Elm3 Financial Group, LLC
RIA/Wealth
Elm3 Financial Group, LLC is a RIA/Wealth based in Alpharetta, GA led by Stacey Ann Nickens, reporting $159.1M in AUM as of Q3 2025 with 44% ETF concentration.
PresidentStacey Ann Nickens
- Portfolio Value
- $120.6M
- Positions
- 108
- Top Holding
- NVDA at 7.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Elm3 Financial Group, LLC's portfolio (43.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $8.5M | 7.04% | -$656.4K Sold | 0.00% 45.5K shares | |
Specialty Retail Consumer Cyclical | $8.3M | 6.88% | -$166.0K Sold | 0.00% 37.8K shares | |
Semiconductors Technology | $5.8M | 4.79% | -$244.5K Sold | 0.00% 17.5K shares | |
ETF ETF | $5.6M | 4.64% | -$945.4K Sold | — 218.4K shares | |
Software - Infrastructure Technology | $5.4M | 4.51% | -$373.5K Sold | 0.00% 10.5K shares | |
ETF ETF | $4.3M | 3.60% | -$181.9K Sold | — 7.2K shares | |
ETF ETF | $3.8M | 3.12% | -$840.9K Sold | — 14.7K shares | |
Drug Manufacturers - General Healthcare | $3.7M | 3.10% | -$775.1K Sold | 0.00% 4.9K shares | |
Consumer Electronics Technology | $3.6M | 2.96% | -$246.5K Sold | 0.00% 14.0K shares | |
ETF ETF | $3.6M | 2.96% | -$205.1K Sold | — 14.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Elm3 Financial Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Elm3 Financial Group, LLC
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