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10Elms LLP

RIA/Wealth

10Elms LLP is a RIA/Wealth led by Ryan William Kruger, reporting $109.5M in AUM as of Q3 2025 with 90% ETF concentration and minimal technology exposure.

Managing PartnerRyan William Kruger
Portfolio Value
$96.9M
Positions
167
Top Holding
IEFA at 10.95%
Last Reported
Q3 2025
Address

Top Holdings

Largest long holdings in 10Elms LLP's portfolio (44.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$10.6M
10.95%
+$129.6K
Bought
121.6K shares
ETF
ETF
$6.2M
6.41%
+$19.7K
Bought
22.0K shares
ETF
ETF
$4.9M
5.06%
+$153.8K
Bought
74.4K shares
ETF
ETF
$3.9M
4.04%
+$30.6K
Bought
28.2K shares
ETF
ETF
$3.5M
3.57%
+$155.6K
Bought
36.3K shares
ETF
ETF
$2.9M
3.01%
4.4K shares
ETF
ETF
$2.9M
2.99%
+$45.9K
Bought
106.3K shares
ETF
ETF
$2.9M
2.99%
+$31.5K
Bought
38.9K shares
ETF
ETF
$2.9M
2.94%
-$144.9K
Sold
14.7K shares
ETF
ETF
$2.6M
2.66%
-$11.5K
Sold
10.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in 10Elms LLP's latest filing

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Market Value
$96.9M
Prior: $90.5M
Q/Q Change
+7.13%
+$6.5M
Net Flows % of MV
+1.83%
Turnover Ratio
1.9%
New Purchases
6 stocks
$246.7K
Added To
46 stocks
+$2.5M
Sold Out Of
7 stocks
$109.4K
Reduced Holdings
27 stocks
-$845.5K

Increased Positions

PositionShares Δ
New
New
New
New
5
BLSH
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Evergy logo
Evergy
EVRG
Sold
Sold

Analytics

Portfolio insights and performance metrics for 10Elms LLP

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Sector Allocation

ETF: 89.70%ETFFinancial Services: 3.10%Energy: 1.60%Technology: 1.20%Communication Services: 1.10%Consumer Cyclical: 1.00%Industrials: 0.70%Consumer Defensive: 0.60%Utilities: 0.30%Healthcare: 0.20%Basic Materials: 0.10%
ETF
89.70%
Financial Services
3.10%
Energy
1.60%
Technology
1.20%
Communication Services
1.10%
Consumer Cyclical
1.00%
Industrials
0.70%
Consumer Defensive
0.60%
Utilities
0.30%
Healthcare
0.20%
Basic Materials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 4.71%Large Cap ($10B - $200B): 4.26%Mid Cap ($2B - $10B): 0.66%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.06%N/A (ETF or Unknown): 90.30%N/A (ETF or Unknown)
Mega Cap (> $200B)
4.71%
Large Cap ($10B - $200B)
4.26%
Mid Cap ($2B - $10B)
0.66%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.06%
N/A (ETF or Unknown)
90.30%

Portfolio Concentration

Top 10 Holdings %
44.62%
Top 20 Holdings %
65.24%
Top 50 Holdings %
86.37%
Top 100 Holdings %
98.03%

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