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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 $217,302,344
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 29,762 $18,479,397 8.5%
2.
Amplify Etf Tr
 220,347 $9,375,779 4.31%
3.
Ishares Tr
 181,790 $9,207,672 4.24%
4.
Schwab Strategic Trust
 FNDF 339,425 $8,295,535 3.82%
5.
Ishares Trust
 IEF 60,400 $8,156,449 3.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)