Institutions / Elmwood Wealth Management, Inc.
Elmwood Wealth Management, Inc.
CIK 1731927 · Institution · as of Dec 31, 2025
Portfolio value
$316.59M
Positions
171
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 171 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $9.42M | 3.0% |
| Vanguard Tax-Managed Fds | $9.41M | 3.0% |
| iShares Tr | $8.61M | 2.7% |
| BlackRock ETF Trust II | $8.29M | 2.6% |
| J P Morgan Exchange Traded F | $7.86M | 2.5% |
| J P Morgan Exchange Traded F | $7.28M | 2.3% |
| Innovator Etfs Trust | $7.00M | 2.2% |
| NVIDIA Corp | $6.82M | 2.2% |
| iShares MSCI UAE ETF | $6.72M | 2.1% |
| Amplify ETF Tr | $6.50M | 2.1% |
| Ssga Active ETF Tr | $6.34M | 2.0% |
| iShares Tr | $6.30M | 2.0% |
| First Tr Exchange Traded Fd | $5.72M | 1.8% |
| Alphabet Inc. | $5.42M | 1.7% |
| Vanguard Scottsdale Fds | $5.18M | 1.6% |
| Innovator Etfs Trust | $4.89M | 1.5% |
| Alphabet Inc. | $4.80M | 1.5% |
| WisdomTree Tr | $4.71M | 1.5% |
| Schwab Strategic Tr | $4.70M | 1.5% |
| iShares U S ETF Tr | $4.49M | 1.4% |
| Amazon.com Inc | $4.42M | 1.4% |
| Warren E. Buffett | $4.25M | 1.3% |
| Dimensional ETF Trust | $4.11M | 1.3% |
| Goldman Sachs ETF Tr | $4.11M | 1.3% |
| iShares Inc | $4.09M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.