Elevated Financial Group LLC
Q2 2026 13F Holdings
- Locationindianapolis, IN
- Num holdings
125
- Value ($000)
$364,871
- Date Filed 07/22/2026
- Form type13F-HR
- CIK 0002063915
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $44.36M | 12 % | 59,230 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $26M | 7 % | 563,378 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $25.95M | 7 % | 188,701 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $25.59M | 7 % | 376,260 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $19.88M | 5 % | 90,588 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $18.95M | 5 % | 83,473 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $18.18M | 5 % | 237,455 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $17.06M | 5 % | 205,913 | ||
ISHARES TR | MSCI USA MMENTM | 46432F396 | $12.64M | 4 % | 36,880 | ||
INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 46138E214 | $11.43M | 3 % | 261,428 |
Rows Per Page
10
- 10
- 50
- 100