Elevated Financial Group LLC
135 holdingsFiling period: 2026-03-31Current AUM: $343.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 54.6K | $35.6M | $40.9M | 11.91% | +3.3K | 2026-03-31 |
| 2 | IUSB | ISHARES TR | 491.3K | $22.7M | $22.3M | 6.50% | +54.1K | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 342.3K | $19.9M | $23.1M | 6.72% | +53.2K | 2026-03-31 |
| 4 | IVW | ISHARES TR | 175.0K | $19.8M | $23.7M | 6.89% | +12.0K | 2026-03-31 |
| 5 | IVE | ISHARES TR | 76.0K | $16.1M | $17.6M | 5.13% | +1.4K | 2026-03-31 |
| 6 | EFV | ISHARES TR | 214.5K | $15.9M | $17.3M | 5.05% | +10.4K | 2026-03-31 |
| 7 | QUAL | ISHARES TR | 83.1K | $15.9M | $18.2M | 5.30% | +411 | 2026-03-31 |
| 8 | IEMG | ISHARES INC | 190.8K | $13.3M | $14.8M | 4.31% | +21.6K | 2026-03-31 |
| 9 | IDHQ | INVESCO EXCH TRADED FD TR II | 236.5K | $8.4M | $10.4M | 3.01% | -- | 2026-03-31 |
| 10 | MTUM | ISHARES TR | 34.5K | $8.3M | $10.3M | 3.00% | +8.3K | 2026-03-31 |
| 11 | MBB | ISHARES TR | 75.4K | $7.2M | $7.0M | 2.04% | +6.7K | 2026-03-31 |
| 12 | TLH | ISHARES TR | 64.9K | $6.5M | $6.3M | 1.82% | +7.1K | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 9.3K | $6.0M | $6.9M | 2.02% | -- | 2026-03-31 |
| 14 | IAU | ISHARES GOLD TR | 53.6K | $4.7M | $4.1M | 1.19% | +8.0K | 2026-03-31 |
| 15 | IAGG | ISHARES TR | 92.6K | $4.6M | $4.6M | 1.34% | +10.8K | 2026-03-31 |
| 16 | BINC | BLACKROCK ETF TRUST II | 87.0K | $4.5M | $4.5M | 1.32% | +11.5K | 2026-03-31 |
| 17 | IYW | ISHARES TR | 24.4K | $4.4M | $5.8M | 1.69% | -15,780 | 2026-03-31 |
| 18 | BAI | BLACKROCK ETF TRUST | 129.1K | $4.3M | $5.3M | 1.55% | +119.5K | 2026-03-31 |
| 19 | SCHG | SCHWAB STRATEGIC TR | 137.3K | $4.0M | $4.7M | 1.36% | -15,319 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 15.0K | $3.8M | $4.6M | 1.35% | +1.2K | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 3.5K | $3.2M | $4.0M | 1.17% | +2.3K | 2026-03-31 |
| 22 | STIP | ISHARES TR | 28.7K | $3.0M | $2.9M | 0.85% | +2.8K | 2026-03-31 |
| 23 | BOXX | EA SERIES TRUST | 23.3K | $2.7M | $2.7M | 0.80% | +4.9K | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 7.5K | $2.2M | $2.7M | 0.78% | +156 | 2026-03-31 |
| 25 | VBK | VANGUARD INDEX FDS | 6.7K | $2.0M | $2.3M | 0.66% | -152 | 2026-03-31 |
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