Elevated Financial Group LLC Portfolio Holdings
Elevated Financial Group LLC
- $289 Billion
- Q4 2025
Elevated Financial Group LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.1B, Ishares Core Total Usd Bond Ma with a value of $20.3B, Ishares S&P 500 Growth ETF with a value of $20.1B, Blackrock ETF Tr U S Equity Fa with a value of $17.6B, and Ishares Msci Usa Quality Facto with a value of $16.4B.
Examining the 13F form we can see an increase of $289B in the current position value.
Elevated Financial Group LLC is based out at Indianapolis, IN
Below you can find more details about Elevated Financial Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 131
- Current Value $289 Billion
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 126 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks