Elevated Financial Group LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 364,871
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 125 | 364,871 | 13F-HR | Elevated Financial Group LLC |
| Q1 2026 | 5/11/2026 | 134 | 307,610 | 13F-HR | Elevated Financial Group LLC |
| Q4 2025 | 1/29/2026 | 126 | 289,095 | 13F-HR | Elevated Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.68 K
(2.9% of total reported value)
· QoQ Δ:
+4.631 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.26 K | 17.3% | 6.081 K | 0 | 6.081 K |
| ETFs | 292.9 K | 82.7% | 46.55 K | 0 | 46.55 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
364,871
Holdings
125
QoQ value change ($000)
57,261
(18.6%)
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.