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CIK: 0001743941
Total reported value
$2.8B
$2.8B
158 檔
38.9%
According to the latest 13F quarterly dataset, Elm Partners Management LLC managed an equity portfolio of $2.8B at the end of Q1 2026, spanning 158 distinct U.S. exchange-listed positions.
In Q1 2026, Elm Partners Management LLC displayed an active expansion posture, initiating 11 new positions and adding to 84 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 | 12.97% | +2.52% | -3.60% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.52% | -0.84% | +0.14% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 9.29% | -4.74% | +14.05% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.33% | +0.07% | -3.60% | |
| 5 | ELM | Elm Market Navigator ETF | ETF-Other | 6.92% | -0.43% | +33.57% | |
| 6 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 6.04% | +4.34% | +1592.06% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.23% | -0.20% | +20.70% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 5.01% | +0.18% | +1.44% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 3.31% | -0.56% | +16.47% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.96% | +0.32% | -12.25% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.69% | +0.80% | -11.36% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.59% | -0.19% | +6.72% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.37% | -1.08% | -24.84% | |
| 14 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.92% | -0.09% | +13.70% | |
| 15 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.63% | -0.06% | +3.74% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.63% | +0.18% | -5.64% | |
| 17 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 1.27% | -0.14% | +8.66% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.24% | -0.47% | -40.64% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.34% | -5.50% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | +0.13% | +10.52% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.94% | +0.08% | +14.13% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-Other | 0.93% | +0.61% | +61.08% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.81% | -0.32% | -17.07% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.80% | -0.38% | -58.18% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.02% | +0.48% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.14% | +391.70% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.24% | +7.91% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | +0.91% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.36% | +0.30% | -2.12% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.28% | -0.01% | +30.05% | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.26% | -0.03% | -0.36% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.25% | — | +20.40% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.22% | — | +10.24% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | — | +20.55% | |
| 35 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.19% | -0.16% | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.19% | -0.03% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | -2.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | +0.01% | +1.65% | |
| 39 | COHR | Coherent CORP | Stock-Tech | 0.15% | -0.05% | -20.00% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.02% | +1.04% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | +0.06% | -1.76% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.13% | +0.08% | -16.49% | |
| 43 | VFH | Vanguard Financials ETF | ETF-Other | 0.12% | +0.02% | -37.87% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.12% | +0.04% | +6.98% | |
| 45 | BN | Brookfield CORP | Stock-Financials | 0.12% | -0.01% | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.11% | +0.01% | -9.37% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.11% | — | -3.58% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | -0.02% | -3.72% | |
| 49 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.10% | — | -8.90% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-Other | 0.09% | +0.03% | +1.38% |
According to official SEC Form 13F filings, Elm Partners Management LLC reported a total U.S. public equity portfolio value of $2.8B across 158 disclosed positions in Q1 2026.
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 VTI, VWO, SCHP) accounted for 38.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLV
市值: $631.2K
Top Position Liquidated / Trimmed
BTC
前期市值: $1.1M
During Q1 2026, Elm Partners Management LLC's top holdings by market value included VTI (13.0%)、VWO (10.5%)、SCHP (9.3%). The largest single position, VTI, represented 13.0% of total portfolio value.
In Q1 2026, Elm Partners Management LLC made 138 total portfolio adjustments, initiating 11 new buys, adding to 84 positions, trimming 36 holdings, and fully liquidating 7 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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