Elevated Financial Group LLC

Q2 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$364,871
Net value change ($000)
+57,261 (18.6%)
New positions
13
Sold out positions
22
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 8,706 24.4%
IVW 6,153 31.1%
DYNF 5,675 28.5%
MTUM 4,375 52.9%
QUAL 3,942 24.7%
IEMG 3,748 28.2%
IUSB 3,306 14.6%
IDHQ 3,060 36.6%
BAI 3,009 70.7%
IVE 2,901 18.1%
Top Reduces (Value $000, Stocks/ETFs)
LLY -2,038 -63.3%
SCHD -1,110 -83.3%
ACSI -952 -100.0%
VOO -812 -100.0%
JCPB -691 -100.0%
FBND -557 -100.0%
ARQT -484 -100.0%
VUG -480 -100.0%
FDX -429 -35.8%
ACN -418 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 10,679 (2.9% 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