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 2025-12-31 (249 days), 62 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.3% · 6 months n/a · 1 year n/a · all +8.8%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMZN · 6.0% · long · since 2025-12-31
  • NVDA · 5.5% · long · since 2025-12-31
  • AVGO · 4.2% · long · since 2025-12-31
  • LLY · 3.3% · long · since 2025-12-31
  • QQQ · 3.3% · long · since 2025-12-31
  • 46138G649 · 3.1% · long · since 2025-12-31
  • 46137V464 · 2.5% · long · since 2025-12-31
  • AAPL · 2.5% · long · since 2025-12-31
  • MSFT · 2.5% · long · since 2025-12-31
  • 46432F396 · 2.4% · long · since 2025-12-31
  • 46090A721 · 2.2% · long · since 2025-12-31
  • GOOGL · 2.1% · long · since 2025-12-31

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