Elm Partners Management LLC
CIK 0001743941 · PHILADELPHIA, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.79B
2026 Q2
Positions
161
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
15.5%
VBIL
VANGUARD INSTL INDEX FD
10.4%
VWO
VANGUARD INTL EQUITY INDEX F
9.7%
VGK
VANGUARD INTL EQUITY INDEX F
7.4%
ELM
SERIES PORTFOLIOS TR
6.5%
VPL
VANGUARD INTL EQUITY INDEX F
5.2%
IEMG
ISHARES INC
5.0%
SCHP
SCHWAB STRATEGIC TR
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.