Elmwood Wealth Management, Inc. Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$316.6B
Holdings
171
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 34,638 | $9.4B | 2.97% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 150,662 | $9.4B | 2.97% | |
| 3 | TFLOISHARES TR | 170,699 | $8.6B | 2.72% | |
| 4 | CALIBLACKROCK ETF TRUST II | 164,258 | $8.3B | 2.62% | |
| 5 | JMSTJ P MORGAN EXCHANGE TRADED F | 154,332 | $7.9B | 2.48% | |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 143,812 | $7.3B | 2.30% | |
| 7 | LOUPINNOVATOR ETFS TRUST | 91,581 | $7.0B | 2.21% | |
| 8 | NVDANVIDIA CORPORATION | 36,590 | $6.8B | 2.16% | |
| 9 | SUBISHARES TR | 62,958 | $6.7B | 2.12% | |
| 10 | IDVOAMPLIFY ETF TR | 169,383 | $6.5B | 2.05% | |
| 11 | TOTLSSGA ACTIVE ETF TR | 157,623 | $6.3B | 2.00% | |
| 12 | AQLTISHARES TR | 70,468 | $6.3B | 1.99% | |
| 13 | AIRRFIRST TR EXCHANGE TRADED FD | 58,203 | $5.7B | 1.81% | |
| 14 | GOOGALPHABET INC | 17,287 | $5.4B | 1.71% | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 88,198 | $5.2B | 1.64% | |
| 16 | PAPRINNOVATOR ETFS TRUST | 125,048 | $4.9B | 1.54% | |
| 17 | GOOGLALPHABET INC | 15,335 | $4.8B | 1.52% | |
| 18 | USFRWISDOMTREE TR | 93,613 | $4.7B | 1.49% | |
| 19 | SCHXSCHWAB STRATEGIC TR | 174,493 | $4.7B | 1.48% | |
| 20 | MEARISHARES U S ETF TR | 89,290 | $4.5B | 1.42% | |
| 21 | AMZNAMAZON COM INC | 19,146 | $4.4B | 1.40% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,462 | $4.3B | 1.34% | |
| 23 | GPIXGOLDMAN SACHS ETF TR | 77,923 | $4.1B | 1.30% | |
| 24 | DFCADIMENSIONAL ETF TRUST | 82,164 | $4.1B | 1.30% | |
| 25 | IEMGISHARES INC | 60,849 | $4.1B | 1.29% | |
| 26 | PJANINNOVATOR ETFS TRUST | 86,345 | $4.1B | 1.28% | |
| 27 | MSFTMICROSOFT CORP | 8,259 | $4.0B | 1.26% | |
| 28 | CMFISHARES TR | 68,040 | $3.9B | 1.23% | |
| 29 | JPIBJ P MORGAN EXCHANGE TRADED F | 79,812 | $3.9B | 1.23% | |
| 30 | SCHCSCHWAB STRATEGIC TR | 83,249 | $3.8B | 1.20% | |
| 31 | VIGVANGUARD SPECIALIZED FUNDS | 16,274 | $3.6B | 1.13% | |
| 32 | ELDWISDOMTREE TR | 120,838 | $3.5B | 1.11% | |
| 33 | FLOTISHARES TR | 67,709 | $3.4B | 1.09% | |
| 34 | GSIEGOLDMAN SACHS ETF TR | 78,162 | $3.4B | 1.06% | |
| 35 | VRPINVESCO EXCH TRADED FD TR II | 137,705 | $3.4B | 1.06% | |
| 36 | GSLCGOLDMAN SACHS ETF TR | 25,304 | $3.3B | 1.06% | |
| 37 | VTEBVANGUARD MUN BD FDS | 65,380 | $3.3B | 1.04% | |
| 38 | MAMASTERCARD INCORPORATED | 5,718 | $3.3B | 1.03% | |
| 39 | JPMJPMORGAN CHASE & CO. | 10,029 | $3.2B | 1.02% | |
| 40 | POCTINNOVATOR ETFS TRUST | 71,554 | $3.1B | 0.99% | |
| 41 | PWZINVESCO EXCH TRADED FD TR II | 128,675 | $3.1B | 0.98% | |
| 42 | BNDXVANGUARD CHARLOTTE FDS | 63,870 | $3.1B | 0.97% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 3,355 | $2.9B | 0.91% | |
| 44 | SPYSPDR S&P 500 ETF TR | 4,211 | $2.9B | 0.91% | |
| 45 | DDFNINNOVATOR ETFS TRUST | 147,395 | $2.8B | 0.89% | |
| 46 | PJULINNOVATOR ETFS TRUST | 59,413 | $2.8B | 0.87% | |
| 47 | VWOVANGUARD INTL EQUITY INDEX F | 49,483 | $2.7B | 0.84% | |
| 48 | EUSAISHARES INC | 23,811 | $2.5B | 0.78% | |
| 49 | SCZISHARES TR | 31,037 | $2.4B | 0.76% | |
| 50 | CRMSALESFORCE INC | 7,589 | $2.0B | 0.63% | |
| 51 | ULSTSSGA ACTIVE ETF TR | 49,215 | $2.0B | 0.63% | |
| 52 | ABTABBOTT LABS | 15,868 | $2.0B | 0.63% | |
| 53 | UNHUNITEDHEALTH GROUP INC | 5,662 | $1.9B | 0.59% | |
| 54 | SHMSPDR SERIES TRUST | 38,509 | $1.8B | 0.58% | |
| 55 | ROKROCKWELL AUTOMATION INC | 4,575 | $1.8B | 0.56% | |
| 56 | INTUINTUIT | 2,476 | $1.6B | 0.52% | |
| 57 | SCHWSCHWAB CHARLES CORP | 16,364 | $1.6B | 0.52% | |
| 58 | TRVTRAVELERS COMPANIES INC | 5,408 | $1.6B | 0.50% | |
| 59 | ABGCENCORA INC | 4,314 | $1.5B | 0.46% | |
| 60 | DISDISNEY WALT CO | 12,613 | $1.4B | 0.45% | |
| 61 | VVISA INC | 4,060 | $1.4B | 0.45% | |
| 62 | SCHASCHWAB STRATEGIC TR | 49,962 | $1.4B | 0.45% | |
| 63 | DHRDANAHER CORPORATION | 6,205 | $1.4B | 0.45% | |
| 64 | BILSPDR SERIES TRUST | 15,510 | $1.4B | 0.45% | |
| 65 | PEPPEPSICO INC | 9,271 | $1.3B | 0.42% | |
| 66 | ACWIISHARES TR | 9,306 | $1.3B | 0.42% | |
| 67 | MUBISHARES TR | 12,215 | $1.3B | 0.41% | |
| 68 | MCHPMICROCHIP TECHNOLOGY INC. | 20,511 | $1.3B | 0.41% | |
| 69 | UNPUNION PAC CORP | 5,560 | $1.3B | 0.41% | |
| 70 | EOCTINNOVATOR ETFS TRUST | 38,829 | $1.2B | 0.39% | |
| 71 | JNJJOHNSON & JOHNSON | 5,782 | $1.2B | 0.38% | |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 6,245 | $1.2B | 0.38% | |
| 73 | PGPROCTER AND GAMBLE CO | 8,337 | $1.2B | 0.38% | |
| 74 | XLISELECT SECTOR SPDR TR | 7,617 | $1.2B | 0.37% | |
| 75 | DFIVDIMENSIONAL ETF TRUST | 23,442 | $1.2B | 0.37% | |
| 76 | ECLECOLAB INC | 4,265 | $1.1B | 0.35% | |
| 77 | CSMPROSHARES TR | 13,881 | $1.1B | 0.35% | |
| 78 | MRSHMARSH & MCLENNAN COS INC | 5,867 | $1.1B | 0.34% | |
| 79 | RSPTINVESCO EXCHANGE TRADED FD T | 23,391 | $1.1B | 0.34% | |
| 80 | XLKSELECT SECTOR SPDR TR | 7,271 | $1.0B | 0.33% | |
| 81 | GEMGOLDMAN SACHS ETF TR | 25,050 | $1.0B | 0.33% | |
| 82 | DDOMINION ENERGY INC | 17,439 | $1.0B | 0.32% | |
| 83 | SCHDSCHWAB STRATEGIC TR | 36,548 | $1.0B | 0.32% | |
| 84 | TSLATESLA INC | 2,143 | $963.0M | 0.30% | |
| 85 | IWDISHARES TR | 4,507 | $948.0M | 0.30% | |
| 86 | SCHOSCHWAB STRATEGIC TR | 38,000 | $926.0M | 0.29% | |
| 87 | HONHONEYWELL INTL INC | 4,639 | $905.0M | 0.29% | |
| 88 | XLFSELECT SECTOR SPDR TR | 16,507 | $904.0M | 0.29% | |
| 89 | LLYELI LILLY & CO | 816 | $876.0M | 0.28% | |
| 90 | PIOINVESCO EXCH TRADED FD TR II | 19,613 | $865.0M | 0.27% | |
| 91 | VTIVANGUARD INDEX FDS | 2,563 | $859.0M | 0.27% | |
| 92 | MLNVANECK ETF TRUST | 48,335 | $847.0M | 0.27% | |
| 93 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,661 | $808.0M | 0.26% | |
| 94 | TRVCCITIGROUP INC | 6,845 | $798.0M | 0.25% | |
| 95 | ETNEATON CORP PLC | 2,406 | $766.0M | 0.24% | |
| 96 | VTVVANGUARD INDEX FDS | 3,973 | $758.0M | 0.24% | |
| 97 | NDIVAMPLIFY ETF TR | 26,914 | $725.0M | 0.23% | |
| 98 | PANWPALO ALTO NETWORKS INC | 3,867 | $712.0M | 0.22% | |
| 99 | NTLAINTELLIA THERAPEUTICS INC | 77,924 | $700.0M | 0.22% | |
| 100 | MCXMCCORMICK & CO INC | 10,229 | $696.0M | 0.22% |
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