Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Elm Partners Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Elm Partners Management LLC (CIK 1743941) reported $2.31B across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($299.3M, 12.97%), VWO ($242.8M, 10.52%), SCHP ($214.4M, 9.29%), VGK ($169.1M, 7.33%), ELM ($159.6M, 6.92%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$299.3M12.97%960,162Trimmed
2VWOVANGUARD INTL EQUITY INDEX F$242.8M10.52%4.6MAdded
3SCHPSCHWAB STRATEGIC TR$214.4M9.29%8.1MAdded
4VGKVANGUARD INTL EQUITY INDEX F$169.1M7.33%2.1MTrimmed
5ELMSERIES PORTFOLIOS TR$159.6M6.92%6.0MAdded
6VBILVANGUARD INSTL INDEX FD$139.4M6.04%1.8MAdded
7IEMGISHARES INC$120.6M5.23%1.8MAdded
8VPLVANGUARD INTL EQUITY INDEX F$115.7M5.01%1.2MAdded
9IEURISHARES TR$76.3M3.31%1.1MAdded
10VGSHVANGUARD SCOTTSDALE FDS$68.2M2.96%1.2MTrimmed
11VOOVANGUARD INDEX FDS$62.0M2.69%106,752Trimmed
12ITOTISHARES TR$59.7M2.59%431,442Added
13BNDVANGUARD BD INDEX FDS$54.8M2.37%745,556Trimmed
14BBEUJ P MORGAN EXCHANGE TRADED F$44.4M1.92%632,274Added
15SPEMSPDR INDEX SHS FDS$37.6M1.63%826,995Trimmed
16IPACISHARES TR$37.7M1.63%507,836Added
17BBCAJ P MORGAN EXCHANGE TRADED F$29.4M1.27%320,704Added
18SGOVISHARES TR$28.6M1.24%284,362Trimmed
19AGGISHARES TR$27.3M1.18%275,691Trimmed
20VTVVANGUARD INDEX FDS$26.9M1.16%139,209Added
21VBVANGUARD INDEX FDS$21.7M0.94%85,423Added
22SCHHSCHWAB STRATEGIC TR$21.4M0.93%1.0MAdded
23VTEBVANGUARD MUN BD FDS$18.7M0.81%375,373Trimmed
24STIPISHARES TR$18.5M0.80%179,257Trimmed
25NVDANVIDIA CORPORATION$18.3M0.79%110,658Added

Source: SEC Form 13F filings · as of 2026-03-31