Elm3 Financial Group, LLC: 13F holdings
CIK 20112012026Q2
| Positions | 135 |
|---|
| Reported value | $146.0m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 135 (+18 vs prior quarter) |
|---|
| Reported value | $146.0m (+23.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 36,886 | $8.8m | 6.0% |
| NVDA NVIDIA CORPORATION | 40,418 | $8.1m | 5.5% |
| AVGO BROADCOM INC | 16,418 | $6.2m | 4.2% |
| LLY ELI LILLY & CO | 4,052 | $4.9m | 3.3% |
| QQQ INVESCO QQQ TR | 6,497 | $4.8m | 3.3% |
| QQQM INVESCO EXCH TRADED FD TR II | 14,882 | $4.5m | 3.1% |
| XMMO INVESCO EXCHANGE TRADED FD T | 21,776 | $3.7m | 2.5% |
| AAPL APPLE INC | 12,657 | $3.7m | 2.5% |
| MSFT MICROSOFT CORP | 9,693 | $3.6m | 2.5% |
| MTUM ISHARES TR | 10,255 | $3.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011201")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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