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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 USFR, VEA, TFLO, CALI, SUB, and represent 14.46% of Elmwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JAAA, AIRR, DFCA, LOUP, JMST, CALI, PWZ, MEAR, BALT, GPIX.
Started 4 new stock positions in JAAA, BALT, PWZ, RTX.
Reduced shares in these 10 stocks: GXDW, CRBU, BIL, TFLO, USFR, , VGSH, TOTL, JPST, .
Sold out of its positions in AXP, GXDW, PLD, TSLA.
Elmwood Wealth Management was a net seller of stock by $-694k.
Elmwood Wealth Management has $244M in assets under management (AUM), dropping by -1.63%.
Central Index Key (CIK): 0001731927

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Portfolio Holdings for Elmwood Wealth Management

Elmwood Wealth Management holds 128 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	3.1	$7.6M	-7%	151k	50.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$7.2M		141k	50.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.9	$7.1M	-12%	140k	50.66	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	2.9	$7.0M	+11%	139k	50.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.6	$6.4M	+2%	61k	105.60	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.6	$6.2M	+14%	122k	50.85	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.5	$6.0M	-6%	150k	40.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.3	$5.6M	-6%	110k	50.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.2	$5.5M	-7%	93k	58.69	View chart
Apple (AAPL)	2.2	$5.3M		24k	222.13	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	2.1	$5.0M		160k	31.45	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.9	$4.7M	-19%	52k	91.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$4.7M		62k	75.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$3.9M	+7%	176k	22.08	View chart
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)	1.6	$3.9M	+9%	83k	46.61	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.6	$3.8M	+10%	76k	50.24	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.5	$3.7M		65k	56.28	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.5	$3.6M	-2%	148k	24.24	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.4	$3.5M	+9%	73k	47.89	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.4	$3.5M	-2%	98k	35.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.4	$3.5M	-4%	84k	41.47	View chart
Costco Wholesale Corporation (COST)	1.4	$3.4M	-3%	3.5k	945.69	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	1.4	$3.3M	+53%	73k	45.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.3	$3.2M	-5%	81k	40.19	View chart
Amazon (AMZN)	1.3	$3.1M	-2%	17k	190.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$3.1M	+3%	69k	45.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.1M	-7%	63k	49.62	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.3	$3.1M	+91%	46k	68.21	View chart
Mastercard Incorporated Cl A (MA)	1.3	$3.1M	-3%	5.6k	548.12	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$3.1M		57k	53.97	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	1.3	$3.1M	-4%	176k	17.39	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.2	$2.9M		108k	26.76	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.2	$2.8M		80k	35.65	View chart
UnitedHealth (UNH)	1.2	$2.8M	-3%	5.4k	523.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.8M	-2%	5.3k	532.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$2.8M		78k	35.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.1	$2.8M	+7%	25k	110.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.1	$2.6M	-7%	68k	38.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$2.6M	+6%	54k	48.82	View chart
Amplify Etf Tr Nat Res Dividend (NDIV)	1.1	$2.6M		89k	28.95	View chart
Microsoft Corporation (MSFT)	1.0	$2.4M		6.4k	375.39	View chart
JPMorgan Chase & Co. (JPM)	1.0	$2.4M	-3%	9.8k	245.30	View chart
Ishares Msci Equal Weite (EUSA)	0.9	$2.3M	+12%	24k	93.59	View chart
NVIDIA Corporation (NVDA)	0.9	$2.2M		21k	108.38	View chart
salesforce (CRM)	0.9	$2.2M		8.1k	268.36	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.8	$2.1M	+135%	41k	49.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.0M		13k	154.64	View chart
Abbott Laboratories (ABT)	0.8	$2.0M		15k	132.65	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$2.0M	-4%	32k	63.53	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.8	$1.9M	-3%	36k	51.05	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.8	$1.8M	+15%	45k	40.65	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.7	$1.8M		45k	40.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.8M	+14%	11k	156.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.7M	-8%	21k	81.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.6M	NEW	32k	50.71	View chart
Intuit (INTU)	0.6	$1.5M	-5%	2.5k	613.99	View chart
Travelers Companies (TRV)	0.6	$1.4M	-5%	5.5k	264.46	View chart
Pepsi (PEP)	0.6	$1.4M	-8%	9.4k	149.94	View chart
Marsh & McLennan Companies (MMC)	0.6	$1.4M	-6%	5.7k	244.03	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.6	$1.4M	+5%	66k	20.76	View chart
Visa Com Cl A (V)	0.6	$1.4M		3.9k	350.46	View chart
Danaher Corporation (DHR)	0.5	$1.3M	-4%	6.4k	205.00	View chart
Union Pacific Corporation (UNP)	0.5	$1.3M		5.5k	236.23	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.3M		12k	105.44	View chart
Charles Schwab Corporation (SCHW)	0.5	$1.3M	-5%	16k	78.28	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.5	$1.2M	+29%	26k	47.60	View chart
AmerisourceBergen (COR)	0.5	$1.2M	-3%	4.5k	278.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.2M		52k	23.43	View chart
Rockwell Automation (ROK)	0.5	$1.2M	-2%	4.6k	258.38	View chart
Walt Disney Company (DIS)	0.5	$1.2M	-13%	12k	98.70	View chart
Procter & Gamble Company (PG)	0.5	$1.1M		6.7k	170.42	View chart
Ecolab (ECL)	0.4	$1.1M	-2%	4.3k	253.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.1M		5.6k	193.99	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.4	$1.0M		19k	52.49	View chart
Microchip Technology (MCHP)	0.4	$990k		21k	48.41	View chart
Dominion Resources (D)	0.4	$965k		17k	56.07	View chart
Honeywell International (HON)	0.4	$959k		4.5k	211.75	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$925k	-20%	38k	24.34	View chart
Johnson & Johnson (JNJ)	0.4	$886k		5.3k	165.83	View chart
Mccormick & Co Com Non Vtg (MKC)	0.4	$875k	-5%	11k	82.31	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$837k	-5%	25k	33.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$800k		4.6k	173.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$725k		2.6k	274.89	View chart
Nike CL B (NKE)	0.3	$650k		10k	63.48	View chart
Eaton Corp SHS (ETN)	0.3	$640k	+3%	2.4k	271.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$637k		2.0k	312.04	View chart
Palo Alto Networks (PANW)	0.3	$631k	+34%	3.7k	170.64	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$583k	NEW	24k	23.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$570k		1.0k	559.39	View chart
Eli Lilly & Co. (LLY)	0.2	$527k	+3%	638.00	825.91	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$524k	-25%	10k	50.54	View chart
Philip Morris International (PM)	0.2	$520k		3.3k	158.75	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$516k		10k	50.01	View chart
Chevron Corporation (CVX)	0.2	$513k	-10%	3.1k	167.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$503k		8.1k	62.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$496k	+30%	3.6k	139.78	View chart
Intellia Therapeutics (NTLA)	0.2	$482k		68k	7.11	View chart
Starbucks Corporation (SBUX)	0.2	$477k	-2%	4.9k	98.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$460k	-13%	9.3k	49.73	View chart
Citigroup Com New (C)	0.2	$454k		6.4k	70.99	View chart
American Tower Reit (AMT)	0.2	$454k	+2%	2.1k	217.60	View chart
Digital Realty Trust (DLR)	0.2	$439k	+17%	3.1k	143.29	View chart
Caribou Biosciences (CRBU)	0.2	$428k	-76%	468k	0.91	View chart
Abbvie (ABBV)	0.2	$407k	-7%	1.9k	209.52	View chart
Xenon Pharmaceuticals (XENE)	0.2	$369k		11k	33.55	View chart
Southern Company (SO)	0.2	$368k		4.0k	91.95	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$352k	NEW	11k	31.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$349k		1.6k	221.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$346k	-6%	4.4k	78.27	View chart
Duke Energy Corp Com New (DUK)	0.1	$319k	-3%	2.6k	121.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$301k		12k	26.20	View chart
Novartis Sponsored Adr (NVS)	0.1	$296k		2.7k	111.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$294k	-14%	8.0k	37.01	View chart
Cigna Corp (CI)	0.1	$294k		894.00	329.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$293k		4.8k	60.66	View chart
United Rentals (URI)	0.1	$280k		446.00	626.70	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$276k	-29%	7.3k	37.78	View chart
Altria (MO)	0.1	$273k		4.6k	60.02	View chart
Pfizer (PFE)	0.1	$262k		10k	25.34	View chart
Norfolk Southern (NSC)	0.1	$253k		1.1k	236.85	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$248k		5.3k	46.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$245k		3.3k	73.45	View chart
Merck & Co (MRK)	0.1	$236k		2.6k	89.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$233k		1.4k	166.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$227k	NEW	1.7k	132.46	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$222k	-7%	7.6k	29.27	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$221k	-8%	9.2k	24.03	View chart
Geron Corporation (GERN)	0.0	$45k	+7%	28k	1.59	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 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
Elmwood Wealth Management 2021 Q2 filed Aug. 13, 2021
Elmwood Wealth Management 2021 Q1 filed May 13, 2021

View all past filings

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