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CIK: 0001743941
Total reported value
$2.8B
$2.8B
66 檔
31.4%
During the Q1 2025 filing period, Elm Partners Management LLC (CIK: 0001743941) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 66 reported positions.
In Q1 2025, Elm Partners Management LLC displayed an active expansion posture, initiating 66 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ELM | Elm Market Navigator ETF | ETF-Other | 17.23% | -0.43% | — | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 13.86% | -4.74% | +113.26% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.34% | -0.84% | -7.92% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.76% | +0.07% | +25.74% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.17% | +2.52% | -54.79% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.95% | -0.47% | -7.91% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.88% | -0.20% | -40.62% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.64% | -0.19% | -48.97% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.71% | -0.38% | +209.67% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.29% | +0.18% | -5.36% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.94% | -1.08% | +650.84% | |
| 12 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.11% | -0.56% | -48.32% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.55% | -0.34% | -45.25% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.53% | -0.06% | -44.11% | |
| 15 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.27% | -0.14% | -32.74% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.09% | +0.32% | +8.25% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.06% | +0.13% | +4.71% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | — | -30.17% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.80% | -39.85% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.18% | +8.38% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-Other | 0.67% | +0.61% | -42.33% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.65% | -0.32% | -11.01% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | +0.08% | -62.28% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.14% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | +0.30% | -39.68% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.24% | -53.68% | |
| 27 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.37% | -0.09% | — | |
| 28 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.32% | -0.03% | -4.50% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.30% | — | -13.68% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | — | +0.39% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.16% | — | -3.26% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | +0.04% | +3.17% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | — | -31.72% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | +3.06% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +52.26% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | +0.25% | +17.73% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.06% | -0.01% | -5.08% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | +0.01% | +40.24% | |
| 39 | VFH | Vanguard Financials ETF | ETF-Other | 0.06% | +0.02% | -2.90% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.05% | — | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.05% | — | — | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.04% | — | -26.59% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.04% | — | +32.27% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.04% | +0.01% | -41.54% | |
| 45 | VIS | Vanguard Industrials ETF | ETF-Other | 0.03% | +0.03% | +1.27% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.03% | — | — | |
| 47 | VHT | Vanguard Health Care ETF | ETF-Other | 0.03% | +0.01% | +8.21% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.03% | — | — | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.03% | — | +2.40% | |
| 50 | FLCA | Franklin Ftse Canada ETF | ETF-Other | 0.03% | +0.01% | — |
According to official SEC Form 13F filings, Elm Partners Management LLC reported a total U.S. public equity portfolio value of $2.8B across 66 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ELM, SCHP, VWO) accounted for 31.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
ELM
市值: $267.6M
During Q1 2025, Elm Partners Management LLC's top holdings by market value included ELM (17.2%)、SCHP (13.9%)、VWO (9.3%). The largest single position, ELM, represented 17.2% of total portfolio value.
In Q1 2025, Elm Partners Management LLC made 66 total portfolio adjustments, initiating 66 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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