13F Filings History of Elm3 Financial Group, LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$120,563,279
Signature - Title
Margaret Nickens - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Elm3 Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elm3 Financial Group, LLC reported 113 stock holdings with total value $120,563,279 as of Q4 2025. Top holdings included AMZN, NVDA, AVGO, MSFT, and LLY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $120,563,279 +$13,683,777 -$17,519,732 -$3,835,955 AMZN, NVDA, AVGO, MSFT, LLY 13F-HR 22 Jan 2026, 11:41
Q3 2025 111 $121,965,349 +$4,686,675 -$10,761,746 -$6,075,071 NVDA, AMZN, AVGO, ICLO, MSFT 13F-HR 21 Oct 2025, 17:01
Q2 2025 108 $120,265,041 +$8,164,237 -$14,851,152 -$6,686,915 AMZN, NVDA, ICLO, MSFT, AVGO 13F-HR 22 Jul 2025, 17:57
Q1 2025 101 $113,786,380 +$17,884,813 -$15,272,302 +$2,612,511 ICLO, AMZN, NVDA, LLY, BRLN 13F-HR 06 May 2025, 12:55
Q4 2024 90 $117,253,579 $0 $0 $0 ICLO, NVDA, BRLN, MSFT, LLY 13F-HR 27 Jan 2025, 16:03