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Elevated Financial Group

Latest statistics and disclosures from Elevated Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002063915

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Positions held by Elevated Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevated Financial Group

Elevated Financial Group holds 126 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.1	$35M	51k	684.93	View chart
Ishares Tr Core Univrsl Usd (IUSB)	7.0	$20M	437k	46.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	6.9	$20M	163k	123.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.1	$18M	289k	60.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.7	$16M	83k	198.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.5	$16M	75k	212.07	View chart
Ishares Tr S&p 100 Etf (OEF)	5.1	$15M	43k	342.97	View chart
Ishares Tr Eafe Value Etf (EFV)	5.0	$15M	204k	71.41	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$11M	169k	67.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.8	$8.0M	40k	199.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.3	$6.6M	26k	250.31	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$6.5M	69k	95.22	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.0	$5.9M	58k	101.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$5.0M	153k	32.62	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$4.1M	82k	50.01	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.4	$4.0M	76k	52.77	View chart
Apple (AAPL)	1.3	$3.8M	14k	271.87	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$3.7M	46k	81.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.6M	26k	102.39	View chart
salesforce (CRM)	0.8	$2.4M	9.0k	264.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.3M	7.4k	313.00	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$2.1M	18k	115.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$2.1M	6.9k	302.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.9M	78k	24.04	View chart
Bny Mellon Etf Trust Ultra Short Incm (BKUI)	0.6	$1.7M	34k	49.75	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M	9.0k	186.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.7M	51k	32.75	View chart
Microsoft Corporation (MSFT)	0.6	$1.7M	3.4k	483.60	View chart
Amazon (AMZN)	0.5	$1.6M	6.7k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.5M	2.9k	502.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$1.5M	15k	96.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.4M	4.1k	335.26	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.3M	4.2k	322.20	View chart
Wal-Mart Stores (WMT)	0.5	$1.3M	12k	111.41	View chart
Eli Lilly & Co. (LLY)	0.4	$1.3M	1.2k	1075.06	View chart
Delta Air Lines Inc Del Com New (DAL)	0.4	$1.2M	18k	69.40	View chart
American Express Company (AXP)	0.4	$1.2M	3.2k	369.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.2M	8.0k	148.69	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M	1.3k	862.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M	5.9k	191.00	View chart
Goldman Sachs (GS)	0.4	$1.1M	1.2k	879.00	View chart
Marriott Intl Cl A (MAR)	0.4	$1.1M	3.5k	310.28	View chart
FedEx Corporation (FDX)	0.4	$1.0M	3.5k	288.86	View chart
Blackrock (BLK)	0.4	$1.0M	952.00	1070.45	View chart
Coca-Cola Company (KO)	0.3	$988k	14k	69.91	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.3	$900k	35k	25.61	View chart
Netflix (NFLX)	0.3	$874k	9.3k	93.76	View chart
Sterling Construction Company (STRL)	0.3	$834k	2.7k	306.23	View chart
Home Depot (HD)	0.3	$816k	2.4k	344.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$774k	1.1k	681.92	View chart
Procter & Gamble Company (PG)	0.3	$772k	5.4k	143.31	View chart
Celestica (CLS)	0.3	$762k	2.6k	295.61	View chart
Synchrony Financial (SYF)	0.3	$730k	8.7k	83.43	View chart
Nike CL B (NKE)	0.3	$725k	11k	63.71	View chart
Walt Disney Company (DIS)	0.2	$718k	6.3k	113.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$686k	26k	26.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$649k	3.1k	211.78	View chart
Blackrock Etf Trust Disciplined Vola	0.2	$646k	26k	24.81	View chart
Tesla Motors (TSLA)	0.2	$611k	1.4k	449.84	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$601k	12k	49.12	View chart
Arcutis Biotherapeutics (ARQT)	0.2	$565k	20k	29.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$546k	6.2k	88.49	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$545k	3.8k	143.89	View chart
Wells Fargo & Company (WFC)	0.2	$537k	5.8k	93.19	View chart
Applovin Corp Com Cl A (APP)	0.2	$534k	793.00	673.82	View chart
Vistra Energy (VST)	0.2	$533k	3.3k	161.33	View chart
Starbucks Corporation (SBUX)	0.2	$521k	6.2k	84.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$521k	848.00	614.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$496k	4.4k	113.92	View chart
General Motors Company (GM)	0.2	$491k	6.0k	81.33	View chart
Micron Technology (MU)	0.2	$490k	1.7k	285.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$489k	1.8k	268.30	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$447k	6.4k	69.47	View chart
Manulife Finl Corp (MFC)	0.2	$442k	12k	36.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$429k	3.0k	143.97	View chart
Allstate Corporation (ALL)	0.1	$425k	2.0k	208.17	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$404k	7.9k	51.27	View chart
Twilio Cl A (TWLO)	0.1	$392k	2.8k	142.24	View chart
Fox Corp Cl A Com (FOXA)	0.1	$385k	5.3k	73.07	View chart
Ssr Mining (SSRM)	0.1	$384k	18k	21.93	View chart
SkyWest (SKYW)	0.1	$381k	3.8k	100.41	View chart
Meta Platforms Cl A (META)	0.1	$373k	565.00	659.83	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$372k	12k	30.54	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$372k	3.5k	107.11	View chart
Capital One Financial (COF)	0.1	$371k	1.5k	242.36	View chart
Ezcorp Cl A Non Vtg (EZPW)	0.1	$369k	19k	19.42	View chart
Uber Technologies (UBER)	0.1	$368k	4.5k	81.71	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$367k	6.7k	54.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$360k	1.1k	313.82	View chart
Commscope Hldg (COMM)	0.1	$353k	20k	18.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$351k	15k	23.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$350k	6.9k	50.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$347k	2.9k	120.33	View chart
Broadcom (AVGO)	0.1	$343k	990.00	346.10	View chart
Abbvie (ABBV)	0.1	$339k	1.5k	228.54	View chart
Willdan (WLDN)	0.1	$337k	3.3k	103.66	View chart
United Natural Foods (UNFI)	0.1	$330k	9.8k	33.67	View chart
Brinker International (EAT)	0.1	$328k	2.3k	143.52	View chart
Coeur Mng Com New (CDE)	0.1	$325k	18k	17.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$324k	2.7k	119.32	View chart
Citizens Financial (CFG)	0.1	$320k	5.5k	58.41	View chart
Expedia Group Com New (EXPE)	0.1	$320k	1.1k	283.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$320k	5.1k	62.47	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$320k	9.6k	33.30	View chart
TTM Technologies (TTMI)	0.1	$315k	4.6k	69.00	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$306k	3.1k	98.50	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$304k	7.9k	38.56	View chart
Adtalem Global Ed (ATGE)	0.1	$302k	2.9k	103.47	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$298k	2.7k	110.19	View chart
Ryder System (R)	0.1	$283k	1.5k	191.39	View chart
Oracle Corporation (ORCL)	0.1	$281k	1.4k	194.91	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$280k	3.9k	70.98	View chart
Affiliated Managers (AMG)	0.1	$276k	956.00	288.28	View chart
State Street Corporation (STT)	0.1	$273k	2.1k	129.01	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$267k	848.00	314.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$260k	3.7k	69.67	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$255k	2.4k	106.70	View chart
Kinross Gold Corp (KGC)	0.1	$242k	8.6k	28.16	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$238k	6.3k	38.03	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$229k	1.5k	155.12	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$228k	3.1k	72.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$217k	3.1k	69.42	View chart
Johnson & Johnson (JNJ)	0.1	$213k	1.0k	206.95	View chart
Equitable Holdings (EQH)	0.1	$209k	4.4k	47.65	View chart
Lam Research Corp Com New (LRCX)	0.1	$205k	1.2k	171.18	View chart
Ameresco Cl A (AMRC)	0.1	$205k	7.0k	29.29	View chart

Past Filings by Elevated Financial Group

SEC 13F filings are viewable for Elevated Financial Group going back to 2025

Elevated Financial Group 2025 Q4 filed Jan. 29, 2026

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