StockDriftsStockDriftsTop 50 Elevated Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.52% | 59.2K | $44.4M | +8.52%(+4.65K) | $677.84(+14.68%) | 2026-06-30 | |
| IUSB | ISHARES TR | 7.34% | 563.4K | $26.0M | +14.66%(+72.05K) | $46.54(-2.34%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.33% | 188.7K | $26.0M | +7.80%(+13.66K) | $121.83(+16.36%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 7.22% | 376.3K | $25.6M | +9.93%(+33.99K) | $60.13(+16.44%) | 2026-06-30 | |
| QUAL | ISHARES TR | 5.61% | 90.6K | $19.9M | +9.04%(+7.51K) | $197.08(+14.80%) | 2026-06-30 | |
| IVE | ISHARES TR | 5.35% | 83.5K | $19.0M | +9.80%(+7.45K) | $210.05(+12.70%) | 2026-06-30 | |
| EFV | ISHARES TR | 5.13% | 237.5K | $18.2M | +10.70%(+22.95K) | $70.23(+16.53%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.82% | 205.9K | $17.1M | +7.91%(+15.09K) | $67.46(+18.92%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.57% | 36.9K | $12.6M | +7.03%(+2.42K) | $253.73(+21.67%) | 2026-06-30 | |
| IDHQ | INVESCO EXCH TRADED FD TR II | 3.23% | 261.4K | $11.4M | +10.52%(+24.88K) | $35.61(+28.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.18% |
Elevated Financial Group LLC reports $364.87M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.5%), IUSB (7.3%) and IVW (7.3%). The top 20 holdings account for 77.71% of reported assets. Its disclosed equity book has returned +10.00% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elevated Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2063915). View Elevated Financial Group LLC’s 13F filings on SEC