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Home > Institutional Investor > Element Wealth, Llc > Profile

Instuitional Investor - Element Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Element Wealth, Llc
Portfolio Value $267,061,665
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,967 $23,190,553 8.68%
2.
Ishares Trust
 IEF 64,086 $10,527,359 3.94%
3.
Schwab Strategic Trust
 SCHD 333,896 $9,826,546 3.68%
4.
Amplify Etf Tr
 165,541 $7,565,234 2.83%
5.
Ishares Tr
 145,806 $7,382,136 2.76%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.