Elevated Financial Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Elevated Financial Group LLC reported 126 stock positions worth $289.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.2% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 7.0%) and iShares S&P 500 Growth ETF (IVW, 7.0%).
- Most Recent 13F
- Q2 2026
- Location
- INDIANAPOLIS, IN
- CIK
- 0002063915
- Portfolio Value
- $289.1M (Q4 2025)
- SEC Filing
- 0002063915-26-000002 ↗ filed Jan 29, 2026
Holdings Value
Holdings 126 stocks · $289.1M
| IVV iShares Core S&P 500 ETF | 12.15% | 51,296 | $35.1M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.04% | 437,193 | $20.3M | — |
| IVW iShares S&P 500 Growth ETF | 6.95% | 163,044 | $20.1M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.08% | 289,095 | $17.6M | — |
| QUAL iShares MSCI USA Quality Fac | 5.68% | 82,669 | $16.4M | — |
| IVE iShares S&P 500 Value ETF | 5.48% | 74,642 | $15.8M | — |
| OEF iShares S&P 100 ETF | 5.11% | 43,033 | $14.8M | — |
| EFV iShares MSCI Eafe Value ETF | 5.04% | 204,133 | $14.6M | — |
| IEMG iShares Core MSCI Emerging | 3.93% | 169,177 | $11.4M | — |
| IYW iShares Ustechnology ETF | 2.77% | 40,146 | $8.0M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.27% | 26,203 | $6.6M | — |
| MBB iShares MBS ETF | 2.26% | 68,671 | $6.5M | — |
| TLH iShares 10-20 Year Treasury | 2.03% | 57,753 | $5.9M | — |
| SCHG Schwab US Large-Cap Growth | 1.72% | 152,573 | $5.0M | — |
| IAGG iShares Intl Aggregate Bond | 1.42% | 81,810 | $4.1M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 1.38% | 75,478 | $4.0M | — |
| AAPL Apple Inc. | 1.30% | 13,796 | $3.8M | — |
| IAU iShares Gold Trust | 1.28% | 45,539 | $3.7M | — |
| STIP iShares 0-5 Year Tips Bond E | 0.92% | 25,842 | $2.6M | — |
| CRM Salesforce Inc. | 0.83% | 9,009 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 0.80% | 7,376 | $2.3M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 0.73% | 18,329 | $2.1M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.72% | 6,866 | $2.1M | — |
| SCHF Schwab Intl Equity ETF | 0.64% | 77,517 | $1.9M | — |
| BKUI BNY Mellon Ultr SHRT Inc. ETF | 0.59% | 34,005 | $1.7M | — |
| NVDA Nvidia Corp. | 0.58% | 8,966 | $1.7M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.58% | 51,013 | $1.7M | — |
| MSFT Microsoft Corp. | 0.57% | 3,420 | $1.7M | — |
| AMZN Amazon.com Inc. | 0.54% | 6,735 | $1.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 2,946 | $1.5M | — |
| EMB iShares JP Morgan Usd Emergi | 0.50% | 15,081 | $1.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 4,084 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 0.46% | 4,157 | $1.3M | — |
| WMT Walmart Inc. | 0.46% | 11,940 | $1.3M | — |
| LLY Eli Lilly & Co. | 0.44% | 1,180 | $1.3M | — |
| DAL Delta Air Lines Inc. | 0.42% | 17,548 | $1.2M | — |
| AXP American Express Co. | 0.41% | 3,229 | $1.2M | — |
| ITOT iShares Core S&P Total U.S. | 0.41% | 7,997 | $1.2M | — |
| COST Costco Wholesale Corp. | 0.40% | 1,335 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 5,852 | $1.1M | — |
| GS Goldman Sachs Group Inc. | 0.38% | 1,239 | $1.1M | — |
| MAR Marriott International Class A | 0.38% | 3,504 | $1.1M | — |
| FDX FedEx Corp. | 0.35% | 3,537 | $1.0M | — |
| BLK BlackRock Inc. | 0.35% | 952 | $1.0M | — |
| KO The Coca-Cola Co. | 0.34% | 14,137 | $988K | — |
| BDYN iShares DYN Act ETF | 0.31% | 35,151 | $900K | — |
| NFLX Netflix Inc. | 0.30% | 9,326 | $874K | — |
| STRL Sterling Infrastructure Inc. | 0.29% | 2,722 | $834K | — |
| HD Home Depot Inc. | 0.28% | 2,370 | $816K | — |
| PG The Procter & Gamble Co. | 0.27% | 5,389 | $772K | — |
| CLS Celestica Inc. | 0.26% | 2,579 | $762K | — |
| SYF Synchrony Financial | 0.25% | 8,746 | $730K | — |
| NKE Nike Inc. Class B | 0.25% | 11,384 | $725K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 6,311 | $718K | — |
| SCHX Schwab US Large-Cap ETF | 0.24% | 25,509 | $686K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 3,064 | $649K | — |
| BDVL iShares DV Equity Active ETF | 0.22% | 26,031 | $646K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,135 | $624K | — |
| TSLA Tesla Inc. | 0.21% | 1,358 | $611K | — |
| SKOR NT Crdscr US Corp. BD ETF | 0.21% | 12,240 | $601K | — |
| ARQT Arcutis Biotherapeutics Inc. | 0.20% | 19,458 | $565K | — |
| VNQ Vanguard Real Estate ETF | 0.19% | 6,168 | $546K | — |
| CRDO Credo Technology Group Holdi | 0.19% | 3,784 | $544K | — |
| WFC Wells Fargo & Co. | 0.19% | 5,764 | $537K | — |
| APP AppLovin Corp. Class A | 0.18% | 793 | $534K | — |
| VST Vistra Corp. | 0.18% | 3,305 | $533K | — |
| SBUX Starbucks Corp. | 0.18% | 6,191 | $521K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 848 | $521K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 4,354 | $496K | — |
| GM General Motors Co. | 0.17% | 6,042 | $491K | — |
| MU Micron Technology Inc. | 0.17% | 1,715 | $489K | — |
| ACN Accenture PLC Class A | 0.17% | 1,824 | $489K | — |
| RDVY First Trust Rising Dividend | 0.15% | 6,438 | $447K | — |
| MFC Manulife Financial Corp. | 0.15% | 12,182 | $442K | — |
| XLK SS Technology Select Sector | 0.15% | 2,978 | $429K | — |
| ALL Allstate Corp. | 0.15% | 2,043 | $425K | — |
| FRDM Freedom 100 Emeging MRKT ETF | 0.14% | 7,875 | $404K | — |
| TWLO Twilio Inc. Class A | 0.14% | 2,755 | $392K | — |
| FOXA Fox Corp. Class A | 0.13% | 5,262 | $384K | — |
| SSRM SSR Mining Inc. | 0.13% | 17,526 | $384K | — |
| SKYW Skywest Inc. | 0.13% | 3,795 | $381K | — |
| META Meta Platforms Inc. Class A | 0.13% | 565 | $373K | — |
| CCL Carnival Corp. | 0.13% | 12,187 | $372K | — |
| MUB iShares National Muni Bond E | 0.13% | 3,472 | $372K | — |
| COF Capital One Financial Corp. | 0.13% | 1,530 | $371K | — |
| EZPW Ezcorp Inc. Class A | 0.13% | 19,011 | $369K | — |
| UBER Uber Technologies Inc. | 0.13% | 4,506 | $368K | — |
| XLF SS Financial Select Sector | 0.13% | 6,702 | $367K | — |
| GOOG Alphabet Inc. Class C | 0.12% | 1,148 | $360K | — |
| VISN Vistance Networks Inc. filed as COMMSCOPE HLDG CO INC | 0.12% | 19,493 | $353K | — |
| GOVT iShares US Treasury Bond ETF | 0.12% | 15,235 | $351K | — |
| JPST JPMorgan Ultra-Short Income | 0.12% | 6,920 | $350K | — |
| XOM Exxon Mobil Corp. | 0.12% | 2,880 | $347K | — |
| AVGO Broadcom Inc. | 0.12% | 990 | $343K | — |
| ABBV Abbvie Inc. | 0.12% | 1,484 | $339K | — |
| WLDN Willdan Group Inc. | 0.12% | 3,255 | $337K | — |
| UNFI United Natural Foods Inc. | 0.11% | 9,791 | $330K | — |
| EAT Brinker International Inc. | 0.11% | 2,282 | $328K | — |
| CDE Coeur Mining Inc. | 0.11% | 18,243 | $325K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.11% | 2,716 | $324K | — |
| CFG Citizens Financial Group | 0.11% | 5,479 | $320K | — |
| EXPE Expedia Group Inc. | 0.11% | 1,129 | $320K | — |
| VEA Vanguard Ftse Developed ETF | 0.11% | 5,116 | $320K | — |
| BAI Ishrs AI in and Tech Act ETF | 0.11% | 9,594 | $319K | — |
| TTMI TTM Technologies | 0.11% | 4,563 | $315K | — |
| ICVT iShares Convertible Bond ETF | 0.11% | 3,106 | $306K | — |
| THRO iShares U.S. Thematic Rotati | 0.11% | 7,889 | $304K | — |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.10% | 2,917 | $302K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.10% | 2,708 | $298K | — |
| R Ryder System Inc. | 0.10% | 1,479 | $283K | — |
| ORCL Oracle Corp. | 0.10% | 1,439 | $280K | — |
| IEUR iShares Core MSCI Europe ETF | 0.10% | 3,947 | $280K | — |
| AMG Affiliated Managers Group | 0.10% | 956 | $276K | — |
| STT State Street Corp. | 0.09% | 2,117 | $273K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 848 | $267K | — |
| DFAS Dimensional US Small Cap ETF | 0.09% | 3,738 | $260K | — |
| SUB iShares Short-Term National | 0.09% | 2,386 | $255K | — |
| KGC Kinross Gold Corp. | 0.08% | 8,592 | $242K | — |
| DUHP Dimensional US High Profi Et | 0.08% | 6,262 | $238K | — |
| XLI SS Industrial Select Sector | 0.08% | 1,473 | $228K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.08% | 3,130 | $227K | — |
| DGRO iShares Core Dividend Growth | 0.08% | 3,132 | $217K | — |
| JNJ Johnson & Johnson | 0.07% | 1,027 | $213K | — |
| EQH Equitable Holdings Inc. | 0.07% | 4,383 | $209K | — |
| LRCX Lam Research Corp. | 0.07% | 1,199 | $205K | — |
| AMRC Ameresco Inc. Class A | 0.07% | 6,983 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.