10Elms LLP Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$109.0M

Holdings

468

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (468 positions)

#StockSharesValue% PortfolioType
1
AQLTISHARES CORE MSCI EAFE ETF
123,178$11.0M10.11%
2
XLKSTATE STRET TEC SELECT SEC SPDR ETF
43,248$6.2M5.71%
3
IEMGISHARES CORE MSCI EMERGING ETF
74,793$5.0M4.61%
4
XLVSTATE STRT HLTH CRE SLT SEC SPDR ETF
27,087$4.2M3.85%
5
USMVISHARES MSCI USA MIN VOLFCTR ETF
33,485$3.2M2.89%
6
BNDVANGUARD TOTAL BOND MARKET ETF
38,606$2.9M2.62%
7
SPYSPDR S&P 500 ETF
4,072$2.8M2.55%
8
XLFSTE STRT FINCL SLCT SECTOR SPDR ETF
50,273$2.8M2.52%
9
QUALISHARES MSCI USA QLTY FACT ETF
13,308$2.6M2.42%
10
SCHDSCHWAB US DIVIDEND EQUITY ETF
94,613$2.6M2.38%
11
IWMISHARES RUSSELL 2000 ETF
10,404$2.6M2.35%
12
MTUMISHARES MSCI USA MOMNTUMFCT ETF
9,786$2.4M2.25%
13
XLISTATE STRT INDSTL SLCT SCTR SPDR ETF
15,003$2.3M2.13%
14
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF
24,078$2.2M1.99%
15
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF
43,557$2.1M1.93%
16
USIGISHARES BRD USD INV GRD CORP BD ETF
37,329$1.9M1.77%
17
XLYSTATE STRT CONS DSRY SLTSE SP ETF IV
15,376$1.8M1.68%
18
VLUEISHARES MSCI USA VALUE FACTOR ETF
12,361$1.7M1.55%
19
XLCSTE STRT COMTN SR SLCT SCTR SPDR ETF
14,341$1.7M1.55%
20
VTIVANGUARD TOTAL STOCK MARKET ETF
4,439$1.5M1.36%
21
IBDTISHARES IBONDS DEC 2028 TERM ETF
46,656$1.2M1.09%
22
XLFISTE SRT CNSR STPLS SLCT SEC SPDR ETF
14,849$1.2M1.06%
23
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
46,299$1.1M1.03%
24
SOXXISHARES SEMICONDUCTOR ETF
3,215$968K0.89%
25
EMBISHARES JPMORGAN USD MTSBOND ETF
9,877$950K0.87%
26
IBDSISHARES IBONDS DEC 2027 TERM CORPORA
36,565$887K0.81%
27
DVYEISHARES EMERGING MARKETSDIV ETF
26,106$813K0.75%
28
IBDUISHARES IBONDS DEC 2029 TERM ETF
34,070$797K0.73%
29
BXBLACKSTONE INC
4,614$711K0.65%
30
LQDISHARES IBOXX INVT GRADEBOND ETF
6,306$694K0.64%
31
GOOGLALPHABET INC CLASS CLASS A
2,120$663K0.61%
32
XLUSTATE STRT UTLTES SLET SCTR SPDR ETF
15,146$646K0.59%
33
EPDENTERPRISE PRODS PART LP
19,818$635K0.58%
34
IBMOISHARES IBONDS DEC 2026 TRM MUNI ETF
24,344$624K0.57%
35
IBDVISHARES IBND DEC 2030 TRM CORP ETF
27,641$610K0.56%
36
AMZNAMAZON COM INC
2,625$605K0.55%
37
ABALLIANCEBERNSTEIN HLD LP
15,460$594K0.54%
38
IBMPISHARES IBONDS DEC 2027 TRM MNI ETF
22,694$576K0.53%
39
VEUVANGUARD FTSE ALL WORLD EX US ETF
7,601$559K0.51%
40
VTVVANGUARD VALUE ETF
2,761$527K0.48%
41
IBMQISHARES IBND DC 2028 TRMMUNI ETF
20,360$520K0.48%
42
KKRKKR & CO INC
4,074$519K0.48%
43
IBMRISHARES IBONDS DEC 2029 TM MN BD ETF
20,400$518K0.48%
44
FNDASCHWAB FUNDAMNTL US SML COM ETF
16,294$513K0.47%
45
XLESTATE STRET ENRGY SLECT SEC SPDR ETF
11,324$506K0.46%
46
GOOGALPHABET INC CLASS CLASS C
1,600$502K0.46%
47
IBDWISHARES IBOND DEC 2031 TRM CRP ETF
22,200$469K0.43%
48
XLBSTATE STRET MATRL SLCT SCTR SPDR ETF
9,862$447K0.41%
49
TIPISHARES TIPS BOND ETF
4,061$446K0.41%
50
PFFDGLOBAL X US PREFERRED ETF
23,010$435K0.40%
51
EMLPFIRST TRUST NORTH AMERICAN ENERG ETF
11,343$429K0.39%
52
XLRESTATE SRT REL EST SLCT SCTR SPDR ETF
10,480$422K0.39%
53
HYGISHARES IBOXX HIGH YIELDBOND ETF
5,085$410K0.38%
54
CATCATERPILLAR INC
699$400K0.37%
55
IBDXISHARES IBONDS DEC 2032 TM CRP ETF
15,150$386K0.35%
56
WFCWELLS FARGO & CO
3,971$370K0.34%
57
MUBISHARES NATIONAL MUNI BOND ETF
3,450$369K0.34%
58
TX NRTTRN 4 01/01/2039NORTH TEX TWY AUTH 4 39TOLL TRAN DUE 01/01/39
350,000$350K0.32%
59
FLRNST STRT SPDR BBRG INV GRD FLT ETF IV
11,130$342K0.31%
60
IBBISHARES BIOTECHNOLOGY ETF
2,025$341K0.31%
61
BRK/BBERKSHIRE HATHAWAY CLASS CLASS B
660$331K0.30%
62
NVDANVIDIA CORP
1,773$330K0.30%
63
ITA*ISHARES US AEROSPACE DEFENSE ETF
1,500$322K0.30%
64
MSFTMICROSOFT CORP
640$309K0.28%
65
DTECALPS DISRUPTIVE TECHNOLOGIES ETF
5,456$265K0.24%
66
BWXTBWX TECHNOLOGIES INC
1,506$260K0.24%
67
IBHFISHARES IBONDS 2026 TERMHIGH YIELD
11,015$254K0.23%
68
TX AUSHGR 4 08/01/2035AUSTIN TEX CMNTY CO 4 35COLL EDUC DUE 08/01/35XTRO
250,000$251K0.23%
69
TX BRLUTL 4 03/01/2030BURLESON TEX WTR & 4 30WRSR UTIL DUE 03/01/30
250,000$250K0.23%
70
NY NYSHGR 5 07/01/2045NEW YORK ST DORM AU 5 45UNIV EDUC DUE 07/01/45
250,000$243K0.22%
71
PEPPEPSICO INC
1,604$230K0.21%
72
ENFRALERIAN ENERGY INFRASTRUCTURE ETF
7,300$229K0.21%
73
AVGOBROADCOM INC
650$224K0.21%
74
WMBWILLIAMS COS INC
3,639$218K0.20%
75
KMIKINDER MORGAN INC DEL
7,478$205K0.19%
76
GAB 5 PERP GGAMCO INVESTORS, 5 PFDPFD SER G
9,800$203K0.19%
77
KS SEDFAC 4 08/01/2029SEDGWICK CNTY KANS 4 29FAC BLDG DUE 08/01/29
200,000$200K0.18%
78
BCV 5.375 PERP ABANCROFT 5 3 5 375 PFDPFD SER A
8,791$190K0.17%
79
VOVANGUARD MID CAP ETF
640$185K0.17%
80
IBMSISHS IBND DEC 2030 TRM MN BND ETF
6,820$177K0.16%
81
PSXPHILLIPS 66
1,354$174K0.16%
82
GGT 5.125 PERP GTHE GABELLI 5 125 PFDPFD SER G
8,000$170K0.16%
83
COSTCOSTCO WHSL CORP NEW
192$165K0.15%
84
NTRS 4.7 PERP ENORTHERN TRUST 4 7 PFDPFD SER E
8,425$163K0.15%
85
LNTALLIANT ENERGY CORP
2,388$155K0.14%
86
IBDYISHARES IBONDS DEC 2033 TM CP ETF
5,900$154K0.14%
87
IHAKISHARES CYBERSECURITY AND TECH ETF
3,200$153K0.14%
88
NY MTATRN 4 11/15/2036METROPOLITAN TRANSN 4 36COMB TRAN DUE 11/15/36XTRO
150,000$149K0.14%
89
BNS 5.25 06/12/28BANK NOVA SCOTI5 25 28F DUE 06/12/28
145,000$149K0.14%
90
TX ARLEDU 4 08/15/2044ARLINGTON TEX HIGHE 4 44CHAR EDUC DUE 08/15/44OID XTRO
150,000$142K0.13%
91
VTEBVANGUARD MUNI BND TAX EXEMPT ETF
2,830$142K0.13%
92
JNJJOHNSON & JOHNSON
683$141K0.13%
93
NY MTATRN 4 11/15/2032METROPOLITAN TRANSN 4 32COMB TRAN DUE 11/15/32XTRO
140,000$140K0.13%
94
MCDMCDONALDS CORP
459$140K0.13%
95
IDV*ISHARES INTERNATIONAL SEL DIV ETF
3,500$138K0.13%
96
CWISPDR MSCI ACWI EX-US ETF
3,833$137K0.13%
97
IL ILSHSG 1.4 10/01/2030ILLINOIS HSG DEV 1 4 30SING HSG DUE 10/01/30XTRO
150,000$136K0.12%
98
LVMUYLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS
900$135K0.12%
99
GDV 4.25 PERP KGABELLI DIVID 4 25 PFDPFD SER K
7,014$127K0.12%
100
TFC 1.125 08/03/27 MTNTRUIST FINL COR 1 125 27 DUE 08/03/27
130,000$124K0.11%
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