Elm Partners Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.81 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $309M, Vanguard Ftse Emerging Mkts Et with a value of $222M, Vanguard Ftse Europe ETF Ftse with a value of $151M, Schwab Strategic Us Tips ETF with a value of $148M, and Vanguard Ftse Pacific ETF Ftse with a value of $98.8M.

Examining the 13F form we can see an increase of $263M in the current position value, from $1.55B to 1.81B.

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

Portfolio value $1.81 Billion
ETFs: $1.72 Billion
Technology: $54 Million
Financial Services: $9.11 Million
Healthcare: $5.26 Million
Communication Services: $5.17 Million
Industrials: $4.54 Million
Consumer Cyclical: $3.63 Million
Utilities: $3.26 Million
Other: $2.94 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $1.81 Billion
  • Prior Value $1.55 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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