Elevated Financial Group LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 289,095
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 126 | 289,095 | 13F-HR | Elevated Financial Group LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.4 K | 35.1% | 101.4 K | 0 | 101.4 K |
| ETFs | 165.9 K | 57.4% | 165.9 K | 0 | 165.9 K |
| Other | 21.8 K | 7.5% | 21.8 K | 0 | 21.8 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
289,095
Holdings
126
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.