Long-term investor
Element Wealth, LLC @elementwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802743).
Record
- Tracked since 2025-12-31 (257 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 8.7% · long · since 2025-12-31
- ITOT · 3.9% · long · since 2025-12-31
- SCHX · 3.7% · long · since 2025-12-31
- DIVO · 2.8% · long · since 2025-12-31
- TFLO · 2.8% · long · since 2025-12-31
- AGG · 2.4% · long · since 2025-12-31
- AMLP · 2.3% · long · since 2025-12-31
- SPY · 2.1% · long · since 2025-12-31
- IEMG · 2.0% · long · since 2025-12-31
- IJR · 1.9% · long · since 2025-12-31
- IEFA · 1.8% · long · since 2025-12-31
- VTI · 1.7% · long · since 2025-12-31