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Heather Mitchel

Elevated Financial Group Llc

Assets Managed
$307.61M
Holdings
134
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
6.41%(2Q avg: 3.21%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevated Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Elevated Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 307.61M in assets, with a quarterly growth rate of 6.41% and a 2-quarter average growth rate of 3.21%. The portfolio is managed by Heather Mitchel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.4%
11.59%
$35.651M
54,578 shares@ $653.21 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 12.39%
7.38%
$22.694M
491,327 shares@ $46.2 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 18.4%
6.48%
$19.914M
342,274 shares@ $58.18 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 7.36%
6.44%
$19.799M
175,041 shares@ $113.11 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 1.86%
5.22%
$16.052M
76,023 shares@ $211.16 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 5.09%
5.19%
$15.949M
214,510 shares@ $74.35 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.5%
5.19%
$15.936M
83,080 shares@ $191.82 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 12.8%
4.33%
$13.31M
190,826 shares@ $69.76 avg price
IDHQ
Invesco S&p International De
Recent Activity
New Position
2.72%
$8.367M
236,545 shares@ $35.38 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 31.51%
2.69%
$8.269M
34,457 shares@ $240.0 avg price

1-10 of 134