DOSSIER · 13F-HR · Q2 2026

Elevated Financial Group LLC

$365M in tracked AUM across 125 positions as of Q2 2026.

EF
CIK 0002063915 · last filed Jun 30, 2026
Total AUM
$365M
as of Q2 2026
Holdings
125
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Elevated Financial Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$44M59K12.2%
02
IUSB
ISHARES TR
$26M563K7.1%
03
IVW
ISHARES TR
$26M189K7.1%
04
DYNF
BLACKROCK ETF TRUST
$26M376K7.0%
05
QUAL
ISHARES TR
$20M91K5.4%
06
IVE
ISHARES TR
$19M83K5.2%
07
EFV
ISHARES TR
$18M237K5.0%
08
IEMG
ISHARES INC
$17M206K4.7%
09
MTUM
ISHARES TR
$13M37K3.5%
10
IDHQ
INVESCO EXCH TRADED FD TR II
$11M261K3.1%

Filing history

2026Q2Jun 30
$365M 18.6%
125 positionsView →
2026Q1Mar 31
$308M 6.4%
134 positionsView →
2025Q4Dec 31
$289M
131 positionsView →