Fund HoldingsElm Partners Management LLC

Total Portfolio Value
$2.31B
Total Bought
$331.80M
Total Sold
$196.29M
Net Transaction
+$135.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INSTL INDEX FD108,8981,842,620+1,733,7228,214139,3576.04%+131,143
SPDR INDEX SHS FDS
ST PORT MARK ETF
0826,995+826,995037,6031.63%+37,603
SERIES PORTFOLIOS TR
ELM MAR NAV ETF
06,006,305+6,006,3050159,6486.92%+159,648
SCHWAB STRATEGIC TR7,072,3908,065,801+993,411187,348214,3899.29%+27,041
ISHARES INC
CORE MSCI EMKT
1,484,0001,791,143+307,14399,754120,5805.23%+20,825
SPDR SERIES TRUST
ST STR P500ETF
42,976211,312+168,3363,44815,7170.68%+12,270
SCHWAB STRATEGIC TR627,3121,010,445+383,13313,10521,3910.93%+8,287
ISHARES TR
CORE MSCI EURO
01,119,616+1,119,616076,2573.31%+76,257
VANGUARD INTL EQUITY INDEX F1,207,8321,225,262+17,430109,188115,6775.01%+6,489
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
556,073632,274+76,20140,76044,3601.92%+3,600
VANGUARD INDEX FDS125,961139,209+13,24824,05726,8721.16%+2,814
VANGUARD INDEX FDS085,423+85,423021,6840.94%+21,684
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
295,147320,704+25,55727,44929,3961.27%+1,947
ISHARES TR
CORE MSCI PAC
489,530507,836+18,30635,83937,7121.63%+1,873
VERTIV HOLDINGS CO(VRT)19,05319,05303,0874,4630.19%+1,376
APPLE INC(AAPL)025,791+25,79106,3610.28%+6,361
SCHWAB STRATEGIC TR35,81570,129+34,3141,0201,9690.09%+949
ISHARES TR130,108140,396+10,28813,93614,8750.64%+939
SCHWAB STRATEGIC TR163,644197,275+33,6313,9344,7290.20%+795
VANGUARD INTL EQUITY INDEX F9,16219,868+10,7066741,4450.06%+771
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,389+4,38906310.03%+631
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
70,63785,046+14,4095,2395,8590.25%+620
VANGUARD SPECIALIZED FUNDS4,5217,223+2,7029941,5220.07%+528
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,2206,512+4,2922617030.03%+442
VANGUARD WORLD FD
CONSUM STP ETF
03,456+3,45607740.03%+774
ISHARES TR45,13349,756+4,6234,6284,9990.22%+371
COSTCO WHOLESALE CORPORATION(COST)1,1541,349+1959951,3440.06%+349
EXXON MOBIL CORP5,6445,991+3476791,0270.04%+348
SELECT SECTOR SPDR TR
ST STR INDL ETF
7,7899,877+2,0881,2081,5470.07%+339
ISHARES TR2,7724,150+1,3786829940.04%+312
CHEVRON CORPORATION(CVX)01,354+1,35402850.01%+285
VANGUARD INTL EQUITY INDEX F01,896+1,89602680.01%+268
VANGUARD BD INDEX FDS03,341+3,34102620.01%+262
SCHWAB STRATEGIC TR08,008+8,00802440.01%+244
BLUE OWL TECHNOLOGY FIN CORP21,98543,972+21,9873205510.02%+232
COCA COLA CO(KO)02,937+2,93702240.01%+224
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
03,712+3,71202210.01%+221
ISHARES TR04,025+4,02502200.01%+220
TJX COS INC NEW(TJX)01,413+1,41302200.01%+220
KINDER MORGAN INC DEL(KMI)06,479+6,47902180.01%+218
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,0785,541+2,4633685850.03%+218
LAM RESEARCH CORP(LRCX)7,2507,25001,2411,4490.06%+208
WELLS FARGO & CO(WFC)02,708+2,70802080.01%+208
ISHARES TR21,04522,514+1,4692,5292,7210.12%+192
VALERO ENERGY CORP(VLO)01,820+1,82004550.02%+455
BERKSHIRE HATHAWAY INC DEL2,1102,582+4721,0611,2260.05%+165
DUKE ENERGY CORP NEW(DUK)09,463+9,46301,2460.05%+1,246
LINDE PLC(LIN)01,038+1,03805180.02%+518
ISHARES TR01,245+1,24503750.02%+375
WALMART INC(WMT)4,0324,526+4944495590.02%+110
VANGUARD WORLD FD
MATERIALS ETF
01,524+1,52403360.01%+336
DEERE & CO(DE)515616+1012403420.01%+102
CATERPILLAR INC(CAT)723754+314145030.02%+89
ALPHABET INC(GOOG)4,9776,018+1,0411,5621,6440.07%+82
NEXTERA ENERGY INC(NEE)03,418+3,41803150.01%+315
JOHNSON & JOHNSON(JNJ)1,1471,289+1422383130.01%+75
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
82882802283000.01%+72
SEMPRA(SRE)06,339+6,33906120.03%+612
LOCKHEED MARTIN CORP(LMT)0599+59903590.02%+359
ASML HLDG NV
N Y REGISTRY SHS
34134103634270.02%+63
VANGUARD WORLD FD
INDUSTRIAL ETF
6,8826,977+952,0532,1060.09%+53
RTX CORPORATION(RTX)9,3479,438+911,7141,7660.08%+52
ISHARES GOLD TR(IAU)5,9146,210+2964805270.02%+47
DOMINION ENERGY INC(D)013,078+13,07808090.04%+809
VERTEX PHARMACEUTICALS INC(VRTX)531636+1052412820.01%+41
MERCK & CO INC(MRK)3,1083,10803273670.02%+40
MASTERCARD INCORPORATED(MA)620791+1713543910.02%+37
GILEAD SCIENCES INC(GILD)2,5762,579+33163520.02%+35
VANGUARD TAX-MANAGED FDS59,04660,019+9733,6893,7230.16%+34
EATON CORP PLC(ETN)01,333+1,33304580.02%+458
MICRON TECHNOLOGY INC(MU)84084002402700.01%+31
PROCTER & GAMBLE CO(PG)03,065+3,06504440.02%+444
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,6983,758+602873080.01%+20
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,6141,61404905110.02%+20
SPDR GOLD TR(GLD)838839+13333480.02%+15
GLOBAL X FDS
GLOBAL X URANIUM
04,687+4,68702120.01%+212
VANGUARD INDEX FDS03,556+3,55606450.03%+645
ISHARES TR02,276+2,27604210.02%+421
PHILIP MORRIS INTL INC(PM)01,501+1,50102470.01%+247
SCHWAB STRATEGIC TR17,88117,882+15295350.02%+5
PROLOGIS INC.(PLD)4,0284,030+25145190.02%+5
OREILLY AUTOMOTIVE INC(ORLY)04,605+4,60504240.02%+424
MCDONALDS CORP(MCD)0885+88502730.01%+273
ISHARES TR01,946+1,94602770.01%+277
VANGUARD INDEX FDS03,471+3,47107370.03%+737
ISHARES TR03,219+3,21903130.01%+313
ISHARES TR01,785+1,78503740.02%+374
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,255+3,25502570.01%+257
ISHARES TR01,651+1,65102140.01%+214
ISHARES SILVER TR(SLV)3,4273,42702212180.01%-3
SPDR SERIES TRUST
ST STR P500VAL
4,7104,71002682620.01%-6
VANGUARD WHITEHALL FDS04,755+4,75503100.01%+310
LOWES COS INC(LOW)01,305+1,30503040.01%+304
VANGUARD STAR FDS18,39118,388-31,3871,3720.06%-15
BANCO SANTANDER SA(SAN)016,760+16,76001790.01%+179
SCHWAB STRATEGIC TR09,708+9,70802420.01%+242
ISHARES TR
CORE MSCI EAFE
12,84812,84801,1491,1270.05%-23
VISTRA CORP(VST)02,895+2,89504270.02%+427
ISHARES TR7,7917,811+201,6521,6220.07%-30
ISHARES TR5,1164,787-3295625280.02%-34
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