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Elm Partners Management

Latest statistics and disclosures from Elm Partners Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VWO, SCHP, VGK, ELM, and represent 47.04% of Elm Partners Management's stock portfolio.
Added to shares of these 10 stocks: VBIL (+$131M), ELM (+$40M), SCHP (+$26M), IEMG (+$21M), SPYM (+$13M), IEUR (+$11M), SCHH (+$8.1M), BBEU (+$5.3M), ITOT, VB.
Started 11 new stock positions in VGIT, SCHD, CVX, EEM, XLV, WFC, VSS, KMI, BSV, KO. TJX.
Reduced shares in these 10 stocks: STIP (-$26M), SGOV (-$20M), BND (-$18M), VTI (-$11M), VGSH (-$9.5M), VOO (-$7.9M), VGK (-$6.3M), VTEB, SPEM, VFH.
Sold out of its positions in ELV, BTC, LMND, NVO, PLTR, XLU, TSLA.
Elm Partners Management was a net buyer of stock by $169M.
Elm Partners Management has $2.3B in assets under management (AUM), dropping by 4.68%.
Central Index Key (CIK): 0001743941

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Portfolio Holdings for Elm Partners Management

Elm Partners Management holds 158 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	13.0	$299M	-3%	960k	311.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	10.5	$243M		4.6M	52.42	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	9.3	$214M	+14%	8.1M	26.58	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	7.3	$169M	-3%	2.1M	79.87	View chart
Series Portfolios Tr Elm Market Navig (ELM)	6.9	$160M	+33%	6.0M	26.58	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	6.0	$139M	+1592%	1.8M	75.63	View chart
Ishares Core Msci Emkt (IEMG)	5.2	$121M	+20%	1.8M	67.32	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	5.0	$116M		1.2M	94.41	View chart
Ishares Tr Core Msci Euro (IEUR)	3.3	$76M	+16%	1.1M	68.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.0	$68M	-12%	1.2M	58.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$62M	-11%	107k	580.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.6	$60M	+6%	431k	138.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$55M	-24%	746k	73.48	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	1.9	$44M	+13%	632k	70.16	View chart
Ishares Tr Core Msci Pac (IPAC)	1.6	$38M	+3%	508k	74.26	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.6	$38M	-5%	827k	45.47	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	1.3	$29M	+8%	321k	91.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.2	$29M	-40%	284k	100.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$27M	-5%	276k	99.04	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$27M	+10%	139k	193.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$22M	+14%	85k	253.84	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$21M	+61%	1.0M	21.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$19M	-17%	375k	49.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$19M	-58%	179k	103.38	View chart
NVIDIA Corporation (NVDA)	0.8	$18M		111k	165.17	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$16M	+391%	211k	74.38	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$15M	+7%	140k	105.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$9.4M		15k	634.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$8.2M	-2%	94k	87.33	View chart
Apple (AAPL)	0.3	$6.4M	+30%	26k	246.63	View chart
Ishares Msci Cda Etf (EWC)	0.3	$6.0M		112k	53.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$5.9M	+20%	85k	68.89	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.0M	+10%	50k	100.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$4.7M	+20%	197k	23.97	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$4.5M		19k	234.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.3M		6.00	712700.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$3.9M	-2%	6.2k	631.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.7M		60k	62.03	View chart
Coherent Corp (COHR)	0.2	$3.5M	-20%	16k	219.65	View chart
Eli Lilly & Co. (LLY)	0.1	$3.4M		3.9k	886.63	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.4M		27k	127.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.9M	-16%	7.6k	380.06	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.8M	-37%	24k	118.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.7M	+6%	23k	120.87	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$2.7M		70k	38.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.5M	-9%	52k	48.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.5M	-3%	103k	24.39	View chart
International Business Machines (IBM)	0.1	$2.5M	-3%	10k	237.24	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.4M	-8%	6.8k	347.69	View chart
Vanguard World Industrial Etf (VIS)	0.1	$2.1M		7.0k	301.89	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$2.1M	-7%	12k	173.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.0M		7.4k	273.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.0M	+95%	70k	28.08	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.9M	-26%	7.3k	266.36	View chart
Microsoft Corporation (MSFT)	0.1	$1.9M		5.4k	358.97	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M		9.4k	187.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.6M	+20%	6.0k	273.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.6M		7.8k	207.63	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.5M	+26%	9.9k	156.61	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M		7.9k	196.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.5M	+59%	7.2k	210.71	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.4M		7.3k	199.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.4M	+116%	20k	72.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M		18k	74.63	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	+16%	1.3k	996.46	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	+2%	9.5k	131.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M	+22%	2.6k	474.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M		4.1k	283.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.1M		13k	87.69	View chart
Broadcom (AVGO)	0.0	$1.1M	+4%	3.8k	293.37	View chart
Franklin Templeton Etf Tr Ftse Canada (FLCA)	0.0	$1.1M	-26%	23k	47.71	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.0M	+6%	6.0k	171.46	View chart
Abbvie (ABBV)	0.0	$996k		4.7k	213.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$994k	+49%	4.2k	239.61	View chart
Amazon (AMZN)	0.0	$967k	+9%	4.8k	200.96	View chart
Dominion Resources (D)	0.0	$809k		13k	61.84	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$774k	+114%	3.5k	224.07	View chart
Meta Platforms Cl A (META)	0.0	$768k	+8%	1.4k	536.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$737k		3.5k	212.29	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$703k	+193%	6.5k	107.96	View chart
Markel Corporation (MKL)	0.0	$687k	+4%	364.00	1886.48	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$646k		2.0k	316.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$645k		3.6k	181.47	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$642k	+4%	2.1k	308.21	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$631k	NEW	4.4k	143.82	View chart
Sempra Energy (SRE)	0.0	$612k	+3%	6.3k	96.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$611k		4.1k	149.09	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$586k	+80%	5.5k	105.66	View chart
Wal-Mart Stores (WMT)	0.0	$559k	+12%	4.5k	123.51	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$551k	+100%	44k	12.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$535k		18k	29.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$532k	+23%	6.4k	83.59	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$528k	-6%	4.8k	110.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$527k	+5%	6.2k	84.93	View chart
Prologis (PLD)	0.0	$519k		4.0k	128.78	View chart
Linde SHS (LIN)	0.0	$518k	+19%	1.0k	499.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$511k		1.6k	316.50	View chart
Caterpillar (CAT)	0.0	$503k	+4%	754.00	667.51	View chart
Bank of America Corporation (BAC)	0.0	$498k	+3%	11k	47.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$479k		4.4k	108.70	View chart
Eaton Corp SHS (ETN)	0.0	$458k		1.3k	343.53	View chart
Valero Energy Corporation (VLO)	0.0	$456k	+7%	1.8k	250.27	View chart
Procter & Gamble Company (PG)	0.0	$444k	+5%	3.1k	144.72	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$432k	-29%	4.7k	91.64	View chart
Vistra Energy (VST)	0.0	$427k	+3%	2.9k	147.56	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$427k		341.00	1251.00	View chart
O'reilly Automotive (ORLY)	0.0	$424k		4.6k	92.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$421k		2.3k	184.82	View chart
Oracle Corporation (ORCL)	0.0	$401k		2.9k	138.82	View chart
Dlocal Class A Com (DLO)	0.0	$397k		32k	12.40	View chart
Mastercard Incorporated Cl A (MA)	0.0	$391k	+27%	791.00	494.22	View chart
Visa Com Cl A (V)	0.0	$379k	-3%	1.3k	299.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$375k	+62%	1.2k	301.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$374k		1.8k	209.46	View chart
Merck & Co (MRK)	0.0	$367k		3.1k	118.10	View chart
MercadoLibre (MELI)	0.0	$363k		224.00	1619.20	View chart
Lockheed Martin Corporation (LMT)	0.0	$359k		599.00	598.57	View chart
Netflix (NFLX)	0.0	$356k	-60%	3.8k	92.98	View chart
Gilead Sciences (GILD)	0.0	$352k		2.6k	136.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$348k		839.00	414.58	View chart
Deere & Company (DE)	0.0	$342k	+19%	616.00	555.51	View chart
Vanguard World Materials Etf (VAW)	0.0	$336k	+36%	1.5k	220.18	View chart
Nextera Energy (NEE)	0.0	$315k	+16%	3.4k	92.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$313k		3.2k	97.22	View chart
Johnson & Johnson (JNJ)	0.0	$313k	+12%	1.3k	242.49	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$310k		4.8k	65.13	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$308k		3.8k	81.88	View chart
Lowe's Companies (LOW)	0.0	$304k		1.3k	232.58	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$300k		828.00	362.43	View chart
Chevron Corporation (CVX)	0.0	$285k	NEW	1.4k	210.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$282k	+19%	636.00	443.16	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$277k		1.9k	142.29	View chart
McDonald's Corporation (MCD)	0.0	$273k		885.00	308.54	View chart
Micron Technology (MU)	0.0	$270k		840.00	321.80	View chart
Amphenol Corp Cl A (APH)	0.0	$268k		2.3k	119.15	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$268k	NEW	1.9k	141.44	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$262k		4.7k	55.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$262k	NEW	3.3k	78.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$257k		3.3k	79.04	View chart
Philip Morris International (PM)	0.0	$248k		1.5k	164.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$244k	NEW	8.0k	30.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$242k		9.7k	24.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$241k	+38%	2.3k	102.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$240k		501.00	479.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$239k	-12%	427.00	558.69	View chart
Goldman Sachs (GS)	0.0	$237k	-17%	293.00	807.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$235k	+39%	3.4k	70.01	View chart
Walt Disney Company (DIS)	0.0	$234k	-3%	2.5k	94.33	View chart
Coca-Cola Company (KO)	0.0	$224k	NEW	2.9k	76.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$221k	NEW	3.7k	59.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$220k	NEW	4.0k	54.75	View chart
TJX Companies (TJX)	0.0	$220k	NEW	1.4k	155.75	View chart
Kinder Morgan (KMI)	0.0	$218k	NEW	6.5k	33.65	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$218k		3.4k	63.52	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$214k		1.7k	129.40	View chart
Global X Fds Global X Uranium (URA)	0.0	$212k		4.7k	45.29	View chart
Wells Fargo & Company (WFC)	0.0	$208k	NEW	2.7k	76.80	View chart
Banco Santander Sa Adr (SAN)	0.0	$179k		17k	10.70	View chart

Past Filings by Elm Partners Management

SEC 13F filings are viewable for Elm Partners Management going back to 2018

Elm Partners Management 2026 Q1 filed May 13, 2026
Elm Partners Management 2025 Q4 filed Feb. 10, 2026
Elm Partners Management 2025 Q3 filed Nov. 4, 2025
Elm Partners Management 2025 Q2 filed Aug. 5, 2025
Elm Partners Management 2025 Q1 filed May 13, 2025
Elm Partners Management 2024 Q4 filed Feb. 13, 2025
Elm Partners Management 2024 Q3 filed Nov. 7, 2024
Elm Partners Management 2024 Q2 filed July 31, 2024
Elm Partners Management 2024 Q1 filed April 30, 2024
Elm Partners Management 2023 Q4 filed Jan. 29, 2024
Elm Partners Management 2023 Q3 filed Oct. 24, 2023
Elm Partners Management 2023 Q2 filed July 19, 2023
Elm Partners Management 2023 Q1 filed April 18, 2023
Elm Partners Management 2022 Q4 filed Jan. 26, 2023
Elm Partners Management 2022 Q3 filed Oct. 18, 2022
Elm Partners Management 2022 Q2 filed July 18, 2022

View all past filings

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