Institutions / Element Pointe Advisors, LLC

Element Pointe Advisors, LLC

CIK 1764059 · Institution · as of Jun 30, 2026
Portfolio value
$621.08M
Positions
90
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$621.08M+20.1%
$621.08M$569.18M$517.28MQ4 '25Q2 '26

Positions

90+2.3%
908988Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 90 →
CompanyClassValueShares% of portfolio
Ishares Tr$234.54M313,18437.8%
State Str Spdr S&P 500 Etf T$53.95M72,2518.7%
Ishares Tr$31.75M328,7455.1%
Spdr Series Trust$27.50M237,7844.4%
Ishares Tr$27.26M332,0374.4%
Ishares Tr$26.68M482,1084.3%
J P Morgan Exchange Traded F$22.34M485,0223.6%
Vanguard Scottsdale Fds$18.98M326,1743.1%
iShares MSCI UAE ETF$15.51M70,6912.5%
Ishares Inc$15.32M164,2372.5%
Ishares Tr$11.79M85,6981.9%
NVIDIA Corp$11.72M58,5811.9%
Alphabet Inc.$9.44M26,4281.5%
Vanguard Index Fds$8.94M103,7521.4%
Dimensional Etf Trust$8.62M246,1081.4%
Vanguard Index Fds$8.18M11,9111.3%
World Gold Tr$7.61M95,8691.2%
Apple Inc.$5.20M17,9610.8%
Vanguard Mun Bd Fds$5.01M99,0150.8%
Ishares Tr$3.47M27,9720.6%
State Str Spdr S&P Midcap 40$3.17M4,5000.5%
Ishares Bitcoin Trust Etf$3.08M92,5240.5%
Fidelity Wise Origin Bitcoin$3.06M60,0290.5%
Alphabet Inc.$2.79M7,9060.4%
Broadcom Inc.$2.62M6,9300.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
New78464A532$27.50M+238K
237,784
4.43% of portfolio
medium
Q2 2026
as of
Add464287200$13.37M+18K
+6.05%
313,184
37.76% of portfolio
medium
Q2 2026
as of
New25434V773$8.62M+246K
246,108
1.39% of portfolio
medium
Q2 2026
as of
Add922908736$7.50M+87K
+520.75%
103,752
1.44% of portfolio
medium
Q2 2026
as of
Add46432F842$5.62M+58K
+21.51%
328,745
5.11% of portfolio
medium
Q2 2026
as of
Add92206C102$5.48M+94K
+40.57%
326,174
3.06% of portfolio
medium
Q2 2026
as of
Add464288828$4.23M+76K
+18.86%
482,108
4.29% of portfolio
low
Q2 2026
as of
TrimiShares MSCI UAE ETF$-3.05M-14K
-16.41%
70,691
2.50% of portfolio
low
Q2 2026
as of
Add464287614$2.61M+21K
+300.11%
27,972
0.56% of portfolio
low
Q2 2026
as of
TrimVertiv Holdings Co$-2.35M-7K
-80.72%
1,676
0.09% of portfolio
low