10Elms LLP Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$111.2B

Holdings

498

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (498 positions)

#StockSharesValue% PortfolioType
1
AQLTISHARES CORE MSCI EAFE ETF
121,583$10.6B9.55%
2
XLKTECHNOLOGY SELECT SECTORSPDR ETF
22,041$6.2B5.59%
3
IEMGISHARES CORE MSCI EMERGING ETF
74,427$4.9B4.41%
4
XLVSELECT SECTOR HEALTH CARE SPDR ETF
28,159$3.9B3.52%
5
USMVISHARES MSCI USA MIN VOLFCTR ETF
36,344$3.5B3.11%
6
SPYSPDR S&P 500 ETF
4,379$2.9B2.62%
7
SCHDSCHWAB US DIVIDEND EQUITY ETF
106,344$2.9B2.61%
8
BNDVANGUARD TOTAL BOND MARKET ETF
38,935$2.9B2.60%
9
QUALISHARES MSCI USA QLTY FACT ETF
14,654$2.9B2.56%
10
MTUMISHARES MSCI USA MOMNTUMFCT ETF
10,057$2.6B2.32%
11
IWMISHARES RUSSELL 2000 ETF
10,437$2.5B2.27%
12
XLFSELECT STR FINANCIAL SELECT SPDR ETF
46,463$2.5B2.25%
13
XLISELECT SECTOR INDUSTRIALSPDR ETF
15,353$2.4B2.13%
14
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF
43,672$2.2B1.94%
15
USIGISHARES BRD USD INV GRD CORP BD ETF
37,708$2.0B1.77%
16
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF
22,858$1.9B1.74%
17
XLYSPDR FUND CONSUMER DISCRE SELECT ETF
7,673$1.8B1.65%
18
XLCCOMMUNICAT SVS SLCT SEC SPDR ETF
14,011$1.7B1.49%
19
VLUEISHARES MSCI USA VALUE FACTOR ETF
12,234$1.5B1.38%
20
VTIVANGUARD TOTAL STOCK MARKET ETF
4,584$1.5B1.35%
21
IBDTISHARES IBONDS DEC 2028 TERM ETF
46,656$1.2B1.07%
22
IBDRISHARES IBONDS DEC 2026 TERM CORPORA
48,909$1.2B1.07%
23
XLFISPDR FUND CONSUMER STAPLES ETF
14,849$1.2B1.05%
24
EMBISHARES JPMORGAN USD MTSBOND ETF
9,870$939.5M0.84%
25
SOXXISHARES SEMICONDUCTOR ETF
3,365$912.3M0.82%
26
IBDSISHARES IBONDS DEC 2027 TERM CORPORA
36,675$892.7M0.80%
27
BXBLACKSTONE INC
4,614$788.3M0.71%
28
DVYEISHARES EMERGING MARKETSDIV ETF
26,106$775.1M0.70%
29
IBDUISHARES IBONDS DEC 2029 TERM ETF
32,370$759.7M0.68%
30
IBDQISHR IBND DEC 2025 TRM ETF
28,782$725.0M0.65%
31
LQDISHARES IBOXX INVT GRADEBOND ETF
6,186$689.6M0.62%
32
XLUSELECT SECTOR UTI SELECTSPDR ETF
7,638$666.1M0.60%
33
IBMOISHARES IBONDS DEC 2026 TRM MUNI ETF
24,344$624.7M0.56%
34
EPDENTERPRISE PRODS PART LP
19,818$619.7M0.56%
35
IBHEISHARES IBND 2025 TRM HGH YLD ETF
26,318$611.1M0.55%
36
KKRKKR & CO INC
4,594$597.0M0.54%
37
ABALLIANCEBERNSTEIN HLD LP
15,460$590.9M0.53%
38
AMZNAMAZON COM INC
2,625$576.4M0.52%
39
IBDVISHARES IBND DEC 2030 TRM CORP ETF
25,941$574.6M0.52%
40
IBMPISHARES IBONDS DEC 2027 TRM MNI ETF
21,994$560.3M0.50%
41
VTVVANGUARD VALUE ETF
2,961$552.2M0.50%
42
VEUVANGUARD FTSE ALL WORLD EX US ETF
7,438$530.9M0.48%
43
IBMQISHARES IBND DC 2028 TRMMUNI ETF
20,360$522.0M0.47%
44
XLEENERGY SELECT SECTOR SPDR ETF
5,842$521.9M0.47%
45
IBMRISHARES IBONDS DEC 2029 TM MN BD ETF
20,400$520.8M0.47%
46
GOOGLALPHABET INC CLASS CLASS A
2,120$515.4M0.46%
47
FNDASCHWAB FUNDAMNTL US SML COM ETF
16,458$512.8M0.46%
48
TIPISHARES TIPS BOND ETF
4,296$477.8M0.43%
49
PFFISHARES PREFERRED INCOMESEC ETF
14,114$446.3M0.40%
50
XLBSPDR FUND MATERIALS SELECT SECTR ETF
4,886$437.9M0.39%
51
EMLPFIRST TRUST NORTH AMERICAN ENERG ETF
11,343$434.3M0.39%
52
IBDWISHARES IBOND DEC 2031 TRM CRP ETF
20,400$432.9M0.39%
53
XLREREAL ESTATE SELECT SCTR SPDR ETF
10,210$430.1M0.39%
54
IAUISHARES IBND DEC 2025 TRM MUN BD ETF
15,739$421.6M0.38%
55
HYGISHARES IBOXX HIGH YIELDBOND ETF
5,115$415.3M0.37%
56
GOOGALPHABET INC CLASS C
1,600$389.7M0.35%
57
MUBISHARES NATIONAL MUNI BOND ETF
3,550$378.0M0.34%
58
IBDXISHARES IBONDS DEC 2032 TM CRP ETF
13,850$354.8M0.32%
59
TX NRTTRN 4 01/01/2039NORTH TEX TWY AUTH 4 39TOLL TRAN DUE 01/01/39
350,000$347.1M0.31%
60
FLRNSPDR BLOOMBERG INT GRD FLT RT ETF
11,130$343.5M0.31%
61
CATCATERPILLAR INC
699$333.5M0.30%
62
WFCWELLS FARGO & CO
3,971$332.8M0.30%
63
BRK/BBERKSHIRE HATHAWAY CLASS B
660$331.8M0.30%
64
MSFTMICROSOFT CORP
640$331.5M0.30%
65
NVDANVIDIA CORP
1,773$330.8M0.30%
66
ITA*ISHARES US AEROSPACE DEFENSE ETF
1,500$313.9M0.28%
67
IBBISHARES BIOTECHNOLOGY ETF
2,025$292.3M0.26%
68
DTECALPS DISRUPTIVE TECHNOLOGIES ETF
5,456$279.0M0.25%
69
BWXTBWX TECHNOLOGIES INC
1,506$277.7M0.25%
70
IBHFISHARES IBONDS 2026 TERMHIGH YIELD
11,015$257.6M0.23%
71
ENFRALERIAN ENERGY INFRASTRUCTURE ETF
7,800$252.8M0.23%
72
TX AUSHGR 4 08/01/2035AUSTIN TEX CMNTY CO 4 35COLL EDUC DUE 08/01/35XTRO
250,000$251.4M0.23%
73
TX BRLUTL 4 03/01/2030BURLESON TEX WTR & 4 30WRSR UTIL DUE 03/01/30
250,000$250.1M0.22%
74
NY NYSHGR 5 07/01/2045NEW YORK ST DORM AU 5 45UNIV EDUC DUE 07/01/45
250,000$240.5M0.22%
75
PEPPEPSICO INC
1,639$230.2M0.21%
76
WMBWILLIAMS COS INC
3,549$224.8M0.20%
77
AVGOBROADCOM INC
650$214.4M0.19%
78
KMIKINDER MORGAN INC DEL
7,478$211.7M0.19%
79
BCV 5.375 PERP ABANCROFT 5 3 5 375 PFDPFD SER A
9,482$208.0M0.19%
80
GAB 5 PERP GGAMCO INVESTORS, 5 PFDPFD SER G
9,800$207.2M0.19%
81
KS SEDFAC 4 08/01/2029SEDGWICK CNTY KANS 4 29FAC BLDG DUE 08/01/29
200,000$200.2M0.18%
82
TX GULUTL 5 10/01/2033GULF COAST WASTE DI 5 33 CALLED @100 EFF: 10/01/2025
200,000$200.0M0.18%
83
COSTCOSTCO WHSL CORP NEW
215$199.0M0.18%
84
VOVANGUARD MID CAP ETF
640$188.0M0.17%
85
PSXPHILLIPS 66
1,354$184.2M0.17%
86
GGT 5.125 PERP GTHE GABELLI 5 125 PFDPFD SER G
8,297$181.4M0.16%
87
GDV 4.25 PERP KGABELLI DIVID 4 25 PFDPFD SER K
9,514$177.2M0.16%
88
NTRS 4.7 PERP ENORTHERN TRUST 4 7 PFDPFD SER E
8,525$173.1M0.16%
89
CWISPDR MSCI ACWI EX-US ETF
4,885$170.6M0.15%
90
IHAKISHARES CYBERSECURITY AND TECH ETF
3,200$167.5M0.15%
91
LNTALLIANT ENERGY CORP
2,388$161.0M0.14%
92
BNS 5.25 06/12/28BANK NOVA SCOTI5 25 28F DUE 06/12/28
145,000$149.5M0.13%
93
NY MTATRN 4 11/15/2036METROPOLITAN TRANSN 4 36COMB TRAN DUE 11/15/36XTRO
150,000$149.0M0.13%
94
IBMSISHS IBND DEC 2030 TRM MN BND ETF
5,670$147.9M0.13%
95
VTEBVANGUARD MUNI BND TAX EXEMPT ETF
2,830$141.7M0.13%
96
NY MTATRN 4 11/15/2032METROPOLITAN TRANSN 4 32COMB TRAN DUE 11/15/32XTRO
140,000$140.7M0.13%
97
TX ARLEDU 4 08/15/2044ARLINGTON TEX HIGHE 4 44CHAR EDUC DUE 08/15/44OID XTRO
150,000$139.4M0.13%
98
KNGFT VST S P 500 DIV ARISTTRGT ETF
2,825$139.3M0.13%
99
MCDMCDONALDS CORP
457$138.9M0.12%
100
IBDYISHARES IBONDS DEC 2033 TM CP ETF
5,250$137.7M0.12%
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