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Elevated Financial Group LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    indianapolis, IN
  • CIK
    0002063915
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

125

$364.87M
IVV, IUSB, IVW, DYNF
13F-HR
Jul 22, 2026
000206391526000005

134

$307.61M
IVV, IUSB, DYNF, IVW
13F-HR
May 11, 2026
000206391526000004

126

$289.1M
IVV, IUSB, IVW, DYNF
13F-HR
Jan 29, 2026
000206391526000002
Elevated Financial Group Llc 13F Filings