Elmwood Wealth Management, Inc.
CIK: 0001731927Latest portfolio: $316.6M · Q4 2025
Holdings
171
Total Value
$316.6M
New Positions
170
Closed Positions
0
Top Holdings
View All 171 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 34,638 | $9.4M | 2.97% | NEW | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 150,662 | $9.4M | 2.97% | NEW | |
| 3 | TFLOISHARES TR | 170,699 | $8.6M | 2.72% | NEW | |
| 4 | CALIBLACKROCK ETF TRUST II | 164,258 | $8.3M | 2.62% | NEW | |
| 5 | JMSTJ P MORGAN EXCHANGE TRADED F | 154,332 | $7.9M | 2.48% | NEW | |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 143,812 | $7.3M | 2.30% | NEW | |
| 7 | LOUPINNOVATOR ETFS TRUST | 91,581 | $7.0M | 2.21% | NEW | |
| 8 | NVDANVIDIA CORPORATION | 36,590 | $6.8M | 2.16% | NEW | |
| 9 | SUBISHARES TR | 62,958 | $6.7M | 2.12% | NEW | |
| 10 | IDVOAMPLIFY ETF TR | 169,383 | $6.5M | 2.05% | NEW | |
| 11 | TOTLSSGA ACTIVE ETF TR | 157,623 | $6.3M | 2.00% | NEW | |
| 12 | AQLTISHARES TR | 70,468 | $6.3M | 1.99% | NEW | |
| 13 | AIRRFIRST TR EXCHANGE TRADED FD | 58,203 | $5.7M | 1.81% | NEW | |
| 14 | GOOGALPHABET INC | 17,287 | $5.4M | 1.71% | NEW | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 88,198 | $5.2M | 1.64% | NEW | |
| 16 | PAPRINNOVATOR ETFS TRUST | 125,048 | $4.9M | 1.54% | NEW | |
| 17 | GOOGLALPHABET INC | 15,335 | $4.8M | 1.52% | NEW | |
| 18 | USFRWISDOMTREE TR | 93,613 | $4.7M | 1.49% | NEW | |
| 19 | SCHXSCHWAB STRATEGIC TR | 174,493 | $4.7M | 1.48% | NEW | |
| 20 | MEARISHARES U S ETF TR | 89,290 | $4.5M | 1.42% | NEW | |
| 21 | AMZNAMAZON COM INC | 19,146 | $4.4M | 1.40% | NEW | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,462 | $4.3M | 1.34% | NEW | |
| 23 | DFCADIMENSIONAL ETF TRUST | 82,164 | $4.1M | 1.30% | NEW | |
| 24 | GPIXGOLDMAN SACHS ETF TR | 77,923 | $4.1M | 1.30% | NEW | |
| 25 | IEMGISHARES INC | 60,849 | $4.1M | 1.29% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Healthcare0.0% ($1.9881868142011965e+35T)
Technology0.0% ($9.415682339932009e+34T)
Unknown0.0% ($6.304425312297986e+28T)
Industrials0.0% ($17791286905766.4T)
Consumer Cyclical0.0% ($44191457963.7T)
Communication Services0.0% ($542448.0T)
Consumer Defensive0.0% ($289313.3T)
Utilities0.0% ($1.0T)
Basic Materials0.0% ($1.1M)
Energy0.0% ($538K)
Real Estate0.0% ($432K)
Filing History
Fund Information
Elmwood Wealth Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $316.6M across 171 holdings. The largest position is APPLE INC (AAPL), representing 3.0% of the portfolio. Compared to the previous quarter, the fund opened 171 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.