Elm Partners Management LLC

Est. AUM

$2.31B

13F long equity, this entity only

Positions

158

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$299.3M	960162	12.97%	SOLE
2	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$242.8M	4632193	10.52%	SOLE
3	SCHWAB STRATEGIC TR	US TIPS ETF	$214.4M	8065801	9.29%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$169.1M	2117017	7.33%	SOLE
5	SERIES PORTFOLIOS TR	ELM MARKET NAVIG	$159.6M	6006305	6.92%	SOLE
6	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$139.4M	1842620	6.04%	SOLE
7	ISHARES INC	CORE MSCI EMKT	$120.6M	1791143	5.23%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$115.7M	1225262	5.01%	SOLE
9	ISHARES TR	CORE MSCI EURO	$76.3M	1119616	3.31%	SOLE
10	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$68.2M	1165925	2.96%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$62.0M	106752	2.69%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$59.7M	431442	2.59%	SOLE
13	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$54.8M	745556	2.37%	SOLE
14	J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$44.4M	632274	1.92%	SOLE
15	ISHARES TR	CORE MSCI PAC	$37.7M	507836	1.63%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$37.6M	826995	1.63%	SOLE
17	J P MORGAN EXCHANGE TRADED F	BETABUILDERS CDA	$29.4M	320704	1.27%	SOLE
18	ISHARES TR	0-3 MNTH TREASRY	$28.6M	284362	1.24%	SOLE
19	ISHARES TR	CORE US AGGBD ET	$27.3M	275691	1.18%	SOLE
20	VANGUARD INDEX FDS	VALUE ETF	$26.9M	139209	1.16%	SOLE
21	VANGUARD INDEX FDS	SMALL CP ETF	$21.7M	85423	0.94%	SOLE
22	SCHWAB STRATEGIC TR	US REIT ETF	$21.4M	1010445	0.93%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$18.7M	375373	0.81%	SOLE
24	ISHARES TR	0-5 YR TIPS ETF	$18.5M	179257	0.80%	SOLE
25	NVIDIA CORPORATION	COM	$18.3M	110658	0.79%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$15.7M	211312	0.68%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$14.9M	140396	0.64%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$9.4M	14743	0.41%	SOLE
29	VANGUARD INDEX FDS	REAL ESTATE ETF	$8.2M	93988	0.36%	SOLE
30	APPLE INC	COM	$6.4M	25791	0.28%	SOLE
31	ISHARES INC	MSCI CDA ETF	$6.0M	112070	0.26%	SOLE
32	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.9M	85046	0.25%	SOLE
33	ISHARES TR	CORE S&P US VLU	$5.0M	49756	0.22%	SOLE
34	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.7M	197275	0.20%	SOLE
35	VERTIV HOLDINGS CO	COM CL A	$4.5M	19053	0.19%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL A	$4.3M	6	0.19%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.9M	6194	0.17%	SOLE
38	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.7M	60019	0.16%	SOLE
39	COHERENT CORP	COM	$3.5M	15998	0.15%	SOLE
40	ELI LILLY & CO	COM	$3.4M	3877	0.15%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.4M	26891	0.15%	SOLE
42	CROWDSTRIKE HLDGS INC	CL A	$2.9M	7594	0.13%	SOLE
43	VANGUARD WORLD FD	FINANCIALS ETF	$2.8M	23474	0.12%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$2.7M	22514	0.12%	SOLE
45	BROOKFIELD CORP	CL A LTD VT SH	$2.7M	69811	0.12%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.5M	52008	0.11%	SOLE
47	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.5M	103002	0.11%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$2.5M	10377	0.11%	SOLE
49	VANGUARD WORLD FD	CONSUM DIS ETF	$2.4M	6829	0.10%	SOLE
50	VANGUARD WORLD FD	INDUSTRIAL ETF	$2.1M	6977	0.09%	SOLE

1–50 of 158

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.