Element Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $18.5M, Amplify ETF Tr Amplify Cwp Enh with a value of $9.38M, Ishares Treasury Floating Rate with a value of $9.21M, Schwab Strategic Tr Us Large C with a value of $8.3M, and Ishares Core S&P Total U.S. St with a value of $8.16M.
Examining the 13F form we can see an increase of $27.1M in the current position value, from $181M to 209M.
Below you can find more details about Element Wealth, LLC portfolio as well as his latest detailed transactions.