Elevated Financial Group
Elevated Financial Group reported 117 stocks worth $357M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (16.2%), DYNF (8.1%) and IVW (7.2%). Compared with Q2 2026, the fund opened new positions in NCLO, VTEL and BLCR, added to IVV, DYNF and IEMG, trimmed IVW, IUSB and IVE and sold out of BKUI, EMB and MFC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $57.9M | 16.2% | 76K | +16K (+28%) | 4 of 4 | |
| 2 |  DYNF Blackrock ETF Trust | $29.1M | 8.1% | 420K | +44K (+12%) | 4 of 4 | |
| 3 |  IVW Ishares TR | $25.8M | 7.2% | 181K | −7,625 (−4%) | 4 of 4 | |
| 4 |  IUSB Ishares Core | $22M | 6.2% | 499K | −64K (−11%) | 4 of 4 | |
| 5 |  IEMG Ishares Inc | $18.2M | 5.1% | 224K | +18K (+9%) | 4 of 4 | |
| 6 |  IVE Ishares TR | $17.3M | 4.8% | 76K | −7,790 (−9%) | 4 of 4 | |
| 7 |  IDHQ Invesco S&P International Developed High Quality ETF | $13M | 3.6% | 302K | +40K (+15%) | 3 of 4 | |
| 8 |  BAI Blackrock ETF Trust | $12.4M | 3.5% | 263K | +125K (+91%) | 4 of 4 | |
| 9 |  EFV Ishares TR | $12.2M | 3.4% | 154K | −84K (−35%) | 4 of 4 | |
| 10 |  MTUM Ishares Msci USA Momntum | $10.5M | 3.0% | 33K | −3,729 (−10%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BKUI BNY Mellon ETF Trust | $2.1M | 42K |
 EMB Ishares TR | $1.7M | 18K |
 MFC Manulife Finl Corp F | $737K | 18K |
 HD Home Depot Inc | $625K | 1,773 |
 VISN Commscope Hldg Co Inc | $527K | 41K |
🔒 Free account: see all 25.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elevated Financial Group 13F FAQ
What does Elevated Financial Group own?
Elevated Financial Group reported 117 stocks worth $357M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (16.2%), DYNF (8.1%) and IVW (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Elevated Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 37 added to, 56 trimmed and 25 sold out. New positions include NCLO, VTEL and BLCR. It sold all of BKUI, EMB and MFC.
When will Elevated Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Elevated Financial Group's portfolio worth?
The Q3 2026 filing reports $357M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.