Elm Partners Management LLC Incresed Positions 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
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
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
VFH
Vanguard Financial ETF

ETFs
11.6K
+ 125.6%
$125.23 - $132.78 $1.45M - $1.54M
20.8K $2.73M
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
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 327.01%
$695.21 - $791.73 $707K - $805K
1.33K $975K
ABBV
Abb Vie Inc.

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

ETFs
1.24K
+ 12.2%
$250.97 - $282.66 $311K - $351K
11.4K $3.22M
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
IVE
Ishares S&P 500 Value ETF

ETFs
2.32K
+ 43.12%
$194.44 - $206.51 $451K - $479K
7.7K $1.59M
VNQ
Vanguard Specialized Funds Van

ETFs
4.12K
+ 6.63%
$88.47 - $93.24 $364K - $384K
66.2K $6.06M
VBR
Vanguard Small Cap Value ETF

ETFs
1.59K
+ 52.34%
$195.41 - $212.37 $310K - $337K
4.62K $964K
VOX
Vanguard Communication Service

ETFs
925
+ 9.41%
$169.0 - $192.17 $156K - $178K
10.8K $2.02M
VCR
Vanguard Consumer Discretionar

ETFs
268
+ 4.18%
$359.61 - $401.35 $96.4K - $108K
6.68K $2.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
571
+ 46.12%
$459.11 - $506.91 $262K - $289K
1.81K $909K
AMD
Advanced Micro Devices Inc

Technology
1K
+ 14.94%
$134.8 - $184.42 $135K - $185K
7.7K $1.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.89K
+ 5.46%
$23.82 - $25.84 $116K - $126K
94.4K $2.43M
RTX
Raytheon Technologies Corp

Industrials
632
+ 7.29%
$144.19 - $167.33 $91.1K - $106K
9.3K $1.56M
ETN
Eaton Corp PLC

Industrials
709
+ 113.8%
$342.99 - $392.76 $243K - $278K
1.33K $498K
IEFA
Ishares Tr

ETFs
2.56K
+ 24.95%
$81.7 - $87.53 $209K - $224K
12.8K $1.12M
XLF
Financial Sector Spdr

ETFs
3.92K
+ 15.79%
$51.37 - $54.25 $201K - $213K
28.7K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.79K
+ 1.83%
$21.69 - $23.34 $60.5K - $65K
155K $3.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
196
+ 0.98%
$108.46 - $120.63 $21.3K - $23.6K
20.3K $2.41M
VHT
Vanguard Health Care ETF

ETFs
598
+ 12.95%
$239.12 - $259.95 $143K - $155K
5.22K $1.35M
VIS
Vanguard Industrial ETF

ETFs
366
+ 8.06%
$281.0 - $296.29 $103K - $108K
4.91K $1.45M
VOE
Vanguard Mid Cap Value Index F

ETFs
825
+ 29.91%
$164.63 - $174.58 $136K - $144K
3.58K $625K
MKL
Markel Corp

Financial Services
97
+ 48.02%
$1898.34 - $2031.8 $184K - $197K
299 $571K
LLY
Eli Lilly & CO

Healthcare
290
+ 8.03%
$625.65 - $812.69 $181K - $236K
3.9K $2.98M
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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