Elevated Financial Group LLC

INDIANAPOLIS, IN · CIK 2063915 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIndianapolis, IN

$354.2m reported value +17.5% vs Q1 2026

124positions

62.1%in top 10

13 new 50 added 58 reduced 22 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($10.7m notional) – listed below, not included above.

Also in the report of:

Advyzon Investment Management, LLC – $146.3m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	59,230	$44.4m12.52%	12.52%	Added +4.7k	+4,652 8.5%
2	ISHARES TR CORE TOTAL USD IUSB	IUSB	563,378	$26.0m7.34%	7.34%	Added +72.1k	+72,051 14.7%
3	ISHARES TR S&P 500 GRWT ETF IVW	IVW	188,701	$26.0m7.33%	7.33%	Added +13.7k	+13,660 7.8%
4	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	376,260	$25.6m7.22%	7.22%	Added +34.0k	+33,986 9.9%
5	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	90,588	$19.9m5.61%	5.61%	Added +7.5k	+7,508 9.0%
6	ISHARES TR S&P 500 VAL ETF IVE	IVE	83,473	$19.0m5.35%	5.35%	Added +7.5k	+7,450 9.8%
7	ISHARES TR EAFE VALUE ETF EFV	EFV	237,455	$18.2m5.13%	5.13%	Added +22.9k	+22,945 10.7%
8	ISHARES INC CORE MSCI EMKT IEMG	IEMG	205,913	$17.1m4.82%	4.82%	Added +15.1k	+15,087 7.9%
9	ISHARES TR MSCI USA MMENTM MTUM	MTUM	36,880	$12.6m3.57%	3.57%	Added +2.4k	+2,423 7.0%
10	INVESCO EXCH TRADED FD TR II S&P INTL QULTY IDHQ	IDHQ	261,428	$11.4m3.23%	3.23%	Added +24.9k	+24,883 10.5%
11	ISHARES TR MBS ETF MBB	MBB	85,206	$8.1m2.27%	2.27%	Added +9.8k	+9,820 13.0%
12	ISHARES TR 10-20 YR TRS ETF TLH	TLH	73,018	$7.3m2.07%	2.07%	Added +8.1k	+8,116 12.5%
13	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	137,765	$7.3m2.05%	2.05%	Added +8.7k	+8,655 6.7%
14	ISHARES TR U.S. TECH ETF IYW	IYW	25,314	$6.4m1.80%	1.80%	Added +948	+948 3.9%
15	ISHARES TR CORE INTL AGGR IAGG	IAGG	106,047	$5.4m1.51%	1.51%	Added +13.4k	+13,400 14.5%
16	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	93,463	$4.9m1.38%	1.38%	Added +6.4k	+6,442 7.4%
17	ISHARES GOLD TR ISHARES NEW IAU	IAU	61,028	$4.6m1.30%	1.30%	Added +7.5k	+7,471 13.9%
18	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	120,564	$4.1m1.15%	1.15%	Reduced -16.7k	-16,690 -12.2%
19	APPLE INC COM AAPL	AAPL	13,801	$4.0m1.13%	1.13%	Reduced -1.2k	-1,222 -8.1%
20	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	32,334	$3.3m0.93%	0.93%	Added +3.7k	+3,661 12.8%
21	STERLING INFRASTRUCTURE INC COM STRL	STRL	3,418	$2.9m0.81%	0.81%	Added +518	+518 17.9%
22	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	21,517	$2.5m0.71%	0.71%	Reduced -1.7k	-1,742 -7.5%
23	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	6,714	$2.5m0.69%	0.69%	Unchanged
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,655	$2.4m0.67%	0.67%	Reduced -877	-877 -11.6%
25	MICRON TECHNOLOGY INC COM MU	MU	2,056	$2.4m0.67%	0.67%	Added +270	+270 15.1%
26	BNY MELLON ETF TRUST ULTRA SHORT INCM BKUI	BKUI	42,090	$2.1m0.59%	0.59%	Added +4.1k	+4,066 10.7%
27	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	70,371	$1.9m0.55%	0.55%	Reduced -529	-529 -0.8%
28	NVIDIA CORPORATION COM NVDA	NVDA	9,302	$1.9m0.53%	0.53%	Added +1	+1 0.0%
29	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	48,133	$1.7m0.49%	0.49%	Reduced -1.4k	-1,399 -2.8%
30	ISHARES TR JPMORGAN USD EMG EMB	EMB	17,754	$1.7m0.48%	0.48%	Added +1.2k	+1,244 7.5%
31	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,244	$1.6m0.46%	0.46%	Added +266	+266 8.9%
32	ISHARES TR CORE S&P TTL STK ITOT	ITOT	9,751	$1.6m0.45%	0.45%	Reduced -1.9k	-1,857 -16.0%
33	AMAZON COM INC COM AMZN	AMZN	6,204	$1.5m0.42%	0.42%	Reduced -674	-674 -9.8%
34	SALESFORCE INC COM CRM	CRM	9,292	$1.5m0.41%	0.41%	Reduced -32	-32 -0.3%
35	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,439	$1.4m0.40%	0.40%	Added +983	+983 18.0%
36	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	5,106	$1.4m0.39%	0.39%	Added +1.0k	+1,038 25.5%
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,718	$1.4m0.39%	0.39%	Reduced -262	-262 -6.6%
38	MICROSOFT CORP COM MSFT	MSFT	3,544	$1.3m0.37%	0.37%	Reduced -53	-53 -1.5%
39	WALMART INC COM WMT	WMT	10,563	$1.2m0.34%	0.34%	Reduced -1.8k	-1,773 -14.4%
40	JPMORGAN CHASE & CO COM JPM	JPM	3,652	$1.2m0.34%	0.34%	Reduced -663	-663 -15.4%
41	ELI LILLY & CO COM LLY	LLY	986	$1.2m0.33%	0.33%	Reduced -2.5k	-2,516 -71.8%
42	CELESTICA INC COM CLS	CLS	3,218	$1.2m0.33%	0.33%	Added +592	+592 22.5%
43	TTM TECHNOLOGIES INC COM TTMI	TTMI	6,203	$1.2m0.33%	0.33%	Added +1.3k	+1,268 25.7%
44	DELTA AIR LINES INC DEL COM NEW DAL	DAL	12,088	$1.1m0.32%	0.32%	Reduced -4.3k	-4,251 -26.0%
45	COSTCO WHSL CORP NEW COM COST	COST	1,132	$1.1m0.30%	0.30%	Reduced -210	-210 -15.7%
46	GOLDMAN SACHS GROUP INC COM GS	GS	954	$964.8k0.27%	0.27%	Reduced -303	-303 -24.1%
47	MARRIOTT INTL INC NEW CL A MAR	MAR	2,570	$952.6k0.27%	0.27%	Reduced -805	-805 -23.9%
48	EZCORP INC CL A NON VTG EZPW	EZPW	26,528	$917.1k0.26%	0.26%	Added +6.3k	+6,290 31.1%
49	SYNCHRONY FINANCIAL COM SYF	SYF	11,456	$871.2k0.25%	0.25%	Added +2.7k	+2,721 31.1%
50	COCA COLA CO COM KO	KO	10,640	$864.7k0.24%	0.24%	Reduced -2.8k	-2,799 -20.8%
51	AMERICAN EXPRESS CO COM AXP	AXP	2,504	$847.1k0.24%	0.24%	Reduced -650	-650 -20.6%
52	TWILIO INC CL A TWLO	TWLO	4,101	$846.2k0.24%	0.24%	Added +1.1k	+1,120 37.6%
53	FEDEX CORP COM FDX	FDX	2,457	$769.4k0.22%	0.22%	Reduced -907	-907 -27.0%
54	ALLSTATE CORP COM ALL	ALL	3,223	$767.0k0.22%	0.22%	Added +1.1k	+1,082 50.5%
55	MANULIFE FINL CORP COM MFC	MFC	18,198	$737.2k0.21%	0.21%	Added +5.6k	+5,643 45.0%
56	SSR MINING IN COM SSRM	SSRM	25,436	$719.3k0.20%	0.20%	Added +6.7k	+6,729 36.0%
57	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,941	$714.6k0.20%	0.20%	Reduced -82	-82 -2.7%
58	BLACKROCK INC COM BLK	BLK	725	$697.3k0.20%	0.20%	Reduced -204	-204 -22.0%
59	UNITED NAT FOODS INC COM UNFI	UNFI	14,779	$675.0k0.19%	0.19%	Added +4.2k	+4,200 39.7%
60	BRINKER INTL INC COM EAT	EAT	3,967	$666.5k0.19%	0.19%	Added +1.5k	+1,488 60.0%
61	ADTALEM GLOBAL ED INC COM CVSA	CVSA	5,084	$633.8k0.18%	0.18%	Added +1.8k	+1,815 55.5%
62	HOME DEPOT INC COM HD	HD	1,773	$625.3k0.18%	0.18%	Reduced -538	-538 -23.3%
63	PAR PAC HOLDINGS INC COM NEW PARR	PARR	10,936	$613.3k0.17%	0.17%	New
64	DYCOM INDS INC COM DY	DY	1,201	$607.2k0.17%	0.17%	Added +542	+542 82.2%
65	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	20,998	$599.9k0.17%	0.17%	New
66	LUMENTUM HLDGS INC COM LITE	LITE	697	$598.1k0.17%	0.17%	New
67	TESLA INC COM TSLA	TSLA	1,415	$595.3k0.17%	0.17%	Added +10	+10 0.7%
68	PROCTER AND GAMBLE CO COM PG	PG	4,048	$593.6k0.17%	0.17%	Reduced -1.8k	-1,842 -31.3%
69	FLEXSHARES TR CR SCD US BD SKOR	SKOR	11,872	$576.3k0.16%	0.16%	Reduced -292	-292 -2.4%
70	NETFLIX INC COM NFLX	NFLX	7,808	$557.5k0.16%	0.16%	Reduced -1.7k	-1,653 -17.5%
71	UBER TECHNOLOGIES INC COM UBER	UBER	7,390	$533.3k0.15%	0.15%	Added +2.8k	+2,762 59.7%
72	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,497	$530.1k0.15%	0.15%	Reduced -235	-235 -4.1%
73	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,223	$530.0k0.15%	0.15%	Added +36	+36 3.0%
74	COMMSCOPE HLDG CO INC COM VISN	VISN	41,270	$527.4k0.15%	0.15%	Added +20.1k	+20,051 94.5%
75	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	6,985	$509.2k0.14%	0.14%	Reduced -141	-141 -2.0%
76	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	673	$502.9k0.14%	0.14%	Reduced -359	-359 -34.8%
77	COEUR MNG INC COM NEW CDE	CDE	30,383	$495.9k0.14%	0.14%	Added +10.6k	+10,555 53.2%
78	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	670	$493.4k0.14%	0.14%	Reduced -486	-486 -42.0%
79	BROADCOM INC COM AVGO	AVGO	1,279	$483.1k0.14%	0.14%	Added +302	+302 30.9%
80	STARBUCKS CORP COM SBUX	SBUX	4,518	$461.6k0.13%	0.13%	Reduced -2.3k	-2,310 -33.8%
81	INTEL CORP COM INTC	INTC	3,275	$457.3k0.13%	0.13%	New
82	META PLATFORMS INC CL A META	META	791	$445.5k0.13%	0.13%	Added +179	+179 29.2%
83	ALPHABET INC CAP STK CL C GOOG	GOOG	1,248	$441.0k0.12%	0.12%	Reduced -80	-80 -6.0%
84	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	14,850	$437.0k0.12%	0.12%	Reduced -11.0k	-11,024 -42.6%
85	ISHARES TR US TREAS BD ETF GOVT	GOVT	18,826	$428.9k0.12%	0.12%	Added +1.1k	+1,060 6.0%
86	APPLIED MATLS INC COM AMAT	AMAT	587	$424.4k0.12%	0.12%	New
87	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	15,111	$419.2k0.12%	0.12%	Reduced -18.9k	-18,928 -55.6%
88	KINROSS GOLD CORP COM KGC	KGC	17,396	$410.9k0.12%	0.12%	Added +7.8k	+7,768 80.7%
89	APPLOVIN CORP COM CL A APP	APP	789	$406.5k0.11%	0.11%	Reduced -8	-8 -1.0%
90	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	5,004	$405.6k0.11%	0.11%	Reduced -1.5k	-1,530 -23.4%
91	EXXON MOBIL CORP COM XOM	XOM	2,933	$401.0k0.11%	0.11%	Reduced -131	-131 -4.3%
92	VISTRA CORP COM VST	VST	2,459	$390.1k0.11%	0.11%	Reduced -462	-462 -15.8%
93	DISNEY WALT CO COM DIS	DIS	3,998	$384.8k0.11%	0.11%	Reduced -2.1k	-2,081 -34.2%
94	ABBVIE INC COM ABBV	ABBV	1,461	$367.7k0.10%	0.10%	Reduced -25	-25 -1.7%
95	ISHARES TR EAFE GRWTH ETF EFG	EFG	2,899	$360.7k0.10%	0.10%	Reduced -106	-106 -3.5%
96	POWELL INDS INC COM POWL	POWL	1,257	$360.0k0.10%	0.10%	Unchanged
97	ADVANCED MICRO DEVICES INC COM AMD	AMD	613	$356.1k0.10%	0.10%	New
98	GENERAL MTRS CO COM GM	GM	4,546	$350.4k0.10%	0.10%	Reduced -997	-997 -18.0%
99	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,834	$345.6k0.10%	0.10%	Reduced -212	-212 -3.0%
100	CITIZENS FINL GROUP INC COM CFG	CFG	4,932	$345.6k0.10%	0.10%	Reduced -56	-56 -1.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TIDAL ETF TR ACSI	ACSI	14,762	$952.2k14.8k shares
VANGUARD INDEX FDS VOO	VOO	1,359	$812.2k1.4k shares
J P MORGAN EXCHANGE TRADED F JCPB	JCPB	14,668	$690.6k14.7k shares
FIDELITY MERRIMACK STR TR FBND	FBND	12,218	$557.4k12.2k shares
ARCUTIS BIOTHERAPEUTICS INC ARQT	ARQT	20,543	$484.0k20.5k shares
VANGUARD INDEX FDS VUG	VUG	6,594	$480.0k6.6k shares
ACCENTURE PLC IRELAND ACN	ACN	2,109	$418.2k2.1k shares
ISHARES TR IJR	IJR	3,029	$376.5k3.0k shares
ISHARES TR MUB	MUB	3,472	$368.6k3.5k shares
SKYWEST INC SKYW	SKYW	3,908	$358.9k3.9k shares
SELECT SECTOR SPDR TR XLF	XLF	6,993	$345.2k7.0k shares
CARNIVAL CORP		13,268	$343.4k13.3k shares
ISHARES TR LQD	LQD	2,842	$309.8k2.8k shares
FOX CORP FOXA	FOXA	5,045	$294.6k5.0k shares
ISHARES TR IEUR	IEUR	3,943	$277.1k3.9k shares
WILLDAN GROUP INC WLDN	WLDN	3,561	$272.6k3.6k shares
ISHARES TR SUB	SUB	2,386	$254.1k2.4k shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	3,187	$252.6k3.2k shares
ISHARES TR IEFA	IEFA	2,663	$241.1k2.7k shares
CHEVRON CORP NEW CVX	CVX	1,084	$224.3k1.1k shares
VALERO ENERGY CORP VLO	VLO	882	$217.9k882 shares
MARATHON PETE CORP MPC	MPC	862	$210.5k862 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	14,300	$10.7m14.3k shares	Added