Elevated Financial Group LLC

Institutional manager·CIK 0002063915

Annual return

—

SPY

—

Alpha

—

Invested

$615.2M

Holdings

133

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$IVV

ISHARES TR

Q4 2025: New position (51.3k shares)

11.8%

$IUSB

ISHARES TR

Q4 2025: New position (437.2k shares)

7.5%

$DYNF

BLACKROCK ETF TRUST

Q4 2025: New position (289.1k shares)

6.6%

$IVW

ISHARES TR

Q4 2025: New position (163.0k shares)

6.6%

$IVE

ISHARES TR

Q4 2025: New position (74.6k shares)

5.3%

$EFV

ISHARES TR

Q4 2025: New position (204.1k shares)

5.3%

$QUAL

ISHARES TR

Q4 2025: New position (82.7k shares)

5.3%

$IEMG

ISHARES INC

Q4 2025: New position (169.2k shares)

4.4%

$IDHQ

INVESCO EXCH TRADED FD TR II

Held since at least Q1 2024

2.8%

$MTUM

ISHARES TR

Q4 2025: New position (26.2k shares)

2.7%

See all 133 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 12:03 UTC.