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 Wealth, LLC (CIK 1802743) reported $242.3M across 205 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($20.2M, 8.33%), ITOT ($9.2M, 3.81%), SCHX ($8.6M, 3.55%), TFLO ($8.0M, 3.30%), DIVO ($7.6M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $20.2M | 8.33% | 30,914 | Added |
| 2 | ITOT | ISHARES TR | $9.2M | 3.81% | 64,729 | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $8.6M | 3.55% | 335,085 | Added |
| 4 | TFLO | ISHARES TR | $8.0M | 3.30% | 158,119 | Trimmed |
| 5 | DIVO | AMPLIFY ETF TR | $7.6M | 3.14% | 169,612 | Trimmed |
| 6 | AMLP | ALPS ETF TR | $6.6M | 2.73% | 125,561 | Added |
| 7 | AGG | ISHARES TR | $6.2M | 2.56% | 62,538 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 2.03% | 7,574 | Trimmed |
| 9 | IJR | ISHARES TR | $4.6M | 1.88% | 36,706 | Trimmed |
| 10 | IEMG | ISHARES INC | $4.5M | 1.87% | 65,116 | Trimmed |
| 11 | IEFA | ISHARES TR | $4.5M | 1.86% | 49,651 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $4.0M | 1.65% | 12,484 | Trimmed |
| 13 | GOVT | ISHARES TR | $3.9M | 1.61% | 170,653 | Trimmed |
| 14 | IJH | ISHARES TR | $3.7M | 1.54% | 55,248 | Trimmed |
| 15 | SCHM | SCHWAB STRATEGIC TR | $3.3M | 1.36% | 106,303 | Added |
| 16 | VYMI | VANGUARD WHITEHALL FDS | $3.1M | 1.29% | 33,264 | Trimmed |
| 17 | SCHA | SCHWAB STRATEGIC TR | $3.0M | 1.24% | 103,223 | Trimmed |
| 18 | PDO | PIMCO DYNAMIC INCOME OPRNTS | $2.9M | 1.20% | 224,499 | Added |
| 19 | PAXS | PIMCO ACCESS INCOME FUND | $2.9M | 1.18% | 198,031 | Trimmed |
| 20 | IWP | ISHARES TR | $2.5M | 1.01% | 19,190 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.98% | 8,093 | Trimmed |
| 22 | IDV | ISHARES TR | $2.4M | 0.98% | 56,018 | Added |
| 23 | IXUS | ISHARES TR | $2.3M | 0.93% | 26,115 | Added |
| 24 | CVX | CHEVRON CORPORATION | $2.3M | 0.93% | 10,904 | Added |
| 25 | AAPL | APPLE INC | $2.2M | 0.92% | 8,795 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31