Elm Partners Management LLC
CIK 1743941
13F filing for Q2 2026・No. 1,195
- Holdings
- US$3.36B
- Quarter change
- +US$454.82M
- Entries
- 160
- Net bought (estimate)
- +US$778.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 12
- Cut 30
- Added 100
- Corporate actions 0
- Unchanged 16
Largest holdings
160 stocks worth US$3.36B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 1,524,998 | US$564.31M | 16.80% |
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Added | 5,697,819 | US$431.21M | 12.84% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 5,784,057 | US$345.25M | 10.28% |
| VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | Added | 2,462,659 | US$218.04M | 6.49% |
| SERIES PORTFOLIOS TRELM MAR NAV ETF | Added | 6,168,649 | US$180.72M | 5.38% |
| VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF | Added | 1,529,637 | US$176.96M | 5.27% |
| SCHPSCHWAB STRATEGIC TRUS TIPS ETF | Cut | 6,341,129 | US$168.04M | 5.00% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 1,795,090 | US$148.71M | 4.43% |
| ISHARES TRCORE MSCI EURO | Added | 1,365,137 | US$102.62M | 3.05% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 141,560 | US$97.22M | 2.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled October 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.