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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 $242,610,634
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 29,683 $20,331,009 8.38%
2.
Ishares Trust
 IEF 62,277 $9,259,972 3.82%
3.
Schwab Strategic Trust
 FNDF 333,799 $8,982,540 3.7%
4.
Ishares Tr
 170,947 $8,626,001 3.56%
5.
Amplify Etf Tr
 174,853 $7,780,963 3.21%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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