Institutional Manager · CIK 0001731927
Elmwood Wealth Management, Inc.
BERKELEY, CA · File #028-18747
Latest AUM
$316.6M
Positions
174
Top-10 Concentration
33.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025174 pos · $316.6M
- 13F HOLDINGS REPORTQ/E Sep 2025143 pos · $282.3M
- 13F HOLDINGS REPORTQ/E Jun 2025132 pos · $252.3M
- 13F HOLDINGS REPORTQ/E Mar 2025129 pos · $243.8M
- 13F HOLDINGS REPORTQ/E Dec 2024129 pos · $247.8M
- 13F HOLDINGS REPORTQ/E Sep 2024128 pos · $242.5M
- 13F HOLDINGS REPORTQ/E Jun 2024123 pos · $224.6M
- 13F HOLDINGS REPORTQ/E Mar 2024123 pos · $233.7M
- 13F HOLDINGS REPORTQ/E Dec 2023117 pos · $207.3M
- 13F HOLDINGS REPORTQ/E Sep 2023116 pos · $214.6M
- 13F HOLDINGS REPORTQ/E Jun 2023119 pos · $211.7M
- 13F HOLDINGS REPORTQ/E Mar 2023118 pos · $200.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 921943858 | 150,662 | $9.4M | 4.07% |
| 2 | APPLE INC | AAPL | 33,841 | $9.2M | 3.98% |
| 3 | ISHARES TR | 46434V860 | 170,699 | $8.6M | 3.73% |
| 4 | BLACKROCK ETF TRUST II | BLK | 164,258 | $8.3M | 3.59% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 154,332 | $7.9M | 3.40% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 143,812 | $7.3M | 3.15% |
| 7 | INNOVATOR ETFS TRUST | INHD | 91,581 | $7.0M | 3.03% |
| 8 | ISHARES TR | 464288158 | 62,958 | $6.7M | 2.91% |
| 9 | NVIDIA CORPORATION | NVDA | 35,206 | $6.6M | 2.84% |
| 10 | AMPLIFY ETF TR | 032108722 | 169,383 | $6.5M | 2.81% |
| 11 | SSGA ACTIVE ETF TR | 78467V848 | 157,623 | $6.3M | 2.75% |
| 12 | ISHARES TR | 46432F842 | 70,468 | $6.3M | 2.73% |
| 13 | FIRST TR EXCHANGE TRADED FD | 33738R704 | 58,203 | $5.7M | 2.48% |
| 14 | ALPHABET INC | GOOG | 17,287 | $5.4M | 2.35% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C102 | 88,198 | $5.2M | 2.24% |
| 16 | INNOVATOR ETFS TRUST | INHD | 125,048 | $4.9M | 2.12% |
| 17 | ALPHABET INC | GOOG | 15,335 | $4.8M | 2.08% |
| 18 | WISDOMTREE TR | WT | 93,613 | $4.7M | 2.04% |
| 19 | SCHWAB STRATEGIC TR | 808524201 | 174,493 | $4.7M | 2.03% |
| 20 | ISHARES U S ETF TR | 46431W838 | 89,290 | $4.5M | 1.94% |