Elmwood Wealth Management
$400M 13F equity value
203 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Elmwood Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CALI | BLACKROCK ETF TRUST II | 229,610 | $12M | 2.9% |
| LOUP | INNOVATOR ETFS TRUST | 116,401 | $11M | 2.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 158,401 | $11M | 2.8% |
| TFLO | ISHARES TR | 221,166 | $11M | 2.8% |
| AAPL | APPLE INC | 36,896 | $11M | 2.7% |
| JPST | J P MORGAN EXCHANGE TRADED F | 194,430 | $10M | 2.5% |
| AIRR | FIRST TR EXCHANGE TRADED FD | 68,155 | $9M | 2.3% |
| IDVO | AMPLIFY ETF TR | 205,229 | $9M | 2.2% |
| IEMG | ISHARES INC | 103,320 | $9M | 2.1% |
| SUB | ISHARES TR | 72,656 | $8M | 1.9% |
Track Elmwood Wealth Management's 13F portfolio: $400M in reported holdings, 203 positions. Top holdings and quarterly changes on SentiSense.
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