13F Filings History of Elevated Financial Group LLC
- Latest 13F filing
- Q2 2026 - 22 Jul 2026
- Latest reported 13F value
- $354,192,399
- Largest 13F holdings
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IVV IUSB IVW DYNF QUAL IVE EFV IEMG MTUM IDHQ MBB TLH
+8 more
BAI IYW IAGG BINC IAU SCHG AAPL STIP - Form 13F summary
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- Elevated Financial Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Elevated Financial Group LLC reported 124 equity holdings with a total reported market value of $354,192,399 for Q2 2026. Top reported holdings included IVV, IUSB, IVW, DYNF, and QUAL.
- Manager signature
- Heather Mitchel - Finance & Operations Manager
- Manager location
- Indianapolis, IN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$354,192,399
Quarter delta
+$52,630,090
Accepted
22 Jul 2026, 11:53
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 124 | $354,192,399 | +$34,137,962 | -$21,688,681 | +$12,449,281 | IVV, IUSB, IVW, DYNF, QUAL | 13F-HR | 22 Jul 2026, 11:53 |
| Q1 2026 | 133 | $301,562,309 | +$42,035,204 | -$20,503,115 | +$21,532,089 | IVV, IUSB, DYNF, IVW, IVE | 13F-HR | 11 May 2026, 15:28 |
| Q4 2025 | 127 | $289,081,494 | $0 | $0 | $0 | IVV, IUSB, IVW, DYNF, QUAL | 13F-HR | 29 Jan 2026, 14:47 |