Institutional Manager · CIK 0002063915
Elevated Financial Group LLC
INDIANAPOLIS, IN · File #028-26017
Latest AUM
$289.1M
Positions
131
Top-10 Concentration
67.3%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 51,296 | $35.1M | 13.58% |
| 2 | ISHARES TR | 46434V613 | 437,193 | $20.3M | 7.86% |
| 3 | ISHARES TR | 464287309 | 163,044 | $20.1M | 7.77% |
| 4 | BLACKROCK ETF TRUST | BLK | 289,095 | $17.6M | 6.79% |
| 5 | ISHARES TR | 46432F339 | 82,669 | $16.4M | 6.35% |
| 6 | ISHARES TR | 464287408 | 74,642 | $15.8M | 6.12% |
| 7 | ISHARES TR | 464287101 | 43,033 | $14.8M | 5.70% |
| 8 | ISHARES TR | 464288877 | 204,133 | $14.6M | 5.63% |
| 9 | ISHARES INC | 46434G103 | 169,177 | $11.4M | 4.40% |
| 10 | ISHARES TR | 464287721 | 40,146 | $8.0M | 3.10% |
| 11 | ISHARES TR | 46432F396 | 26,203 | $6.6M | 2.53% |
| 12 | ISHARES TR | 464288588 | 68,671 | $6.5M | 2.53% |
| 13 | ISHARES TR | 464288653 | 57,753 | $5.9M | 2.27% |
| 14 | SCHWAB STRATEGIC TR | 808524300 | 152,573 | $5.0M | 1.92% |
| 15 | ISHARES TR | 46435G672 | 81,810 | $4.1M | 1.58% |
| 16 | BLACKROCK ETF TRUST II | BLK | 75,478 | $4.0M | 1.54% |
| 17 | APPLE INC | AAPL | 13,796 | $3.8M | 1.45% |
| 18 | ISHARES GOLD TR | IAU | 45,539 | $3.7M | 1.43% |
| 19 | ISHARES TR | 46429B747 | 25,842 | $2.6M | 1.02% |
| 20 | SALESFORCE INC | CRM | 9,009 | $2.4M | 0.92% |