Elm3 Financial Group, LLC - Portfolio overview

Elm3 Financial Group, LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON COM INC, 6.21%
2. NVDA - NVIDIA CORPORATION, 5.85%
3. AVGO - BROADCOM INC, 4.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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