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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 1 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 960,162.0 $299.3M 12.97% -36K -3.6% $311.68 +17.7%
2 VWO VANGUARD INTL EQUITY INDEX F 4,632,193.0 $242.8M 10.53% $52.42 +12.5%
3 SCHP SCHWAB STRATEGIC TR 8,065,801.0 $214.4M 9.29% +993K +14.1% $26.58 +0.2%
4 VGK VANGUARD INTL EQUITY INDEX F 2,117,017.0 $169.1M 7.33% -79K -3.6% $79.87 +10.8%
5 ELM SERIES PORTFOLIOS TR 6,006,305.0 $159.6M 6.92% +1.5M +33.6% $26.58 +9.1%
6 VBIL VANGUARD INSTL INDEX FD 1,842,620.0 $139.4M 6.04% +1.7M +1592.1% $75.63 +0.0%
7 IEMG ISHARES INC 1,791,143.0 $120.6M 5.23% +307K +20.7% $67.32 +19.7%
8 VPL VANGUARD INTL EQUITY INDEX F 1,225,262.0 $115.7M 5.01% +17K +1.4% $94.41 +18.5%
9 IEUR ISHARES TR 1,119,616.0 $76.3M 3.31% +158K +16.5% $68.11 +10.8%
10 VGSH VANGUARD SCOTTSDALE FDS 1,165,925.0 $68.2M 2.96% -163K -12.2% $58.49 -0.5%
11 VOO VANGUARD INDEX FDS 106,752.0 $62.0M 2.69% -14K -11.4% $580.93 +18.0%
12 ITOT ISHARES TR 431,442.0 $59.7M 2.59% +27K +6.7% $138.31 +17.8%
13 BND VANGUARD BD INDEX FDS 745,556.0 $54.8M 2.38% -246K -24.8% $73.48 -0.7%
14 BBEU J P MORGAN EXCHANGE TRADED F 632,274.0 $44.4M 1.92% +76K +13.7% $70.16 +10.5%
15 IPAC ISHARES TR 507,836.0 $37.7M 1.64% +18K +3.7% $74.26 +10.3%
16 SPEM SPDR INDEX SHS FDS 826,995.0 $37.6M 1.63% -49K -5.6% $45.47 +13.0%
17 BBCA J P MORGAN EXCHANGE TRADED F 320,704.0 $29.4M 1.27% +26K +8.7% $91.66 +9.7%
18 SGOV ISHARES TR 284,362.0 $28.6M 1.24% -195K -40.6% $100.66 -0.0%
19 AGG ISHARES TR 275,691.0 $27.3M 1.18% -16K -5.5% $99.04 -0.6%
20 VTV VANGUARD INDEX FDS 139,209.0 $26.9M 1.17% +13K +10.5% $193.03 +9.3%
Page 1 of 8  ·  158 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%