Fund HoldingsElm3 Financial Group, LLC

Total Portfolio Value
$120.56M
Total Bought
$13.41M
Total Sold
$18.86M
Net Transaction
-$5.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SCHWAB STRATEGIC TR063,726+63,72601,6841.40%+1,684
SPDR SERIES TRUST
ST PORT HIGH ETF
069,699+69,69901,6501.37%+1,650
PIMCO HIGH INCOME FD(PHK)0209,092+209,09201,0160.84%+1,016
ETFIS SER TR I
VIRTUS REAVES UT
012,311+12,31109720.81%+972
ISHARES TR
US INFRASTRUC
017,279+17,27909090.75%+909
VANGUARD INDEX FDS02,861+2,86108640.72%+864
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
03,194+3,19407540.63%+754
ELI LILLY & CO(LLY)04,109+4,10904,4153.66%+4,415
VANGUARD INDEX FDS1,6083,787+2,1794721,0990.91%+627
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
05,724+5,72405300.44%+530
ALPHABET INC(GOOG)8,5648,230-3342,0822,5762.14%+494
GLOBAL X FDS
US INFR DEV ETF
09,212+9,21204400.37%+440
FIDELITY COVINGTON TRUST05,851+5,85104350.36%+435
PIMCO DYNAMIC INCOME FD(PDI)87,021120,947+33,9261,7232,1421.78%+419
SPDR SERIES TRUST
ST STR SP BIOT
02,590+2,59003160.26%+316
VANGUARD INDEX FDS2,2143,268+1,0545638430.70%+280
FIDELITY COVINGTON TRUST
ENHANCED LARGE
14,24820,709+6,4615868640.72%+278
LEGG MASON ETF INVT
FRANKLIN INTL LW
06,958+6,95802560.21%+256
VANECK ETF TRUST
PHARMACEUTCL ETF
02,448+2,44802530.21%+253
VANGUARD SPECIALIZED FUNDS01,044+1,04402290.19%+229
AMAZON COM INC(AMZN)37,81036,875-9358,3028,5117.06%+209
VANGUARD INDEX FDS0740+74002070.17%+207
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
02,682+2,68202010.17%+201
BNY MELLON ETF TRUST
US SMLCP CORE
01,782+1,78202000.17%+200
PIMCO CORPORATE & INCOME OPP(PTY)136,391166,425+30,0341,9692,1471.78%+177
NASDAQ INC(NDAQ)3,8205,168+1,3483385020.42%+164
ALPHABET INC(GOOG)2,0562,015-415016320.52%+131
ISHARES INC11,48610,598-8889201,0300.85%+110
WISDOMTREE TR(WT)11,10211,742+6406377240.60%+86
APPLE INC(AAPL)14,03513,414-6213,5743,6473.02%+73
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7732,121+3483364060.34%+70
KLA CORP(KLAC)556544-126006610.55%+61
INVESCO EXCH TRADED FD TR II7,0848,214+1,1302913470.29%+55
FIDELITY COVINGTON TRUST37,98537,755-2301,2591,3071.08%+47
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
7,6808,706+1,0263654120.34%+47
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
14,45814,303-1553,5733,6173.00%+45
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,8551,848-75185620.47%+44
FIDELITY COVINGTON TRUST8,4909,061+5714424840.40%+42
FIDELITY COVINGTON TRUST7,4317,520+891,6511,6901.40%+39
WISDOMTREE TR(WT)3,1043,445+3412402780.23%+38
JPMORGAN CHASE & CO.(JPM)1,7301,802+725465810.48%+35
VANGUARD WELLINGTON FD2,0582,335+2772703040.25%+34
ATMOS ENERGY CORP(ATO)2,0332,260+2273473790.31%+32
PARKER-HANNIFIN CORP(PH)307300-72332640.22%+31
DT MIDSTREAM INC(DTM)4,7744,764-105405700.47%+31
VANECK ETF TRUST
SEMICONDUCTR ETF
1,6631,586-775435710.47%+28
FIDELITY COVINGTON TRUST
FUND GLOB EX ETF
13,87314,300+4274154360.36%+21
CONSTELLATION ENERGY CORP(CEG)1,4441,402-424754950.41%+20
ISHARES TR
MSCI POLAND ETF
19,03317,976-1,0576136330.52%+20
MCKESSON CORP(MCK)34234202642810.23%+16
PROSHARES TR
ULTR MSCI ETF
3,9423,857-852352460.20%+11
VANGUARD INDEX FDS2,9332,900-339639720.81%+10
FIDELITY COVINGTON TRUST7,9407,805-1355645720.47%+8
VANGUARD STAR FDS7,1046,994-1105225280.44%+6
META PLATFORMS INC(META)828927+996086120.51%+4
FIDELITY COVINGTON TRUST
ENHANCED EMRNGS
17,81017,076-7345535560.46%+3
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
6,8416,774-671,0631,0610.88%-2
HOWMET AEROSPACE INC(HWM)8,2377,870-3671,6161,6131.34%-3
PIMCO INCOME STRATEGY FD27,69327,435-2582362310.19%-5
VANECK ETF TRUST
FALLEN ANGEL HG
7,5167,219-2972232120.18%-11
ISHARES TR4,5164,608+926436310.52%-12
FIDELITY COVINGTON TRUST
FUND DE INTL ETF
11,97611,466-5103613460.29%-14
FIDELITY MERRIMACK STR TR11,28910,973-3165675510.46%-16
S&P GLOBAL INC(SPGI)831730-1014043820.32%-23
FIDELITY COVINGTON TRUST16,96115,098-1,8634153910.32%-24
BLACKROCK CR ALLOCATION INCO13,40011,400-2,0001481230.10%-25
CHENIERE ENERGY INC(LNG)9961,031+352342000.17%-34
PIMCO CORPORATE & INCM STRG(PCN)34,50033,500-1,0004624270.35%-34
PIMCO INCOME STRATEGY FD II42,69037,890-4,8003242840.24%-40
ISHARES INC
MSCI TAIWAN ETF
12,40111,784-6177897490.62%-40
FIDELITY COVINGTON TRUST11,34610,311-1,0356095650.47%-43
BLACKROCK CORPOR HI YLD FD I(HYT)32,26229,482-2,7803062620.22%-44
VERTIV HOLDINGS CO(VRT)2,8052,323-4824233760.31%-47
ISHARES TR2,9802,767-2138157660.64%-49
INVESCO QQQ TR7,2286,978-2504,3394,2863.56%-53
TRANSDIGM GROUP INC(TDG)0594+59407900.66%+790
BROADCOM INC(AVGO)17,50216,479-1,0235,7745,7034.73%-71
GUGGENHEIM STRATEGIC OPPORTU(GOF)13,57510,026-3,5492031290.11%-74
WISDOMTREE TR(WT)6,2414,788-1,4533582810.23%-77
LOCKHEED MARTIN CORP(LMT)676504-1723372440.20%-94
ARCH CAP GROUP LTD
ORD
05,076+5,07604870.40%+487
COSTCO WHSL CORP NEW(COST)787714-737286160.51%-113
SPDR S&P 500 ETF TR(SPY)750563-1874993840.32%-116
T ROWE PRICE ETF INC
US HIGH YIELD
31,51429,347-2,1671,6531,5341.27%-119
DUFF & PHELPS UTLITY AND INF42,05833,055-9,0035434200.35%-123
INVESCO EXCH TRADED FD TR II
SR LN ETF
20,63814,559-6,0794323060.25%-126
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
3,5132,307-1,2063692360.20%-132
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
14,87412,614-2,2609367970.66%-139
PROGRESSIVE CORP(PGR)4,4994,266-2331,1119710.81%-140
ISHARES TR891649-2425964450.37%-152
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
32,64427,754-4,8901,3721,2111.00%-161
MODINE MFG CO(MOD)3,3562,350-1,0064773140.26%-163
BLACKROCK MULTI SECTOR INC T34,45222,156-12,2964612890.24%-172
ARISTA NETWORKS INC(ANET)3,6712,749-9225353600.30%-175
BLACKROCK ETF TRUST II9,3625,930-3,4324863070.25%-180
CROWDSTRIKE HLDGS INC(CRWD)1,051680-3715153190.26%-197
PALANTIR TECHNOLOGIES INC(PLTR)1,1160-1,1162040-204
ISHARES INC3,0500-3,0502080-208
OREILLY AUTOMOTIVE INC(ORLY)1,9650-1,9652120-212
PHILLIPS 66(PSX)1,5740-1,5742140-214
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