Element Wealth, LLC - Portfolio overview

Element Wealth, LLC has 227 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 7.98%
2. ITOT - ISHARES TR, 3.64%
3. SCHX - SCHWAB STRATEGIC TR, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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