StockDriftsStockDriftsTop 50 Elm Partners Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.49% | 1.17M | $431.6M | +21.48%(+206.26K) | $276.96(+38.42%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 10.38% | 3.82M | $289.2M | +107.41%(+1.98M) | $75.60(+0.01%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.68% | 4.52M | $269.7M | -2.47%(-114.39K) | $45.98(+31.32%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 7.4% | 2.33M | $206.3M | +10.06%(+213.07K) | $66.14(+39.41%) | 2026-06-30 | |
| ELM | SERIES PORTFOLIOS TR | 6.49% | 6.17M | $180.7M | +2.70%(+162.34K) | $25.34(+17.78%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 5.19% | 1.25M | $144.7M | +2.06%(+25.29K) | $75.37(+52.21%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.03% | 1.69M | $140.2M | -5.48%(-98.19K) | $53.89(+53.34%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 4.55% | 4.79M | $126.9M | -40.63%(-3.28M) | $26.42(-1.90%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.49% | 141.6K | $97.2M | +32.61%(+34.81K) | $548.49(+29.93%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.28% | 1.57M | $91.5M | +34.77%(+405.41K) | $58.65(-0.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.78% | +35.94% | +3.96% | +21.46% |
| Top 20 Holdings Unweighted | +10.76% | +35.87% | +3.89% | +21.05% |
Elm Partners Management LLC reports $2.79B in US-listed equity holdings across 161 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.5%), VBIL (10.4%) and VWO (9.7%). The top 20 holdings account for 87.61% of reported assets. Its disclosed equity book has returned +35.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elm Partners Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1743941). View Elm Partners Management LLC’s 13F filings on SEC