10Elms LLP

Est. AUM

$83.85B

13F long equity, this entity only

Positions

480

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TRUST CORE MSCI EAFE ETF	UIT EXCHANGE TRADED	$5.69B	59926	6.78%	SOLE
2	STATE STREET SPDR S&P 500 ETF TRUST	UIT EXCHANGE TRADED	$4.15B	6385	4.95%	SOLE
3	VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR	UIT EXCHANGE TRADED	$3.61B	18398	4.31%	SOLE
4	ISHARES RUSSELL 2000 ETF	UIT EXCHANGE TRADED	$2.84B	11442	3.38%	SOLE
5	ISHARES TR MSCI USA MIN VOL	UIT EXCHANGE TRADED	$2.62B	28199	3.12%	SOLE
6	VANGUARD SPECIALIZED FUNDS DIV APP ETF	UIT EXCHANGE TRADED	$2.04B	9472	2.43%	SOLE
7	ISHARES CORE MSCI EMERGING MARKETS ETF	UIT EXCHANGE TRADED	$1.85B	26510	2.21%	SOLE
8	CATERPILLAR INC	COMMON STOCK	$1.67B	2364	2.00%	SOLE
9	SCHWAB STRATEGIC TR FUNDAMENTAL US S	UIT EXCHANGE TRADED	$1.62B	50387	1.94%	SOLE
10	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$1.48B	4615	1.77%	SOLE
11	ISHARES TR IBONDS DEC 2026 TERM CORP ETF	UIT EXCHANGE TRADED	$1.45B	59724	1.73%	SOLE
12	SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$1.42B	10359	1.70%	SOLE
13	ISHARES TR IBDS DEC28 ETF	UIT EXCHANGE TRADED	$1.39B	54231	1.66%	SOLE
14	ISHARES TR IBONDS DEC 29	UIT EXCHANGE TRADED	$1.34B	56013	1.59%	SOLE
15	ISHARES TR IBONDS 27 ETF	UIT EXCHANGE TRADED	$1.33B	55061	1.59%	SOLE
16	VANGUARD BD INDEX FDS TOTAL BND MRKT	UIT EXCHANGE TRADED	$1.30B	17613	1.55%	SOLE
17	SPDR SERIES TRUST STATE STREET BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF	UIT EXCHANGE TRADED	$1.26B	40824	1.50%	SOLE
18	SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$1.23B	8448	1.47%	SOLE
19	ISHARES TR MSCI USA QLT FCT	UIT EXCHANGE TRADED	$1.18B	6958	1.41%	SOLE
20	ISHARES CORE S&P 500 ETF	UIT EXCHANGE TRADED	$1.15B	1767	1.38%	SOLE
21	ISHARES TR IBONDS DEC 2030	UIT EXCHANGE TRADED	$1.03B	47230	1.23%	SOLE
22	ENTERPRISE PRODS PART LP	LIMITED PARTNERSHP	$1.01B	26679	1.20%	SOLE
23	SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$965.3M	6344	1.15%	SOLE
24	SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$917.2M	8109	1.09%	SOLE
25	ALPHABET INC CLASS CLASS A	COMMON STOCK	$753.5M	2620	0.90%	SOLE
26	BLACKSTONE INC	COMMON STOCK	$667.6M	6470	0.80%	SOLE
27	ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF	UIT EXCHANGE TRADED	$659.1M	26000	0.79%	SOLE
28	ALPHABET INC CLASS CLASS C	COMMON STOCK	$642.6M	2240	0.77%	SOLE
29	ISHARES TRUST IBONDS DEC 2031 TERM CORPORATE ETF	UIT EXCHANGE TRADED	$616.6M	29459	0.74%	SOLE
30	SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$612.3M	12603	0.73%	SOLE
31	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$612.2M	8151	0.73%	SOLE
32	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	UIT EXCHANGE TRADED	$596.8M	5476	0.71%	SOLE
33	AMAZON COM INC	COMMON STOCK	$592.6M	2845	0.71%	SOLE
34	ALLIANCEBERNSTEIN HLD LP	LIMITED PARTNERSHP	$578.8M	15460	0.69%	SOLE
35	SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$567.8M	9398	0.68%	SOLE
36	VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF	UIT EXCHANGE TRADED	$557.9M	10862	0.67%	SOLE
37	SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$543.3M	6527	0.65%	SOLE
38	ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF	UIT EXCHANGE TRADED	$537.7M	21060	0.64%	SOLE
39	QUALCOMM INC	COMMON STOCK	$525.7M	4082	0.63%	SOLE
40	JPMORGAN CHASE &CO COM	COMMON STOCK	$518.9M	1764	0.62%	SOLE
41	ISHARES TIPS BOND ETF	UIT EXCHANGE TRADED	$514.6M	4663	0.61%	SOLE
42	BANK AMERICA CORP 7 25 CNV PFD L	PREFERRED STOCK	$482.6M	405	0.58%	SOLE
43	ISHARES TR IBONDS 2026 TERM	UIT EXCHANGE TRADED	$429.0M	18692	0.51%	SOLE
44	GLOBAL X U S PREFERRED ETF	UIT EXCHANGE TRADED	$423.4M	23010	0.50%	SOLE
45	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	UIT EXCHANGE TRADED	$404.6M	5085	0.48%	SOLE
46	ISHARES NATIONAL MUNI BOND ETF	UIT EXCHANGE TRADED	$366.2M	3450	0.44%	SOLE
47	ISHARES TR IBONDS DEC 2032	UIT EXCHANGE TRADED	$360.7M	13774	0.43%	SOLE
48	SELECT SECTOR SPDR TRUST STATE STREET MATERIALS SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$354.3M	8190	0.42%	SOLE
49	ISHARES TR MSCI USA MMENTM	UIT EXCHANGE TRADED	$352.2M	1467	0.42%	SOLE
50	SCHWAB US DIVIDEND EQUITY ETF	UIT EXCHANGE TRADED	$349.3M	11384	0.42%	SOLE

1–50 of 480

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