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Elevated Financial Group LLC

Portfolio Manager
Elevated Financial Group LLC
Performance
-3.27% (2026 Q1)
AUM (13F)
$307.61M
# of Holdings
133
Performance Rank
Allocation (Top 20)
74.02%

Elevated Financial Group LLC Holdings Map

Top 50 Elevated Financial Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
11.82%54.6K$35.7M
+6.40%(+3.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 51.3K shares2026-Q1: 54.6K shares
$676.64(+10.61%)
2026-03-31
IUSB
ISHARES TR
7.53%491.3K$22.7M
+12.38%(+54.13K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 437.2K shares2026-Q1: 491.3K shares
$46.60(-1.37%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
6.6%342.3K$19.9M
+18.39%(+53.18K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 289.1K shares2026-Q1: 342.3K shares
$59.93(+12.02%)
2026-03-31
IVW
ISHARES TR
6.57%175.0K$19.8M
+7.36%(+12.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 163.0K shares2026-Q1: 175.0K shares
$121.73(+11.24%)
2026-03-31
IVE
ISHARES TR
5.32%76.0K$16.1M
+1.85%(+1.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 74.6K shares2026-Q1: 76.0K shares
$209.33(+9.97%)
2026-03-31
EFV
ISHARES TR
5.29%214.5K$15.9M
+5.08%(+10.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 204.1K shares2026-Q1: 214.5K shares
$69.78(+11.57%)
2026-03-31
QUAL
ISHARES TR
5.28%83.1K$15.9M
+0.50%(+411)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 82.7K shares2026-Q1: 83.1K shares
$196.55(+11.13%)
2026-03-31
IEMG
ISHARES INC
4.41%190.8K$13.3M
+12.80%(+21.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 169.2K shares2026-Q1: 190.8K shares
$66.76(+19.60%)
2026-03-31
IDHQ
INVESCO EXCH TRADED FD TR II
2.77%236.5K$8.4M
+8609.32%(+233.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.7K shares2026-Q1: 236.5K shares
$35.25(+24.45%)
2026-03-31
MTUM
ISHARES TR
2.74%34.5K$8.3M
+31.50%(+8.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 26.2K shares2026-Q1: 34.5K shares
$251.41(+25.90%)
2026-03-31

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