Elm3 Financial Group, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$120.3B

Holdings

108

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
38,566$8.5B7.04%
2
NVDANVIDIA CORPORATION
49,031$7.7B6.44%
3
ICLOINVESCO ACTIVELY MANAGED EXC
255,303$6.5B5.43%
4
MSFTMICROSOFT CORP
11,233$5.6B4.65%
5
AVGOBROADCOM INC
18,243$5.0B4.18%
6
LLYELI LILLY & CO
5,914$4.6B3.83%
7
MTUMISHARES TR
17,936$4.3B3.58%
8
NDQINVESCO QQQ TR
7,531$4.2B3.45%
9
BRLNBLACKROCK ETF TRUST II
75,286$3.9B3.24%
10
QQQMINVESCO EXCH TRADED FD TR II
15,288$3.5B2.89%
11
XMMOINVESCO EXCHANGE TRADED FD T
26,394$3.4B2.82%
12
AAPLAPPLE INC
15,003$3.1B2.56%
13
LONZPIMCO ETF TR
46,615$2.4B1.98%
14
WRBBERKLEY W R CORP
26,696$2.0B1.63%
15
THYFT ROWE PRICE ETF INC
33,880$1.8B1.47%
16
HWMHOWMET AEROSPACE INC
9,015$1.7B1.40%
17
BXSLBLACKSTONE SECD LENDING FD
53,667$1.7B1.37%
18
PDIPIMCO DYNAMIC INCOME FD
84,325$1.6B1.33%
19
PTYPIMCO CORPORATE & INCOME OPP
111,940$1.6B1.29%
20
GOOGLALPHABET INC
8,758$1.5B1.28%
21
HDHOME DEPOT INC
4,071$1.5B1.24%
22
FTECFIDELITY COVINGTON TRUST
7,521$1.5B1.23%
23
CGDGCAPITAL GROUP DIVIDEND VALUE
33,456$1.3B1.10%
24
PGRPROGRESSIVE CORP
4,773$1.3B1.06%
25
JAAAJANUS DETROIT STR TR
24,789$1.3B1.05%
26
FDEVFIDELITY COVINGTON TRUST
36,303$1.2B0.98%
27
T7DTRANSDIGM GROUP INC
699$1.1B0.88%
28
JQUAJ P MORGAN EXCHANGE TRADED F
17,645$1.1B0.88%
29
VTIVANGUARD INDEX FDS
3,233$982.6M0.82%
30
EWYISHARES INC
11,843$850.1M0.71%
31
PANWPALO ALTO NETWORKS INC
4,101$839.2M0.70%
32
PPAINVESCO EXCHANGE TRADED FD T
5,885$833.9M0.69%
33
IWYISHARES TR
3,285$809.7M0.67%
34
COSTCOSTCO WHSL CORP NEW
798$789.8M0.66%
35
STRLSTERLING INFRASTRUCTURE INC
3,392$782.6M0.65%
36
ACGLARCH CAP GROUP LTD
8,460$770.2M0.64%
37
EWTISHARES INC
12,854$737.8M0.61%
38
FLBLFRANKLIN TEMPLETON ETF TR
30,068$728.6M0.61%
39
NVONOVO-NORDISK A S
9,575$660.9M0.55%
40
IWPISHARES TR
4,640$643.5M0.54%
41
EPOLISHARES TR
19,424$626.6M0.52%
42
METAMETA PLATFORMS INC
801$591.3M0.49%
43
DTMDT MIDSTREAM INC
5,324$585.1M0.49%
44
IVVISHARES TR
917$569.5M0.47%
45
FBCGFIDELITY COVINGTON TRUST
11,623$560.7M0.47%
46
VBVANGUARD INDEX FDS
2,291$542.9M0.45%
47
DPGDUFF & PHELPS UTLITY AND INF
43,529$540.2M0.45%
48
EWDISHARES INC
11,677$534.1M0.44%
49
CLOABLACKROCK ETF TRUST II
10,270$533.2M0.44%
50
CRWDCROWDSTRIKE HLDGS INC
1,039$529.2M0.44%
51
GDEWISDOMTREE TR
10,868$512.5M0.43%
52
VXUSVANGUARD STAR FDS
7,104$490.8M0.41%
53
KLACKLA CORP
539$482.8M0.40%
54
AZOAUTOZONE INC
130$482.6M0.40%
55
NFLXNETFLIX INC
359$480.7M0.40%
56
XMHQINVESCO EXCHANGE TRADED FD T
4,892$480.6M0.40%
57
SMHVANECK ETF TRUST
1,702$474.8M0.39%
58
JPMJPMORGAN CHASE & CO.
1,634$473.8M0.39%
59
QGRWWISDOMTREE TR
9,009$473.4M0.39%
60
FLDRFIDELITY MERRIMACK STR TR
9,430$472.2M0.39%
61
FCOMFIDELITY COVINGTON TRUST
7,263$470.7M0.39%
62
SPYSPDR S&P 500 ETF TR
755$466.3M0.39%
63
VCITVANGUARD SCOTTSDALE FDS
5,623$466.3M0.39%
64
SPGIS&P GLOBAL INC
881$464.5M0.39%
65
CEGCONSTELLATION ENERGY CORP
1,429$461.2M0.38%
66
BKLNINVESCO EXCH TRADED FD TR II
21,501$449.8M0.37%
67
VCLTVANGUARD SCOTTSDALE FDS
5,907$448.3M0.37%
68
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,933$437.8M0.36%
69
FELGFIDELITY COVINGTON TRUST
11,548$427.6M0.36%
70
LMTLOCKHEED MARTIN CORP
910$421.5M0.35%
71
FFLCFIDELITY COVINGTON TRUST
8,558$418.1M0.35%
72
VOVANGUARD INDEX FDS
1,480$414.3M0.34%
73
PCNPIMCO CORPORATE & INCM STRG
32,490$412.3M0.34%
74
MODMODINE MFG CO
4,108$404.6M0.34%
75
GOOGALPHABET INC
2,245$398.3M0.33%
76
BITBLACKROCK MULTI SECTOR INC T
27,261$398.0M0.33%
77
JCPBJ P MORGAN EXCHANGE TRADED F
8,370$393.9M0.33%
78
NRANRG ENERGY INC
2,345$376.6M0.31%
79
FEMRFIDELITY COVINGTON TRUST
13,243$374.6M0.31%
80
VRTVERTIV HOLDINGS CO
2,898$372.1M0.31%
81
ANETARISTA NETWORKS INC
3,550$363.2M0.30%
82
FIDIFIDELITY COVINGTON TRUST
15,483$360.6M0.30%
83
NDAQNASDAQ INC
3,914$350.0M0.29%
84
VSTVISTRA CORP
1,758$340.7M0.28%
85
FQIDIGITAL RLTY TR INC
1,787$311.4M0.26%
86
HYTBLACKROCK CORPOR HI YLD FD I
31,262$304.8M0.25%
87
FFDIFIDELITY COVINGTON TRUST
10,192$302.6M0.25%
88
PFNPIMCO INCOME STRATEGY FD II
40,690$300.7M0.25%
89
RSPINVESCO EXCHANGE TRADED FD T
1,635$297.1M0.25%
90
SMINISHARES TR
3,742$288.8M0.24%
91
FFGXFIDELITY COVINGTON TRUST
10,009$288.6M0.24%
92
MPCMARATHON PETE CORP
1,726$286.7M0.24%
93
VFMVVANGUARD WELLINGTON FD
2,179$279.4M0.23%
94
PSXPHILLIPS 66
2,315$276.1M0.23%
95
LNGCHENIERE ENERGY INC
1,027$250.0M0.21%
96
MCKMCKESSON CORP
331$242.6M0.20%
97
RSGREPUBLIC SVCS INC
952$234.8M0.20%
98
PFLPIMCO INCOME STRATEGY FD
27,833$232.1M0.19%
99
URAGLOBAL X FDS
5,730$222.4M0.18%
100
ANGLVANECK ETF TRUST
7,515$220.0M0.18%
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