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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 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VB VANGUARD INDEX FDS 85,423.0 $21.7M 0.94% +11K +14.1% $253.84 +13.9%
22 SCHH SCHWAB STRATEGIC TR 1,010,445.0 $21.4M 0.93% +383K +61.1% $21.17 +11.9%
23 VTEB VANGUARD MUN BD FDS 375,373.0 $18.7M 0.81% -77K -17.1% $49.77 +0.2%
24 STIP ISHARES TR 179,257.0 $18.5M 0.80% -249K -58.2% $103.38 -0.1%
25 NVDA NVIDIA CORPORATION Technology 110,658.0 $18.3M 0.79% $165.17 +30.4%
26 SPYM SPDR SERIES TRUST 211,312.0 $15.7M 0.68% +168K +391.7% $74.38 +18.0%
27 MUB ISHARES TR 140,396.0 $14.9M 0.65% +10K +7.9% $105.95 +0.2%
28 IVV ISHARES TR 14,743.0 $9.4M 0.41% +133.0 +0.9% $634.93 +18.0%
29 VNQ VANGUARD INDEX FDS 93,988.0 $8.2M 0.36% -2K -2.1% $87.33 +10.8%
30 AAPL APPLE INC Technology 25,791.0 $6.4M 0.28% +6K +30.1% $246.63 +25.2%
31 EWC ISHARES INC 112,070.0 $6.0M 0.26% $53.42 +9.5%
32 DFUS DIMENSIONAL ETF TRUST 85,046.0 $5.9M 0.25% +14K +20.4% $68.89 +17.8%
33 IUSV ISHARES TR 49,756.0 $5.0M 0.22% +5K +10.2% $100.47 +9.8%
34 SCHF SCHWAB STRATEGIC TR 197,275.0 $4.7M 0.20% +34K +20.6% $23.97 +13.7%
35 VRT VERTIV HOLDINGS CO Industrials 19,053.0 $4.5M 0.19% $234.22 +39.8%
36 BERKSHIRE HATHAWAY INC DEL 6.0 $4.3M 0.18% $712700.00
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,194.0 $3.9M 0.17% -170.0 -2.7% $631.93 +18.0%
38 VEA VANGUARD TAX-MANAGED FDS 60,019.0 $3.7M 0.16% +973.0 +1.6% $62.03 +13.6%
39 COHR COHERENT CORP Technology 15,998.0 $3.5M 0.15% -4K -20.0% $219.65 +71.9%
40 LLY ELI LILLY & CO Healthcare 3,877.0 $3.4M 0.15% +40.0 +1.0% $886.63 +20.1%
Page 2 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%