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CIK: 0001743941
Total reported value
$2.8B
$2.8B
154 檔
38.6%
As reported in its official Q4 2025 Form 13F filing, Elm Partners Management LLC's tracked investment portfolio stood at $2.8B with 154 total positions.
In Q4 2025, Elm Partners Management LLC displayed an active expansion posture, initiating 12 new positions and adding to 82 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.15% | +2.52% | +5.82% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.28% | -0.84% | +12.81% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 8.50% | -4.74% | +28.43% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.33% | +0.07% | +16.16% | |
| 5 | ELM | Elm Market Navigator ETF | ETF-Other | 5.56% | -0.43% | -25.66% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.95% | +0.18% | +7.35% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.53% | -0.20% | -1.14% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.54% | +0.32% | +58.17% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | +0.80% | +32.90% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 3.33% | -1.08% | +73.93% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.10% | -0.56% | -7.94% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.73% | -0.19% | -1.49% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.18% | -0.47% | -40.50% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.99% | -0.38% | -3.43% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.86% | +0.18% | +23.52% | |
| 16 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.85% | -0.09% | +11.04% | |
| 17 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.63% | -0.06% | +3.42% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.32% | -0.34% | +60.37% | |
| 19 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.25% | -0.14% | +6.98% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | +0.13% | +9.59% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.32% | +235.73% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.02% | -16.88% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | +0.08% | -2.81% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | -0.24% | +159.43% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-Other | 0.59% | +0.61% | +11.22% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | -0.61% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | +0.30% | +44.96% | |
| 28 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.37% | +4.34% | — | |
| 29 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.28% | -0.03% | -2.90% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.01% | -19.98% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | — | — | |
| 32 | VFH | Vanguard Financials ETF | ETF-Other | 0.23% | +0.02% | +81.44% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.21% | — | -0.06% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.21% | -0.03% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | -9.90% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.19% | +0.08% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.02% | -1.64% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.18% | +0.06% | +139.76% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | — | +5.66% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.25% | +9.53% | |
| 41 | COHR | Coherent CORP | Stock-Tech | 0.17% | -0.05% | -50.00% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | +0.01% | +12.76% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.14% | +9.92% | |
| 44 | BN | Brookfield CORP | Stock-Financials | 0.15% | -0.01% | +50.00% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.02% | +3.88% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.14% | +0.01% | +99.67% | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.14% | -0.16% | — | |
| 48 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.13% | — | +12.25% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.13% | +0.01% | +91.78% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | — | +13.15% |
According to official SEC Form 13F filings, Elm Partners Management LLC reported a total U.S. public equity portfolio value of $2.8B across 154 disclosed positions in Q4 2025.
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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 VTI, VWO, SCHP) accounted for 38.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBIL
市值: $8.2M
Top Position Liquidated / Trimmed
XLV
前期市值: $618.8K
During Q4 2025, Elm Partners Management LLC's top holdings by market value included VTI (15.2%)、VWO (11.3%)、SCHP (8.5%). The largest single position, VTI, represented 15.2% of total portfolio value.
In Q4 2025, Elm Partners Management LLC made 134 total portfolio adjustments, initiating 12 new buys, adding to 82 positions, trimming 35 holdings, and fully liquidating 5 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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