Elm3 Financial Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    alpharetta, GA
  • CIK
    0002011201
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

111

$121.97M
NVDA, AMZN, AVGO, ICLO
13F-HR
Oct 21, 2025
000201120125000005

108

$120.27M
AMZN, NVDA, ICLO, MSFT
13F-HR
Jul 23, 2025
000201120125000002

101

$113.79M
ICLO, AMZN, NVDA, LLY
13F-HR
May 6, 2025
000201120125000001

90

$117.25M
ICLO, NVDA, BRLN, MSFT
13F-HR
Jan 27, 2025
000166773125000138
Elm3 Financial Group, Llc 13F Filings