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Elmwood Wealth Management

Latest statistics and disclosures from Elmwood Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VEA, TFLO, CALI, JMST, and represent 13.77% of Elmwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Innovator Etfs Trust, AAPL, VIG, SPY, GOOG, NVDA, BRK.B, ACWI, EOCT, XLI.
Started 37 new stock positions in BMY, VYM, Innovator Etfs Trust, DSI, VTV, RSPT, VGK, IWM, DFIV, MOAT.
Reduced shares in these 10 stocks: TFLO, DDFL, USFR, EJUL, NDIV, BIL, Innovator Etfs Trust, PIO, , NFLX.
Sold out of its positions in EJUL, Innovator Etfs Trust, DDFL, LOW, NFLX, ORCL.
Elmwood Wealth Management was a net buyer of stock by $31M.
Elmwood Wealth Management has $317M in assets under management (AUM), dropping by 12.16%.
Central Index Key (CIK): 0001731927

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Portfolio Holdings for Elmwood Wealth Management

Elmwood Wealth Management holds 171 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.0	$9.4M	+33%	35k	271.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$9.4M		151k	62.47	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.7	$8.6M	-20%	171k	50.46	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	2.6	$8.3M	+6%	164k	50.46	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.5	$7.9M	+5%	154k	50.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.3	$7.3M		144k	50.59	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	2.2	$7.0M		92k	76.41	View chart
NVIDIA Corporation (NVDA)	2.2	$6.8M	+28%	37k	186.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.1	$6.7M	+2%	63k	106.70	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	2.1	$6.5M		169k	38.35	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	2.0	$6.3M		158k	40.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$6.3M	+3%	71k	89.46	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.8	$5.7M	+2%	58k	98.32	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$5.4M	+52%	17k	313.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.6	$5.2M		88k	58.73	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.5	$4.9M		125k	39.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$4.8M		15k	312.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.5	$4.7M	-27%	94k	50.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$4.7M		175k	26.91	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.4	$4.5M	+9%	89k	50.32	View chart
Amazon (AMZN)	1.4	$4.4M	+4%	19k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$4.3M	+49%	8.5k	502.67	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.3	$4.1M	+30%	82k	50.08	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.3	$4.1M		78k	52.80	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$4.1M	+7%	61k	67.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.3	$4.1M		86k	47.02	View chart
Microsoft Corporation (MSFT)	1.3	$4.0M		8.3k	483.59	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.2	$3.9M	+3%	68k	57.46	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.2	$3.9M	+3%	80k	48.70	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$3.8M		83k	45.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$3.6M	+195%	16k	219.78	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.1	$3.5M	+6%	121k	29.20	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$3.4M	+13%	68k	50.86	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.1	$3.4M		78k	42.94	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.1	$3.4M		138k	24.33	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.1	$3.3M	-3%	25k	132.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$3.3M	+2%	65k	50.29	View chart
Mastercard Incorporated Cl A (MA)	1.0	$3.3M		5.7k	570.92	View chart
JPMorgan Chase & Co. (JPM)	1.0	$3.2M		10k	322.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.0	$3.1M	+4%	72k	43.92	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.0	$3.1M	+3%	129k	24.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$3.1M	+6%	64k	48.32	View chart
Costco Wholesale Corporation (COST)	0.9	$2.9M		3.4k	862.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$2.9M	+304%	4.2k	681.94	View chart
Innovator Etfs Trust Equity Dual Nov	0.9	$2.8M	NEW	147k	19.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.9	$2.8M		59k	46.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$2.7M	+9%	50k	53.76	View chart
Ishares Msci Equal Weite (EUSA)	0.8	$2.5M		24k	103.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$2.4M		31k	77.53	View chart
salesforce (CRM)	0.6	$2.0M	-6%	7.6k	264.93	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.6	$2.0M		49k	40.51	View chart
Abbott Laboratories (ABT)	0.6	$2.0M		16k	125.29	View chart
UnitedHealth (UNH)	0.6	$1.9M		5.7k	330.09	View chart
Spdr Series Trust State Street Spd (SHM)	0.6	$1.8M	+12%	39k	47.99	View chart
Rockwell Automation (ROK)	0.6	$1.8M		4.6k	389.06	View chart
Intuit (INTU)	0.5	$1.6M		2.5k	662.41	View chart
Charles Schwab Corporation (SCHW)	0.5	$1.6M		16k	99.91	View chart
Travelers Companies (TRV)	0.5	$1.6M		5.4k	290.04	View chart
AmerisourceBergen (COR)	0.5	$1.5M		4.3k	337.78	View chart
Walt Disney Company (DIS)	0.5	$1.4M	+10%	13k	113.77	View chart
Visa Com Cl A (V)	0.4	$1.4M	+6%	4.1k	350.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.4M		50k	28.48	View chart
Danaher Corporation (DHR)	0.4	$1.4M		6.2k	228.93	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.4M	-36%	16k	91.38	View chart
Pepsi (PEP)	0.4	$1.3M		9.3k	143.52	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$1.3M	NEW	9.3k	141.49	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M		12k	107.11	View chart
Microchip Technology (MCHP)	0.4	$1.3M		21k	63.72	View chart
Union Pacific Corporation (UNP)	0.4	$1.3M		5.6k	231.30	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.4	$1.2M	NEW	39k	31.66	View chart
Johnson & Johnson (JNJ)	0.4	$1.2M		5.8k	206.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.2M	+35%	6.2k	191.56	View chart
Procter & Gamble Company (PG)	0.4	$1.2M	+17%	8.3k	143.31	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.2M	NEW	7.6k	155.11	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.2M	NEW	23k	49.90	View chart
Ecolab (ECL)	0.4	$1.1M		4.3k	262.51	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$1.1M	NEW	14k	79.68	View chart
Marsh & McLennan Companies (MMC)	0.3	$1.1M	+2%	5.9k	185.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.1M	NEW	23k	45.51	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.0M	NEW	7.3k	143.96	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$1.0M		25k	41.62	View chart
Dominion Resources (D)	0.3	$1.0M		17k	58.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.0M	NEW	37k	27.43	View chart
Tesla Motors (TSLA)	0.3	$964k		2.1k	449.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$948k	NEW	4.5k	210.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$926k		38k	24.37	View chart
Honeywell International (HON)	0.3	$905k	+5%	4.6k	195.09	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$904k	NEW	17k	54.77	View chart
Eli Lilly & Co. (LLY)	0.3	$877k	+5%	816.00	1074.71	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.3	$866k	-31%	20k	44.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$860k	+5%	2.6k	335.33	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$847k	+9%	48k	17.53	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$809k		2.7k	303.89	View chart
Citigroup Com New (C)	0.3	$799k		6.8k	116.69	View chart
Eaton Corp SHS (ETN)	0.2	$766k		2.4k	318.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$759k	NEW	4.0k	190.99	View chart
Amplify Etf Tr Nat Res Dividend (NDIV)	0.2	$726k	-57%	27k	26.96	View chart
Palo Alto Networks (PANW)	0.2	$712k		3.9k	184.19	View chart
Intellia Therapeutics (NTLA)	0.2	$701k		78k	8.99	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$697k		10k	68.11	View chart
Nike CL B (NKE)	0.2	$664k		10k	63.71	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$659k	NEW	6.8k	96.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$649k	+5%	2.4k	268.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$633k	NEW	2.5k	250.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$629k	+3%	4.1k	154.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$617k		8.2k	75.44	View chart
Abbvie (ABBV)	0.2	$609k		2.7k	228.49	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$601k	NEW	3.9k	154.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$593k	-8%	965.00	614.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$582k	NEW	7.0k	83.61	View chart
Philip Morris International (PM)	0.2	$564k		3.5k	160.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$549k	NEW	3.9k	141.06	View chart
Chevron Corporation (CVX)	0.2	$539k	-7%	3.5k	152.43	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$515k		10k	49.88	View chart
Digital Realty Trust (DLR)	0.2	$489k	+3%	3.2k	154.73	View chart
Xenon Pharmaceuticals (XENE)	0.2	$482k		11k	44.82	View chart
Novartis Sponsored Adr (NVS)	0.1	$461k		3.3k	137.87	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$443k	-3%	8.9k	49.59	View chart
Merck & Co (MRK)	0.1	$434k	+31%	4.1k	105.26	View chart
American Tower Reit (AMT)	0.1	$433k	+11%	2.5k	175.58	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$428k	-5%	8.5k	50.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$412k	NEW	657.00	627.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$407k	NEW	9.2k	44.41	View chart
Starbucks Corporation (SBUX)	0.1	$401k	+4%	4.8k	84.21	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$396k	NEW	8.4k	46.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$386k	NEW	12k	31.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$386k	+10%	4.9k	78.80	View chart
Broadcom (AVGO)	0.1	$380k	+3%	1.1k	346.10	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$376k	NEW	6.5k	57.70	View chart
United Rentals (URI)	0.1	$369k		456.00	809.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$367k		2.0k	183.40	View chart
Meta Platforms Cl A (META)	0.1	$359k		544.00	660.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$356k		4.8k	73.56	View chart
Southern Company (SO)	0.1	$349k	-4%	4.0k	87.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$344k		11k	30.07	View chart
Thermo Fisher Scientific (TMO)	0.1	$328k	NEW	566.00	579.45	View chart
Pfizer (PFE)	0.1	$326k	+15%	13k	24.90	View chart
Norfolk Southern (NSC)	0.1	$326k		1.1k	288.72	View chart
International Business Machines (IBM)	0.1	$324k	-3%	1.1k	296.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$323k	+19%	1.3k	257.88	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$316k		7.3k	43.25	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$306k		5.3k	57.58	View chart
American Express Company (AXP)	0.1	$303k	+3%	820.00	369.95	View chart
Duke Energy Corp Com New (DUK)	0.1	$302k	-6%	2.6k	117.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$291k		7.0k	41.88	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$286k	NEW	2.8k	103.56	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$285k	+38%	8.5k	33.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$283k	NEW	2.0k	143.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$278k	NEW	1.1k	246.16	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$278k	NEW	3.8k	73.28	View chart
Palantir Technologies Cl A (PLTR)	0.1	$271k		1.5k	177.75	View chart
Bank of America Corporation (BAC)	0.1	$270k	NEW	4.9k	55.00	View chart
Altria (MO)	0.1	$268k	-5%	4.7k	57.66	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$267k	NEW	2.1k	128.86	View chart
Bristol Myers Squibb (BMY)	0.1	$258k	NEW	4.8k	53.94	View chart
Cigna Corp (CI)	0.1	$253k	+2%	919.00	275.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$238k	NEW	2.9k	82.81	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$225k	-40%	6.7k	33.51	View chart
Verizon Communications (VZ)	0.1	$222k	NEW	5.4k	40.73	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$216k		5.0k	43.26	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$216k	NEW	4.8k	44.71	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$214k	NEW	1.8k	119.41	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$213k		7.8k	27.36	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$210k	NEW	1.1k	193.63	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$205k	NEW	1.4k	143.33	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$204k		2.7k	76.46	View chart
McDonald's Corporation (MCD)	0.1	$203k	-2%	665.00	305.63	View chart
Innovator Etfs Trust Equity Dual Dire	0.1	$202k	NEW	11k	19.17	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$63k	-19%	22k	2.84	View chart
Geron Corporation (GERN)	0.0	$37k	-5%	28k	1.32	View chart
Codexis (CDXS)	0.0	$35k		22k	1.63	View chart

Past Filings by Elmwood Wealth Management

SEC 13F filings are viewable for Elmwood Wealth Management going back to 2018

Elmwood Wealth Management 2025 Q4 filed Jan. 8, 2026
Elmwood Wealth Management 2025 Q3 filed Nov. 6, 2025
Elmwood Wealth Management 2025 Q2 filed July 28, 2025
Elmwood Wealth Management 2025 Q1 filed April 28, 2025
Elmwood Wealth Management 2024 Q4 filed Jan. 13, 2025
Elmwood Wealth Management 2024 Q3 filed Oct. 11, 2024
Elmwood Wealth Management 2024 Q2 filed Aug. 13, 2024
Elmwood Wealth Management 2024 Q1 filed May 13, 2024
Elmwood Wealth Management 2023 Q4 filed Jan. 30, 2024
Elmwood Wealth Management 2023 Q3 filed Nov. 15, 2023
Elmwood Wealth Management 2023 Q2 filed Aug. 10, 2023
Elmwood Wealth Management 2023 Q1 filed April 28, 2023
Elmwood Wealth Management 2022 Q4 filed Jan. 26, 2023
Elmwood Wealth Management 2022 Q3 filed Nov. 14, 2022
Elmwood Wealth Management 2022 Q2 filed July 12, 2022
Elmwood Wealth Management 2022 Q1 filed May 16, 2022

View all past filings

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