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Manager Profile

10Elms LLP

Diversified · Financial Services 56%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

TULSA, OK

Portfolio Value

$236.3M

Latest reported 13F value

Holdings

530

Distinct positions in last filing

Top Position

iShares Core MSCI EAFE ETF

Latest disclosed holding

Top 4

IEFA 81369Y803 46434G103 46429B697 921937835

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
55.8%
Industrials
1.2%
Technology
0.9%
Communication Services
0.8%
Energy
0.6%
Healthcare
0.4%
Consumer Cyclical
0.3%
Consumer Defensive
0.3%
Utilities
0.1%
Basic Materials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
iShares Core MSCI EAFE ETF

Shares: 265.5K

25.6M

Position Value
2
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

Shares: 64.5K

12.3M

Position Value
3
ISHARES CORE MSCI EMERGING MARKETS ETF

Shares: 116.2K

9.6M

Position Value
4
ISHARES MSCI USA MIN VOLFACTOR ETF

Shares: 96.4K

9.3M

Position Value
5
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

Shares: 102.9K

7.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID