Elm Partners Management LLC

Q2 2025 13F Holdings

  • Location
    philadelphia, PA
  • Num holdings

    97

  • Value ($000)

    $1,722,387

  • Date Filed
    08/05/2025
  • Form type
    13F-HR
  • CIK
    0001743941
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$256.54M
15 %

844,068

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$186.22M
11 %

3,764,989

---

SERIES PORTFOLIOS TR

ELM MARKET NAVIG
$161.76M
9 %

6,247,791

VGK
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$142.42M
8 %

1,837,617

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$126.88M
7 %

1,260,139

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$119.73M
7 %

4,487,523

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$90.01M
5 %

1,499,500

VPL
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
$85.52M
5 %

1,040,600

IEUR
IEUR

ISHARES TR

CORE MSCI EURO
$66.06M
4 %

997,863

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$51.59M
3 %

382,024

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