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ELM3 FINANCIAL GROUP, LLC 13F portfolio summary

ELM3 FINANCIAL GROUP, LLC of ELM3 FINANCIAL GROUP, LLC has 111 current stock holdings with a reported portfolio value of $118.4M. The portfolio 1 year return is +16.63%. Top holdings include QQQ (0.00%), SPY (0.00%), AMZN (6.84%), NVDA (6.45%), AVGO (4.52%).

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ELM3 FINANCIAL GROUP, LLC

ELM3 FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

ELM3 FINANCIAL GROUP, LLC runs ELM3 FINANCIAL GROUP, LLC and currently holds 111 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $118.39M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ELM3 FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ELM3 FINANCIAL GROUP, LLC's portfolio at ELM3 FINANCIAL GROUP, LLC has delivered returns of +16.63%. Their 3-year annualized return is +10.58%. Looking at the 5-year horizon, ELM3 FINANCIAL GROUP, LLC has achieved +10.58% annualized returns at ELM3 FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.63%
#0/1000
3 Year
+10.58%
#0/1000
5 Year
+10.58%
#0/1000

Portfolio Value

$118.39M

Alpha Score

10.4

#0 of 1000

Holdings

111

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change