CIK 1802743
Element Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
201
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 201
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DLN | WISDOMTREE TR | 6K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 3K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 3K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC | 28K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| FNY | FIRST TR EXCHANGE-TRADED ALP | 5K | $100K–$500K | SH |
| IEI | ISHARES TR | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 955 | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 729 | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| DTD | WISDOMTREE TR | 5K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| IQQQ | PROSHARES TR | 9K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 16K | $100K–$500K | SH |
| QQQE | DIREXION SHS ETF TR | 4K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| XCOR | FUNDX INVT TR | 5K | $100K–$500K | SH |
| INTC | INTEL CORP | 10K | $100K–$500K | SH |
| SHEL | SHELL PLC | 5K | $100K–$500K | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| RNST | RENASANT CORP | 11K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 4K | $100K–$500K | SH |
| IJS | ISHARES TR | 3K | $100K–$500K | SH |
| TRMK | TRUSTMARK CORP | 9K | $100K–$500K | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IVZ | INVESCO LTD | 13K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 27K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| FDT | FIRST TR EXCH TRD ALPHDX FD | 4K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 11K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 8K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 11K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 550 | $100K–$500K | SH |
| IBDU | ISHARES TR | 13K | $100K–$500K | SH |