Elm3 Financial Group, LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 149,897
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 150 | 149,897 | 13F-HR | Elm3 Financial Group, LLC |
| Q2 2026 | 7/29/2026 | 135 | 145,968 | 13F-HR | Elm3 Financial Group, LLC |
| Q1 2026 | 4/13/2026 | 117 | 118,391 | 13F-HR | Elm3 Financial Group, LLC |
| Q4 2025 | 1/22/2026 | 113 | 120,563 | 13F-HR | Elm3 Financial Group, LLC |
| Q3 2025 | 10/21/2025 | 111 | 121,965 | 13F-HR | Elm3 Financial Group, LLC |
| Q2 2025 | 7/23/2025 | 108 | 120,265 | 13F-HR | Elm3 Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.65 K | 56.3% | 1.772 K | 0 | 1.772 K |
| ETFs | 63.18 K | 43.1% | 1.763 K | 0 | 1.763 K |
| Debt | 859 | 0.6% | 478 | 0 | 478 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
149,897
Holdings
150
QoQ value change ($000)
3,929
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.