§ 13F · FUND PROFILE
Elevated Financial Group LLC.
AUM · $365M (13F)Positions · 125Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 59K | $44M | 12.2% | +9% |
| 2 | IUSB | ISHARES TR | 563K | $26M | 7.1% | +15% |
| 3 | IVW | ISHARES TR | 189K | $26M | 7.1% | +8% |
| 4 | DYNF | BLACKROCK ETF TRUST | 376K | $26M | 7.0% | +10% |
| 5 | QUAL | ISHARES TR | 91K | $20M | 5.4% | +9% |
| 6 | IVE | ISHARES TR | 83K | $19M | 5.2% | +10% |
| 7 | EFV | ISHARES TR | 237K | $18M | 5.0% | +11% |
| 8 | IEMG | ISHARES INC | 206K | $17M | 4.7% | +8% |
| 9 | MTUM | ISHARES TR | 37K | $13M | 3.5% | +7% |
| 10 | IDHQ | INVESCO EXCH TRADED FD TR II | 261K | $11M | 3.1% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEVATED SIGNAL
AC read
Elevated Financial Group LLC is a Other fund managing $365 million in assets. The fund runs a portfolio of 125 positions.
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