Elm Partners Management LLC - Portfolio overview

Elm Partners Management LLC has 169 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 12.94%
  2. VWO - VANGUARD INTL EQUITY INDEX F, 10.50%
  3. SCHP - SCHWAB STRATEGIC TR, 9.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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