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James White

Elm Partners Management Llc

Assets Managed
$2.307B
Holdings
158
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
4.68%(2Q avg: 7.4%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Elm Partners Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Elm Partners Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.307B in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 7.4%. The portfolio is managed by James White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.59%
12.98%
$299.263M
960,162 shares@ $311.68 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.15%
10.53%
$242.82M
4.632M shares@ $52.42 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 14.05%
9.3%
$214.389M
8.066M shares@ $26.58 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -3.6%
7.33%
$169.086M
2.117M shares@ $79.87 avg price
ELM
Elm Market Navigator Etf
Recent Activity
Increased 33.58%
6.92%
$159.648M
6.006M shares@ $26.59 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 1592.07%
6.05%
$139.357M
1.843M shares@ $75.63 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 20.7%
5.23%
$120.58M
1.791M shares@ $67.32 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Increased 1.45%
5.02%
$115.677M
1.225M shares@ $94.41 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Increased 16.47%
3.31%
$76.257M
1.12M shares@ $68.12 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -12.25%
2.96%
$68.195M
1.166M shares@ $58.49 avg price

1-10 of 158