Q2 2026 13F · SEC CIK 2056650

10Elms LLP

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $224.7M
Reported positions: 256
Holdings vs S&P 500, 3 yrs: —
Assets under management: $120.6M

10Elms LLP is a wealth manager that reported 256 positions worth $224.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Tr (IEFA, 11.4%), Select Sector Spdr Tr (XLK, 5.5%), Ishares Inc (IEMG, 4.3%).

10Elms LLP holdings largest 50 of 256 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

10Elms LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEFAIshares Tr	11.4%	11.7%	265,471	+41.8%	$25.6M
XLKSelect Sector Spdr Tr	5.5%	4.7%	64,504	+26.6%	$12.3M
IEMGIshares Inc	4.3%	4.8%	116,248	+15.5%	$9.6M
USMVIshares Tr	4.1%	3.8%	96,403	+59.3%	$9.3M
VTVVanguard Index Fds	3.4%	2.9%	35,821	+67.3%	$7.6M
BNDVanguard Bd Index Fds	3.4%	2.9%	102,899	+78.4%	$7.6M
QUALIshares Tr	3.0%	2.4%	30,491	+61.2%	$6.7M
SPYState Str Spdr S&p 500 ETF T	2.6%	2.8%	7,894	+23.6%	$5.9M
XLVSelect Sector Spdr Tr	2.5%	3.4%	35,447	+2.8%	$5.6M
MTUMIshares Tr	2.3%	1.8%	15,052	+35.0%	$5.2M
IBDRIshares Tr	2.2%	1.8%	203,963	+90.6%	$4.9M
IBDTIshares Ibonds Dec 2028 Term Corporate E	2.2%	1.9%	195,400	+82.1%	$4.9M
XLFSelect Sector Spdr Tr	2.1%	2.2%	89,034	+36.0%	$4.8M
IBDUIshares Tr	2.1%	1.6%	199,139	+104.4%	$4.6M
IBDSIshares Tr	2.0%	1.6%	183,989	+87.6%	$4.5M
SCHDSchwab Strategic Tr	1.9%	2.2%	137,593	+29.9%	$4.4M
XLISelect Sector Spdr Tr	1.9%	2.1%	23,507	+21.0%	$4.4M
VIGVanguard Specialized Funds	1.8%	1.4%	16,843	+74.1%	$4.0M
IWMIshares Tr	1.7%	1.9%	12,684	+10.9%	$3.8M
BNDXVanguard Charlotte Fds	1.7%	1.8%	77,601	+40.1%	$3.8M
FNDASchwab Strategic Tr	1.6%	1.5%	96,609	+45.0%	$3.7M
VYMIVanguard Whitehall Fds	1.6%	1.8%	35,294	+30.7%	$3.5M
FLRNSpdr Series Trust	1.5%	1.1%	111,271	+115.7%	$3.4M
IBDVIshares Tr	1.4%	1.3%	143,793	+62.6%	$3.1M
XLYSelect Sector Spdr Tr	1.4%	1.4%	26,332	+50.9%	$3.1M
SOXXIshares Tr	1.3%	0.9%	4,613	+18.7%	$3.0M
XLCSelect Sector Spdr Tr	1.3%	1.7%	26,906	+19.2%	$2.9M
USIGIshares Tr	1.2%	1.5%	53,929	+24.6%	$2.8M
VLUEIshares Tr	1.2%	1.4%	13,727	-1.6%	$2.7M
CATCaterpillar Inc	1.1%	1.1%	2,364	+0.0%	$2.5M
IBDWIshares Tr	1.0%	0.9%	111,263	+67.2%	$2.3M
XLPSelect Sector Spdr Tr	0.9%	1.2%	24,605	+13.9%	$2.0M
IBHFIshares Ibonds 2026 Term High Yield and	0.8%	0.5%	81,664	+163.9%	$1.8M
VTIVanguard Index Fds	0.8%	1.0%	4,604	-0.2%	$1.7M
IBDXIshares Tr	0.7%	0.7%	64,472	+49.9%	$1.6M
IVVIshares Tr	0.7%	0.8%	2,009	+13.7%	$1.5M
EMBIshares Tr	0.7%	0.8%	15,493	+30.7%	$1.5M
MINTPimco Enhanced Short Maturity Active Exc	0.5%	—	11,788	—	$1.2M
XLESelect Sector Spdr Tr	0.5%	0.8%	22,089	+9.8%	$1.2M
GSYInvesco Actively Managed Exc	0.5%	—	23,372	—	$1.2M
XLUSelect Sector Spdr Tr	0.5%	0.7%	25,533	+11.0%	$1.2M
DVYEIshares Inc	0.5%	0.7%	34,214	+26.7%	$1.1M
XLBSelect Sector Spdr Tr	0.5%	0.6%	21,550	+14.5%	$1.1M
GOOGLAlphabet Inc	0.5%	0.5%	2,917	+11.3%	$1.0M
EPDEnterprise Prods Partners L	0.5%	0.7%	27,695	+3.8%	$1.0M
XLRESelect Sector Spdr Tr	0.4%	0.5%	22,889	+16.5%	$1.0M
IBMRIshares Tr	0.4%	0.4%	34,600	+33.1%	$878K
VCSHVanguard Scottsdale Fds	0.4%	—	10,663	—	$843K
ITAIshares Tr	0.4%	—	3,459	—	$839K
IBDYIshares Tr	0.4%	—	32,320	—	$832K

What 10Elms LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IBHF Ishares Ibonds 2026 Term High Yield and+163.9% shares
FLRN Spdr Series Trust+115.7% shares
IBDU Ishares Tr+104.4% shares
IBDR Ishares Tr+90.6% shares
IBDS Ishares Tr+87.6% shares
IBDT Ishares Ibonds Dec 2028 Term Corporate E+82.1% shares
BND Vanguard Bd Index Fds+78.4% shares
VIG Vanguard Specialized Funds+74.1% shares

Reduced

No position shrank by more than 5%.

Left the top 50

IBMP Ishares Ibondswas 0.5%
BX Blackstone Incwas 0.5%
GOOG Alphabet Incwas 0.4%
IBMO Ishares Ibondswas 0.4%
VEU Vanguard Intl Equity Index Fwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.7% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$224.7M	256
Q1 2026	$146.8M	206
Q4 2025	$96.9M	180
Q3 2025	$98.2M	186
Q2 2025	$92.0M	187
Q1 2025	$86.5M	206
Q4 2024	$81.8M	197

Questions about 10Elms LLP's portfolio

What stocks does 10Elms LLP own?

10Elms LLP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 256 positions worth $224.7M. The largest are Ishares Tr (IEFA) at 11.4%, Select Sector Spdr Tr (XLK) at 5.5%, Ishares Inc (IEMG) at 4.3%, Ishares Tr (USMV) at 4.1% and Vanguard Index Fds (VTV) at 3.4%.

What did 10Elms LLP buy last quarter?

In Q2 2026, 10Elms LLP added Ishares Ibonds 2026 Term High Yield and (IBHF) (+163.9% shares), Spdr Series Trust (FLRN) (+115.7% shares) and Ishares Tr (IBDU) (+104.4% shares), compared with its Q1 2026 filing.

What did 10Elms LLP sell last quarter?

In Q2 2026, 10Elms LLP cut from its top 50 Ishares Ibonds (IBMP), cut from its top 50 Blackstone Inc (BX), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Ishares Ibonds (IBMO) and cut from its top 50 Vanguard Intl Equity Index F (VEU), compared with its Q1 2026 filing.

When is 10Elms LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. 10Elms LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 10Elms LLP manage?

10Elms LLP reported $120.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $224.7M.