Elevated Financial Group LLC
CIK: 0002063915SEC EDGAR →
Portfolio Value
$289K
Holdings
126
As of
Q4 2025
New Positions
126
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 437,193 | $20.3M | 7037.85% |
| 2 | ISHARES TR | 163,044 | $20.1M | 6951.37% |
| 3 | BLACKROCK ETF TRUST | 289,095 | $17.6M | 6080.72% |
| 4 | ISHARES TR | 82,669 | $16.4M | 5679.47% |
| 5 | ISHARES TR | 74,642 | $15.8M | 5475.38% |
| 6 | ISHARES TR | 43,033 | $14.8M | 5105.26% |
| 7 | ISHARES TR | 204,133 | $14.6M | 5042.30% |
| 8 | ISHARES INC | 169,177 | $11.4M | 3933.67% |
| 9 | ISHARES TR | 40,146 | $8.0M | 2772.80% |
| 10 | ISHARES TR | 26,203 | $6.6M | 2268.47% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $204.7M | 83.2% |
| Technology | 16 | $13.9M | 5.7% |
| Consumer Cyclical | 10 | $6.8M | 2.8% |
| Unknown | 7 | $5.1M | 2.1% |
| Communication Services | 7 | $5.0M | 2.0% |
| Industrials | 6 | $3.9M | 1.6% |
| Consumer Defensive | 5 | $3.4M | 1.4% |
| Healthcare | 4 | $1.1M | 0.5% |
| Basic Materials | 3 | $950K | 0.4% |
| Utilities | 1 | $533K | 0.2% |
| Energy | 1 | $346K | 0.1% |