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

  1. IVV ISHARES TR — $23.2M (8.7%)
  2. ITOT ISHARES TR — $10.5M (3.9%)
  3. SCHX SCHWAB STRATEGIC TR — $9.83M (3.7%)
  4. DIVO AMPLIFY ETF TR — $7.57M (2.8%)
  5. TFLO ISHARES TR — $7.38M (2.8%)
  6. AGG ISHARES TR — $6.29M (2.4%)
  7. AMLP ALPS ETF TR — $6.21M (2.3%)
  8. SPY SPDR S&P 500 ETF TR — $5.61M (2.1%)
  9. IEMG ISHARES INC — $5.45M (2.0%)
  10. IJR ISHARES TR — $5.18M (1.9%)