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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 TFLO, VEA, CALI, JMST, JPST, and represent 14.94% of Elmwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PWZ, TFLO, DDFL, USFR, NVDA, JPST, EJUL, FLOT, TSLA, AAPL.
Started 15 new stock positions in AVGO, PLTR, EJUL, META, MCD, QQQ, Innovator Etfs Trust, ORCL, LOW, NFLX. VSDM, DDFL, TSLA, WIT, KOCT.
Reduced shares in these 10 stocks: MLN, , EAPR, PIO, PFEB, NDIV, BND, SUB, VRP, BIL.
Sold out of its positions in EAPR, PFEB, BND, VCIT.
Elmwood Wealth Management was a net buyer of stock by $19M.
Elmwood Wealth Management has $282M in assets under management (AUM), dropping by 11.88%.
Central Index Key (CIK): 0001731927

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Portfolio Holdings for Elmwood Wealth Management

Elmwood Wealth Management holds 140 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	3.9	$11M	+22%	215k	50.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$8.9M	+4%	148k	59.92	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	2.8	$7.8M	+6%	154k	50.67	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.6	$7.4M	+2%	146k	51.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.5	$7.2M	+18%	141k	50.73	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	2.4	$6.7M		90k	73.88	View chart
Apple (AAPL)	2.3	$6.6M	+16%	26k	254.63	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.3	$6.6M	-2%	61k	106.78	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.3	$6.5M	+29%	130k	50.27	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.2	$6.3M	+2%	155k	40.57	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	2.2	$6.3M	+2%	168k	37.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$5.9M	+6%	68k	87.31	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.0	$5.5M		57k	96.68	View chart
NVIDIA Corporation (NVDA)	1.9	$5.3M	+29%	29k	186.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.8	$5.2M	+6%	89k	58.85	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.7	$4.8M		126k	38.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$4.7M	+2%	178k	26.34	View chart
Microsoft Corporation (MSFT)	1.5	$4.3M	+27%	8.2k	517.98	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.5	$4.1M	+6%	81k	50.51	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.5	$4.1M	+2%	79k	52.23	View chart
Amazon (AMZN)	1.4	$4.0M	+11%	18k	219.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.4	$4.0M		86k	45.80	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.3	$3.8M	+6%	77k	49.03	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.3	$3.7M		66k	57.04	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$3.7M		57k	65.92	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$3.7M	+3%	82k	45.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$3.7M	+15%	15k	243.09	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.2	$3.4M		139k	24.70	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.2	$3.4M	+5%	26k	130.28	View chart
Mastercard Incorporated Cl A (MA)	1.2	$3.3M	+2%	5.7k	568.85	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.2	$3.2M	+7%	113k	28.75	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.1	$3.2M		79k	41.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$3.2M		64k	50.07	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.2M	+3%	10k	315.42	View chart
Costco Wholesale Corporation (COST)	1.1	$3.1M		3.4k	925.70	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.1	$3.1M	+16%	63k	49.83	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$3.1M	+49%	60k	51.09	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.1	$3.0M	+395%	124k	23.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$3.0M	+9%	60k	49.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.0	$2.9M		68k	43.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.8M	+6%	5.6k	502.77	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.8M		11k	243.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.0	$2.7M	+6%	59k	45.60	View chart
Ishares Msci Equal Weite (EUSA)	0.9	$2.5M	+2%	24k	102.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.5M	+7%	45k	54.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$2.4M		31k	76.72	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.8	$2.2M	-2%	24k	91.75	View chart
Abbott Laboratories (ABT)	0.8	$2.1M	+4%	16k	133.94	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.7	$2.0M	+7%	50k	40.69	View chart
UnitedHealth (UNH)	0.7	$1.9M	+4%	5.6k	345.28	View chart
salesforce (CRM)	0.7	$1.9M		8.1k	237.01	View chart
Amplify Etf Tr Nat Res Dividend (NDIV)	0.6	$1.8M	-25%	64k	28.59	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.6	$1.8M	NEW	90k	20.20	View chart
Intuit (INTU)	0.6	$1.7M		2.5k	682.90	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.6	$1.7M	+3%	34k	48.22	View chart
Rockwell Automation (ROK)	0.6	$1.6M		4.6k	349.52	View chart
Charles Schwab Corporation (SCHW)	0.6	$1.6M		16k	95.47	View chart
Travelers Companies (TRV)	0.5	$1.5M		5.4k	279.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.4M		50k	27.90	View chart
AmerisourceBergen (COR)	0.5	$1.4M	-2%	4.4k	312.56	View chart
Intellia Therapeutics (NTLA)	0.5	$1.3M	+14%	78k	17.27	View chart
Union Pacific Corporation (UNP)	0.5	$1.3M		5.6k	236.35	View chart
Walt Disney Company (DIS)	0.5	$1.3M	+6%	11k	114.50	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.3M		12k	106.49	View chart
Microchip Technology (MCHP)	0.5	$1.3M		20k	64.22	View chart
Pepsi (PEP)	0.5	$1.3M		9.3k	140.44	View chart
Visa Com Cl A (V)	0.5	$1.3M	+2%	3.8k	341.38	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.5	$1.3M	-36%	29k	44.89	View chart
Danaher Corporation (DHR)	0.4	$1.2M		6.3k	198.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M		5.5k	215.79	View chart
Ecolab (ECL)	0.4	$1.2M		4.3k	273.85	View chart
Marsh & McLennan Companies (MMC)	0.4	$1.2M		5.7k	201.53	View chart
Procter & Gamble Company (PG)	0.4	$1.1M	+6%	7.1k	153.64	View chart
Dominion Resources (D)	0.4	$1.1M		17k	61.17	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.4	$1.1M	NEW	37k	28.94	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M	+7%	5.7k	185.41	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.4	$1.0M		25k	40.73	View chart
Tesla Motors (TSLA)	0.3	$953k	NEW	2.1k	444.72	View chart
Honeywell International (HON)	0.3	$930k		4.4k	210.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$927k		38k	24.40	View chart
Eaton Corp SHS (ETN)	0.3	$897k		2.4k	374.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$876k		4.6k	189.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$801k		2.4k	328.24	View chart
Palo Alto Networks (PANW)	0.3	$800k	+5%	3.9k	203.61	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.3	$769k	-75%	44k	17.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$743k	+90%	2.7k	279.29	View chart
Nike CL B (NKE)	0.3	$734k	+2%	11k	69.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$693k		1.0k	666.18	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$691k		10k	66.91	View chart
Citigroup Com New (C)	0.2	$686k	+5%	6.8k	101.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$671k	+7%	3.9k	170.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$631k	NEW	1.1k	600.37	View chart
Abbvie (ABBV)	0.2	$616k	+38%	2.7k	231.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$598k		8.1k	73.46	View chart
Chevron Corporation (CVX)	0.2	$592k	+24%	3.8k	155.29	View chart
Eli Lilly & Co. (LLY)	0.2	$588k	+20%	771.00	763.02	View chart
Philip Morris International (PM)	0.2	$582k	+9%	3.6k	162.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$563k	+12%	2.3k	246.61	View chart
Digital Realty Trust (DLR)	0.2	$526k		3.0k	172.91	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$516k		10k	50.00	View chart
Innovator Etfs Trust Equity Dual Dirc	0.2	$478k	NEW	23k	20.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$460k		9.2k	49.83	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$454k	-5%	9.0k	50.70	View chart
Xenon Pharmaceuticals (XENE)	0.2	$438k		11k	40.15	View chart
United Rentals (URI)	0.2	$435k	+2%	456.00	954.66	View chart
Novartis Sponsored Adr (NVS)	0.2	$428k	+30%	3.3k	128.24	View chart
American Tower Reit (AMT)	0.2	$425k	+5%	2.2k	192.34	View chart
Meta Platforms Cl A (META)	0.1	$402k	NEW	548.00	734.38	View chart
Southern Company (SO)	0.1	$396k	+4%	4.2k	94.77	View chart
Starbucks Corporation (SBUX)	0.1	$386k	-4%	4.6k	84.60	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$368k		11k	32.82	View chart
Broadcom (AVGO)	0.1	$352k	NEW	1.1k	329.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$349k		4.4k	78.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$345k		4.8k	71.37	View chart
Duke Energy Corp Com New (DUK)	0.1	$341k	+5%	2.8k	123.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$340k		12k	29.64	View chart
Norfolk Southern (NSC)	0.1	$334k	+3%	1.1k	300.41	View chart
Oracle Corporation (ORCL)	0.1	$333k	NEW	1.2k	281.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$332k	+16%	2.0k	167.33	View chart
Altria (MO)	0.1	$326k	+8%	4.9k	66.06	View chart
International Business Machines (IBM)	0.1	$319k	+54%	1.1k	282.16	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$310k		7.3k	42.47	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$305k		5.3k	57.31	View chart
Pfizer (PFE)	0.1	$289k	+10%	11k	25.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$286k		7.0k	41.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$278k	NEW	1.5k	182.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$267k		1.1k	254.20	View chart
American Express Company (AXP)	0.1	$264k	+17%	795.00	332.16	View chart
Merck & Co (MRK)	0.1	$263k	+20%	3.1k	83.93	View chart
Cigna Corp (CI)	0.1	$258k		894.00	288.25	View chart
Netflix (NFLX)	0.1	$234k	NEW	195.00	1198.92	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$211k		5.0k	42.13	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$210k		7.8k	26.88	View chart
McDonald's Corporation (MCD)	0.1	$208k	NEW	685.00	303.89	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$203k	NEW	2.6k	76.71	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$201k	NEW	6.1k	33.02	View chart
Lowe's Companies (LOW)	0.1	$201k	NEW	800.00	251.31	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$73k	NEW	28k	2.63	View chart
Codexis (CDXS)	0.0	$53k		22k	2.44	View chart
Geron Corporation (GERN)	0.0	$41k	+5%	30k	1.37	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 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
Elmwood Wealth Management 2021 Q4 filed Feb. 8, 2022

View all past filings

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