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 151–200 of 201
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 268 | $100K–$500K | SH |
| IBDV | ISHARES TR | 13K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| CAIE | CALAMOS ETF TR | 10K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| USB | US BANCORP DEL | 5K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 570 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 544 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| IBTJ | ISHARES TR | 12K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 288 | $100K–$500K | SH |
| IWF | ISHARES TR | 534 | $100K–$500K | SH |
| EWC | ISHARES INC | 5K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 901 | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 28K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 5K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| FEM | FIRST TR EXCH TRD ALPHDX FD | 9K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| VFL | ABRDN NATL MUN INCOME FD | 23K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 9K | $100K–$500K | SH |
| IBTK | ISHARES TR | 12K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 1K | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| EGP | EASTGROUP PPTYS INC | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| SCHK | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 601 | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 15K | $100K–$500K | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 21K | $100K–$500K | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 13K | $100K–$500K | SH |
| PFL | PIMCO INCOME STRATEGY FD | 15K | $100K–$500K | SH |
| NMAX | NEWSMAX INC | 14K | $100K–$500K | SH |