TraderTrends

Manager Profile

Element Wealth, LLC

Diversified · Financial Services 8%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Portfolio Value

$267.1M

Latest reported 13F value

Holdings

214

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287200 464287150 808524201 032108409 46434V860

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
8.2%
Technology
4.8%
Healthcare
3.3%
Communication Services
1.7%
Energy
1.7%
Industrials
1.4%
Consumer Defensive
1.2%
Consumer Cyclical
0.6%
Utilities
0.4%
Basic Materials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 31K

23.2M

Position Value
2
ISHARES TR

Shares: 64.1K

10.5M

Position Value
3
SCHWAB STRATEGIC TR

Shares: 333.9K

9.8M

Position Value
4
AMPLIFY ETF TR

Shares: 165.5K

7.6M

Position Value
5
ISHARES TR

Shares: 145.8K

7.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID