Elevated Financial Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 117 separate positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the Invesco Exchange Traded Fund Trust II S&P International Quality ETF, BlackRock ETF Trust iShares International Aggregate Bond ETF, and iShares Core S&P 500 ETF. The firm also holds significant positions in individual equities, including Micron Technology Inc., NVIDIA Corporation, and Apple Inc.
Other notable individual stock positions listed in the filing include Carnival Corporation Ltd, United Natural Foods Inc, and Costco Wholesale Corporation. The report indicates that all positions are held in a discretionary manner.
