED MICRO DEVICES INC COM AMD AMD 6,431 $3.7m3.55% 3.55% First filingShares held: Q3 2025 —, Q4 2025 7.4k, Q1 2026 —, Q2 2026 6.4k
3 APPLE INC COM AAPL AAPL 12,315 $3.6m3.39% 3.39% First filingShares held: Q3 2025 —, Q4 2025 12.5k, Q1 2026 —, Q2 2026 12.3k
4 LAM RESEARCH CORP COM NEW LRCX LRCX 7,912 $3.4m3.26% 3.26% First filingShares held: Q3 2025 —, Q4 2025 11.2k, Q1 2026 —, Q2 2026 7.9k
5 ALPHABET INC CAP STK CL A GOOGL GOOGL 9,515 $3.4m3.23% 3.23% First filingShares held: Q3 2025 —, Q4 2025 10.6k, Q1 2026 —, Q2 2026 9.5k
6 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 4,224 $3.2m3.07% 3.07% First filingShares held: Q3 2025 —, Q4 2025 2.8k, Q1 2026 —, Q2 2026 4.2k
7 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 3,229 $3.1m2.96% 2.96% First filingShares held: Q3 2025 —, Q4 2025 3.9k, Q1 2026 —, Q2 2026 3.2k
8 UNITEDHEALTH GROUP INC COM UNH UNH 7,135 $3.0m2.82% 2.82% First filingShares held: Q3 2025 —, Q4 2025 7.0k, Q1 2026 —, Q2 2026 7.1k
9 AMAZON COM INC COM AMZN AMZN 12,106 $2.9m2.74% 2.74% First filingShares held: Q3 2025 —, Q4 2025 10.5k, Q1 2026 —, Q2 2026 12.1k
10 CATERPILLAR INC COM CAT CAT 2,638 $2.8m2.67% 2.67% First filingShares held: Q3 2025 —, Q4 2025 2.9k, Q1 2026 —, Q2 2026 2.6k
11 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 4,917 $2.3m2.23% 2.23% First filingShares held: Q3 2025 —, Q4 2025 5.1k, Q1 2026 —, Q2 2026 4.9k
12 MICROSOFT CORP COM MSFT MSFT 5,921 $2.2m2.10% 2.10% First filingShares held: Q3 2025 —, Q4 2025 5.1k, Q1 2026 —, Q2 2026 5.9k
13 FEDEX CORP COM FDX FDX 6,604 $2.1m1.97% 1.97% First filingShares held: Q3 2025 —, Q4 2025 8.3k, Q1 2026 —, Q2 2026 6.6k
14 CARMAX INC COM KMX KMX 37,866 $2.0m1.91% 1.91% First filingShares held: Q3 2025 —, Q4 2025 35.2k, Q1 2026 —, Q2 2026 37.9k
15 RIO TINTO PLC SPONSORED ADR RIO RIO 20,948 $2.0m1.89% 1.89% First filingShares held: Q3 2025 —, Q4 2025 22.2k, Q1 2026 —, Q2 2026 20.9k
16 SCHWAB CHARLES CORP COM SCHW SCHW 21,274 $2.0m1.87% 1.87% First filingShares held: Q3 2025 —, Q4 2025 21.4k, Q1 2026 —, Q2 2026 21.3k
17 WALMART INC COM WMT WMT 16,213 $1.8m1.75% 1.75% First filingShares held: Q3 2025 —, Q4 2025 12.2k, Q1 2026 —, Q2 2026 16.2k
18 VISA INC COM CL A V V 5,163 $1.8m1.69% 1.69% First filingShares held: Q3 2025 —, Q4 2025 5.1k, Q1 2026 —, Q2 2026 5.2k
19 MODERNA INC COM MRNA MRNA 25,040 $1.8m1.67% 1.67% First filingShares held: Q3 2025 —, Q4 2025 35.5k, Q1 2026 —, Q2 2026 25.0k
20 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 862 $1.7m1.63% 1.63% First filingShares held: Q3 2025 —, Q4 2025 975, Q1 2026 —, Q2 2026 862
21 BROADCOM INC COM AVGO AVGO 4,404 $1.7m1.58% 1.58% First filingShares held: Q3 2025 —, Q4 2025 3.9k, Q1 2026 —, Q2 2026 4.4k
22 ADOBE INC COM ADBE ADBE 8,016 $1.6m1.56% 1.56% First filingShares held: Q3 2025 —, Q4 2025 4.8k, Q1 2026 —, Q2 2026 8.0k
23 RIVIAN AUTOMOTIVE INC COM CL A RIVN RIVN 90,389 $1.6m1.49% 1.49% First filingShares held: Q3 2025 —, Q4 2025 61.8k, Q1 2026 —, Q2 2026 90.4k
24 META PLATFORMS INC CL A META META 2,779 $1.6m1.49% 1.49% First filingShares held: Q3 2025 —, Q4 2025 2.5k, Q1 2026 —, Q2 2026 2.8k
25 SALESFORCE INC COM CRM CRM 9,431 $1.5m1.41% 1.41% First filingShares held: Q3 2025 —, Q4 2025 5.6k, Q1 2026 —, Q2 2026 9.4k
26 ROYALTY PHARMA PLC SHS CLASS A RPRX RPRX 25,886 $1.5m1.38% 1.38% First filingShares held: Q3 2025 —, Q4 2025 29.6k, Q1 2026 —, Q2 2026 25.9k
27 DRAFTKINGS INC NEW COM CL A DKNG DKNG 56,095 $1.4m1.35% 1.35% First filingShares held: Q3 2025 —, Q4 2025 24.0k, Q1 2026 —, Q2 2026 56.1k
28 MERCK & CO INC COM MRK MRK 10,972 $1.4m1.34% 1.34% First filingShares held: Q3 2025 —, Q4 2025 11.3k, Q1 2026 —, Q2 2026 11.0k
29 JPMORGAN CHASE & CO COM JPM JPM 4,255 $1.4m1.33% 1.33% First filingShares held: Q3 2025 —, Q4 2025 4.8k, Q1 2026 —, Q2 2026 4.3k
30 CVS HEALTH CORP COM CVS CVS 13,423 $1.4m1.32% 1.32% First filingShares held: Q3 2025 —, Q4 2025 14.3k, Q1 2026 —, Q2 2026 13.4k
31 FISERV INC COM FISV FISV 27,589 $1.4m1.29% 1.29% First filingShares held: Q3 2025 —, Q4 2025 25.7k, Q1 2026 —, Q2 2026 27.6k
32 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 2,620 $1.3m1.25% 1.25% First filingShares held: Q3 2025 —, Q4 2025 2.6k, Q1 2026 —, Q2 2026 2.6k
33 SERVICENOW INC COM NOW NOW 12,648 $1.3m1.19% 1.19% First filingShares held: Q3 2025 —, Q4 2025 5.9k, Q1 2026 —, Q2 2026 12.6k
34 ATLASSIAN CORPORATION CL A TEAM TEAM 15,726 $1.2m1.16% 1.16% First filingShares held: Q3 2025 —, Q4 2025 8.8k, Q1 2026 —, Q2 2026 15.7k
35 SPDR S&P 500 ETF TR TR UNIT SPY SPY 1,624 $1.2m1.15% 1.15% First filingShares held: Q3 2025 —, Q4 2025 1.6k, Q1 2026 —, Q2 2026 1.6k
36 ASTRAZENECA PLC ORD AZN AZN 6,226 $1.2m1.12% 1.12% First filingShares held: Q3 2025 —, Q4 2025 0, Q1 2026 —, Q2 2026 6.2k
37 GLOBAL PMTS INC COM GPN GPN 16,003 $1.2m1.10% 1.10% First filingShares held: Q3 2025 —, Q4 2025 13.6k, Q1 2026 —, Q2 2026 16.0k
38 VICTORIAS SECRET AND CO COMMON STOCK VSXY VSXY 13,616 $1.1m1.08% 1.08% First filingShares held: Q3 2025 —, Q4 2025 24.5k, Q1 2026 —, Q2 2026 13.6k
39 BIOGEN INC COM BIIB BIIB 5,234 $1.1m1.08% 1.08% First filingShares held: Q3 2025 —, Q4 2025 5.2k, Q1 2026 —, Q2 2026 5.2k
40 PEPSICO INC COM PEP PEP 8,235 $1.1m1.06% 1.06% First filingShares held: Q3 2025 —, Q4 2025 10.0k, Q1 2026 —, Q2 2026 8.2k
41 COMCAST CORP NEW CL A CMCSA CMCSA 45,263 $1.1m1.06% 1.06% First filingShares held: Q3 2025 —, Q4 2025 45.0k, Q1 2026 —, Q2 2026 45.3k
42 INTUIT COM INTU INTU 3,995 $1.0m0.99% 0.99% First filingShares held: Q3 2025 —, Q4 2025 2.1k, Q1 2026 —, Q2 2026 4.0k
43 NEXTERA ENERGY INC COM NEE NEE 11,538 $1.0m0.96% 0.96% First filingShares held: Q3 2025 —, Q4 2025 14.6k, Q1 2026 —, Q2 2026 11.5k
44 LULULEMON ATHLETICA INC COM LULU LULU 8,817 $1.0m0.96% 0.96% First filingShares held: Q3 2025 —, Q4 2025 6.6k, Q1 2026 —, Q2 2026 8.8k
45 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 10,428 $1.0m0.95% 0.95% First filingShares held: Q3 2025 —, Q4 2025 5.7k, Q1 2026 —, Q2 2026 10.4k
46 COSTCO WHSL CORP NEW COM COST COST 1,070 $1.0m0.95% 0.95% First filingShares held: Q3 2025 —, Q4 2025 1.1k, Q1 2026 —, Q2 2026 1.1k
47 PFIZER INC COM PFE PFE 35,087 $844.9k0.80% 0.80% First filingShares held: Q3 2025 —, Q4 2025 36.2k, Q1 2026 —, Q2 2026 35.1k
48 ARISTA NETWORKS INC COM SHS ANET ANET 4,763 $809.1k0.77% 0.77% First filingShares held: Q3 2025 —, Q4 2025 5.6k, Q1 2026 —, Q2 2026 4.8k
49 CORNING INC COM GLW GLW 3,110 $794.4k0.76% 0.76% First filingShares held: Q3 2025 —, Q4 2025 3.1k, Q1 2026 —, Q2 2026 3.1k
50 WELLS FARGO CO NEW COM WFC WFC 9,387 $775.7k0.74% 0.74% First filingShares held: Q3 2025 —, Q4 2025 8.8k, Q1 2026 —, Q2 2026 9.4k
51 BAIDU INC SPON ADR REP A BIDU BIDU 6,633 $758.1k0.72% 0.72% First filingShares held: Q3 2025 —, Q4 2025 5.9k, Q1 2026 —, Q2 2026 6.6k
52 SCHLUMBERGER LTD COM STK SLB SLB 15,783 $733.8k0.70% 0.70% First filingShares held: Q3 2025 —, Q4 2025 27.0k, Q1 2026 —, Q2 2026 15.8k
53 KRAFT HEINZ CO COM KHC KHC 30,868 $729.1k0.69% 0.69% First filingShares held: Q3 2025 —, Q4 2025 43.8k, Q1 2026 —, Q2 2026 30.9k
54 FORTINET INC COM FTNT FTNT 4,631 $711.4k0.68% 0.68% First filingShares held: Q3 2025 —, Q4 2025 4.6k, Q1 2026 —, Q2 2026 4.6k
55 EXXON MOBIL CORP COM XOM XOM 5,181 $708.3k0.67% 0.67% First filingShares held: Q3 2025 —, Q4 2025 4.9k, Q1 2026 —, Q2 2026 5.2k
56 CONSTELLATION BRANDS INC CL A STZ STZ 4,910 $682.9k0.65% 0.65% First filingShares held: Q3 2025 —, Q4 2025 6.9k, Q1 2026 —, Q2 2026 4.9k
57 EMERSON ELEC CO COM EMR EMR 4,626 $662.2k0.63% 0.63% First filingShares held: Q3 2025 —, Q4 2025 7.1k, Q1 2026 —, Q2 2026 4.6k
58 JD.COM INC SPON ADS CL A JD JD 23,646 $602.5k0.57% 0.57% First filingShares held: Q3 2025 —, Q4 2025 31.7k, Q1 2026 —, Q2 2026 23.6k
59 THE TRADE DESK INC COM CL A TTD TTD 29,701 $537.0k0.51% 0.51% First filingShares held: Q3 2025 —, Q4 2025 26.3k, Q1 2026 —, Q2 2026 29.7k
60 EQUITY LIFESTYLE PPTYS INC COM ELS ELS 7,793 $502.2k0.48% 0.48% First filingShares held: Q3 2025 —, Q4 2025 19.4k, Q1 2026 —, Q2 2026 7.8k
61 TARGET CORP COM TGT TGT 3,824 $499.5k0.48% 0.48% First filingShares held: Q3 2025 —, Q4 2025 3.6k, Q1 2026 —, Q2 2026 3.8k
62 PROSHARES TR PSHS ULT S&P 500 SSO SSO 5,849 $394.1k0.37% 0.37% First filingShares held: Q3 2025 —, Q4 2025 6.3k, Q1 2026 —, Q2 2026 5.8k
63 FEDEX FGHT HLDG CO INC COMMON STOCK FDXF FDXF 2,471 $373.1k0.35% 0.35% First filingShares held: Q3 2025 —, Q4 2025 0, Q1 2026 —, Q2 2026 2.5k
64 WESTERN ALLIANCE BANCORP COM WAL WAL 4,332 $356.1k0.34% 0.34% First filingShares held: Q3 2025 —, Q4 2025 4.3k, Q1 2026 —, Q2 2026 4.3k
65 ALPHABET INC CAP STK CL C GOOG GOOG 957 $338.1k0.32% 0.32% First filingShares held: Q3 2025 —, Q4 2025 957, Q1 2026 —, Q2 2026 957
66 ROYAL CARIBBEAN GROUP COM RCL RCL 1,012 $321.4k0.31% 0.31% First filingShares held: Q3 2025 —, Q4 2025 1.0k, Q1 2026 —, Q2 2026 1.0k
67 BOOKING HOLDINGS INC COM BKNG BKNG 1,800 $320.8k0.31% 0.31% First filingShares held: Q3 2025 —, Q4 2025 1.8k, Q1 2026 —, Q2 2026 1.8k
68 ISHARES INC MSCI WORLD ETF URTH URTH 1,553 $314.7k0.30% 0.30% First filingShares held: Q3 2025 —, Q4 2025 1.4k, Q1 2026 —, Q2 2026 1.6k
69 VERTEX PHARMACEUTICALS INC COM VRTX VRTX 628 $311.9k0.30% 0.30% First filingShares held: Q3 2025 —, Q4 2025 916, Q1 2026 —, Q2 2026 628
70 ROBLOX CORP CL A RBLX RBLX 5,308 $288.6k0.27% 0.27% First filingShares held: Q3 2025 —, Q4 2025 7.9k, Q1 2026 —, Q2 2026 5.3k
71 TAKE-TWO INTERACTIVE SOFTWAR COM TTWO TTWO 1,100 $275.0k0.26% 0.26% First filingShares held: Q3 2025 —, Q4 2025 1.1k, Q1 2026 —, Q2 2026 1.1k
72 TESLA INC COM TSLA TSLA 633 $266.2k0.25% 0.25% First filingShares held: Q3 2025 —, Q4 2025 699, Q1 2026 —, Q2 2026 633
73 SHELL PLC SPON ADS SHEL SHEL 2,823 $218.9k0.21% 0.21% First filingShares held: Q3 2025 —, Q4 2025 5.8k, Q1 2026 —, Q2 2026 2.8k

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
SPDR S&P 500 ETF TR SPY · Put SPYPut 240 $471.1k240 shares First filing
PROSHARES TR Put Put 58 $53.4k58 shares First filing
ADOBE INC ADBE · Call ADBECall 16 $46.8k16 shares First filing