Holdings

Elevated Financial Group LLC

As of Sep 30, 2026, Elevated Financial Group LLC reported 112 positions worth US$352M. Largest: iShares Core S&P 500 ETF, iShares U.S. Equity Factor Rotation Active ETF and iShares S&P 500 Growth ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P 500 ETF75,609US$57.9MnewSep 30, 2026
iShares U.S. Equity Factor Rotation Active ETF420KUS$29.1MnewSep 30, 2026
iShares S&P 500 Growth ETF181KUS$25.8MnewSep 30, 2026
iShares Core Total USD Bond Market ETF499KUS$22MnewSep 30, 2026
iShares Core MSCI Emerging Markets ETF224KUS$18.2MnewSep 30, 2026
iShares S&P 500 Value ETF75,683US$17.3MnewSep 30, 2026
Invesco S&P International Developed High Quality ETF302KUS$13MnewSep 30, 2026
iShares A.I. Innovation and Tech Active ETF263KUS$12.4MnewSep 30, 2026
iShares MSCI EAFE Value ETF154KUS$12.2MnewSep 30, 2026
iShares MSCI USA Momentum Factor ETF33,151US$10.5MnewSep 30, 2026