Fund Holdings

Elm3 Financial Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,1219,185+7,064406,3751,762,8381.49%+1,356,463
SPDR SERIES TRUST
ST PORT HIGH ETF
69,699103,826+34,1271,649,7752,421,2202.05%+771,445
SCHWAB STRATEGIC TR63,72694,088+30,3621,683,6412,446,2922.07%+762,651
VICTORY PORTFOLIOS II
VICT FR GROW ETF
016,886+16,8860444,0290.38%+444,029
VANGUARD INDEX FDS3,2684,556+1,288842,9811,193,2811.01%+350,300
EMCOR GROUP INC(EME)0398+3980293,8470.25%+293,847
MARATHON PETE CORP(MPC)01,121+1,1210273,6690.23%+273,669
ISHARES INC10,59810,410-1881,030,3761,280,5821.08%+250,206
STERLING INFRASTRUCTURE INC(STRL)2,7102,637-73829,8831,073,9710.91%+244,088
VANGUARD INTL EQUITY INDEX F02,909+2,9090239,8090.20%+239,809
ISHARES INC03,137+3,1370235,9790.20%+235,979
TTM TECHNOLOGIES INC(TTMI)02,387+2,3870232,5420.20%+232,542
PROSHARES TR
ULT FTSE EUROPE
02,421+2,4210207,7250.18%+207,725
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
04,120+4,1200202,5800.17%+202,580
VERTIV HOLDINGS CO(VRT)2,3232,262-61376,275566,8230.48%+190,548
VANECK ETF TRUST
SEMICONDUCTR ETF
1,5861,981+395570,988759,3450.64%+188,357
PIMCO HIGH INCOME FD(PHK)209,092259,069+49,9771,016,1871,199,4871.01%+183,300
MODINE MFG CO(MOD)2,3502,223-127313,749481,6380.41%+167,889
HOWMET AEROSPACE INC(HWM)7,8707,668-2021,613,4691,767,1421.49%+153,673
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
21,41821,419+12,965,4903,106,1392.62%+140,649
KLA CORP(KLAC)544540-4661,004795,1010.67%+134,097
ISHARES TR
US INFRASTRUC
17,27918,182+903909,2271,040,0300.88%+130,803
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
2,6824,295+1,613200,828325,3030.27%+124,475
COSTCO WHOLESALE CORPORATION(COST)7147140615,575711,7940.60%+96,219
CHENIERE ENERGY INC(LNG)1,0311,0310200,369292,5070.25%+92,138
ETFIS SER TR I
VIRTUS REAVES UT
12,31113,306+995971,9631,063,1360.90%+91,173
GLOBAL X FDS
US INFR DEV ETF
9,21210,212+1,000440,227518,8600.44%+78,633
FIDELITY COVINGTON TRUST
ENHANCED EMRNGS
17,07618,422+1,346555,653629,1130.53%+73,460
DT MIDSTREAM INC(DTM)4,7644,772+8570,214642,6850.54%+72,471
ATMOS ENERGY CORP(ATO)2,2602,425+165378,844447,9460.38%+69,102
ISHARES INC
MSCI TAIWAN ETF
11,78411,524-260748,624817,2670.69%+68,643
PIMCO DYNAMIC INCOME FD(PDI)120,947128,837+7,8902,141,9802,204,4041.86%+62,424
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,8481,836-12561,589620,4760.52%+58,887
LOCKHEED MARTIN CORP(LMT)504500-4243,770302,1950.26%+58,425
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
5,7246,023+299529,986587,6840.50%+57,698
PARKER-HANNIFIN CORP(PH)300358+58263,688320,4960.27%+56,808
FIDELITY COVINGTON TRUST37,75538,201+4461,306,6871,363,0201.15%+56,333
LEGG MASON ETF INVT
FRANKLIN INTL LW
6,9587,634+676256,194309,4850.26%+53,291
VANGUARD INDEX FDS2,8613,029+168864,388915,4960.77%+51,108
VANGUARD INDEX FDS3,7873,997+2101,099,0121,147,8400.97%+48,828
DUFF & PHELPS UTLITY AND INF33,05532,251-804420,131465,7070.39%+45,576
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
6,7746,638-1361,061,0231,099,9190.93%+38,896
SPDR SERIES TRUST
ST STR SP BIOT
2,5902,770+180315,799353,8120.30%+38,013
FIDELITY COVINGTON TRUST15,09814,781-317391,189408,0300.34%+16,841
VANGUARD STAR FDS6,9946,9940527,627539,3070.46%+11,680
INVESCO EXCH TRADED FD TR II8,2148,257+43346,504358,1180.30%+11,614
WISDOMTREE TR(WT)3,4453,473+28277,523287,6690.24%+10,146
ISHARES TR
MSCI POLAND ETF
17,97617,630-346632,563641,8950.54%+9,332
BNY MELLON ETF TRUST
US SMLCP CORE
1,7821,832+50200,472208,6860.18%+8,214
VANGUARD WELLINGTON FD2,3352,334-1304,414310,9590.26%+6,545
FIDELITY COVINGTON TRUST
FUND DE INTL ETF
11,46611,846+380346,449351,4190.30%+4,970
PROSHARES TR
ULTR MSCI ETF
3,8573,926+69246,250249,6700.21%+3,420
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
2,3072,318+11236,283239,6120.20%+3,329
VANECK ETF TRUST
PHARMACEUTCL ETF
2,4482,458+10252,560255,2850.22%+2,725
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
8,7068,808+102412,229414,6810.35%+2,452
MCKESSON CORP(MCK)342326-16280,539282,3240.24%+1,785
FIDELITY COVINGTON TRUST
FUND GLOB EX ETF
14,30014,258-42435,582434,5290.37%-1,053
FIDELITY MERRIMACK STR TR10,97310,949-24551,181548,0080.46%-3,173
FIDELITY COVINGTON TRUST5,8516,119+268434,578430,5330.36%-4,045
VANECK ETF TRUST
FALLEN ANGEL HG
7,2197,220+1211,977207,3530.18%-4,624
VANGUARD SPECIALIZED FUNDS1,0441,0440229,340224,4150.19%-4,925
VANGUARD INDEX FDS740780+40206,564200,7330.17%-5,831
AUTOZONE INC(AZO)7674-2257,754249,9560.21%-7,798
BLACKROCK CR ALLOCATION11,40011,4000123,462115,1400.10%-8,322
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
3,1943,238+44753,756741,6310.63%-12,125
WISDOMTREE TR(WT)11,74211,294-448723,560710,4110.60%-13,149
PIMCO CORPORATE & INCM STRG(PCN)33,50034,667+1,167427,460412,5370.35%-14,923
FIDELITY COVINGTON TRUST9,0619,081+20483,505465,7400.39%-17,765
BLACKROCK ETF TRUST II5,9305,549-381306,845287,6320.24%-19,213
PIMCO INCOME STRATEGY FD27,43525,885-1,550231,277207,0800.17%-24,197
PIMCO INCOME STRATEGY FD II37,89037,696-194284,175259,7250.22%-24,450
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
27,75427,822+681,211,1641,183,5271.00%-27,637
ARCH CAP GROUP LTD
ORD
5,0764,755-321486,849456,3910.39%-30,458
ISHARES INC4,8884,313-575240,653210,1460.18%-30,507
ARISTA NETWORKS INC(ANET)2,7492,680-69360,201329,0500.28%-31,151
ISHARES TR649621-28444,682405,7960.34%-38,886
JANUS DETROIT STR TR
HENDRSON AAA CL
16,04415,248-796811,506768,0420.65%-43,464
STATE STR SPDR S&P 500 ETF T(SPY)563523-40383,586339,8090.29%-43,777
FIDELITY COVINGTON TRUST7,8057,711-94571,950525,2400.44%-46,710
JPMORGAN CHASE & CO(JPM)1,8021,811+9580,689532,7680.45%-47,921
FIDELITY COVINGTON TRUST10,31110,209-102565,456511,6750.43%-53,781
ISHARES TR4,6084,488-120631,019575,0030.49%-56,016
WISDOMTREE TR(WT)4,7884,200-588280,912224,4060.19%-56,506
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
12,61412,007-607796,953736,2720.62%-60,681
ALPHABET INC(GOOG)2,0151,987-28632,156569,8670.48%-62,289
T ROWE PRICE ETF INC
US HIGH YIELD
29,34728,824-5231,533,5461,470,1921.24%-63,354
BLACKROCK MULTI SECTOR INC T22,15617,576-4,580289,357220,0510.19%-69,306
NASDAQ INC(NDAQ)5,1685,082-86501,968431,4500.36%-70,518
S&P GLOBAL INC(SPGI)730720-10381,534306,2980.26%-75,236
FIDELITY COVINGTON TRUST
ENHANCED LARGE
20,70920,830+121863,571780,9250.66%-82,646
META PLATFORMS INC(META)927925-2611,951529,2670.45%-82,684
ISHARES TR2,7672,744-23766,254682,7950.58%-83,459
CONSTELLATION ENERGY CORP(CEG)1,4021,465+63495,285409,1010.35%-86,184
INVESCO EXCH TRADED FD TR II
SR LN ETF
14,5599,926-4,633305,747202,5920.17%-103,155
VANGUARD INDEX FDS2,9002,696-204972,361865,0090.73%-107,352
TRANSDIGM GROUP INC(TDG)594587-7789,931680,3100.57%-109,621
PALO ALTO NETWORKS INC(PANW)3,0932,770-323569,731444,0860.38%-125,645
GUGGENHEIM STRATEGIC OPPORTU(GOF)10,0260-10,026129,1350-129,135
FIDELITY COVINGTON TRUST7,5207,446-741,689,6191,549,0871.31%-140,532
BERKLEY W R CORP24,23623,280-9561,699,4071,542,9841.30%-156,423
Page 1 of 2