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Elevated Financial Group LLC
hedge fundUpdated 3 days agoManaged by Elevated Financial Group Llc • Latest filing Q3 2026
Portfolio value
$357.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $289.1M |
| Q1 2026 | $307.6M |
| Q2 2026 | $364.9M |
| Q3 2026 | $357.1M |
Top holdings
117 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $57.9M | 75.6K | 16.22% | — | |
| 2 | $29.1M | 419.8K | 8.14% | — | |
| 3 | $25.8M | 181.1K | 7.21% | — | |
| 4 | $22M | 499.2K | 6.16% | — | |
| 5 | $18.2M | 224.1K | 5.09% | — | |
| 6 | $17.3M | 75.7K | 4.84% | — | |
| 7 | ? N/A INVESCO EXCH TRADED FD TR II | $13M | 301.6K | 3.64% | — |
| 8 | $12.4M | 262.7K | 3.47% | — | |
| 9 | $12.2M | 153.6K | 3.40% | — | |
| 10 | $10.5M | 33.2K | 2.95% | — | |
| 11 | ? N/A NUSHARES ETF TR | $7.2M | 288.1K | 2.02% | — |
| 12 | ? N/A VANGUARD MUN BD FDS | $7M | 73.0K | 1.96% | — |
| 13 | $6.6M | 29.7K | 1.85% | — | |
| 14 | $5.6M | 114.0K | 1.56% | — | |
| 15 | $5.5M | 61.6K | 1.55% | — | |
| 16 | $5.1M | 24.8K | 1.44% | — | |
| 17 | $4.1M | 84.1K | 1.16% | — | |
| 18 | ? N/A BLACKROCK ETF TRUST II | $4M | 176.7K | 1.13% | — |
| 19 | $3.9M | 108.8K | 1.09% | — | |
| 20 | $3.9M | 162.6K | 1.09% | — |