Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ELEMENT POINTE ADVISORS, LLC (CIK 1764059) reported $530.0M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($199.2M, 37.58%), SPY ($47.0M, 8.87%), IEFA ($28.7M, 5.42%), SHY ($27.0M, 5.09%), JPIE ($21.8M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $199.2M | 37.58% | 304,933 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $47.0M | 8.87% | 72,251 | Trimmed |
| 3 | IEFA | ISHARES TR | $28.7M | 5.42% | 317,144 | Added |
| 4 | SHY | ISHARES TR | $27.0M | 5.09% | 326,561 | Trimmed |
| 5 | JPIE | J P MORGAN EXCHANGE TRADED F | $21.8M | 4.11% | 472,900 | Added |
| 6 | XTN | SPDR SERIES TRUST | $20.8M | 3.93% | 223,948 | New |
| 7 | IHF | ISHARES TR | $18.6M | 3.51% | 444,622 | Added |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $17.4M | 3.28% | 297,186 | Added |
| 9 | QUAL | ISHARES TR | $15.0M | 2.84% | 78,410 | Trimmed |
| 10 | EWJ | ISHARES INC | $13.4M | 2.53% | 158,946 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $10.1M | 1.91% | 58,125 | Trimmed |
| 12 | IVW | ISHARES TR | $9.7M | 1.83% | 85,699 | Hold |
| 13 | GLDM | WORLD GOLD TR | $8.7M | 1.64% | 93,799 | Added |
| 14 | GOOGL | ALPHABET INC | $7.6M | 1.44% | 26,543 | Added |
| 15 | VUG | VANGUARD INDEX FDS | $7.3M | 1.38% | 16,714 | Hold |
| 16 | VOO | VANGUARD INDEX FDS | $7.1M | 1.34% | 11,911 | Trimmed |
| 17 | VTEB | VANGUARD MUN BD FDS | $4.6M | 0.86% | 91,627 | Trimmed |
| 18 | AAPL | APPLE INC | $4.5M | 0.85% | 17,705 | Added |
| 19 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.4M | 0.64% | 57,121 | Added |
| 20 | IBIT | ISHARES BITCOIN TRUST ETF | $3.4M | 0.64% | 88,132 | Added |
| 21 | IWF | ISHARES TR | $3.0M | 0.56% | 6,993 | Added |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.8M | 0.52% | 4,500 | Hold |
| 23 | GLD | SPDR GOLD TR | $2.7M | 0.50% | 6,187 | Trimmed |
| 24 | GOOG | ALPHABET INC | $2.2M | 0.41% | 7,620 | Trimmed |
| 25 | IWD | ISHARES TR | $2.1M | 0.39% | 9,764 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31