Institutional Fund
Elm Partners Management LLC
Philadelphia, PACIK 17439415 filings on record
Portfolio Value
$2.31B
Q1 2026
Holdings
158
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+4.7%
from $2.20B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.0%
- Vanguard Intl Equity Index F10.5%
- Schwab Strategic Tr9.3%
- Vanguard Intl Equity Index F7.3%
- Series Portfolios Tr6.9%
- Vanguard Instl Index Fd6.0%
- Other46.9%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 960.2K | $299.26M | 13.0% | −35.9K | Reduced |
| 2 | Vanguard Intl Equity Index F | 4.63M | $242.82M | 10.5% | +6.5K | Added |
| 3 | Schwab Strategic Tr | 8.07M | $214.39M | 9.3% | +993.4K | Added |
| 4 | Vanguard Intl Equity Index F | 2.12M | $169.09M | 7.3% | −79.1K | Reduced |
| 5 | Series Portfolios Tr | 6.01M | $159.65M | 6.9% | +1.51M | Added |
| 6 | Vanguard Instl Index Fd | 1.84M | $139.36M | 6.0% | +1.73M | Added |
| 7 | Ishares Inc | 1.79M | $120.58M | 5.2% | +307.1K | Added |
| 8 | Vanguard Intl Equity Index F | 1.23M | $115.68M | 5.0% | +17.4K | Added |
| 9 | Ishares Tr | 1.12M | $76.26M | 3.3% | +158.3K | Added |
| 10 | Vanguard Scottsdale Fds | 1.17M | $68.19M | 3.0% | −162.8K | Reduced |
148 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio