Sign In
test

Heather Mitchel

Elevated Financial Group Llc

Assets Managed
$364.871M
Holdings
125
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.62%(2Q avg: 12.51%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevated Financial Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 125 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 364.871M in assets, with a quarterly growth rate of 18.62% and a 2-quarter average growth rate of 12.51%. The portfolio is managed by Heather Mitchel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.53%
12.16%
$44.357M
59,230 shares@ $748.89 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 14.67%
7.13%
$26M
563,378 shares@ $46.16 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 7.81%
7.12%
$25.952M
188,701 shares@ $137.53 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 9.93%
7.02%
$25.589M
376,260 shares@ $68.02 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 9.04%
5.45%
$19.878M
90,588 shares@ $219.43 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 9.8%
5.2%
$18.953M
83,473 shares@ $227.06 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 10.7%
4.99%
$18.177M
237,455 shares@ $76.56 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7.91%
4.68%
$17.058M
205,913 shares@ $82.84 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 7.04%
3.47%
$12.644M
36,880 shares@ $342.84 avg price
IDHQ
Invesco S&p International De
Recent Activity
Increased 10.52%
3.14%
$11.427M
261,428 shares@ $43.72 avg price

1-10 of 125