Elevated Financial Group LLC
Elevated Financial Group LLC reported 125 positions worth $364.9M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $44.4M | 12.16% | 59,230 | — | — | |
| ▸ 2 | IUSB | SH | $26.0M | 7.13% | 563,378 | — | — | |
| ▸ 3 | IVW | SH | $26.0M | 7.11% | 188,701 | — | — | |
| ▸ 4 | DYNF | SH | $25.6M | 7.01% | 376,260 | — | — | |
| ▸ 5 | QUAL | SH | $19.9M | 5.45% | 90,588 | — | — | |
| ▸ 6 | IVE | SH | $19.0M | 5.19% | 83,473 | — | — | |
| ▸ 7 | EFV | SH | $18.2M | 4.98% | 237,455 | — | — | |
| ▸ 8 | IEMG | SH | $17.1M | 4.68% | 205,913 | — | — | |
| ▸ 9 | MTUM | SH | $12.6M | 3.47% | 36,880 | — | — | |
| ▸ 10 | IDHQ | SH | $11.4M | 3.13% | 261,428 | — | — |
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Frequently Asked Questions
What stocks does Elevated Financial Group LLC hold as of Q2 2026?
Elevated Financial Group LLC reported 125 positions worth $364.9M in its Q2 2026 13F filing. Largest positions: IVV (12.2%), IUSB (7.1%), IVW (7.1%), DYNF (7.0%) and QUAL (5.4%).
What did Elevated Financial Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Elevated Financial Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.