13F Insight
DOSSIER · 13F-HR · Q1 2026

Element Wealth, LLC

$242M in tracked AUM across 207 positions as of Q1 2026.

EW
CIK 0001802743 · last filed Mar 31, 2026
Total AUM
$242M
as of Q1 2026
Holdings
207
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Element Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M31K8.3%02
ITOT
ISHARES TR
$9M65K3.8%03
SCHX
SCHWAB STRATEGIC TR
$9M335K3.5%04
TFLO
ISHARES TR
$8M158K3.3%05
DIVO
AMPLIFY ETF TR
$8M170K3.1%06
AMLP
ALPS ETF TR
$7M126K2.7%07
AGG
ISHARES TR
$6M63K2.6%08
SPY
STATE STR SPDR S&P 500 ETF T
$5M8K2.0%09
IJR
ISHARES TR
$5M37K1.9%10
IEMG
ISHARES INC
$5M65K1.9%

Filing history

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 positionsLocked2023Q2Jun 30
$144M▲ 7.1%
234 positionsLocked
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