Elm Partners Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Us Tips ETF with a value of $215M, Vanguard Ftse Emerging Mkts Et with a value of $145M, Vanguard Ftse Europe ETF Ftse with a value of $136M, Vanguard Total Stock Market Et with a value of $111M, and Ishares Trishares 0 3 Mnth Tre with a value of $108M.

Examining the 13F form we can see an decrease of $183M in the current position value, from $1.47B to 1.28B.

Below you can find more details about Elm Partners Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion
ETFs: $1.28 Billion
Technology: $908,000
Financial Services: $252,000
Healthcare: $244,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $1.28 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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