Fund HoldingsElm3 Financial Group, LLC

Total Portfolio Value
$145.97M
Total Bought
$26.34M
Total Sold
$9.44M
Net Transaction
+$16.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GLOBAL X FDS
1 3 MO T BI ET
028,742+28,74202,8841.98%+2,884
STERLING INFRASTRUCTURE INC(STRL)2,6372,729+921,0742,2911.57%+1,217
BROADCOM INC(AVGO)16,32316,418+955,0526,2024.25%+1,150
ELI LILLY & CO(LLY)4,0354,052+173,7114,8603.33%+1,149
AMAZON COM INC(AMZN)36,71736,886+1697,6478,7916.02%+1,144
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
14,29314,882+5893,3964,5093.09%+1,113
ISHARES TR
MSCI USA MMENTM
10,44210,255-1872,5063,5162.41%+1,010
ISHARES INC10,41010,976+5661,2812,2161.52%+936
NVIDIA CORPORATION(NVDA)41,33940,418-9217,2098,0875.54%+878
VANECK ETF TRUST
SEMICONDUCTR ETF
1,9812,381+4007591,5611.07%+802
KLA CORP(KLAC)5405,250+4,7107951,5841.09%+789
VANGUARD BD INDEX FDS
VANGUARD ULTRA
015,755+15,75507840.54%+784
INVESCO QQQ TR6,9456,497-4484,0084,7843.28%+776
VANGUARD INSTL INDEX FD09,820+9,82007430.51%+743
ALPHABET INC(GOOG)8,1528,594+4422,3443,0712.10%+727
FIDELITY COVINGTON TRUST7,4467,609+1631,5492,1731.49%+624
FIDELITY MERRIMACK STR TR10,94923,250+12,3015481,1650.80%+617
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
21,41921,776+3573,1063,7052.54%+599
ISHARES INC
MSCI TAIWAN ETF
11,52412,367+8438171,3430.92%+526
TIDAL TRUST II
PINN FOCU OP ETF
010,691+10,69104790.33%+479
TIDAL TRUST II
DEFIA AI PWR ETF
013,876+13,87604640.32%+464
SCHWAB STRATEGIC TR012,069+12,06904200.29%+420
PALO ALTO NETWORKS INC(PANW)2,7702,518-2524448590.59%+415
ROUNDHILL ETF TRUST05,316+5,31603930.27%+393
SANDISK CORP(SNDK)0171+17103890.27%+389
SCHWAB STRATEGIC TR012,048+12,04803820.26%+382
FIDELITY COVINGTON TRUST6,11910,275+4,1564317940.54%+363
AMPHENOL CORP02,020+2,02003560.24%+356
APPLIED MATLS INC0478+47803460.24%+346
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
01,826+1,82603430.23%+343
RENAISSANCE CAP GREENWICH FD05,526+5,52603280.22%+328
GE VERNOVA INC(GEV)0279+27903280.22%+328
ARK ETF TR
SPACE & DEFENSE
09,223+9,22303150.22%+315
FIDELITY COVINGTON TRUST
ENHANCED EMRNGS
18,42222,061+3,6396299390.64%+310
APPLE INC(AAPL)13,23812,657-5813,3603,6632.51%+303
HOWMET AEROSPACE INC(HWM)7,6687,691+231,7672,0681.42%+301
ISHARES TR
ULTRA SHORT DUR
05,565+5,56502810.19%+281
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
05,517+5,51702720.19%+272
FIRST TR EXCHANGE-TRADED FD01,297+1,29702670.18%+267
VERTIV HOLDINGS CO(VRT)2,2622,491+2295678340.57%+267
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,8361,829-76208730.60%+253
ISHARES TR01,330+1,33002530.17%+253
FIDELITY COVINGTON TRUST10,20912,256+2,0475127610.52%+250
CROWDSTRIKE HLDGS INC(CRWD)0315+31502400.16%+240
ADVANCED MICRO DEVICES INC(AMD)0398+39802310.16%+231
COMFORT SYS USA INC(FIX)0116+11602300.16%+230
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,363+4,36302260.15%+226
GLOBAL X FDS
DATA CTR DIG ETF
06,932+6,93202110.14%+211
VANGUARD INDEX FDS4,5564,631+751,1931,4040.96%+210
VANGUARD INDEX FDS3,0293,057+289151,1180.77%+202
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
04,372+4,37202000.14%+200
VANGUARD INDEX FDS2,6962,853+1578651,0560.72%+191
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,1859,162-231,7631,9491.34%+187
VANGUARD SPECIALIZED FUNDS1,0441,735+6912244100.28%+186
VICTORY PORTFOLIOS II
VICT FR GROW ETF
16,88618,327+1,4414446280.43%+184
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
27,82227,532-2901,1841,3570.93%+173
TTM TECHNOLOGIES INC(TTMI)2,3872,000-3872333740.26%+141
ALPHABET INC(GOOG)1,9871,98705707020.48%+132
VANGUARD INDEX FDS3,99715,848+11,8511,1481,2770.87%+129
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
6,6386,943+3051,1001,2260.84%+127
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
12,00711,898-1097368600.59%+124
MODINE MFG CO(MOD)2,2232,263+404826040.41%+122
EMCOR GROUP INC(EME)398486+882944030.28%+109
ISHARES TR
US INFRASTRUC
18,18218,111-711,0401,1420.78%+102
TRANSDIGM GROUP INC(TDG)587582-56807750.53%+95
ISHARES TR4,4884,573+855756700.46%+95
ARISTA NETWORKS INC(ANET)2,6802,480-2003294210.29%+92
MARATHON PETE CORP(MPC)1,1211,431+3102743660.25%+92
ISHARES TR2,7442,660-846837730.53%+90
FIDELITY COVINGTON TRUST
ENHANCED LARGE
20,83019,586-1,2447818570.59%+76
SPDR SERIES TRUST
ST PORT HIGH ETF
103,826106,362+2,5362,4212,4931.71%+72
PARKER-HANNIFIN CORP(PH)358400+423203910.27%+71
SPDR SERIES TRUST
ST STR SP BIOT
2,7702,663-1073544210.29%+68
FIDELITY COVINGTON TRUST
FUND GLOB EX ETF
14,25814,426+1684355020.34%+67
JPMORGAN CHASE & CO(JPM)1,8111,81105335930.41%+60
VANGUARD STAR FDS6,9946,99405395980.41%+59
FIDELITY COVINGTON TRUST9,0818,882-1994665230.36%+57
GLOBAL X FDS
US INFR DEV ETF
10,2129,727-4855195730.39%+54
T ROWE PRICE EXCHANGE-TRADED
US HIGH YIELD
28,82429,493+6691,4701,5211.04%+51
DT MIDSTREAM INC(DTM)4,7724,696-766436890.47%+46
ISHARES TR621601-204064500.31%+44
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
6,0235,638-3855886320.43%+44
VANGUARD INDEX FDS78078002012390.16%+38
STATE STR SPDR S&P 500 ETF T(SPY)523504-193403760.26%+37
BNY MELLON ETF TRUST
US SMLCP CORE
1,8321,822-102092450.17%+36
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
3,2382,702-5367427770.53%+36
PROSHARES TR
ULTR MSCI ETF
3,9263,877-492502840.19%+34
PIMCO HIGH INCOME FD(PHK)259,069264,575+5,5061,1991,2330.84%+33
WISDOMTREE TR(WT)4,2003,883-3172242560.18%+32
PROSHARES TR
ULT FTSE EUROPE
2,4212,391-302082360.16%+29
PROGRESSIVE CORP(PGR)4,0943,823-2718128350.57%+24
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
2,3182,266-522402560.18%+16
INVESCO EXCH TRADED FD TR II8,2578,260+33583720.25%+13
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
4,2954,064-2313253350.23%+10
FIDELITY COVINGTON TRUST
FUND DE INTL ETF
11,84611,009-8373513600.25%+8
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
4,1204,220+1002032100.14%+8
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
8,8088,978+1704154210.29%+7
VANECK ETF TRUST
PHARMACEUTCL ETF
2,4582,393-652552620.18%+6
DUFF & PHELPS UTLITY AND INF(DPG)32,25131,799-4524664720.32%+6
VANGUARD WELLINGTON FD2,3342,264-703113160.22%+5
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Elm3 Financial Group, LLC — 13F Holdings — Q2 2026 | TickerTrail