Institutional Fund
Elevated Financial Group LLC
Indianapolis, INCIK 20639152 filings on record
Portfolio Value
$301.56M
Q1 2026
Holdings
133
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+4.3%
from $289.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.8%
- Ishares Tr7.5%
- Blackrock ETF Trust6.6%
- Ishares Tr6.6%
- Ishares Tr5.3%
- Ishares Tr5.3%
- Other56.9%
Portfolio Holdings
133 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 54.6K | $35.65M | 11.8% | +3.3K | Added |
| 2 | Ishares Tr | 491.3K | $22.69M | 7.5% | +54.1K | Added |
| 3 | Blackrock ETF Trust | 342.3K | $19.91M | 6.6% | +53.2K | Added |
| 4 | Ishares Tr | 175.0K | $19.80M | 6.6% | +12.0K | Added |
| 5 | Ishares Tr | 76.0K | $16.05M | 5.3% | +1.4K | Added |
| 6 | Ishares Tr | 214.5K | $15.95M | 5.3% | +10.4K | Added |
| 7 | Ishares Tr | 83.1K | $15.94M | 5.3% | +411 | Added |
| 8 | Ishares Inc | 190.8K | $13.31M | 4.4% | +21.6K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 236.5K | $8.37M | 2.8% | +236.5K | New |
| 10 | Ishares Tr | 34.5K | $8.27M | 2.7% | +8.3K | Added |
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