account_balance
Investment manager · 13F filer · SEC CIK 2063915
Elevated Financial Group LLC
Reported value$357Mas of Sep 30, 2026
Positions117 17 new, 24 sold out
Top 10 weight61.1%IVV alone is 16%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.2%Added +28%
DYNFBlackRock ETF Trust
8.1%Added +12%
IVWiShares Tr
7.2%Trimmed −4%
IUSBiShares Tr
6.2%Trimmed −11%
IEMGiShares Inc
5.1%Added +9%
IVEiShares Tr
4.8%Trimmed −9%
IDHQInvesco Exch Traded Fd Tr II
3.6%Added +15%
BAIBlackRock ETF Trust
3.5%Added +91%
EFViShares Tr
3.4%−35%
MTUMiShares Tr
2.9%
NCLONushares ETF Tr
2.0%New
VTELVanguard Mun Bd FDS
2.0%New
IVViShares Tr
16.2%Added +28%
DYNFBlackRock ETF Trust
8.1%
IVWiShares Tr
7.2%
IUSBiShares Tr
6.2%
IEMGiShares Inc
5.1%+9%
IVEiShares Tr
4.8%
IDHQInvesco Exch Traded Fd Tr II
3.6%
BAIBlackRock ETF Trust
3.5%
EFV3.4%
MTUM
NCLO
VTEL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 16.2% Added +28%
DYNF BlackRock ETF Trust 8.1% Added +12%
IVW iShares Tr 7.2% Trimmed −4%
IUSB iShares Tr 6.2% Trimmed −11%
IEMG iShares Inc 5.1% Added +9%
IVE iShares Tr 4.8% Trimmed −9%
IDHQ Invesco Exch Traded Fd Tr II 3.6% Added +15%
BAI BlackRock ETF Trust 3.5% Added +91%
EFV iShares Tr 3.4% Trimmed −35%
MTUM iShares Tr 2.9% Trimmed −10%
NCLO Nushares ETF Tr 2.0% New
VTEL Vanguard Mun Bd FDS 2.0% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.