account_balance

Investment manager · 13F filer · SEC CIK 1743941

Elm Partners Management LLC

Reported value$3.56Bas of Sep 30, 2026
Positions173 21 new, 9 sold out
Top 10 weight74.2%VTI alone is 17%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 17.4% Added +42%
VBIL Vanguard Instl Index Fd 17.3% Added +113%
VWO Vanguard Intl Equity Index F 10.0% Added +33%
VGK Vanguard Intl Equity Index F 5.5% Trimmed −2%
ELM Series Portfolios Tr 5.1% Held
VPL Vanguard Intl Equity Index F 4.9% Added +21%
SCHP Schwab Strategic Tr 4.1% Added +21%
IEMG iShares Inc 3.9% Held
VOO Vanguard Index FDS 3.0% Added +8%
VGSH Vanguard Scottsdale FDS 2.9% Added +15%
IEUR iShares Tr 2.5% Added +17%
ITOT iShares Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • SPDW $782K
  • XBI $551K
  • SCHW $545K
  • WMB $471K
arrow_upwardAdded
  • TIP +2320%
  • SCHB +185%
  • VBIL +113%
  • BND +64%
arrow_downwardTrimmed
  • VNQ −48%
  • SCHH −34%
  • STIP −17%
  • SPYM −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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