13F Insight
DOSSIER · 13F-HR · Q3 2026

ELEMENT POINTE ADVISORS, LLC

$709M in tracked AUM across 91 positions as of Q3 2026.

EP
CIK 0001764059 · last filed Sep 30, 2026
Total AUM
$709M
as of Q3 2026
Holdings
91
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

ELEMENT POINTE ADVISORS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
Ishares Tr
$250M327K35.3%02
VGIT
Vanguard Scottsdale Fds
$56M986K7.9%03
SPY
State Str Spdr S&P 500 Etf T
$56M73K7.8%04
IEFA
Ishares Tr
$38M396K5.4%05
XLV
Select Sector Spdr Tr
$33M198K4.7%06
XTN
Spdr Series Trust
$28M290K4.0%07
JPIE
J P Morgan Exchange Traded F
$28M631K4.0%08
EWJ
Ishares Inc
$19M191K2.6%09
GRID
First Tr Exchange-Traded Fd
$15M82K2.1%10
IGF
Ishares Tr
$14M232K2.0%

Filing history

2026Q3Sep 30
$709M▲ 14.1%
91 positionsView →2026Q2Jun 30
$621M▲ 17.2%
90 positionsView →2026Q1Mar 31
$530M▲ 2.5%
86 positionsView →2025Q4Dec 31
$517M▲ 10.2%
88 positionsView →2025Q3Sep 30
$469M▲ 13.5%
75 positionsLocked2025Q2Jun 30
$413M▲ 0.5%
67 positionsLocked2025Q1Mar 31
$411M▼ 3.2%
67 positionsLocked2024Q4Dec 31
$425M▲ 3.4%
70 positionsLocked2024Q3Sep 30
$411M▲ 4.2%
68 positionsLocked2024Q2Jun 30
$394M▼ 2.2%
75 positionsLocked2024Q1Mar 31
$403M▼ 6.1%
76 positionsLocked2023Q4Dec 31
$430M▲ 10.3%
84 positionsLocked
Showing 12 of 31