Elevated Financial Group LLC

13F filer, CIK 2063915, INDIANAPOLIS, IN

Elevated Financial Group LLC reported $307,610,471 across 134 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 58.34% of the portfolio.

Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0002063915-26-000004

Period: 2026-03-31
Reported value: $308M
Holdings: 134
Top 10 weight: 58.34%
New: 16
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IDHQnew	+236,545	$8.37M
BAIadded	+119,516	$3.94M
DYNFadded	+53,179	$3.09M
IUSBadded	+54,134	$2.5M
IVVadded	+3,282	$2.14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
OEFreduced	-42,118	-$13.4M
IYWreduced	-15,780	-$2.86M
SCHGreduced	-15,319	-$446K
SPMOexited	-2,716	-$324K
VEAexited	-5,116	-$320K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002063915-26-000004, largest first. % of portfolio is the value over $301,562,309, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	54,578	$35.7M	11.82%	+3,282	Timeline
IUSBISHARES TR	491,327	$22.7M	7.53%	+54,134	Timeline
DYNFBLACKROCK ETF TRUST	342,274	$19.9M	6.6%	+53,179	Timeline
IVWISHARES TR	175,041	$19.8M	6.57%	+11,997	Timeline
IVEISHARES TR	76,023	$16.1M	5.32%	+1,381	Timeline
EFVISHARES TR	214,510	$15.9M	5.29%	+10,377	Timeline
QUALISHARES TR	83,080	$15.9M	5.28%	+411	Timeline
IEMGISHARES INC	190,826	$13.3M	4.41%	+21,649	Timeline
IDHQINVESCO EXCH TRADED FD TR II	236,545	$8.37M	2.77%	new	Timeline
MTUMISHARES TR	34,457	$8.27M	2.74%	+8,254	Timeline
MBBISHARES TR	75,386	$7.16M	2.37%	+6,715	Timeline
TLHISHARES TR	64,902	$6.54M	2.17%	+7,149	Timeline
IAUISHARES GOLD TR	53,557	$4.72M	1.57%	+8,018	Timeline
IAGGISHARES TR	92,647	$4.64M	1.54%	+10,837	Timeline
BINCBLACKROCK ETF TRUST II	87,021	$4.52M	1.5%	+11,543	Timeline
IYWISHARES TR	24,366	$4.42M	1.47%	-15,780	Timeline
BAIBLACKROCK ETF TRUST	129,110	$4.25M	1.41%	+119,516	Timeline
SCHGSCHWAB STRATEGIC TR	137,254	$4M	1.33%	-15,319	Timeline
AAPLAPPLE INC	15,023	$3.81M	1.26%	+1,227	Timeline
LLYELI LILLY & CO	3,502	$3.22M	1.07%	+2,322	Timeline
STIPISHARES TR	28,673	$2.97M	0.98%	+2,831	Timeline
BOXXEA SERIES TRUST	23,259	$2.7M	0.9%	+4,930	Timeline
GOOGLALPHABET INC	7,532	$2.17M	0.72%	+156	Timeline
VBKVANGUARD INDEX FDS	6,714	$2.03M	0.67%	-152	Timeline
BKUIBNY MELLON ETF TRUST	38,024	$1.89M	0.63%	+4,019	Timeline
SCHFSCHWAB STRATEGIC TR	70,900	$1.75M	0.58%	-6,617	Timeline
CRMSALESFORCE INC	9,324	$1.74M	0.58%	+315	Timeline
ITOTISHARES TR	11,608	$1.65M	0.55%	+3,611	Timeline
SCHESCHWAB STRATEGIC TR	49,532	$1.63M	0.54%	-1,481	Timeline
NVDANVIDIA CORPORATION	9,301	$1.62M	0.54%	+335	Timeline
EMBISHARES TR	16,510	$1.55M	0.51%	+1,429	Timeline
WMTWALMART INC	12,336	$1.53M	0.51%	+396	Timeline
AMZNAMAZON COM INC	6,878	$1.43M	0.48%	+143	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,978	$1.43M	0.47%	+32	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,342	$1.34M	0.44%	+7	Timeline
SCHDSCHWAB STRATEGIC TR	43,412	$1.33M	0.44%	new	Timeline
MSFTMICROSOFT CORP	3,597	$1.33M	0.44%	+177	Timeline
VTIVANGUARD INDEX FDS	3,980	$1.28M	0.42%	-104	Timeline
JPMJPMORGAN CHASE & CO	4,315	$1.27M	0.42%	+158	Timeline
FDXFEDEX CORP	3,364	$1.2M	0.4%	-173	Timeline
STRLSTERLING INFRASTRUCTURE INC	2,900	$1.18M	0.39%	+178	Timeline
MARMARRIOTT INTL INC NEW	3,375	$1.1M	0.37%	-129	Timeline
DALDELTA AIR LINES INC	16,339	$1.09M	0.36%	-1,209	Timeline
VTVVANGUARD INDEX FDS	5,456	$1.07M	0.35%	-396	Timeline
GSGOLDMAN SACHS GROUP INC	1,257	$1.06M	0.35%	+18	Timeline
KOCOCA COLA CO	13,439	$1.02M	0.34%	-698	Timeline
AXPAMERICAN EXPRESS CO	3,154	$954K	0.32%	-75	Timeline
ACSITIDAL TRUST I	14,762	$952K	0.32%	new	Timeline
NFLXNETFLIX INC.	9,461	$910K	0.3%	+135	Timeline
BLKBLACKROCK INC	929	$894K	0.3%	-23	Timeline
PGPROCTER & GAMBLE CO	5,890	$851K	0.28%	+501	Timeline
BDYNBLACKROCK ETF TRUST	34,039	$827K	0.27%	-1,112	Timeline
VOOVANGUARD INDEX FDS	1,359	$812K	0.27%	new	Timeline
HDHOME DEPOT INC	2,311	$760K	0.25%	-59	Timeline
CLSCELESTICA INC	2,626	$740K	0.25%	+47	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	14,668	$691K	0.23%	new	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,032	$671K	0.22%	-103	Timeline
QQQINVESCO QQQ TR	1,156	$667K	0.22%	+308	Timeline
SCHXSCHWAB STRATEGIC TR	25,874	$663K	0.22%	+365	Timeline
VBRVANGUARD INDEX FDS	3,023	$657K	0.22%	-41	Timeline
SBUXSTARBUCKS CORP	6,828	$612K	0.2%	+637	Timeline
MUMICRON TECHNOLOGY INC	1,786	$603K	0.2%	+71	Timeline
SYFSYNCHRONY FINANCIAL	8,735	$594K	0.2%	-11	Timeline
SKORFLEXSHARES TR	12,164	$591K	0.2%	-76	Timeline
DISDISNEY WALT CO	6,079	$586K	0.19%	-232	Timeline
NKENIKE INC	11,013	$582K	0.19%	-371	Timeline
BDVLBLACKROCK ETF TRUST	23,329	$575K	0.19%	-2,702	Timeline
FBNDFIDELITY MERRIMACK STR TR	12,218	$557K	0.18%	new	Timeline
SSRMSSR MINING IN	18,707	$549K	0.18%	+1,181	Timeline
TSLATESLA INC	1,405	$522K	0.17%	+47	Timeline
XOMEXXON MOBIL CORP	3,064	$520K	0.17%	+184	Timeline
EZPWEZCORP INC	20,238	$514K	0.17%	+1,227	Timeline
VNQVANGUARD INDEX FDS	5,732	$508K	0.17%	-436	Timeline
ARQTARCUTIS BIOTHERAPEUTICS INC	20,543	$484K	0.16%	+1,085	Timeline
TTMITTM TECHNOLOGIES INC	4,935	$481K	0.16%	+372	Timeline
VUGVANGUARD INDEX FDS	1,099	$480K	0.16%	new	Timeline
UNFIUNITED NAT FOODS INC	10,579	$477K	0.16%	+788	Timeline
XLKSELECT SECTOR SPDR TR	3,463	$460K	0.15%	+485	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	6,534	$446K	0.15%	+96	Timeline
ALLALLSTATE CORP	2,141	$444K	0.15%	+98	Timeline
VSTVISTRA CORP	2,921	$439K	0.15%	-384	Timeline
MFCMANULIFE FINL CORP	12,555	$432K	0.14%	+373	Timeline
ACNACCENTURE PLC IRELAND	2,109	$418K	0.14%	+285	Timeline
GMGENERAL MTRS CO	5,543	$413K	0.14%	-499	Timeline
GOVTISHARES TR	17,766	$407K	0.13%	+2,531	Timeline
FRDMEA SERIES TRUST	7,126	$389K	0.13%	-749	Timeline
VISNVISTANCE NETWORKS INC	21,219	$386K	0.13%	+1,726	Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDI	4,068	$382K	0.13%	+284	Timeline
GOOGALPHABET INC	1,328	$381K	0.13%	+180	Timeline
CVSACOVISTA INC	3,269	$377K	0.12%	+352	Timeline
IJRISHARES TR	3,029	$377K	0.12%	new	Timeline
TWLOTWILIO INC	2,981	$375K	0.12%	+226	Timeline
CDECOEUR MNG INC	19,828	$372K	0.12%	+1,585	Timeline
MUBISHARES TR	3,472	$369K	0.12%	0	Timeline
SKYWSKYWEST INC	3,908	$359K	0.12%	+113	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	7,046	$357K	0.12%	+126	Timeline
EATBRINKER INTL INC	2,479	$354K	0.12%	+197	Timeline
METAMETA PLATFORMS INC	612	$350K	0.12%	+47	Timeline
XLFSELECT SECTOR SPDR TR	6,993	$345K	0.11%	+291	Timeline
CCLCARNIVAL CORP	13,268	$343K	0.11%	+1,081	Timeline
EFGISHARES TR	3,005	$335K	0.11%	-1,349	Timeline
UBERUBER TECHNOLOGIES INC	4,628	$333K	0.11%	+122	Timeline
ABBVABBVIE INC	1,486	$323K	0.11%	+2	Timeline
APPAPPLOVIN CORP	797	$317K	0.11%	+4	Timeline
LQDISHARES TR	2,842	$310K	0.1%	+134	Timeline
AVGOBROADCOM INC	977	$302K	0.1%	-13	Timeline
VVVANGUARD INDEX FDS	1,003	$300K	0.1%	+155	Timeline
CFGCITIZENS FINL GROUP INC	4,988	$299K	0.1%	-491	Timeline
FOXAFOX CORP	5,045	$295K	0.1%	-217	Timeline
KGCKINROSS GOLD CORP	9,628	$294K	0.1%	+1,036	Timeline
OEFISHARES TR	915	$291K	0.1%	-42,118	Timeline
JNJJOHNSON & JOHNSON	1,183	$289K	0.1%	+156	Timeline
RRYDER SYS INC	1,358	$278K	0.09%	-121	Timeline
IEURISHARES TR	3,943	$277K	0.09%	-4	Timeline
WLDNWILLDAN GROUP INC	3,561	$273K	0.09%	+306	Timeline
SUBISHARES TR	2,386	$254K	0.08%	0	Timeline
LRCXLAM RESEARCH CORP	1,187	$254K	0.08%	-12	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,187	$253K	0.08%	new	Timeline
ICVTISHARES TR	2,471	$252K	0.08%	-635	Timeline
IEFAISHARES TR	2,663	$241K	0.08%	new	Timeline
AMGAFFILIATED MANAGERS GROUP	871	$241K	0.08%	-85	Timeline
STTSTATE STR CORP	1,902	$241K	0.08%	-215	Timeline
COFCAPITAL ONE FINL CORP	1,316	$240K	0.08%	-214	Timeline
DFASDIMENSIONAL ETF TRUST	3,305	$235K	0.08%	-433	Timeline
EXPEEXPEDIA GROUP INC	1,017	$235K	0.08%	-112	Timeline
POWLPOWELL INDS INC	419	$227K	0.08%	new	Timeline
CVXCHEVRON CORPORATION	1,084	$224K	0.07%	new	Timeline
DYDYCOM INDS INC	659	$223K	0.07%	new	Timeline
DGROISHARES TR	3,132	$220K	0.07%	0	Timeline
WFCWELLS FARGO & CO	2,755	$219K	0.07%	-3,009	Timeline
VLOVALERO ENERGY CORP	882	$218K	0.07%	new	Timeline
MPCMARATHON PETE CORP	862	$210K	0.07%	new	Timeline
DUHPDIMENSIONAL ETF TRUST	5,549	$204K	0.07%	-713	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T PUT	put	9,300	$6.05M	new

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SPMOINVESCO EXCH TRADED FD TR II	2,716	$324K	shares
VEAVANGUARD TAX-MANAGED FDS	5,116	$320K	shares
THROBLACKROCK ETF TRUST	7,889	$304K	shares
ORCLORACLE CORP	1,439	$280K	shares
XLISELECT SECTOR SPDR TR	1,473	$228K	shares
EMXCISHARES INC	3,130	$227K	shares
EQHEQUITABLE HLDGS INC	4,383	$209K	shares
AMRCAMERESCO INC	6,983	$205K	shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002063915-26-000004	base		2026-05-11	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC