Elm Partners Management LLC Purchases in Q2 2025

Elm Partners Management LLC

  • $1.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
439K
+ 108.23%
$243.75 - $303.93 $107M - $133M
844K $257M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
560K
+ 17.48%
$39.89 - $49.46 $22.3M - $27.7M
3.76M $186M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63.3K
+ 276.6%
$456.74 - $568.03 $28.9M - $35.9M
86.1K $48.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
335K
+ 47.38%
$65.04 - $82.18 $21.8M - $27.5M
1.04M $85.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
454K
+ 83.57%
$53.75 - $67.21 $24.4M - $30.5M
998K $66.1M
NVDA
Nvidia Corp

Technology
120K
New
$94.31 - $157.99 $11.4M - $19M
120K $19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
187K
+ 17.47%
$100.35 - $100.71 $18.8M - $18.9M
1.26M $127M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
269K
+ 290.95%
$55.24 - $68.55 $14.8M - $18.4M
361K $24.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
390K
+ 134.27%
$34.72 - $42.74 $13.5M - $16.7M
680K $29.1M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
95K
+ 24.89%
$55.73 - $68.72 $5.3M - $6.53M
477K $32.8M
VGSH
Vanguard

ETFs
82.4K
+ 28.61%
$58.32 - $58.95 $4.81M - $4.86M
370K $21.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
9K
New
$321.63 - $509.31 $2.89M - $4.58M
9K $4.58M
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$725400.0 - $809350.0 $3.63M - $4.05M
5 $3.64M
LLY
Eli Lilly & CO

Healthcare
3.61K
New
$713.71 - $898.95 $2.58M - $3.25M
3.61K $2.81M
IBM
International Business Machines Corp

Technology
9.46K
New
$221.03 - $294.78 $2.09M - $2.79M
9.46K $2.79M
NFLX
Netflix Inc

Communication Services
1.84K
New
$855.86 - $1339.13 $1.58M - $2.47M
1.84K $2.47M
XLK
Technology Sector Spdr

ETFs
8.62K
+ 552.73%
$179.73 - $253.23 $1.55M - $2.18M
10.2K $2.58M
VCR
Vanguard Consumer Discretionar

ETFs
5.23K
+ 444.14%
$290.42 - $364.35 $1.52M - $1.91M
6.41K $2.32M
VGT
Vanguard Information Technolog

ETFs
2.09K
+ 89.21%
$470.37 - $663.28 $984K - $1.39M
4.44K $2.94M
VRT
Vertiv Holdings CO

Industrials
19.1K
New
N/A
19.1K $1.65M
VOX
Vanguard Communication Service

ETFs
7.81K
+ 386.2%
$133.12 - $171.03 $1.04M - $1.34M
9.83K $1.68M
RTX
Raytheon Technologies Corp

Industrials
8.67K
New
$113.75 - $148.48 $986K - $1.29M
8.67K $1.27M
AAPL
Apple Inc.

Technology
6.09K
+ 482.73%
$172.42 - $223.89 $1.05M - $1.36M
7.35K $1.51M
DUK
Duke Energy Corp

Utilities
9.13K
New
$112.46 - $124.05 $1.03M - $1.13M
9.13K $1.08M
KMI
Kinder Morgan, Inc.

Energy
33.7K
New
$25.21 - $29.4 $850K - $991K
33.7K $991K
AMD
Advanced Micro Devices Inc

Technology
6.7K
New
$78.21 - $143.81 $524K - $964K
6.7K $950K
COST
Costco Wholesale Corp

Consumer Defensive
893
New
$908.13 - $1056.85 $811K - $944K
893 $884K
FLCA
Franklin Templeton ETF Tr

ETFs
19.5K
+ 174.38%
$33.9 - $41.83 $663K - $818K
30.8K $1.28M
XLI
Industrial Sector Spdr

ETFs
5.02K
+ 289.38%
$116.42 - $147.52 $584K - $740K
6.75K $995K
VIS
Vanguard Industrial ETF

ETFs
2.39K
+ 110.62%
$220.04 - $280.07 $525K - $668K
4.54K $1.27M
D
Dominion Energy, Inc

Utilities
13.1K
New
$49.66 - $58.0 $649K - $758K
13.1K $738K
VST
Vistra Corp.

Utilities
3.74K
New
$98.07 - $195.04 $366K - $729K
3.74K $724K
CTRA
Coterra Energy Inc.

Energy
27.5K
New
$22.6 - $29.07 $622K - $801K
27.5K $698K
VHT
Vanguard Health Care ETF

ETFs
2.75K
+ 146.74%
$236.71 - $261.92 $650K - $719K
4.62K $1.15M
XLF
Financial Sector Spdr

ETFs
11.5K
+ 86.94%
$43.92 - $52.37 $507K - $605K
24.8K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.24K
New
$483.48 - $539.8 $599K - $668K
1.24K $601K
XLV
Select Sector Spdr Fund Health

ETFs
4.34K
New
$128.77 - $144.3 $559K - $626K
4.34K $584K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.64K
+ 6.77%
$17.76 - $22.1 $171K - $213K
152K $3.36M
SRE
Sempra Energy

Utilities
6.05K
New
$63.78 - $78.91 $386K - $477K
6.05K $458K
XLP
Consumer Staples Sector Spdr

ETFs
5.78K
New
N/A
5.78K $439K
MKL
Markel Corp

Financial Services
202
New
$1678.5 - $1997.36 $339K - $403K
202 $403K
MSFT
Microsoft Corp

Technology
607
+ 75.97%
$354.56 - $497.45 $215K - $302K
1.41K $699K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.51K
New
$141.37 - $228.57 $214K - $345K
1.51K $342K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.06K
+ 136.0%
$107.93 - $110.97 $330K - $340K
5.31K $584K
VFH
Vanguard Financial ETF

ETFs
2.07K
+ 28.94%
$104.87 - $127.3 $217K - $264K
9.23K $1.18M
VDE
Vanguard Energy ETF

ETFs
2.38K
New
$105.87 - $130.56 $252K - $310K
2.38K $283K
VAW
Vanguard Materials ETF

ETFs
1.44K
New
$163.82 - $196.64 $237K - $284K
1.44K $281K
IAU
Ishares Gold Trust

ETFs
4.31K
New
$56.1 - $64.74 $242K - $279K
4.31K $269K
XLU
Utilities Sector Spdr

ETFs
3.27K
New
$73.09 - $82.77 $239K - $271K
3.27K $267K
Activity Summary
Buys All Purchases 65 New Holdings 34 Increased Positions 31 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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