Arkolith/Funds/Elevated Financial Group LLC

Elevated Financial Group LLC

CIK 2063915
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Elevated Financial Group LLC holds a focused book of 124 stocks worth $354.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Par Pacific Holdings Inc and trimmed Schwab US Large-Cap Growth. Their largest long position is Ishares Core S&P 500 ETF at 13% of the equity book. They also disclosed $10.7M in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
20
bought for the first time
Added to
51
already held, bought more
Trimmed
58
sold some, still holds it
Sold out
22
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
62%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
6%
Financials
4%
Consumer Discretionary
3%
Industrials
2%
Materials
1%
Health Care
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Elevated Financial Group LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$516.8B
JPMORGAN CHASE & CO79 / 80$440.1B
WELLS FARGO & COMPANY/MN79 / 80$153.7B
ENVESTNET ASSET MANAGEMENT INC79 / 80$115.9B
LPL Financial LLC79 / 80$91.8B
RAYMOND JAMES FINANCIAL INC79 / 80$74.4B
OSAIC HOLDINGS, INC.79 / 80$17.1B
ROYAL BANK OF CANADA78 / 80$144.3B

Ranked by how many of Elevated Financial Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

124 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$44.4M59.2K
12.5%
+8.5%
Added · +5K sh
2Ishares TR
CORE UNIVRSL USD
$26.0M563.4K
7.3%
+15%
Added · +72K sh
3Ishares TR
S&P 500 GRWT ETF
$26.0M188.7K
7.3%
+7.8%
Added · +14K sh
4BlackRock ETF Trust
ISHARES US EQUIT
$25.6M376.3K
7.2%
+9.9%
Added · +34K sh
5Ishares TR
MSCI USA QLT FCT
$19.9M90.6K
5.6%
+9.0%
Added · +8K sh
6Ishares TR
S&P 500 VAL ETF
$19.0M83.5K
5.4%
+9.8%
Added · +7K sh
7Ishares TR
EAFE VALUE ETF
$18.2M237.5K
5.1%
+11%
Added · +23K sh
8Ishares Inc
CORE MSCI EMKT
$17.1M205.9K
4.8%
+7.9%
Added · +15K sh
9Ishares TR
MSCI USA MMENTM
$12.6M36.9K
3.6%
+7.0%
Added · +2K sh
10Invesco Exch Traded FD TR II
S&P INTL QULTY
$11.4M261.4K
3.2%
+11%
Added · +25K sh
11Ishares TR
MBS ETF
$8.1M85.2K
2.3%
+13%
Added · +10K sh
12Ishares TR
10-20 YR TRS ETF
$7.3M73.0K
2.1%
+13%
Added · +8K sh
13BlackRock ETF Trust
ISHA I IN TE ETF
$7.3M137.8K
2.1%
+6.7%
Added · +9K sh
14Ishares TR
U.S. TECH ETF
$6.4M25.3K
1.8%
+3.9%
Added · +948 sh
15Ishares TR
CORE INTL AGGR
$5.4M106.0K
1.5%
+14%
Added · +13K sh
16BlackRock ETF Trust II
ISHA FLEX IN ETF
$4.9M93.5K
1.4%
+7.4%
Added · +6K sh
17Ishares Gold TR
ISHARES NEW
$4.6M61.0K
1.3%
+14%
Added · +7K sh
18Schwab Strategic TR
US LCAP GR ETF
$4.1M120.6K
1.2%
−12%
Reduced · −17K sh
19Apple Inc
COM
$4.0M13.8K
1.1%
−8.1%
Reduced · −1K sh
20Ishares TR
0-5 YR TIPS ETF
$3.3M32.3K
0.9%
+13%
Added · +4K sh
21Sterling Infrastructure Inc
COM
$2.9M3.4K
0.8%
+18%
Added · +518 sh
22Ea Series Trust
ALPHA ARCH 1-3
$2.5M21.5K
0.7%
−7.5%
Reduced · −2K sh
23Vanguard Index FDS
SML CP GRW ETF
$2.5M6.7K
0.7%
Held
24Alphabet Inc
CAP STK CL A
$2.4M6.7K
0.7%
−12%
Reduced · −877 sh
25Micron Technology Inc
COM
$2.4M2.1K
0.7%
+15%
Added · +270 sh
26Bny Mellon ETF Trust
ULTRA SHORT INCM
$2.1M42.1K
0.6%
+11%
Added · +4K sh
27Schwab Strategic TR
INTL EQTY ETF
$1.9M70.4K
0.6%
−0.7%
Reduced · −529 sh
28Nvidia Corporation
COM
$1.9M9.3K
0.5%
~0%
Added · +1 sh
29Schwab Strategic TR
EMRG MKTEQ ETF
$1.7M48.1K
0.5%
−2.8%
Reduced · −1K sh
30Ishares TR
JPMORGAN USD EMG
$1.7M17.8K
0.5%
+7.5%
Added · +1K sh
31Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.2K
0.5%
+8.9%
Added · +266 sh
32Ishares TR
CORE S&P TTL STK
$1.6M9.8K
0.5%
−16%
Reduced · −2K sh
33Amazon Com Inc
COM
$1.5M6.2K
0.4%
−9.8%
Reduced · −674 sh
34Salesforce Inc
COM
$1.5M9.3K
0.4%
−0.3%
Reduced · −32 sh
35Vanguard Index FDS
VALUE ETF
$1.4M6.4K
0.4%
+18%
Added · +983 sh
36Credo Technology Group Holdi
ORDINARY SHARES
$1.4M5.1K
0.4%
+26%
Added · +1K sh
37Vanguard Index FDS
TOTAL STK MKT
$1.4M3.7K
0.4%
−6.6%
Reduced · −262 sh
38Microsoft Corp
COM
$1.3M3.5K
0.4%
−1.5%
Reduced · −53 sh
39Walmart Inc
COM
$1.2M10.6K
0.3%
−14%
Reduced · −2K sh
40JPMorgan Chase & Co
COM
$1.2M3.7K
0.3%
−15%
Reduced · −663 sh
41Eli Lilly & Co
COM
$1.2M986
0.3%
−72%
Reduced · −3K sh
42Celestica Inc
COM
$1.2M3.2K
0.3%
+23%
Added · +592 sh
43TTM Technologies Inc
COM
$1.2M6.2K
0.3%
+26%
Added · +1K sh
44Delta Air Lines Inc
COM NEW
$1.1M12.1K
0.3%
−26%
Reduced · −4K sh
45Costco Wholesale Corporation
COM
$1.1M1.1K
0.3%
−16%
Reduced · −210 sh
46Goldman Sachs Group Inc
COM
$965K954
0.3%
−24%
Reduced · −303 sh
47Marriott Intl Inc New
CL A
$953K2.6K
0.3%
−24%
Reduced · −805 sh
48Ezcorp Inc
CL A NON VTG
$917K26.5K
0.3%
+31%
Added · +6K sh
49Synchrony Financial
COM
$871K11.5K
0.2%
+31%
Added · +3K sh
50Coca Cola Co
COM
$865K10.6K
0.2%
−21%
Reduced · −3K sh
Showing 50 of 124 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$10.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSTATE STR SPDR S&P 500 ETF T$10.7M14K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026125$364.9M13F-HR
Q1 2026Mar 31, 2026May 11, 2026134$307.6M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026131$289.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.