Elm Partners Management LLC New Holdings in Q3 2025

Elm Partners Management LLC

  • $1.81 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
70.6K
New
$67.01 - $72.84 $4.73M - $5.15M
70.6K $5.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.85K
New
$420.11 - $472.68 $3.3M - $3.71M
7.85K $3.68M
GOOGL
Alphabet Inc.

Communication Services
7.49K
New
$174.36 - $254.72 $1.31M - $1.91M
7.49K $1.82M
AMZN
Amazon Com Inc

Consumer Cyclical
7.25K
New
$211.65 - $238.24 $1.53M - $1.73M
7.25K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
3.91K
New
$282.78 - $316.06 $1.11M - $1.24M
3.91K $1.23M
VUG
Vanguard Growth ETF

ETFs
1.7K
New
$433.97 - $484.08 $739K - $824K
1.7K $816K
ORCL
Oracle Corp

Technology
2.89K
New
$218.96 - $328.33 $633K - $950K
2.89K $813K
TSLA
Tesla, Inc.

Consumer Cyclical
1.67K
New
$293.94 - $444.72 $491K - $742K
1.67K $742K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.18K
New
$148.97 - $165.88 $622K - $693K
4.18K $686K
VIG
Vanguard Dividend Appreciation

ETFs
3.59K
New
N/A
3.59K $653K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.74K
New
$284.45 - $324.95 $494K - $565K
1.74K $556K
IWM
Ishares Russell 2000 ETF

ETFs
2.26K
New
$214.92 - $244.84 $485K - $553K
2.26K $546K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.4K
New
$108.97 - $121.65 $480K - $535K
4.4K $531K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.61K
New
$89.32 - $107.82 $411K - $497K
4.61K $496K
BAC
Bank Of America Corp

Financial Services
8.94K
New
$44.92 - $52.42 $401K - $468K
8.94K $460K
PG
Procter & Gamble CO

Consumer Defensive
2.96K
New
$150.47 - $161.22 $445K - $477K
2.96K $454K
V
Visa Inc.

Financial Services
1.31K
New
$332.09 - $358.86 $434K - $469K
1.31K $446K
IWN
Ishares Russell2000 Val ETF

ETFs
2.28K
New
$157.1 - $178.94 $358K - $407K
2.28K $402K
VDC
Vanguard Consumer Staples ETF

ETFs
1.86K
New
$212.64 - $225.25 $394K - $418K
1.86K $396K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.53K
New
$66.38 - $71.68 $367K - $396K
5.53K $394K
WMT
Walmart Inc.

Consumer Defensive
3.78K
New
$94.4 - $104.27 $357K - $394K
3.78K $389K
BNDX
Vanguard Total International B

ETFs
7.19K
New
$49.0 - $49.51 $352K - $356K
7.19K $355K
LOW
Lowes Companies Inc

Consumer Cyclical
1.33K
New
$215.01 - $273.02 $286K - $363K
1.33K $333K
ASML
Asml Holding Nv

Technology
341
New
$689.63 - $968.09 $235K - $330K
341 $330K
CAT
Caterpillar Inc

Industrials
693
New
$390.92 - $477.15 $271K - $331K
693 $330K
MA
Mastercard Inc

Financial Services
550
New
$550.18 - $598.96 $303K - $329K
550 $312K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.21K
New
$91.28 - $97.59 $293K - $313K
3.21K $307K
LMT
Lockheed Martin Corp

Industrials
610
New
$410.74 - $499.21 $251K - $305K
610 $304K
NVO
Novo Nordisk A S

Healthcare
5.33K
New
$45.38 - $71.7 $242K - $382K
5.33K $295K
VLO
Valero Energy Corp

Energy
1.62K
New
$131.77 - $175.63 $213K - $285K
1.62K $275K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
10.8K
New
$25.0 - $25.33 $270K - $274K
10.8K $273K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.3K
New
$24.46 - $26.5 $251K - $272K
10.3K $270K
MCD
Mcdonalds Corp

Consumer Cyclical
885
New
$291.67 - $316.99 $258K - $281K
885 $268K
QQQ
Invesco Qqq Trust, Series 1

ETFs
441
New
$546.99 - $602.2 $241K - $266K
441 $264K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.67K
New
$52.12 - $55.33 $244K - $259K
4.67K $258K
PLTR
Palantir Technologies Inc.

Technology
1.34K
New
$130.68 - $186.97 $175K - $251K
1.34K $244K
PM
Philip Morris International Inc.

Consumer Defensive
1.5K
New
$157.77 - $183.27 $237K - $275K
1.5K $243K
TMO
Thermo Fisher Scientific Inc.

Healthcare
500
New
$404.94 - $499.99 $202K - $250K
500 $242K
DIS
Walt Disney CO

Communication Services
2.1K
New
$112.25 - $124.0 $236K - $261K
2.1K $240K
URA
Global X Uranium ETF

ETFs
4.69K
New
$36.45 - $50.4 $171K - $236K
4.69K $223K
GLD
Spdr Gold Trust

ETFs
603
New
$300.96 - $355.47 $181K - $214K
603 $214K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.64K
New
$122.57 - $132.57 $200K - $217K
1.64K $212K
NEE
Nextera Energy Inc

Utilities
2.75K
New
$69.77 - $77.54 $192K - $214K
2.75K $207K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
530
New
$366.54 - $479.53 $194K - $254K
530 $207K
ELV
Elevance Health, Inc.

Healthcare
637
New
$274.66 - $395.76 $175K - $252K
637 $205K
DE
Deere & CO

Industrials
448
New
$457.26 - $524.37 $205K - $235K
448 $204K
EBAY
Ebay Inc

Consumer Cyclical
2.25K
New
$75.33 - $100.77 $169K - $226K
2.25K $204K
LMND
Lemonade, Inc.

Financial Services
3.8K
New
$36.28 - $60.96 $138K - $232K
3.8K $203K
SAN
Banco Santander, S.A.

Financial Services
16.8K
New
$8.27 - $10.48 $139K - $176K
16.8K $175K
Activity Summary
Buys All Purchases 125 New Holdings 52 Increased Positions 73 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Elm Partners Management LLC Portfolio

Follow Elm Partners Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elm Partners Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm Partners Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email