13F Insight
DOSSIER · 13F-HR · Q2 2026

Element Wealth, LLC

$267M in tracked AUM across 214 positions as of Q2 2026.

EW
CIK 0001802743 · last filed Jun 30, 2026
Total AUM
$267M
as of Q2 2026
Holdings
214
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Element Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$23M31K8.7%02
ITOT
ISHARES TR
$11M64K3.9%03
SCHX
SCHWAB STRATEGIC TR
$10M334K3.7%04
DIVO
AMPLIFY ETF TR
$8M166K2.8%05
TFLO
ISHARES TR
$7M146K2.8%06
AGG
ISHARES TR
$6M64K2.4%07
AMLP
ALPS ETF TR
$6M120K2.3%08
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K2.1%09
IEMG
ISHARES INC
$5M66K2.0%10
IJR
ISHARES TR
$5M35K1.9%

Filing history

2026Q2Jun 30
$267M▲ 10.2%
214 positionsView →2026Q1Mar 31
$242M▼ 0.1%
207 positionsView →2025Q4Dec 31
$243M▲ 5.5%
202 positionsView →2025Q3Sep 30
$230M▲ 5.9%
196 positionsView →2025Q2Jun 30
$217M▲ 16.5%
185 positionsLocked2025Q1Mar 31
$186M▼ 2.5%
162 positionsLocked2024Q4Dec 31
$191M▲ 1.3%
292 positionsLocked2024Q3Sep 30
$189M▲ 6.2%
285 positionsLocked2024Q2Jun 30
$178M▲ 4.0%
290 positionsLocked2024Q1Mar 31
$171M▲ 7.0%
270 positionsLocked2023Q4Dec 31
$160M▲ 15.2%
259 positionsLocked2023Q3Sep 30
$139M▼ 3.5%
249 positionsLocked
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