Elm Partners Management LLC has filed a restatement of its Form 13F-HR for the period ending March 31, 2026. The filing, signed by Chief Compliance Officer James White on October 30, 2026, updates the firm's portfolio holdings as of the specified date.
The restated report lists a total of 160 equity securities held by the firm. The largest holding disclosed in the filing is NVIDIA Corporation, with 11,065,700 shares. Other notable individual stock positions include Broadcom Inc. with 3,777 shares and Eli Lilly & Co. with 3,877 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the holdings. Significant ETF positions include the iShares Core MSCI Emerging Markets ETF with 1,901,325 shares, the Vanguard Total Stock Market ETF with 1,270,287 shares, and the iShares Core S&P 500 ETF with 14,743 shares. The filing also lists substantial positions in various other ETFs tracking broad market indices, sectors, and fixed income instruments, such as the Schwab Strategic Trust U.S. REIT ETF and the Vanguard Total Bond Market ETF.
