Elevated Financial Group LLC

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$307,610
Net value change ($000)
+18,515 (6.4%)
New positions
15
Sold out positions
8
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDHQ 8,367 NEW
BAI 3,935 1233.5%
IUSB 2,347 11.5%
DYNF 2,334 13.3%
LLY 1,952 153.8%
IEMG 1,938 17.0%
MTUM 1,710 26.1%
EFV 1,372 9.4%
SCHD 1,332 NEW
IAU 1,026 27.8%
Top Reduces (Value $000, Stocks/ETFs)
OEF -14,468 -98.0%
IYW -3,596 -44.9%
SCHG -979 -19.7%
CRM -646 -27.1%
QUAL -484 -2.9%
SPMO -324 -100.0%
MSFT -322 -19.5%
VEA -320 -100.0%
WFC -318 -59.2%
THRO -304 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,048 (2.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type