Element Wealth, LLC
Element Wealth, LLC reported 214 positions worth $267.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $23.2M | 8.68% | 30,967 | — | — | |
| ▸ 2 | ITOT | SH | $10.5M | 3.94% | 64,086 | — | — | |
| ▸ 3 | SCHX | SH | $9.8M | 3.68% | 333,896 | — | — | |
| ▸ 4 | DIVO | SH | $7.6M | 2.83% | 165,541 | — | — | |
| ▸ 5 | TFLO | SH | $7.4M | 2.76% | 145,806 | — | — | |
| ▸ 6 | AGG | SH | $6.3M | 2.36% | 63,580 | — | — | |
| ▸ 7 | AMLP | SH | $6.2M | 2.32% | 119,697 | — | — | |
| ▸ 8 | IEMG | SH | $5.4M | 2.04% | 65,737 | — | — | |
| ▸ 9 | IJR | SH | $5.2M | 1.94% | 34,898 | — | — | |
| ▸ 10 | IEFA | SH | $4.8M | 1.82% | 50,196 | — | — |
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Frequently Asked Questions
What stocks does Element Wealth, LLC hold as of Q2 2026?
Element Wealth, LLC reported 214 positions worth $267.1M in its Q2 2026 13F filing. Largest positions: IVV (8.7%), ITOT (3.9%), SCHX (3.7%), DIVO (2.8%) and TFLO (2.8%).
What did Element Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Element Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.