Element Wealth, LLC: 13F holdings
CIK 18027432026Q2
| Positions | 212 |
|---|---|
| Reported value | $267.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 30,967 | $23.2m | 8.7% |
| ITOT ISHARES TR | 64,086 | $10.5m | 3.9% |
| SCHX SCHWAB STRATEGIC TR | 333,896 | $9.8m | 3.7% |
| DIVO AMPLIFY ETF TR | 165,541 | $7.6m | 2.8% |
| TFLO ISHARES TR | 145,806 | $7.4m | 2.8% |
| AGG ISHARES TR | 63,580 | $6.3m | 2.4% |
| AMLP ALPS ETF TR | 119,697 | $6.2m | 2.3% |
| IEMG ISHARES INC | 65,737 | $5.4m | 2.0% |
| IJR ISHARES TR | 34,898 | $5.2m | 1.9% |
| IEFA ISHARES TR | 50,196 | $4.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802743")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.