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ELM3 FINANCIAL GROUP, LLC
ELM3 FINANCIAL GROUP, LLC
Latest filing: 2026-06-30
ELM3 FINANCIAL GROUP, LLC runs ELM3 FINANCIAL GROUP, LLC and currently holds 135 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $145.97M. Their top holdings are AMZN, NVDA, AVGO, LLY, QQQ. The top five represent 22.4% of reported portfolio weight. ELM3 FINANCIAL GROUP, LLC ranks #816 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ELM3 FINANCIAL GROUP, LLC initiated 16 new positions. They added to 35 existing positions. They trimmed 46 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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135 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 6.02% | $205.64 | $258.63 | +25.77% | Added +0.46% |
 NVDA NVIDIA CORPORATION | 5.54% | $134.29 | $214.76 | +59.92% | Trimmed -2.23% |
 AVGO BROADCOM INC | 4.25% | $232.68 | $368.45 | +58.35% | Added +0.58% |
 LLY ELI LILLY & CO | 3.33% | $773.79 | $1,254.77 | +62.16% | Added +0.42% |
 QQQ INVESCO QQQ TR | 3.28% | $511.23 | $713.44 | +39.55% | Trimmed -6.45% |
 QQQM INVESCO EXCH TRADED FD TR II | 3.09% | $214.11 | $293.76 | +37.20% | Added +4.12% |
 XMMO INVESCO EXCHANGE TRADED FD T | 2.54% | $123.13 | $157.00 | +27.51% | Added +1.67% |
 AAPL APPLE INC | 2.51% | $250.42 | $309.35 | +23.53% | Trimmed -4.39% |
 MSFT MICROSOFT CORP | 2.48% | $421.50 | $483.24 | +14.65% | Trimmed -2.87% |
 MTUM ISHARES TR | 2.41% | $202.13 | $305.24 | +51.01% | Trimmed -1.79% |
Showing 1-10 of 135