Evid Invest
Holders — by stockHoldings — by fund

Elm Partners Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001743941

$2.79B

disclosed book value

161

positions

15.5%

largest position share

Positions, as of 2026-06-30

top 100 of 161 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD INDEX FDS1.2M$431.6M15.5%
2VBILVANGUARD INSTL INDEX FD3.8M$289.2M10.4%
3VWOVANGUARD INTL EQUITY INDEX F4.5M$269.7M9.7%
4VGKVANGUARD INTL EQUITY INDEX F2.3M$206.3M7.4%
5ELMSERIES PORTFOLIOS TR6.2M$180.7M6.5%
6VPLVANGUARD INTL EQUITY INDEX F1.3M$144.7M5.2%
7IEMGISHARES INC1.7M$140.2M5%
8SCHPSCHWAB STRATEGIC TR4.8M$126.9M4.6%
9VOOVANGUARD INDEX FDS141,560$97.2M3.5%
10VGSHVANGUARD SCOTTSDALE FDS1.6M$91.5M3.3%
11IEURISHARES TR1.0M$76.5M2.7%
12ITOTISHARES TR406,864$66.8M2.4%
13BBEUJ P MORGAN EXCHANGE TRADED F656,570$51.1M1.8%
14SPEMSPDR INDEX SHS FDS973,914$50.4M1.8%
15IPACISHARES TR533,830$43.7M1.6%
16SCHHSCHWAB STRATEGIC TR1.8M$43.0M1.5%
17BNDVANGUARD BD INDEX FDS488,939$35.9M1.3%
18VTVVANGUARD INDEX FDS164,329$35.8M1.3%
19BBCAJ P MORGAN EXCHANGE TRADED F317,028$31.5M1.1%
20VBVANGUARD INDEX FDS94,216$28.6M1%
21AGGISHARES TR236,071$23.4M0.8%
22SPYMSPDR SERIES TRUST261,395$23.0M0.8%
23SGOVISHARES TR212,608$21.4M0.8%
24NVDANVIDIA CORPORATION106,905$21.4M0.8%
25VNQVANGUARD INDEX FDS191,483$18.5M0.7%
26VTEBVANGUARD MUN BD FDS267,541$13.5M0.5%
27STIPISHARES TR115,464$11.8M0.4%
28IVVISHARES TR15,186$11.4M0.4%
29MUBISHARES TR103,433$11.1M0.4%
30AAPLAPPLE INC26,182$7.6M0.3%
31VGTVANGUARD WORLD FD63,210$7.6M0.3%
32DFUSDIMENSIONAL ETF TRUST85,046$7.0M0.3%
33EWCISHARES INC109,490$6.3M0.2%
34IUSVISHARES TR55,571$6.1M0.2%
35XLKSELECT SECTOR SPDR TR30,630$5.8M0.2%
36CRWDCROWDSTRIKE HLDGS INC7,596$5.8M0.2%
37SCHFSCHWAB STRATEGIC TR200,155$5.5M0.2%
38VEAVANGUARD TAX-MANAGED FDS65,799$4.7M0.2%
39SPYSTATE STR SPDR S&P 500 ETF T6,182$4.6M0.2%
40LLYELI LILLY & CO3,843$4.6M0.2%
41AMDADVANCED MICRO DEVICES INC7,857$4.6M0.2%
42BRK/ABERKSHIRE HATHAWAY INC DEL6$4.5M0.2%
43IJRISHARES TR29,913$4.4M0.2%
44VFHVANGUARD WORLD FD29,352$3.9M0.1%
45VISVANGUARD WORLD FD9,447$3.4M0.1%
46XLFSELECT SECTOR SPDR TR60,083$3.2M0.1%
47LRCXLAM RESEARCH CORP7,264$3.1M0.1%
48SCHBSCHWAB STRATEGIC TR102,915$3.0M0.1%
49BNBROOKFIELD CORP69,812$3.0M0.1%
50COHRCOHERENT CORP7,208$2.8M0.1%
51VOXVANGUARD WORLD FD15,034$2.8M0.1%
52VCRVANGUARD WORLD FD6,792$2.7M0.1%
53GOOGLALPHABET INC7,428$2.7M0.1%
54IBMINTERNATIONAL BUSINESS MACHS9,303$2.6M0.1%
55SCHASCHWAB STRATEGIC TR71,857$2.6M0.1%
56VHTVANGUARD WORLD FD8,621$2.6M0.1%
57MSFTMICROSOFT CORP6,508$2.4M0.1%
58GOOGALPHABET INC6,563$2.3M0.1%
59XLISELECT SECTOR SPDR TR10,958$2.0M0.1%
60VUGVANGUARD INDEX FDS22,697$2.0M0.1%
61RTXRTX CORPORATION9,440$1.8M0.1%
62VIGVANGUARD SPECIALIZED FUNDS7,439$1.8M0.1%
63IVEISHARES TR7,745$1.8M0.1%
64FLCAFRANKLIN TEMPLETON ETF TR32,895$1.7M0.1%
65VEUVANGUARD INTL EQUITY INDEX F19,868$1.7M0.1%
66VXUSVANGUARD STAR FDS18,928$1.6M0.1%
67AVGOBROADCOM INC4,217$1.6M0.1%
68XLYSELECT SECTOR SPDR TR13,559$1.6M0.1%
69IEFAISHARES TR15,497$1.5M0.1%
70AMZNAMAZON COM INC6,079$1.4M0.1%
71JPMJPMORGAN CHASE & CO4,138$1.4M0%
72COSTCOSTCO WHOLESALE CORPORATION1,351$1.3M0%
73MUMICRON TECHNOLOGY INC1,075$1.2M0%
74BRK/BBERKSHIRE HATHAWAY INC DEL2,462$1.2M0%
75ABBVABBVIE INC4,815$1.2M0%
76DUKDUKE ENERGY CORP NEW9,463$1.2M0%
77IWFISHARES TR8,621$1.1M0%
78TIPISHARES TR9,410$1.0M0%
79IWMISHARES TR3,390$1.0M0%
80XLCSELECT SECTOR SPDR TR8,379$897,6420%
81DDOMINION ENERGY INC13,078$893,0970%
82VDCVANGUARD WORLD FD3,900$879,4150%
83VBRVANGUARD INDEX FDS3,450$838,3840%
84IWVISHARES TR1,951$831,9060%
85VRTVERTIV HOLDINGS CO2,408$806,0890%
86CATCATERPILLAR INC756$804,9750%
87SEAGATE TECHNOLOGY HLDNGS PL832$802,4360%
88METAMETA PLATFORMS INC1,420$800,0130%
89EXMOCEXXON MOBIL CORP5,680$776,5180%
90TSMTAIWAN SEMICONDUCTOR MANUFAC1,621$774,2130%
91IUSGISHARES TR4,100$771,1320%
92OEFISHARES TR2,083$762,1070%
93MKLMARKEL GROUP INC364$710,8960%
94VOEVANGUARD INDEX FDS3,574$706,1910%
95OTFBLUE OWL TECHNOLOGY FIN CORP65,958$682,6650%
96ASML HLDG NV341$678,5560%
97IVWISHARES TR4,648$639,2150%
98BACBANK OF AMER CORP11,135$634,4950%
99SCHVSCHWAB STRATEGIC TR17,900$623,0990%
100SRESEMPRA6,344$588,1350%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.