DOSSIER · 13F-HR · Q3 2026

Elevated Financial Group LLC

$357M in tracked AUM across 117 positions as of Q3 2026.

EF
CIK 0002063915 · last filed Sep 30, 2026
Total AUM
$357M
as of Q3 2026
Holdings
117
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Elevated Financial Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$58M76K16.2%
02
DYNF
BLACKROCK ETF TRUST
$29M420K8.1%
03
IVW
ISHARES TR
$26M181K7.2%
04
IUSB
ISHARES TR
$22M499K6.2%
05
IEMG
ISHARES INC
$18M224K5.1%
06
IVE
ISHARES TR
$17M76K4.8%
07
IDHQ
INVESCO EXCH TRADED FD TR II
$13M302K3.6%
08
BAI
BLACKROCK ETF TRUST
$12M263K3.5%
09
EFV
ISHARES TR
$12M154K3.4%
10
MTUM
ISHARES TR
$11M33K2.9%

Filing history

2026Q3Sep 30
$357M▼ 2.1%
117 positionsView →
2026Q2Jun 30
$365M▲ 18.6%
125 positionsView →
2026Q1Mar 31
$308M▲ 6.4%
134 positionsView →
2025Q4Dec 31
$289M—
131 positionsView →