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Elevated Financial Group LLC 13F holdings

Filed 2026-07-22 · Elevated Financial Group LLC · 125 positions · $364.9M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR59.2K$44.4M12.2%
IUSBISHARES TR563.4K$26.0M7.1%
IVWISHARES TR188.7K$26.0M7.1%
DYNFBLACKROCK ETF TRUST376.3K$25.6M7.0%
QUALISHARES TR90.6K$19.9M5.4%
IVEISHARES TR83.5K$19.0M5.2%
EFVISHARES TR237.5K$18.2M5.0%
ACWIISHARES INC205.9K$17.1M4.7%
MTUMISHARES TR36.9K$12.6M3.5%
IDHQINVESCO EXCH TRADED FD TR II261.4K$11.4M3.1%
—STATE STR SPDR S&P 500 ETF T14.3K$10.7M2.9%
MBBISHARES TR85.2K$8.1M2.2%
TLHISHARES TR73.0K$7.3M2.0%
BAIBLACKROCK ETF TRUST137.8K$7.3M2.0%
IYWISHARES TR25.3K$6.4M1.7%
IAGGISHARES TR106.0K$5.4M1.5%
BINCBLACKROCK ETF TRUST II93.5K$4.9M1.3%
IAUISHARES GOLD TR61.0K$4.6M1.3%
SCHGSCHWAB STRATEGIC TR120.6K$4.1M1.1%
AAPLAPPLE INC13.8K$4.0M1.1%
STIPISHARES TR32.3K$3.3M0.9%
STRLSTERLING INFRASTRUCTURE INC3.4K$2.9M0.8%
BOXXEA SERIES TRUST21.5K$2.5M0.7%
VBKVANGUARD INDEX FDS6.7K$2.5M0.7%
GOOGLALPHABET INC6.7K$2.4M0.7%
MUMICRON TECHNOLOGY INC2.1K$2.4M0.7%
—BNY MELLON ETF TRUST42.1K$2.1M0.6%
SCHFSCHWAB STRATEGIC TR70.4K$1.9M0.5%
NVDANVIDIA CORPORATION9.3K$1.9M0.5%
SCHESCHWAB STRATEGIC TR48.1K$1.7M0.5%
EMBISHARES TR17.8K$1.7M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3.2K$1.6M0.4%
ITOTISHARES TR9.8K$1.6M0.4%
AMZNAMAZON COM INC6.2K$1.5M0.4%
CRMSALESFORCE INC9.3K$1.5M0.4%
VTVVANGUARD INDEX FDS6.4K$1.4M0.4%
CRDOCREDO TECHNOLOGY GROUP HOLDI5.1K$1.4M0.4%
VTIVANGUARD INDEX FDS3.7K$1.4M0.4%
MSFTMICROSOFT CORP3.5K$1.3M0.4%
WMTWALMART INC10.6K$1.2M0.3%
JPMJPMORGAN CHASE & CO3.7K$1.2M0.3%
LLYELI LILLY & CO986$1.2M0.3%
CLSCELESTICA INC3.2K$1.2M0.3%
TTMITTM TECHNOLOGIES INC6.2K$1.2M0.3%
DALDELTA AIR LINES INC12.1K$1.1M0.3%
COSTCOSTCO WHOLESALE CORPORATION1.1K$1.1M0.3%
GSGOLDMAN SACHS GROUP INC954$964,8470.3%
MARMARRIOTT INTL INC NEW2.6K$952,5720.3%
EZPWEZCORP INC26.5K$917,0730.3%
SYFSYNCHRONY FINANCIAL11.5K$871,2370.2%
KOCOCA COLA CO10.6K$864,7240.2%
AXPAMERICAN EXPRESS CO2.5K$847,1040.2%
TWLOTWILIO INC4.1K$846,1590.2%
FDXFEDEX CORP2.5K$769,3600.2%
ALLALLSTATE CORP3.2K$766,9690.2%
MFCMANULIFE FINL CORP18.2K$737,2010.2%
SSRMSSR MINING IN25.4K$719,3300.2%
VBRVANGUARD INDEX FDS2.9K$714,5810.2%
BLKBLACKROCK INC725$697,2510.2%
UNFIUNITED NAT FOODS INC14.8K$674,9570.2%
Top Fund Holdings
13F
Top Fund Holdings

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