Elevated Financial Group LLC: 13F holdings
CIK 20639152026Q2
| Positions | 125 |
|---|
| Reported value | $364.9m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 125 (-9 vs prior quarter) |
|---|
| Reported value | $364.9m (+18.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 59,230 | $44.4m | 12.2% |
| IUSB ISHARES TR | 563,378 | $26.0m | 7.1% |
| IWF ISHARES TR | 188,701 | $26.0m | 7.1% |
| DYNF BLACKROCK ETF TRUST | 376,260 | $25.6m | 7.0% |
| QUAL ISHARES TR | 90,588 | $19.9m | 5.4% |
| IVE ISHARES TR | 83,473 | $19.0m | 5.2% |
| EFV ISHARES TR | 237,455 | $18.2m | 5.0% |
| IEMG ISHARES INC | 205,913 | $17.1m | 4.7% |
| MTUM ISHARES TR | 36,880 | $12.6m | 3.5% |
| IDHQ INVESCO EXCH TRADED FD TR II | 261,428 | $11.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2063915")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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