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Elevated Financial Group LLC — 13F Holdings & Portfolio

CIK 2063915 · latest 13F-HR filed 2026-01-29

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$289.1M

Long-equity book

Holdings

131

Distinct positions

Period

2025-12-31

Filed 2026-01-29

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $35.1M 12.15% 51,296 SH
2 ISHARES TR IUSB 46434V613 $20.3M 7.04% 437,193 SH
3 ISHARES TR IVW 464287309 $20.1M 6.95% 163,044 SH
4 BLACKROCK ETF TRUST DYNF 09290C103 $17.6M 6.08% 289,095 SH
5 ISHARES TR QUAL 46432F339 $16.4M 5.68% 82,669 SH
6 ISHARES TR IVE 464287408 $15.8M 5.48% 74,642 SH
7 ISHARES TR OEF 464287101 $14.8M 5.11% 43,033 SH
8 ISHARES TR EFV 464288877 $14.6M 5.04% 204,133 SH
9 ISHARES INC IEMG 46434G103 $11.4M 3.93% 169,177 SH
10 ISHARES TR IYW 464287721 $8.0M 2.77% 40,146 SH
11 ISHARES TR MTUM 46432F396 $6.6M 2.27% 26,203 SH
12 ISHARES TR MBB 464288588 $6.5M 2.26% 68,671 SH
13 ISHARES TR TLH 464288653 $5.9M 2.03% 57,753 SH
14 SCHWAB STRATEGIC TR SCHG 808524300 $5.0M 1.72% 152,573 SH
15 ISHARES TR IAGG 46435G672 $4.1M 1.42% 81,810 SH
16 BLACKROCK ETF TRUST II BINC 092528603 $4.0M 1.38% 75,478 SH
17 APPLE INC AAPL 037833100 $3.8M 1.30% 13,796 SH
18 ISHARES GOLD TR IAU 464285204 $3.7M 1.28% 45,539 SH
19 ISHARES TR STIP 46429B747 $2.6M 0.92% 25,842 SH
20 SALESFORCE INC CRM 79466L302 $2.4M 0.83% 9,009 SH
21 ALPHABET INC GOOGL 02079K305 $2.3M 0.80% 7,376 SH
22 EA SERIES TRUST BOXX 02072L565 $2.1M 0.73% 18,329 SH
23 VANGUARD INDEX FDS VBK 922908595 $2.1M 0.72% 6,866 SH
24 SCHWAB STRATEGIC TR SCHF 808524805 $1.9M 0.64% 77,517 SH
25 BNY MELLON ETF TRUST BKUI 09661T859 $1.7M 0.59% 34,005 SH
26 NVIDIA CORPORATION NVDA 67066G104 $1.7M 0.58% 8,966 SH
27 SCHWAB STRATEGIC TR SCHE 808524706 $1.7M 0.58% 51,013 SH
28 MICROSOFT CORP MSFT 594918104 $1.7M 0.57% 3,420 SH
29 AMAZON COM INC AMZN 023135106 $1.6M 0.54% 6,735 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.5M 0.51% 2,946 SH
31 ISHARES TR EMB 464288281 $1.5M 0.50% 15,081 SH
32 VANGUARD INDEX FDS VTI 922908769 $1.4M 0.47% 4,084 SH
33 JPMORGAN CHASE & CO. JPM 46625H100 $1.3M 0.46% 4,157 SH
34 WALMART INC WMT 931142103 $1.3M 0.46% 11,940 SH
35 ELI LILLY & CO LLY 532457108 $1.3M 0.44% 1,180 SH
36 DELTA AIR LINES INC DEL DAL 247361702 $1.2M 0.42% 17,548 SH
37 AMERICAN EXPRESS CO AXP 025816109 $1.2M 0.41% 3,229 SH
38 ISHARES TR ITOT 464287150 $1.2M 0.41% 7,997 SH
39 COSTCO WHSL CORP NEW COST 22160K105 $1.2M 0.40% 1,335 SH
40 VANGUARD INDEX FDS VTV 922908744 $1.1M 0.39% 5,852 SH
41 GOLDMAN SACHS GROUP INC GS 38141G104 $1.1M 0.38% 1,239 SH
42 MARRIOTT INTL INC NEW MAR 571903202 $1.1M 0.38% 3,504 SH
43 FEDEX CORP FDX 31428X106 $1.0M 0.35% 3,537 SH
44 BLACKROCK INC BLK 09290D101 $1.0M 0.35% 952 SH
45 COCA COLA CO KO 191216100 $988.3K 0.34% 14,137 SH
46 BLACKROCK ETF TRUST BDYN 09290C723 $900.2K 0.31% 35,151 SH
47 NETFLIX INC NFLX 64110L106 $874.4K 0.30% 9,326 SH
48 STERLING INFRASTRUCTURE INC STRL 859241101 $833.6K 0.29% 2,722 SH
49 HOME DEPOT INC HD 437076102 $815.5K 0.28% 2,370 SH
50 PROCTER AND GAMBLE CO PG 742718109 $772.3K 0.27% 5,389 SH