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Portfolio (Quarterly) Guide ↗

Elm Partners Management LLC

· CIK 0001743941
13F Portfolio $2.3B AUM 158 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 68 Added 33 Reduced 7 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOX VANGUARD WORLD FD 11,962.0 $2.1M 0.09% -902.0 -7.0% $173.77 +12.5%
22 VHT VANGUARD WORLD FD 7,314.0 $1.9M 0.08% -3K -26.9% $266.36 +4.8%
23 AMD ADVANCED MICRO DEVICES INC Technology 7,851.0 $1.5M 0.07% -147.0 -1.8% $196.04 +138.5%
24 FLCA FRANKLIN TEMPLETON ETF TR 22,616.0 $1.1M 0.05% -8K -26.5% $47.71 +9.7%
25 VOE VANGUARD INDEX FDS 3,556.0 $645K 0.03% -28.0 -0.8% $181.47 +7.1%
26 IUSG ISHARES TR 4,100.0 $611K 0.03% -48.0 -1.2% $149.09 +25.2%
27 TIP ISHARES TR 4,787.0 $528K 0.02% -329.0 -6.4% $110.35 +0.0%
28 BIL SPDR SERIES TRUST 4,709.0 $432K 0.02% -2K -29.5% $91.64 -0.1%
29 V VISA INC Financial Services 1,265.0 $379K 0.02% -42.0 -3.2% $299.58 +9.8%
30 NFLX NETFLIX INC. Communication Services 3,823.0 $355K 0.01% -6K -60.8% $92.98 -4.7%
31 QQQ INVESCO QQQ TR Financial Services 427.0 $239K 0.01% -63.0 -12.9% $558.69 +28.4%
32 GS GOLDMAN SACHS GROUP INC Financial Services 293.0 $237K 0.01% -63.0 -17.7% $807.66 +23.4%
33 DIS DISNEY WALT CO Communication Services 2,484.0 $234K 0.01% -83.0 -3.2% $94.33 +9.2%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.4%
Financial Services 13.7%
Industrials 9.3%
Healthcare 7.8%
Communication Services 5.9%
Utilities 4.0%
Consumer Defensive 3.3%
Consumer Cyclical 3.0%
Energy 2.3%
Real Estate 0.6%