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ELEMENT POINTE ADVISORS, LLC - Portfolio Stock Holdings

ELEMENT POINTE ADVISORS, LLC disclosed 96 stock positions in a recent SEC 13F filing. $708,889,102 of stock holdings were filed, with the largest holdings including IVV, VGIT, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,218,377,295 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

96

Est. Stock Holding Value:

$708,889,102

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ELEMENT POINTE ADVISORS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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