Elm Partners Management LLC Purchases in Q3 2025

Elm Partners Management LLC

  • $1.81 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
97.2K
+ 11.51%
$303.93 - $329.86 $29.5M - $32M
941K $309M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
336K
+ 8.91%
$49.43 - $54.52 $16.6M - $18.3M
4.1M $222M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.02M
+ 22.71%
$26.44 - $27.1 $26.9M - $27.6M
5.51M $148M
VGSH
Vanguard

ETFs
470K
+ 126.75%
$58.43 - $58.88 $27.4M - $27.6M
840K $49.4M
VB
Vanguard Small Cap ETF

ETFs
51.4K
+ 200.16%
$237.58 - $259.17 $12.2M - $13.3M
77K $19.6M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
84.6K
+ 8.13%
$80.54 - $89.67 $6.81M - $7.58M
1.13M $98.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
137K
+ 31.58%
$72.57 - $74.72 $9.93M - $10.2M
570K $42.4M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
140K
+ 38.68%
$65.41 - $69.67 $9.14M - $9.73M
501K $34.9M
VTV
Vanguard Value ETF

ETFs
51.2K
+ 80.22%
$175.51 - $186.57 $8.98M - $9.55M
115K $21.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
53.1K
+ 2.89%
$75.26 - $80.19 $3.99M - $4.25M
1.89M $151M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.48K
+ 5.2%
$567.77 - $614.76 $2.55M - $2.76M
90.6K $55.5M
NVDA
Nvidia Corp

Technology
12K
+ 9.98%
$153.3 - $186.58 $1.84M - $2.24M
133K $24.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
70.6K
New
$67.01 - $72.84 $4.73M - $5.15M
70.6K $5.12M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
46.3K
+ 4.64%
$64.17 - $68.19 $2.97M - $3.16M
1.04M $71.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
218K
+ 63.14%
$20.76 - $21.78 $4.53M - $4.75M
564K $12.2M
AAPL
Apple Inc.

Technology
17.4K
+ 237.0%
$202.38 - $256.87 $3.53M - $4.48M
24.8K $6.31M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.1K
+ 4.28%
$42.67 - $46.91 $1.24M - $1.37M
710K $33.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.85K
New
$420.11 - $472.68 $3.3M - $3.71M
7.85K $3.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
5K
+ 242.53%
$617.65 - $666.84 $3.09M - $3.33M
7.06K $4.71M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
13.9K
+ 5.3%
$80.0 - $88.06 $1.11M - $1.22M
276K $24.1M
MSFT
Microsoft Corp

Technology
3.89K
+ 276.6%
$491.09 - $535.64 $1.91M - $2.08M
5.3K $2.74M
VEA
Vanguard Ftse Developed Market

ETFs
32.4K
+ 161.67%
$56.02 - $60.3 $1.81M - $1.95M
52.4K $3.14M
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
VFH
Vanguard Financial ETF

ETFs
11.6K
+ 125.6%
$125.23 - $132.78 $1.45M - $1.54M
20.8K $2.73M
JPM
Jpmorgan Chase & CO

Financial Services
3.91K
New
$282.78 - $316.06 $1.11M - $1.24M
3.91K $1.23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.8K
+ 302.19%
$68.24 - $73.73 $941K - $1.02M
18.3K $1.35M
IVV
Ishares Core S&P 500 ETF

ETFs
511
+ 3.6%
$620.67 - $670.08 $317K - $342K
14.7K $9.84M
AVGO
Broadcom Inc.

Technology
2.83K
+ 350.5%
$264.74 - $369.57 $748K - $1.04M
3.63K $1.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 20.0%
$692600.0 - $759798.0 $693K - $760K
6 $4.53M
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
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 327.01%
$695.21 - $791.73 $707K - $805K
1.33K $975K
TSLA
Tesla, Inc.

Consumer Cyclical
1.67K
New
$293.94 - $444.72 $491K - $742K
1.67K $742K
ABBV
Abb Vie Inc.

Healthcare
2.61K
+ 134.69%
$184.85 - $231.54 $482K - $604K
4.55K $1.05M
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
XLK
Technology Sector Spdr

ETFs
1.24K
+ 12.2%
$250.97 - $282.66 $311K - $351K
11.4K $3.22M
XOM
Exxon Mobil Corp

Energy
5.49K
New
$105.83 - $117.22 $581K - $643K
5.49K $618K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.37K
+ 15.91%
$72.65 - $78.68 $390K - $422K
39.1K $3.06M
VGT
Vanguard Information Technolog

ETFs
285
+ 6.43%
$656.44 - $753.15 $187K - $215K
4.72K $3.52M
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
IVE
Ishares S&P 500 Value ETF

ETFs
2.32K
+ 43.12%
$194.44 - $206.51 $451K - $479K
7.7K $1.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.4K
New
$108.97 - $121.65 $480K - $535K
4.4K $531K
VNQ
Vanguard Specialized Funds Van

ETFs
4.12K
+ 6.63%
$88.47 - $93.24 $364K - $384K
66.2K $6.06M
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
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
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