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Element Wealth

Latest statistics and disclosures from Element Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ITOT, SCHX, TFLO, DIVO, and represent 22.66% of Element Wealth's stock portfolio.
Added to shares of these 10 stocks: VTI, SLV, FELC, PAAA, BRK.B, VXF, MU, AMD, VOO, FENI.
Started 18 new stock positions in PAAA, TER, AMD, VOE, MU, CAIE, WBD, CRWD, BMY, VOO. INTC, IBTK, TTWO, VXF, AMAT, IBDV, XCOR, SHOP.
Reduced shares in these 10 stocks: , , IBDQ, QQQ, IBTF, , IQQQ, NFLX, TFLO, .
Sold out of its positions in T, DIS, FIW, FXR, QABA, ITW, RSP, IBDQ, IBTF, IBIT. NFLX, TXN.
Element Wealth was a net buyer of stock by $9.3M.
Element Wealth has $243M in assets under management (AUM), dropping by 5.45%.
Central Index Key (CIK): 0001802743

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Portfolio Holdings for Element Wealth

Element Wealth holds 201 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.4	$20M		30k	684.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.8	$9.3M	+2%	62k	148.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.7	$9.0M		334k	26.91	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.6	$8.6M	-3%	171k	50.46	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.2	$7.8M		175k	44.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$6.0M	-2%	60k	99.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.3	$5.5M		117k	47.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$5.2M	-2%	7.6k	681.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$4.7M	-2%	39k	120.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$4.6M	+252%	14k	335.27	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$4.5M	+3%	67k	67.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$4.4M		66k	66.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$4.2M	-2%	47k	89.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.7	$4.1M	-2%	178k	23.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$3.2M		106k	30.07	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	1.3	$3.1M		224k	13.84	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.3	$3.1M	-4%	23k	136.94	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$3.1M	+3%	34k	90.00	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	1.3	$3.0M		198k	15.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$2.9M		103k	28.48	View chart
JPMorgan Chase & Co. (JPM)	1.1	$2.7M		8.3k	322.20	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	1.0	$2.5M		130k	19.15	View chart
Apple (AAPL)	1.0	$2.5M		9.1k	271.87	View chart
Microsoft Corporation (MSFT)	0.9	$2.2M	+8%	4.6k	483.60	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	0.9	$2.2M	+24%	34k	63.49	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$2.1M		25k	84.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.0M	+50%	4.0k	502.65	View chart
Meta Platforms Cl A (META)	0.8	$2.0M		3.0k	660.13	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.8	$1.9M	+7%	60k	31.21	View chart
Wal-Mart Stores (WMT)	0.8	$1.8M		17k	111.41	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.8M		36k	50.58	View chart
Chevron Corporation (CVX)	0.7	$1.7M		11k	152.42	View chart
Ishares Tr Core Msci Euro (IEUR)	0.7	$1.6M		23k	70.98	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$1.6M	+2%	60k	26.68	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$1.6M	+2%	30k	52.77	View chart
First Tr Exchange-traded SHS (QTEC)	0.7	$1.6M	-8%	6.9k	230.22	View chart
Eli Lilly & Co. (LLY)	0.6	$1.6M	+6%	1.5k	1074.91	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$1.6M	+3%	34k	46.29	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.6	$1.6M	+2%	56k	27.62	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.6	$1.5M	-4%	5.8k	269.18	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.6	$1.5M	+135%	40k	38.17	View chart
NVIDIA Corporation (NVDA)	0.6	$1.5M	+25%	7.9k	186.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.6	$1.5M	-3%	2.4k	603.28	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.6	$1.4M		16k	90.67	View chart
Amazon (AMZN)	0.6	$1.4M	+2%	6.1k	230.81	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.6	$1.4M	+19%	25k	56.69	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$1.4M	+10%	17k	82.82	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$1.4M	+320%	21k	64.42	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.6	$1.3M	+16%	30k	45.01	View chart
Abbvie (ABBV)	0.5	$1.3M		5.6k	228.48	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.3M	+16%	7.0k	177.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.3M	+31%	4.0k	313.83	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.5	$1.3M		52k	24.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$1.2M	-3%	51k	24.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.2M	-44%	2.0k	614.42	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.2M	+2%	9.7k	120.34	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.5	$1.1M	+9%	28k	41.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$1.1M		7.2k	154.15	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$1.1M	+8%	23k	46.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.1M		32k	34.26	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$1.1M	+14%	27k	39.45	View chart
Wells Fargo & Company (WFC)	0.4	$1.0M		11k	93.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.0M		31k	32.75	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$995k		10k	96.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$986k	+37%	8.8k	111.78	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$938k	+92%	26k	36.58	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.4	$928k	-3%	36k	25.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$923k		7.6k	121.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$879k	+34%	9.8k	89.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$858k	+28%	12k	69.47	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.4	$851k		37k	22.88	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$851k		8.2k	104.08	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$840k		12k	69.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$815k	+6%	2.1k	396.38	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.3	$795k	+33%	19k	41.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$787k	+38%	2.2k	360.13	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$782k	+42%	31k	25.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$757k		23k	32.62	View chart
Oracle Corporation (ORCL)	0.3	$725k	+85%	3.7k	194.89	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.3	$712k	NEW	14k	51.26	View chart
Raytheon Technologies Corp (RTX)	0.3	$712k		3.9k	183.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$693k	+3%	6.9k	100.33	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$680k	-23%	30k	22.47	View chart
Southern Company (SO)	0.3	$671k		7.7k	87.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$666k	NEW	3.2k	209.12	View chart
Ishares Tr Core Msci Pac (IPAC)	0.3	$663k	+2%	9.1k	73.21	View chart
Visa Com Cl A (V)	0.3	$638k	+7%	1.8k	350.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$637k	+35%	23k	27.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$615k	-3%	11k	54.71	View chart
Cisco Systems (CSCO)	0.3	$607k		7.9k	77.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$605k	+76%	4.2k	143.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$593k		5.9k	100.37	View chart
Johnson & Johnson (JNJ)	0.2	$586k		2.8k	206.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$585k	+21%	13k	46.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$583k	+11%	1.9k	312.97	View chart
Prudential Financial (PRU)	0.2	$580k		5.1k	112.87	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$575k		5.9k	97.84	View chart
UnitedHealth (UNH)	0.2	$574k		1.7k	330.18	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$564k	+71%	25k	22.36	View chart
Applovin Corp Com Cl A (APP)	0.2	$553k	+138%	820.00	673.72	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$549k		6.2k	88.08	View chart
Merck & Co (MRK)	0.2	$531k		5.0k	105.26	View chart
Simon Property (SPG)	0.2	$519k		2.8k	185.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$516k		8.3k	62.47	View chart
Micron Technology (MU)	0.2	$512k	NEW	1.8k	285.40	View chart
Valero Energy Corporation (VLO)	0.2	$510k		3.1k	162.77	View chart
Advanced Micro Devices (AMD)	0.2	$507k	NEW	2.4k	214.16	View chart
Starwood Property Trust (STWD)	0.2	$498k	-2%	28k	18.01	View chart
Lam Research Corp Com New (LRCX)	0.2	$483k		2.8k	171.21	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$466k		5.1k	91.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$465k	-3%	3.9k	119.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$459k		955.00	480.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$457k	NEW	729.00	627.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$445k	+5%	2.1k	212.10	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$439k	+32%	5.2k	84.88	View chart
Home Depot (HD)	0.2	$434k	+87%	1.3k	344.01	View chart
Public Service Enterprise (PEG)	0.2	$427k		5.3k	80.30	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$422k		3.6k	118.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$419k	NEW	2.6k	160.97	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.2	$418k	-51%	9.4k	44.48	View chart
Procter & Gamble Company (PG)	0.2	$418k	+7%	2.9k	143.30	View chart
Pfizer (PFE)	0.2	$407k	-2%	16k	24.90	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.2	$406k		4.0k	102.31	View chart
Applied Materials (AMAT)	0.2	$405k	NEW	1.6k	256.99	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$394k		3.5k	113.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$394k	+46%	4.8k	82.33	View chart
Fundx Invt Tr Fundx Etf (XCOR)	0.2	$390k	NEW	4.9k	80.33	View chart
Intel Corporation (INTC)	0.2	$387k	NEW	11k	36.90	View chart
Shell Spon Ads (SHEL)	0.2	$386k		5.3k	73.48	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$383k		3.0k	125.98	View chart
Renasant (RNST)	0.2	$377k		11k	35.22	View chart
Coca-Cola Company (KO)	0.2	$368k	-9%	5.3k	69.91	View chart
CVS Caremark Corporation (CVS)	0.1	$363k		4.6k	79.35	View chart
Entergy Corporation (ETR)	0.1	$357k	+3%	3.9k	92.42	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$356k		3.1k	113.71	View chart
Trustmark Corporation (TRMK)	0.1	$352k		9.0k	38.95	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.1	$347k	-2%	3.3k	104.54	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$345k		4.3k	80.22	View chart
Invesco SHS (IVZ)	0.1	$343k		13k	26.27	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$341k		2.5k	139.16	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$341k	-5%	27k	12.66	View chart
Take-Two Interactive Software (TTWO)	0.1	$329k	NEW	1.3k	256.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$328k		4.1k	79.73	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$327k		4.1k	79.45	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$322k	+4%	3.0k	107.12	View chart
Vici Pptys (VICI)	0.1	$321k		11k	28.12	View chart
Verizon Communications (VZ)	0.1	$320k		7.9k	40.73	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$316k	NEW	11k	28.82	View chart
Caterpillar (CAT)	0.1	$315k		550.00	572.65	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$312k		13k	23.41	View chart
AFLAC Incorporated (AFL)	0.1	$310k		2.8k	110.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$305k		1.1k	290.19	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$299k	+99%	2.5k	119.41	View chart
salesforce (CRM)	0.1	$288k		1.1k	264.84	View chart
Blackrock (BLK)	0.1	$286k	+6%	268.00	1068.76	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$284k	NEW	13k	22.07	View chart
3M Company (MMM)	0.1	$281k	-3%	1.8k	160.07	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$281k	NEW	11k	26.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$280k	-7%	4.9k	57.24	View chart
Medtronic SHS (MDT)	0.1	$276k		2.9k	96.07	View chart
Us Bancorp Del Com New (USB)	0.1	$272k		5.1k	53.36	View chart
Comcast Corp Cl A (CMCSA)	0.1	$272k	+5%	9.1k	29.89	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$267k	NEW	570.00	468.69	View chart
Altria (MO)	0.1	$267k	-4%	4.6k	57.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$263k		544.00	483.69	View chart
Pepsi (PEP)	0.1	$262k	-6%	1.8k	143.50	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$261k		12k	21.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$259k	NEW	1.5k	177.33	View chart
Honeywell International (HON)	0.1	$258k	+2%	1.3k	195.16	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$258k		2.7k	94.82	View chart
Goldman Sachs (GS)	0.1	$253k	+5%	288.00	879.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$253k	+19%	534.00	473.30	View chart
Ishares Msci Cda Etf (EWC)	0.1	$252k		4.7k	53.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$252k		901.00	279.14	View chart
Nuveen Muni Value Fund (NUV)	0.1	$251k		28k	9.06	View chart
Truist Financial Corp equities (TFC)	0.1	$250k		5.1k	49.21	View chart
Gilead Sciences (GILD)	0.1	$245k		2.0k	122.75	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$243k		8.9k	27.35	View chart
Bristol Myers Squibb (BMY)	0.1	$242k	NEW	4.5k	53.94	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.1	$236k		23k	10.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$236k		2.5k	96.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$233k	+6%	2.7k	87.16	View chart
Regions Financial Corporation (RF)	0.1	$233k	-5%	8.6k	27.10	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$231k	NEW	12k	19.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$230k		2.8k	81.17	View chart
Emerson Electric (EMR)	0.1	$230k		1.7k	132.69	View chart
Cardinal Health (CAH)	0.1	$226k	-15%	1.1k	205.53	View chart
Guidewire Software (GWRE)	0.1	$226k		1.1k	201.01	View chart
Teradyne (TER)	0.1	$224k	NEW	1.2k	193.52	View chart
EastGroup Properties (EGP)	0.1	$223k		1.3k	178.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$222k		3.0k	73.56	View chart
American Electric Power Company (AEP)	0.1	$215k		1.9k	115.32	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$213k		6.5k	32.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$206k	-26%	1.0k	198.55	View chart
General Dynamics Corporation (GD)	0.1	$202k		601.00	336.62	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$178k	-11%	15k	11.63	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$155k	-5%	21k	7.50	View chart
BlackRock Municipal Income Trust II (BLE)	0.1	$137k	-30%	13k	10.44	View chart
Pimco Income Strategy Fund (PFL)	0.1	$126k	-5%	15k	8.43	View chart
Newsmax Com Shs Class B (NMAX)	0.0	$110k		14k	7.73	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$66k	-9%	13k	5.27	View chart

Past Filings by Element Wealth

SEC 13F filings are viewable for Element Wealth going back to 2019

Element Wealth 2025 Q4 filed Feb. 13, 2026
Element Wealth 2025 Q3 filed Oct. 29, 2025
Element Wealth 2025 Q2 filed July 23, 2025
Element Wealth 2025 Q1 filed April 29, 2025
Element Wealth 2024 Q4 filed Feb. 3, 2025
Element Wealth 2024 Q3 filed Oct. 23, 2024
Element Wealth 2024 Q2 filed Aug. 8, 2024
Element Wealth 2024 Q1 filed May 9, 2024
Element Wealth 2023 Q4 filed Feb. 1, 2024
Element Wealth 2023 Q3 filed Nov. 8, 2023
Element Wealth 2023 Q2 filed Aug. 7, 2023
Element Wealth 2023 Q1 filed May 3, 2023
Element Wealth 2022 Q4 filed Jan. 17, 2023
Element Wealth 2022 Q3 filed Nov. 8, 2022
Element Wealth 2022 Q2 filed July 22, 2022
Element Wealth 2022 Q1 filed April 28, 2022

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