§ 13F · FUND PROFILE
Elevated Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 131Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$289.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 51K | $35.1T | 12.2% | NEW |
| 2 | IUSB | ISHARES TR | 437K | $20.3T | 7.0% | NEW |
| 3 | IVW | ISHARES TR | 163K | $20.1T | 7.0% | NEW |
| 4 | DYNF | BLACKROCK ETF TRUST | 289K | $17.6T | 6.1% | NEW |
| 5 | QUAL | ISHARES TR | 83K | $16.4T | 5.7% | NEW |
| 6 | IVE | ISHARES TR | 75K | $15.8T | 5.5% | NEW |
| 7 | OEF | ISHARES TR | 43K | $14.8T | 5.1% | NEW |
| 8 | EFV | ISHARES TR | 204K | $14.6T | 5.0% | NEW |
| 9 | IEMG | ISHARES INC | 169K | $11.4T | 3.9% | NEW |
| 10 | IYW | ISHARES TR | 40K | $8.0T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATED SIGNAL
AC read
Elevated Financial Group LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed