Elevated Financial Group LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.1B, Ishares Core Total Usd Bond Ma with a value of $20.3B, Ishares S&P 500 Growth ETF with a value of $20.1B, Blackrock ETF Tr U S Equity Fa with a value of $17.6B, and Ishares Msci Usa Quality Facto with a value of $16.4B.
Examining the 13F form we can see an increase of $289B in the current position value.
Elevated Financial Group LLC is based out at Indianapolis, IN
Below you can find more details about Elevated Financial Group LLC portfolio as well as his latest detailed transactions.
