account_balance
Investment manager · 13F filer · SEC CIK 1802743
Element Wealth, LLC
Reported value$269Mas of Sep 30, 2026
Positions210 10 new, 12 sold out
Top 10 weight31.4%IVV alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.6%Trimmed −2%
ITOTiShares Tr
3.8%Trimmed −4%
SCHXSchwab Strategic Tr
3.7%
TFLOiShares Tr
2.9%Added +4%
DIVOAmplify ETF Tr
2.8%Trimmed −3%
AMLPAlps ETF Tr
2.2%Trimmed −4%
AGGiShares Tr
2.2%Trimmed −3%
IEMGiShares Inc
1.9%Trimmed −6%
VTIVanguard Index FDS
1.7%
IEFAiShares Tr
1.7%Trimmed −6%
IJRiShares Tr
1.7%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
1.6%
IVViShares Tr
8.6%Trimmed −2%
ITOTiShares Tr
3.8%
SCHXSchwab Strategic Tr
3.7%
TFLOiShares Tr
2.9%+4%
DIVOAmplify ETF Tr
2.8%−3%
AMLPAlps ETF Tr
2.2%
AGGiShares Tr
2.2%
IEMGiShares Inc
1.9%
VTIVanguard Index FDS
1.7%
IEFA1.7%
IJR1.7%
SPY1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.6% Trimmed −2%
ITOT iShares Tr 3.8% Trimmed −4%
SCHX Schwab Strategic Tr 3.7% Held
TFLO iShares Tr 2.9% Added +4%
DIVO Amplify ETF Tr 2.8% Trimmed −3%
AMLP Alps ETF Tr 2.2% Trimmed −4%
AGG iShares Tr 2.2% Trimmed −3%
IEMG iShares Inc 1.9% Trimmed −6%
VTI Vanguard Index FDS 1.7% Held
IEFA iShares Tr 1.7% Trimmed −6%
IJR iShares Tr 1.7% Trimmed −5%
SPY SPDR S&P 500 ETF Trust 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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