account_balance
Investment manager · 13F filer · SEC CIK 2056650
10Elms LLP
Reported value$238Mas of Sep 30, 2026
Positions560 84 new, 49 sold out
Top 10 weight41.5%IEFA alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Core MSCI EAFE ETF
11.1%Added +3%
XLKTechnology Select Sector SPDR ETF
5.3%
USMViShares MSCI USA Min Vol Factor ETF
4.2%Added +6%
IEMGiShares Core MSCI Emerging Markets ETF
4.0%
VTVVanguard Value ETF
3.7%Added +14%
BNDVanguard Total Bond Market ETF
3.2%Added +4%
SPYSPDR S&P 500 ETF Trust
2.7%Added +6%
QUALiShares MSCI USA Quality Factor ETF
2.7%Trimmed −7%
XLVHealth Care Select Sector SPDR ETF
2.5%
MTUMiShares MSCI USA Momentum Factor ETF
2.2%Added +10%
XLFFinancial Select Sector SPDR ETF
2.0%Added +2%
SCHDSchwab US Dividend Equity ETF
2.0%Added +8%
IEFAiShares Core MSCI EAFE ETF
11.1%Added +3%
XLKTechnology Select Sector SPDR ETF
5.3%
USMViShares MSCI USA Min Vol Factor ETF
4.2%Added +6%
IEMGiShares Core MSCI Emerging Markets ETF
4.0%
VTVVanguard Value ETF
3.7%+14%
BNDVanguard Total Bond Market ETF
3.2%
SPYSPDR S&P 500 ETF Trust
2.7%
QUALiShares MSCI USA Quality Factor ETF
2.7%
XLVHealth Care Select Sector SPDR ETF
2.5%
MTUM2.2%
XLF2.0%
SCHD2.0%
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
IEFA iShares Core MSCI EAFE ETF 11.1% Added +3%
XLK Technology Select Sector SPDR ETF 5.3% Held
USMV iShares MSCI USA Min Vol Factor ETF 4.2% Added +6%
IEMG iShares Core MSCI Emerging Markets ETF 4.0% Held
VTV Vanguard Value ETF 3.7% Added +14%
BND Vanguard Total Bond Market ETF 3.2% Added +4%
SPY SPDR S&P 500 ETF Trust 2.7% Added +6%QUAL iShares MSCI USA Quality Factor ETF 2.7% Trimmed −7%
XLV Health Care Select Sector SPDR ETF 2.5% Held
MTUM iShares MSCI USA Momentum Factor ETF 2.2% Added +10%
XLF Financial Select Sector SPDR ETF 2.0% Added +2%
SCHD Schwab US Dividend Equity ETF 2.0% Added +8%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VBCA $284K
- VBCC $276K
- VBCD $247K
- VBCB $243K
arrow_upwardAdded
- EFAV +268%
- IBDY +23%
- IBDX +16%
- VTV +14%
arrow_downwardTrimmed
- VLUE −48%
- VCSH −29%
- IBHF −17%
- ENFR −13%
remove_circleSold out
- Bank of Montrea1 25 26f Due 09/15/26 $89.5K
- IBTG $85.1K
- KNG $56.3K
- Bank of America, 3 95 26cd Fdic Ins Due 12/23/26us $55K
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