Elmwood Wealth Management, Inc. Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$316.6M
Holdings
171
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (171 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $9.4M |
VEAVANGUARD TAX-MANAGED FDS | $9.4M |
TFLOISHARES TR | $8.6M |
CALIBLACKROCK ETF TRUST II | $8.3M |
JMSTJ P MORGAN EXCHANGE TRADED F | $7.9M |
JPSTJ P MORGAN EXCHANGE TRADED F | $7.3M |
LOUPINNOVATOR ETFS TRUST | $7.0M |
NVDANVIDIA CORPORATION | $6.8M |
SUBISHARES TR | $6.7M |
IDVOAMPLIFY ETF TR | $6.5M |
TOTLSSGA ACTIVE ETF TR | $6.3M |
AQLTISHARES TR | $6.3M |
AIRRFIRST TR EXCHANGE TRADED FD | $5.7M |
GOOGALPHABET INC | $5.4M |
VGSHVANGUARD SCOTTSDALE FDS | $5.2M |
PAPRINNOVATOR ETFS TRUST | $4.9M |
GOOGLALPHABET INC | $4.8M |
USFRWISDOMTREE TR | $4.7M |
SCHXSCHWAB STRATEGIC TR | $4.7M |
MEARISHARES U S ETF TR | $4.5M |
AMZNAMAZON COM INC | $4.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.3M |
GPIXGOLDMAN SACHS ETF TR | $4.1M |
DFCADIMENSIONAL ETF TRUST | $4.1M |
IEMGISHARES INC | $4.1M |
PJANINNOVATOR ETFS TRUST | $4.1M |
MSFTMICROSOFT CORP | $4.0M |
CMFISHARES TR | $3.9M |
JPIBJ P MORGAN EXCHANGE TRADED F | $3.9M |
SCHCSCHWAB STRATEGIC TR | $3.8M |
VIGVANGUARD SPECIALIZED FUNDS | $3.6M |
ELDWISDOMTREE TR | $3.5M |
FLOTISHARES TR | $3.4M |
GSIEGOLDMAN SACHS ETF TR | $3.4M |
VRPINVESCO EXCH TRADED FD TR II | $3.4M |
GSLCGOLDMAN SACHS ETF TR | $3.3M |
VTEBVANGUARD MUN BD FDS | $3.3M |
MAMASTERCARD INCORPORATED | $3.3M |
JPMJPMORGAN CHASE & CO. | $3.2M |
POCTINNOVATOR ETFS TRUST | $3.1M |
PWZINVESCO EXCH TRADED FD TR II | $3.1M |
BNDXVANGUARD CHARLOTTE FDS | $3.1M |
COSTCOSTCO WHSL CORP NEW | $2.9M |
SPYSPDR S&P 500 ETF TR | $2.9M |
DDFNINNOVATOR ETFS TRUST | $2.8M |
PJULINNOVATOR ETFS TRUST | $2.8M |
VWOVANGUARD INTL EQUITY INDEX F | $2.7M |
EUSAISHARES INC | $2.5M |
SCZISHARES TR | $2.4M |
CRMSALESFORCE INC | $2.0M |
ULSTSSGA ACTIVE ETF TR | $2.0M |
ABTABBOTT LABS | $2.0M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
SHMSPDR SERIES TRUST | $1.8M |
ROKROCKWELL AUTOMATION INC | $1.8M |
INTUINTUIT | $1.6M |
SCHWSCHWAB CHARLES CORP | $1.6M |
TRVTRAVELERS COMPANIES INC | $1.6M |
ABGCENCORA INC | $1.5M |
DISDISNEY WALT CO | $1.4M |
VVISA INC | $1.4M |
SCHASCHWAB STRATEGIC TR | $1.4M |
DHRDANAHER CORPORATION | $1.4M |
BILSPDR SERIES TRUST | $1.4M |
PEPPEPSICO INC | $1.3M |
ACWIISHARES TR | $1.3M |
MUBISHARES TR | $1.3M |
MCHPMICROCHIP TECHNOLOGY INC. | $1.3M |
UNPUNION PAC CORP | $1.3M |
EOCTINNOVATOR ETFS TRUST | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
RSPINVESCO EXCHANGE TRADED FD T | $1.2M |
PGPROCTER AND GAMBLE CO | $1.2M |
XLISELECT SECTOR SPDR TR | $1.2M |
DFIVDIMENSIONAL ETF TRUST | $1.2M |
ECLECOLAB INC | $1.1M |
CSMPROSHARES TR | $1.1M |
MRSHMARSH & MCLENNAN COS INC | $1.1M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.1M |
XLKSELECT SECTOR SPDR TR | $1.0M |
GEMGOLDMAN SACHS ETF TR | $1.0M |
DDOMINION ENERGY INC | $1.0M |
SCHDSCHWAB STRATEGIC TR | $1.0M |
TSLATESLA INC | $963K |
IWDISHARES TR | $948K |
SCHOSCHWAB STRATEGIC TR | $926K |
HONHONEYWELL INTL INC | $905K |
XLFSELECT SECTOR SPDR TR | $904K |
LLYELI LILLY & CO | $876K |
PIOINVESCO EXCH TRADED FD TR II | $865K |
VTIVANGUARD INDEX FDS | $859K |
MLNVANECK ETF TRUST | $847K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $808K |
TRVCCITIGROUP INC | $798K |
ETNEATON CORP PLC | $766K |
VTVVANGUARD INDEX FDS | $758K |
NDIVAMPLIFY ETF TR | $725K |
PANWPALO ALTO NETWORKS INC | $712K |
NTLAINTELLIA THERAPEUTICS INC | $700K |
MCXMCCORMICK & CO INC | $696K |
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