Elm Partners Management LLC
CIK: 0001743941SEC EDGAR →
Portfolio Value
$2.2B
Holdings
154
As of
Q4 2025
New Positions
154
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 996,018 | $333.9M | 15.15% |
| 2 | VANGUARD INTL EQUITY INDEX F | 4,625,697 | $248.7M | 11.28% |
| 3 | SCHWAB STRATEGIC TR | 7,072,390 | $187.3M | 8.50% |
| 4 | VANGUARD INTL EQUITY INDEX F | 2,196,125 | $183.6M | 8.33% |
| 5 | SERIES PORTFOLIOS TR | 4,496,630 | $122.5M | 5.56% |
| 6 | VANGUARD INTL EQUITY INDEX F | 1,207,832 | $109.2M | 4.95% |
| 7 | ISHARES INC | 1,484,000 | $99.8M | 4.53% |
| 8 | VANGUARD SCOTTSDALE FDS | 1,328,709 | $78.0M | 3.54% |
| 9 | VANGUARD INDEX FDS | 120,434 | $75.5M | 3.43% |
| 10 | VANGUARD BD INDEX FDS | 991,972 | $73.5M | 3.33% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (154)
$333.9M · 996K shares
$248.7M · 4.6M shares
$187.3M · 7.1M shares
$183.6M · 2.2M shares
$122.5M · 4.5M shares
$109.2M · 1.2M shares
$99.8M · 1.5M shares
$78.0M · 1.3M shares
$75.5M · 120K shares
$73.5M · 992K shares
$68.2M · 961K shares
$60.1M · 404K shares
$48.1M · 479K shares
$43.9M · 429K shares
$41.0M · 876K shares
$40.8M · 556K shares
$35.8M · 490K shares
$29.1M · 292K shares
$27.4M · 295K shares
$24.1M · 126K shares
$22.8M · 453K shares
$20.5M · 110K shares
$19.3M · 75K shares
$13.9M · 130K shares
$13.1M · 627K shares
$10.0M · 15K shares
$8.5M · 96K shares
$8.2M · 109K shares
$6.1M · 112K shares
$5.4M · 20K shares
$5.2M · 71K shares
$5.0M · 38K shares
$4.6M · 45K shares
$4.5M · 6 shares
$4.3M · 6K shares
$4.3M · 9K shares
$4.1M · 4K shares
$3.9M · 27K shares
$3.9M · 164K shares
$3.9M · 5K shares
$3.7M · 20K shares
$3.7M · 59K shares
$3.4M · 43K shares
$3.2M · 70K shares
$3.2M · 11K shares
$3.1M · 57K shares
$3.1M · 19K shares
$3.0M · 7K shares
$2.9M · 10K shares
$2.8M · 107K shares
$2.6M · 5K shares
$2.5M · 21K shares
$2.5M · 13K shares
$2.3M · 7K shares
$2.1M · 7K shares
$1.7M · 9K shares
$1.7M · 8K shares
$1.7M · 8K shares
$1.6M · 5K shares
$1.5M · 31K shares
$1.4M · 18K shares
$1.3M · 4K shares
$1.2M · 4K shares
$1.2M · 7K shares
$1.2M · 8K shares
$1.2M · 2K shares
$1.1M · 13K shares
$1.1M · 9K shares
$1.1M · 28K shares
$1.1M · 2K shares
$1.0M · 5K shares
$1.0M · 36K shares
$1.0M · 4K shares
$995K · 1K shares
$993K · 5K shares
$915K · 10K shares
$870K · 1K shares
$799K · 2K shares
$798K · 2K shares
$766K · 13K shares
$750K · 349 shares
$735K · 3K shares
$696K · 4K shares
$682K · 3K shares
$682K · 2K shares
$679K · 6K shares
$673K · 9K shares
$635K · 4K shares
$610K · 7K shares
$563K · 3K shares
$562K · 5K shares
$558K · 10K shares
$543K · 4K shares
$543K · 6K shares
$529K · 18K shares
$514K · 4K shares
$490K · 2K shares
$480K · 6K shares
$458K · 1K shares
$452K · 32K shares
$451K · 3K shares
$451K · 224 shares
$449K · 4K shares
$424K · 1K shares
$420K · 5K shares
$417K · 3K shares
$414K · 723 shares
$412K · 2K shares
$375K · 2K shares
$371K · 871 shares
$367K · 3K shares
$363K · 341 shares
$354K · 620 shares
$340K · 2K shares
$338K · 8K shares
$332K · 838 shares
$327K · 3K shares
$320K · 5K shares
$319K · 22K shares
$316K · 3K shares
$314K · 1K shares
$312K · 356 shares
$311K · 3K shares
$305K · 2K shares
$304K · 2K shares
$301K · 490 shares
$292K · 3K shares
$290K · 500 shares
$289K · 599 shares
$287K · 4K shares
$274K · 2K shares
$274K · 2K shares
$272K · 5K shares
$270K · 885 shares
$270K · 4K shares
$267K · 5K shares
$261K · 10K shares
$261K · 2K shares
$259K · 3K shares
$248K · 768 shares
$240K · 2K shares
$240K · 531 shares
$239K · 840 shares
$239K · 515 shares
$237K · 1K shares
$235K · 3K shares
$232K · 1K shares
$228K · 828 shares
$223K · 637 shares
$220K · 3K shares
$216K · 2K shares
$207K · 461 shares
$200K · 5K shares
$196K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $2.1B | 96.1% |
| Technology | 19 | $48.1M | 2.2% |
| Unknown | 9 | $8.8M | 0.4% |
| Healthcare | 10 | $7.9M | 0.4% |
| Industrials | 6 | $6.2M | 0.3% |
| Communication Services | 5 | $5.9M | 0.3% |
| Utilities | 5 | $3.1M | 0.1% |
| Consumer Cyclical | 5 | $2.2M | 0.1% |
| Consumer Defensive | 3 | $1.9M | 0.1% |
| Energy | 2 | $953K | 0.0% |
| Real Estate | 1 | $514K | 0.0% |
| Basic Materials | 1 | $371K | 0.0% |