Elevated Financial Group LLC
Q4 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
126
- Value ($000)
$289,095
- Date Filed01/29/2026
- Form type13F-HR
- CIK0002063915
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $35.13M | 12 % | 51,296 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $20.35M | 7 % | 437,193 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $20.1M | 7 % | 163,044 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $17.58M | 6 % | 289,095 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $16.42M | 6 % | 82,669 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $15.83M | 6 % | 74,642 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $14.76M | 5 % | 43,033 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $14.58M | 5 % | 204,133 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $11.37M | 4 % | 169,177 | ||
ISHARES TR | U.S. TECH ETF | 464287721 | $8.02M | 3 % | 40,146 |
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