Long-term investor
Elm3 Financial Group, LLC @elm3financialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011201).
Record
- Tracked since 2025-09-30 (373 days), 153 trades recorded
- Returns: week n/a · month n/a · 90 days -6.1% · 6 months +1.3% · 1 year n/a · all -3.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 6.1% · long · since 2025-09-30
- NVDA · 5.9% · long · since 2025-09-30
- AVGO · 3.7% · long · since 2025-09-30
- LLY · 3.2% · long · since 2025-09-30
- MSFT · 3.2% · long · since 2025-09-30
- 46138G649 · 3.1% · long · since 2025-09-30
- 46090E103 · 3.0% · long · since 2025-09-30
- AAPL · 2.7% · long · since 2025-09-30
- 808524631 · 2.3% · long · since 2025-12-31
- 46090A721 · 2.1% · long · since 2025-09-30
- 46137V464 · 2.1% · long · since 2025-09-30
- GOOGL · 1.9% · long · since 2025-09-30