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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, CALI, VEA, JPST, AAPL, and represent 14.34% of Elmwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DDFJ, BIL, TFLO, VTI, IVV, XBFR, USFR, IEMG, DDFF, GPIX.
Started 20 new stock positions in XBFR, CIBR, DDFF, DFAT, DDFJ, TLT, MU, NBFR, IVV, NFLX. XOM, KBFR, DDTF, ESGD, RFLR, ESGE, JEPI, QFLR, IXC, DIA.
Reduced shares in these 10 stocks: PJAN, DDFN, POCT, EOCT, NDIV, , BX, , JMST, PJUN.
Sold out of its positions in AMT, NDIV, BX, EOCT, PJUN, BALT, DDFN, DDTN, ZJAN, PLTR. VOX, WIT, ACN.
Elmwood Wealth Management was a net buyer of stock by $51M.
Elmwood Wealth Management has $362M in assets under management (AUM), dropping by 14.22%.
Central Index Key (CIK): 0001731927

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Portfolio Holdings for Elmwood Wealth Management

Elmwood Wealth Management holds 178 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	3.5	$13M	+44%	247k	50.63	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	3.0	$11M	+29%	212k	50.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$9.9M	+2%	155k	64.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.6	$9.5M	+30%	188k	50.61	View chart
Apple (AAPL)	2.6	$9.2M	+4%	36k	253.79	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	2.3	$8.2M	+18%	202k	40.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.2	$8.1M	+20%	76k	106.50	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	2.2	$8.0M	+26%	116k	68.84	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.2	$7.8M	+65%	155k	50.34	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.1	$7.5M	+16%	68k	110.78	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.1	$7.5M	-4%	147k	50.98	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$7.1M	+67%	102k	69.75	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.9	$7.0M	+11%	175k	39.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$6.7M	+4%	74k	90.53	View chart
NVIDIA Corporation (NVDA)	1.8	$6.6M	+4%	38k	174.40	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.8	$6.3M	+62%	127k	50.04	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.6	$5.9M	+43%	118k	49.85	View chart
Spdr Series Trust State Street Spd (BIL)	1.5	$5.5M	+284%	60k	91.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.4	$5.2M		88k	58.54	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.4	$5.1M	+34%	107k	47.82	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.4	$5.1M	+2%	128k	39.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$5.0M	+11%	194k	25.64	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$5.0M		17k	286.86	View chart
Ishares Msci Equal Weite (EUSA)	1.3	$4.6M	+91%	46k	101.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.5M	+443%	14k	320.82	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.2	$4.4M		88k	50.34	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.2	$4.4M	+14%	78k	56.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$4.4M	+63%	81k	54.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$4.3M	-2%	15k	287.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$4.2M	+3%	8.8k	479.20	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.1	$4.2M	+6%	89k	46.74	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	1.1	$4.1M	NEW	221k	18.76	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$4.0M	+29%	83k	48.05	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.1	$4.0M	+17%	142k	27.82	View chart
Amazon (AMZN)	1.1	$3.9M	-2%	19k	208.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$3.7M	+7%	17k	215.06	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$3.5M	+10%	28k	125.13	View chart
Microsoft Corporation (MSFT)	1.0	$3.5M	+14%	9.4k	370.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$3.4M	NEW	5.2k	653.21	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.9	$3.4M	+10%	142k	23.87	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.9	$3.4M		78k	43.13	View chart
Innovator Etfs Trust Equity Managd 10 (XBFR)	0.9	$3.4M	NEW	137k	24.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.3M	+2%	67k	49.89	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$3.3M	-3%	66k	50.95	View chart
Costco Wholesale Corporation (COST)	0.9	$3.3M		3.3k	996.34	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.9	$3.2M	-3%	133k	23.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$3.1M	+12%	4.7k	650.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.8	$3.0M	+8%	64k	45.97	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.9M	-2%	9.8k	294.16	View chart
Mastercard Incorporated Cl A (MA)	0.8	$2.8M	-3%	5.5k	499.66	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.7	$2.7M	NEW	140k	18.93	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$2.4M	-2%	30k	78.41	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.5	$1.9M	-2%	48k	40.50	View chart
Spdr Series Trust State Street Spd (SHM)	0.5	$1.9M	+3%	40k	47.83	View chart
Rockwell Automation (ROK)	0.5	$1.6M		4.6k	358.88	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.6M		17k	93.98	View chart
Abbott Laboratories (ABT)	0.4	$1.6M	-4%	15k	102.67	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$1.5M	+17%	11k	138.37	View chart
Travelers Companies (TRV)	0.4	$1.5M	-4%	5.2k	291.68	View chart
UnitedHealth (UNH)	0.4	$1.5M	-4%	5.4k	270.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.5M		50k	29.08	View chart
Intuit (INTU)	0.4	$1.4M	+34%	3.3k	432.38	View chart
Johnson & Johnson (JNJ)	0.4	$1.4M		5.7k	244.43	View chart
salesforce (CRM)	0.4	$1.4M		7.5k	186.67	View chart
Pepsi (PEP)	0.4	$1.4M	-4%	8.8k	155.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.4M	+9%	26k	52.78	View chart
AmerisourceBergen (COR)	0.4	$1.3M		4.3k	314.14	View chart
Intellia Therapeutics (NTLA)	0.4	$1.3M	+32%	103k	12.82	View chart
Microchip Technology (MCHP)	0.4	$1.3M	-2%	20k	64.61	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.3M	NEW	2.7k	463.19	View chart
Union Pacific Corporation (UNP)	0.3	$1.3M	-6%	5.2k	242.61	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$1.3M		7.7k	161.72	View chart
Visa Com Cl A (V)	0.3	$1.2M		4.1k	302.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.2M	+3%	6.4k	191.92	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M	-6%	12k	106.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.2M	+11%	26k	45.26	View chart
Procter & Gamble Company (PG)	0.3	$1.2M		8.2k	144.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.1M		37k	30.68	View chart
Ecolab (ECL)	0.3	$1.1M	-3%	4.1k	266.02	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$1.1M		25k	43.20	View chart
Dominion Resources (D)	0.3	$1.1M		18k	61.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.1M	+11%	5.0k	213.67	View chart
Danaher Corporation (DHR)	0.3	$1.1M	-8%	5.7k	189.60	View chart
Honeywell International (HON)	0.3	$1.1M	+2%	4.7k	226.03	View chart
Walt Disney Company (DIS)	0.3	$1.0M	-14%	11k	96.38	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$1.0M		14k	74.82	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$995k	+22%	20k	49.37	View chart
Marsh & McLennan Companies (MRSH)	0.3	$975k	-4%	5.6k	173.45	View chart
Innovator Etfs Trust Equity Dual Dire (DDTF)	0.3	$963k	NEW	52k	18.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$942k	-2%	7.1k	132.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$925k	+2%	2.7k	337.95	View chart
Palo Alto Networks (PANW)	0.3	$917k	+47%	5.7k	160.32	View chart
Netflix (NFLX)	0.3	$909k	NEW	9.5k	96.15	View chart
Eaton Corp SHS (ETN)	0.2	$852k		2.4k	357.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$825k	-10%	34k	24.27	View chart
Tesla Motors (TSLA)	0.2	$810k		2.2k	371.75	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$800k	-5%	46k	17.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$791k		4.0k	196.20	View chart
Citigroup Com New (C)	0.2	$774k		6.8k	113.41	View chart
Eli Lilly & Co. (LLY)	0.2	$766k	+2%	833.00	919.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$748k	NEW	4.4k	169.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$709k	+80%	1.2k	597.68	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.2	$684k	-19%	16k	43.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$679k	+11%	2.8k	239.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$679k	+19%	4.6k	146.60	View chart
Chevron Corporation (CVX)	0.2	$659k	-9%	3.2k	206.89	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$638k		6.8k	93.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$634k		8.2k	77.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$591k	+9%	4.3k	138.32	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$582k		7.1k	82.43	View chart
Philip Morris International (PM)	0.2	$580k		3.5k	165.36	View chart
Digital Realty Trust (DLR)	0.2	$577k		3.2k	180.21	View chart
Xenon Pharmaceuticals (XENE)	0.2	$570k	-8%	9.8k	58.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$557k		965.00	577.18	View chart
Nike CL B (NKE)	0.2	$549k		10k	52.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$526k	-82%	12k	43.11	View chart
RBB F/m Us Treasury (TBIL)	0.1	$514k		10k	49.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$509k	-87%	11k	46.13	View chart
Novartis Sponsored Adr (NVS)	0.1	$495k	-2%	3.2k	152.75	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$495k	-4%	9.8k	50.44	View chart
Abbvie (ABBV)	0.1	$492k	-15%	2.3k	217.49	View chart
Merck & Co (MRK)	0.1	$483k	-2%	4.0k	120.29	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$442k		8.9k	49.50	View chart
Innovator Etfs Trust Nasdaq 100 Manag (NBFR)	0.1	$435k	NEW	18k	24.27	View chart
Innovator Etfs Trust Us Small Cap Man (KBFR)	0.1	$419k	NEW	17k	24.59	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$418k		9.2k	45.65	View chart
Starbucks Corporation (SBUX)	0.1	$411k	-3%	4.6k	89.59	View chart
Southern Company (SO)	0.1	$406k	+5%	4.2k	96.52	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$403k	+11%	7.2k	55.67	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$401k		8.4k	47.53	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$398k	-7%	7.9k	50.55	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$395k	NEW	14k	29.04	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$393k	NEW	12k	33.30	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$391k	NEW	4.5k	86.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$384k		4.9k	78.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$381k	+4%	13k	30.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$371k	+38%	3.8k	96.70	View chart
Pfizer (PFE)	0.1	$366k		13k	28.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$363k		4.8k	75.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$357k	+6%	2.7k	130.94	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$357k	NEW	6.2k	57.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$349k		11k	30.96	View chart
Broadcom (AVGO)	0.1	$340k		1.1k	309.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$328k		1.3k	261.85	View chart
United Rentals (URI)	0.1	$325k	-2%	446.00	728.56	View chart
Norfolk Southern (NSC)	0.1	$324k		1.1k	287.00	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$318k	NEW	5.1k	62.68	View chart
Thermo Fisher Scientific (TMO)	0.1	$313k	+12%	636.00	491.53	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$312k		7.3k	42.72	View chart
Altria (MO)	0.1	$311k		4.7k	65.99	View chart
Meta Platforms Cl A (META)	0.1	$311k		544.00	572.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$309k	-19%	1.6k	192.90	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$294k		5.3k	55.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$293k		4.8k	61.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$293k	+23%	3.5k	82.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$292k		2.0k	148.10	View chart
Bristol Myers Squibb (BMY)	0.1	$290k		4.8k	60.65	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$287k		8.5k	33.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$285k		1.1k	248.00	View chart
International Business Machines (IBM)	0.1	$275k	+4%	1.1k	242.39	View chart
Verizon Communications (VZ)	0.1	$275k		5.5k	50.20	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$272k	NEW	2.8k	95.62	View chart
Cigna Corp (CI)	0.1	$265k	+8%	994.00	266.75	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$258k		3.8k	68.12	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$251k		2.1k	121.22	View chart
Bank of America Corporation (BAC)	0.1	$247k	+3%	5.1k	48.75	View chart
Micron Technology (MU)	0.1	$225k	NEW	665.00	337.84	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$219k	NEW	4.8k	45.47	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$213k	+9%	2.0k	108.98	View chart
McDonald's Corporation (MCD)	0.1	$213k	+3%	685.00	310.79	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$213k		5.0k	42.51	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$208k		1.4k	145.79	View chart
American Express Company (AXP)	0.1	$207k	-16%	685.00	302.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$206k	NEW	3.3k	62.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$206k	NEW	3.6k	56.68	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$205k		2.7k	76.29	View chart
Geron Corporation (GERN)	0.0	$44k	+5%	30k	1.49	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 2026 Q1 filed April 9, 2026
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

View all past filings

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