Elevated Financial Group LLC - Portfolio Stock Holdings
Elevated Financial Group LLC disclosed 141 stock positions in a recent SEC 13F filing. $357,059,613 of stock holdings were filed, with the largest holdings including IVV, DYNF, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $531,978,537 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
141Est. Stock Holding Value:
$357,059,613Top Stock Holdings By Sector
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Portfolio Stock Holdings - Elevated Financial Group LLC
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