Element Wealth, LLC — 13F holdings
Element Wealth, LLC reported 214 holdings worth $267M in its 13F filing for Q2 2026, filed August 14, 2026.
Largest positions
- IVV ISHARES TR — $23.2M (8.7%)
- ITOT ISHARES TR — $10.5M (3.9%)
- SCHX SCHWAB STRATEGIC TR — $9.83M (3.7%)
- DIVO AMPLIFY ETF TR — $7.57M (2.8%)
- TFLO ISHARES TR — $7.38M (2.8%)
- AGG ISHARES TR — $6.29M (2.4%)
- AMLP ALPS ETF TR — $6.21M (2.3%)
- SPY SPDR S&P 500 ETF TR — $5.61M (2.1%)
- IEMG ISHARES INC — $5.45M (2.0%)
- IJR ISHARES TR — $5.18M (1.9%)