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Portfolio (Quarterly) Guide ↗

Elm Partners Management LLC

· CIK 0001743941
13F Portfolio $2.2B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 154 New
Page 2 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTEB VANGUARD MUN BD FDS 452,643.0 $22.8M 1.03% NEW $50.29 -0.8%
22 NVDA NVIDIA CORPORATION Technology 110,132.0 $20.5M 0.93% NEW $186.50 +15.5%
23 VB VANGUARD INDEX FDS 74,845.0 $19.3M 0.88% NEW $257.95 +12.1%
24 MUB ISHARES TR 130,108.0 $13.9M 0.63% NEW $107.11 -0.9%
25 SCHH SCHWAB STRATEGIC TR 627,312.0 $13.1M 0.59% NEW $20.89 +13.4%
26 IVV ISHARES TR 14,610.0 $10.0M 0.45% NEW $684.92 +9.4%
27 VNQ VANGUARD INDEX FDS 96,023.0 $8.5M 0.39% NEW $88.49 +9.4%
28 VBIL VANGUARD INSTL INDEX FD 108,898.0 $8.2M 0.37% NEW $75.43 +0.3%
29 EWC ISHARES INC 112,477.0 $6.1M 0.28% NEW $53.93 +8.5%
30 AAPL APPLE INC Technology 19,832.0 $5.4M 0.24% NEW $271.86 +13.6%
31 DFUS DIMENSIONAL ETF TRUST 70,637.0 $5.2M 0.24% NEW $74.17 +9.4%
32 VFH VANGUARD WORLD FD 37,784.0 $5.0M 0.23% NEW $133.49 -4.6%
33 IUSV ISHARES TR 45,133.0 $4.6M 0.21% NEW $102.54 +7.6%
34 BERKSHIRE HATHAWAY INC DEL 6.0 $4.5M 0.20% NEW $754800.00
35 SPY SPDR S&P 500 ETF TR Financial Services 6,364.0 $4.3M 0.20% NEW $681.92 +9.3%
36 CRWD CROWDSTRIKE HLDGS INC Technology 9,094.0 $4.3M 0.19% NEW $468.76 +41.5%
37 LLY ELI LILLY & CO Healthcare 3,837.0 $4.1M 0.19% NEW $1074.68 -0.9%
38 XLK SELECT SECTOR SPDR TR 27,373.0 $3.9M 0.18% NEW $143.97 +25.3%
39 SCHF SCHWAB STRATEGIC TR 163,644.0 $3.9M 0.18% NEW $24.04 +13.4%
40 VGT VANGUARD WORLD FD 5,170.0 $3.9M 0.18% NEW $753.80 -84.6%
Page 2 of 8  ·  154 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 51.6%
Financial Services 15.6%
Healthcare 8.7%
Industrials 6.8%
Communication Services 6.6%
Utilities 3.4%
Consumer Cyclical 3.0%
Consumer Defensive 2.3%
Energy 1.1%
Real Estate 0.6%