Long-term investor
Element Pointe Advisors, LLC @elementpointeadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764059).
Record
- Tracked since 2025-12-31 (257 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 37.8% · long · since 2025-12-31
- SPY · 8.7% · long · since 2025-12-31
- IEFA · 5.1% · long · since 2025-12-31
- XTN · 4.4% · long · since 2026-03-31
- SHY · 4.4% · long · since 2025-12-31
- IHF · 4.3% · long · since 2025-12-31
- JPIE · 3.6% · long · since 2025-12-31
- VGSH · 3.1% · long · since 2025-12-31
- QUAL · 2.5% · long · since 2025-12-31
- EWJ · 2.5% · long · since 2025-12-31
- IVW · 1.9% · long · since 2025-12-31
- NVDA · 1.9% · long · since 2025-12-31