Elevated Financial Group LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Indianapolis, IN
CIK
0002063915
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 134 307,610 IVV, IUSB, DYNF, IVW 13F-HR 5/11/2026 000206391526000004
Q4 2025 126 289,094 IVV, IUSB, IVW, DYNF 13F-HR 1/29/2026 000206391526000002