Institutions / Elevated Financial Group LLC
Elevated Financial Group LLC
CIK 2063915 · Institution · as of Dec 31, 2025
Portfolio value
$289.09M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $35.13M | 12.2% |
| iShares Tr | $20.35M | 7.0% |
| iShares Tr | $20.10M | 7.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $17.58M | 6.1% |
| iShares MSCI UAE ETF | $16.42M | 5.7% |
| iShares Tr | $15.83M | 5.5% |
| iShares Tr | $14.76M | 5.1% |
| iShares Tr | $14.58M | 5.0% |
| iShares Inc | $11.37M | 3.9% |
| iShares Tr | $8.02M | 2.8% |
| iShares MSCI UAE ETF | $6.56M | 2.3% |
| iShares Tr | $6.54M | 2.3% |
| iShares Tr | $5.87M | 2.0% |
| Schwab Strategic Tr | $4.98M | 1.7% |
| iShares Tr | $4.09M | 1.4% |
| BlackRock ETF Trust II | $3.98M | 1.4% |
| Apple Inc. | $3.75M | 1.3% |
| iShares Gold Tr | $3.70M | 1.3% |
| iShares MSCI UAE ETF | $2.65M | 0.9% |
| Salesforce Inc | $2.39M | 0.8% |
| Alphabet Inc. | $2.31M | 0.8% |
| Ea Series Trust | $2.11M | 0.7% |
| Vanguard Index Fds | $2.07M | 0.7% |
| Schwab Strategic Tr | $1.86M | 0.6% |
| BNY Mellon ETF Trust | $1.69M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.