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Elevated Financial Group LLC

Q1 2026 13F Holdings

  • Location
    indianapolis, IN
  • Num holdings

    134

  • Value ($000)

    $307,610

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002063915
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$35.65M
12 %

54,578

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$22.69M
7 %

491,327

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$19.91M
7 %

342,274

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$19.8M
6 %

175,041

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$16.05M
5 %

76,023

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$15.95M
5 %

214,510

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$15.94M
5 %

83,080

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$13.31M
4 %

190,826

I
IDHQ

INVESCO EXCH TRADED FD TR II

S&P INTL QULTY
46138E214
$8.37M
3 %

236,545

M
MTUM

ISHARES TR

MSCI USA MMENTM
46432F396
$8.27M
3 %

34,457

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