Elm3 Financial Group, LLC — 13F holdings
Elm3 Financial Group, LLC reported 150 holdings worth $150M in its 13F filing for Q3 2026, filed October 7, 2026.
Largest positions
- AMZN AMAZON COM INC — $9.16M (6.1%)
- NVDA NVIDIA CORPORATION — $8.91M (5.9%)
- AVGO BROADCOM INC — $5.50M (3.7%)
- LLY ELI LILLY & CO — $4.86M (3.2%)
- MSFT MICROSOFT CORP — $4.82M (3.2%)
- QQQM INVESCO EXCH TRADED FD TR II — $4.59M (3.1%)
- QQQ Invesco Qqq Tr — $4.51M (3.0%)
- AAPL APPLE INC — $4.09M (2.7%)
- SCYB SCHWAB STRATEGIC TR — $3.48M (2.3%)
- ICLO INVESCO ACTIVELY MANAGED EXC — $3.21M (2.1%)