Elm3 Financial Group, LLC
Elm3 Financial Group, LLC reported 135 positions worth $146.0M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AMZN (6.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $8.8M | 6.02% | 36,886 | — | — | |
| ▸ 2 | NVDA | SH | $8.1M | 5.54% | 40,418 | — | — | |
| ▸ 3 | AVGO | SH | $6.2M | 4.25% | 16,418 | — | — | |
| ▸ 4 | LLY | SH | $4.9M | 3.33% | 4,052 | — | — | |
| ▸ 5 | QQQ | SH | $4.8M | 3.28% | 6,497 | — | — | |
| ▸ 6 | QQQM | SH | $4.5M | 3.09% | 14,882 | — | — | |
| ▸ 7 | XMMO | SH | $3.7M | 2.54% | 21,776 | — | — | |
| ▸ 8 | AAPL | SH | $3.7M | 2.51% | 12,657 | — | — | |
| ▸ 9 | MSFT | SH | $3.6M | 2.48% | 9,693 | — | — | |
| ▸ 10 | MTUM | SH | $3.5M | 2.41% | 10,255 | — | — |
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Frequently Asked Questions
What stocks does Elm3 Financial Group, LLC hold as of Q2 2026?
Elm3 Financial Group, LLC reported 135 positions worth $146.0M in its Q2 2026 13F filing. Largest positions: AMZN (6.0%), NVDA (5.5%), AVGO (4.2%), LLY (3.3%) and QQQ (3.3%).
What did Elm3 Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Elm3 Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.