Elm3 Financial Group
$146M 13F equity value
142 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Elm3 Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 36,886 | $9M | 6.0% |
| NVDA | NVIDIA CORPORATION | 40,418 | $8M | 5.5% |
| AVGO | BROADCOM INC | 16,418 | $6M | 4.2% |
| LLY | ELI LILLY & CO | 4,052 | $5M | 3.3% |
| QQQ | INVESCO QQQ TR | 6,497 | $5M | 3.3% |
| QQQM | INVESCO EXCH TRADED FD TR II | 14,882 | $5M | 3.1% |
| XMMO | INVESCO EXCHANGE TRADED FD T | 21,776 | $4M | 2.5% |
| AAPL | APPLE INC | 12,657 | $4M | 2.5% |
| MSFT | MICROSOFT CORP | 9,693 | $4M | 2.5% |
| MTUM | ISHARES TR | 10,255 | $4M | 2.4% |
Track Elm3 Financial Group's 13F portfolio: $146M in reported holdings, 142 positions. Top holdings and quarterly changes on SentiSense.
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