Elm Partners Management LLC has filed a restatement of its Form 13F-HR for the period ending March 31, 2025. The filing, dated October 7, 2026, lists the firm's equity securities holdings as of the specified date.
The portfolio consists of 70 separate positions, with the largest holding being the Series Portfolios Trust Elm Market NAVIG, which comprises 10,688,814 shares. This is followed by the iShares Inc Core MSCI Emerging Markets ETF, with 2,030,540 shares, and the Vanguard Index Funds Total Stock Market ETF, with 585,390 shares.
The filing details a diverse mix of exchange-traded funds (ETFs) and individual stocks. Among the individual stocks listed are Apple Inc., with 1,262 shares; AbbVie Inc., with 1,166 shares; and Goldman Sachs Group Inc., with 463 shares. The portfolio also includes various sector-specific ETFs, such as the Select Sector SPDR Trust Technology (1,559 shares) and Financial (13,277 shares), as well as global equity ETFs from providers like iShares and Vanguard covering developed and emerging markets.
