Elmwood Wealth Management, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1731927
Institutional-grade research for retail investors
13F Reported Value
ⓘ$399.8M
Holdings
200
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Elmwood Wealth Management, Inc. disclosed 200 positions worth $399.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 25 new positions and exited 3 and a full exit from $XOM. The portfolio is most concentrated in Other (66.8% of disclosed assets). All figures are sourced directly from Elmwood Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1731927.
AI Fund Analysis
StableBLACKROCK ETF TRUST II - I
2.9% weight
Held 10 quarters
INNOVATOR ETFS TRUST - INN
2.9% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
2.8% weight
Held 10 quarters
ISHARES TR - TRS FLT RT BD
2.8% weight
Held 10 quarters
$AAPL2.7% weight
Held 10 quarters
INNOVATOR ETFS TRUST - INN
9 quarters accumulating
AMPLIFY ETF TR - CWP INTL
9 quarters accumulating
$NVDA9 quarters accumulating
SCHWAB STRATEGIC TR - INTL
9 quarters accumulating
BLACKROCK ETF TRUST II - I
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
BLACKROCK ETF TRUST II - ISHA SH TERM ETF
—Quality
$11.6M229,610 shINNOVATOR ETFS TRUST - INNOVATOR DEEPW
—Quality
$11.5M116,401 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$11.3M158,401 shISHARES TR - TRS FLT RT BD
—Quality
$11.2M221,166 sh- 76.1
Quality
$10.7M36,896 sh J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$9.8M194,430 shFIRST TR EXCHANGE TRADED FD - RBA INDL ETF
—Quality
$9.1M68,155 shAMPLIFY ETF TR - CWP INTL ENHANCE
—Quality
$8.6M205,229 shISHARES INC - CORE MSCI EMKT
—Quality
$8.6M103,320 shISHARES TR - SHRT NAT MUN ETF
—Quality
$7.7M72,656 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| BLACKROCK ETF TRUST II - ISHA SH TERM ETF | — | $11.6M | 229,610 |
| INNOVATOR ETFS TRUST - INNOVATOR DEEPW | — | $11.5M | 116,401 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $11.3M | 158,401 |
| ISHARES TR - TRS FLT RT BD | — | $11.2M | 221,166 |
| Apple Inc.$AAPL | 76.1 | $10.7M | 36,896 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $9.8M | 194,430 |
| FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $9.1M | 68,155 |
| AMPLIFY ETF TR - CWP INTL ENHANCE | — | $8.6M | 205,229 |
| ISHARES INC - CORE MSCI EMKT | — | $8.6M | 103,320 |
| ISHARES TR - SHRT NAT MUN ETF | — | $7.7M | 72,656 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Elmwood Wealth Management, Inc.'s 200 positions.
Showing top 10 of 200 holdings.
Sector Allocation
Other
$267.2M
Technology
$47.6M
Financials
$45.0M
Healthcare
$11.6M
Consumer Discretionary
$9.1M
Industrials
$7.2M
Consumer Staples
$5.2M
Utilities
$2.2M
Full Holdings — Elmwood Wealth Management, Inc. (Q2 2026)
All 200 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | $11.6M | 2.9% | +8% | — |
| 2 | — | INNOVATOR ETFS TRUST - INNOVATOR DEEPW | $11.5M | 2.9% | +1% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.3M | 2.8% | +2% | — |
| 4 | — | ISHARES TR - TRS FLT RT BD | $11.2M | 2.8% | -10% | — |
| 5 | $AAPL | Apple Inc. | $10.7M | 2.7% | +1% | 76.1 |
| 6 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $9.8M | 2.5% | +3% | — |
| 7 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $9.1M | 2.3% | +0% | — |
| 8 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | $8.6M | 2.2% | +2% | — |
| 9 | — | ISHARES INC - CORE MSCI EMKT | $8.6M | 2.1% | +1% | — |
| 10 | — | ISHARES TR - SHRT NAT MUN ETF | $7.7M | 1.9% | -4% | — |
| 11 | $NVDA | NVIDIA CORP | $7.7M | 1.9% | +1% | 90.2 |
| 12 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $7.6M | 1.9% | +1% | — |
| 13 | — | ISHARES TR - CORE MSCI EAFE | $7.4M | 1.9% | +4% | — |
| 14 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $7.3M | 1.8% | +4% | — |
| 15 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $7.2M | 1.8% | +4% | — |
| 16 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | $6.2M | 1.6% | +6% | — |
| 17 |  $GOOGL | Alphabet Inc. | $6.0M | 1.5% | -2% | 80.2 |
| 18 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $5.8M | 1.5% | +2% | — |
| 19 |  $WT | WisdomTree, Inc. | $5.8M | 1.4% | -26% | 62.9 |
| 20 |  $GOOG | Alphabet Inc. | $5.4M | 1.4% | +1% | 80.2 |
| 21 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $5.4M | 1.3% | +4% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $5.3M | 1.3% | +3% | — |
| 23 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.3M | 1.3% | +2% | — |
| 24 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $5.2M | 1.3% | -3% | — |
| 25 | — | ISHARES INC - MSCI EQUAL WEITE | $5.2M | 1.3% | -0% | — |
| 26 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.0M | 1.3% | +3% | — |
| 27 | — | INNOVATOR ETFS TRUST - EQUI DU DI JANU | $5.0M | 1.3% | +14% | — |
| 28 | — | ISHARES TR - CALIF MUN BD ETF | $4.8M | 1.2% | +6% | — |
| 29 |  $AMZN | AMAZON COM INC | $4.6M | 1.2% | +4% | 74.6 |
| 30 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $4.6M | 1.1% | -16% | — |
| 31 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $4.4M | 1.1% | +3% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.4M | 1.1% | -0% | 64.5 |
| 33 | — | INNOVATOR ETFS TRUST - EQUITY MANAGD 10 | $4.2M | 1.1% | +16% | — |
| 34 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $4.2M | 1.1% | +6% | — |
| 35 | $WT | WisdomTree, Inc. | $4.2M | 1.1% | +3% | 62.9 |
| 36 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $4.2M | 1.0% | +4% | — |
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.0M | 1.0% | -4% | — |
| 38 | — | ISHARES TR - CORE S&P500 ETF | $3.9M | 1.0% | +0% | — |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $3.6M | 0.9% | +3% | — |
| 40 | — | ISHARES TR - FLTG RATE NT ETF | $3.6M | 0.9% | +8% | — |
| 41 |  $MSFT | MICROSOFT CORP | $3.6M | 0.9% | +1% | 83.7 |
| 42 |  $GS | GOLDMAN SACHS GROUP INC | $3.5M | 0.9% | -2% | — |
| 43 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $3.5M | 0.9% | +3% | — |
| 44 |  $IVZ | Invesco Ltd. | $3.5M | 0.9% | -1% | — |
| 45 | $IVZ | Invesco Ltd. | $3.4M | 0.9% | +6% | — |
| 46 | — | ISHARES U S ETF TR - SHOR MAT MUN ETF | $3.4M | 0.8% | -23% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $3.4M | 0.8% | +5% | 35.6 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.0M | 0.8% | -1% | 67 |
| 49 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.0M | 0.7% | -6% | — |
| 50 |  $MA | Mastercard Inc | $2.8M | 0.7% | -2% | 81.7 |
| 51 | — | INNOVATOR ETFS TRUST - EQUTY DUL DIRCT | $2.7M | 0.7% | -3% | — |
| 52 | — | ISHARES TR - EAFE SML CP ETF | $2.5M | 0.6% | -1% | — |
| 53 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $2.3M | 0.6% | +19% | — |
| 54 |  $ROK | ROCKWELL AUTOMATION, INC | $2.3M | 0.6% | -0% | 68.2 |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $2.2M | 0.6% | +0% | 66.8 |
| 56 |  $PANW | Palo Alto Networks Inc | $2.0M | 0.5% | +3% | 66.5 |
| 57 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | $2.0M | 0.5% | +4% | — |
| 58 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.8M | 0.5% | -0% | 40 |
| 59 |  $NTLA | Intellia Therapeutics, Inc. | $1.7M | 0.4% | +0% | 24.5 |
| 60 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.7M | 0.4% | -4% | — |
| 61 |  $TRV | TRAVELERS COMPANIES, INC. | $1.7M | 0.4% | -0% | 71.5 |
| 62 | — | ISHARES TR - MSCI ACWI ETF | $1.7M | 0.4% | -2% | — |
| 63 | $IVZ | Invesco Ltd. | $1.7M | 0.4% | -1% | — |
| 64 |  $V | VISA INC. | $1.6M | 0.4% | +10% | 83.5 |
| 65 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.5M | 0.4% | +32% | — |
| 66 |  $SCHW | SCHWAB CHARLES CORP | $1.5M | 0.4% | +0% | 77.2 |
| 67 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.4% | +6% | 72.8 |
| 68 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.4% | +9% | 67 |
| 69 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.5M | 0.4% | +4% | — |
| 70 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.4M | 0.4% | +0% | — |
| 71 |  $UNP | UNION PACIFIC CORP | $1.4M | 0.3% | -1% | 74 |
| 72 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.4M | 0.3% | -0% | — |
| 73 | $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.3% | +0% | — |
| 74 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.3M | 0.3% | -4% | — |
| 75 | $IVZ | Invesco Ltd. | $1.3M | 0.3% | -6% | — |
| 76 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.3% | +5% | 72.9 |
| 77 | — | ISHARES TR - NATIONAL MUN ETF | $1.2M | 0.3% | +0% | — |
| 78 |  $COR | Cencora, Inc. | $1.2M | 0.3% | +1% | 59.6 |
| 79 |  $PEP | PEPSICO INC | $1.2M | 0.3% | -1% | 62.7 |
| 80 |  $D | DOMINION ENERGY, INC | $1.2M | 0.3% | -0% | 74.9 |
| 81 | — | ISHARES TR - RUS 1000 VAL ETF | $1.2M | 0.3% | -3% | — |
| 82 | — | PROSHARES TR - LARGE CAP CRE | $1.2M | 0.3% | +0% | — |
| 83 |  $ECL | ECOLAB INC. | $1.2M | 0.3% | +1% | 64.3 |
| 84 |  $CRM | Salesforce, Inc. | $1.1M | 0.3% | -4% | 75.2 |
| 85 |  $DHR | DANAHER CORP /DE/ | $1.1M | 0.3% | +2% | 63.9 |
| 86 |  $ETN | Eaton Corp plc | $1.1M | 0.3% | +4% | — |
| 87 |  $LLY | ELI LILLY & Co | $1.1M | 0.3% | +6% | 89.3 |
| 88 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.0M | 0.3% | -4% | — |
| 89 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.0M | 0.3% | NEW | — |
| 90 |  $DIS | Walt Disney Co | $1.0M | 0.3% | -1% | 68.9 |
| 91 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.3% | -22% | — |
| 92 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 ETF | $1.0M | 0.3% | -3% | — |
| 93 |  $C | CITIGROUP INC | $968,384 | 0.2% | +1% | 54.8 |
| 94 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $965,517 | 0.2% | +3% | 71.5 |
| 95 | — | ISHARES TR - MSCI USA MMENTM | $935,926 | 0.2% | -4% | — |
| 96 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $886,872 | 0.2% | +9% | — |
| 97 |  $INTU | INTUIT INC. | $868,555 | 0.2% | +0% | 82 |
| 98 |  $TSLA | Tesla, Inc. | $867,698 | 0.2% | -5% | 50.1 |
| 99 | — | VANGUARD INDEX FDS - VALUE ETF | $858,645 | 0.2% | -2% | — |
| 100 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $820,760 | 0.2% | +0% | — |
| 101 | — | VANECK ETF TRUST - LONG MUNI ETF | $817,614 | 0.2% | +0% | — |
| 102 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $809,859 | 0.2% | +296% | — |
| 103 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $782,248 | 0.2% | +0% | — |
| 104 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $778,867 | 0.2% | +10% | — |
| 105 |  $MU | MICRON TECHNOLOGY INC | $742,209 | 0.2% | -3% | 88.4 |
| 106 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $734,399 | 0.2% | +0% | — |
| 107 | — | INNOVATOR ETFS TRUST - NASDAQ 100 MANAG | $733,958 | 0.2% | +50% | — |
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | $732,769 | 0.2% | +4% | — |
| 109 | — | INNOVATOR ETFS TRUST - US SMAL MANA ETF | $696,532 | 0.2% | +49% | — |
| 110 |  $NFLX | NETFLIX INC | $678,765 | 0.2% | +1% | 86.7 |
| 111 |  $PM | Philip Morris International Inc. | $678,671 | 0.2% | +7% | 80.5 |
| 112 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $642,809 | 0.2% | NEW | — |
| 113 |  $DOV | DOVER Corp | $623,720 | 0.2% | -7% | 63.1 |
| 114 |  $ABBV | AbbVie Inc. | $597,897 | 0.1% | +5% | 59.3 |
| 115 |  $XENE | Xenon Pharmaceuticals Inc. | $592,555 | 0.1% | +0% | 12.9 |
| 116 |  $CVX | CHEVRON CORP | $587,901 | 0.1% | +11% | 54.7 |
| 117 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $584,999 | 0.1% | +3% | — |
| 118 |  $DLR | DIGITAL REALTY TRUST, INC. | $576,714 | 0.1% | +0% | 70.2 |
| 119 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $563,026 | 0.1% | -10% | — |
| 120 | $IVZ | Invesco Ltd. | $558,663 | 0.1% | -21% | — |
| 121 |  $MRK | Merck & Co., Inc. | $554,349 | 0.1% | +8% | 70.9 |
| 122 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $545,578 | 0.1% | +0% | — |
| 123 |  $AVGO | Broadcom Inc. | $536,171 | 0.1% | +29% | 86.4 |
| 124 |  $HON | HONEYWELL INTERNATIONAL INC | $534,217 | 0.1% | -50% | 65.7 |
| 125 |  $HONA | Honeywell Aerospace Inc. | $523,739 | 0.1% | NEW | — |
| 126 | — | RBB FD INC - F/M US TREASURY | $514,306 | 0.1% | +0% | — |
| 127 |  $NVS | NOVARTIS AG | $513,729 | 0.1% | +1% | — |
| 128 |  $URI | UNITED RENTALS, INC. | $505,269 | 0.1% | +0% | 70.7 |
| 129 |  $AXP | AMERICAN EXPRESS CO | $501,254 | 0.1% | +116% | 73.2 |
| 130 |  $MKC | MCCORMICK & CO INC | $500,891 | 0.1% | +1% | 73.7 |
| 131 |  $SBUX | STARBUCKS CORP | $481,655 | 0.1% | +3% | 54.6 |
| 132 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $461,573 | 0.1% | +0% | — |
| 133 | $IVZ | Invesco Ltd. | $455,812 | 0.1% | +0% | — |
| 134 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $455,181 | 0.1% | +0% | — |
| 135 |  $AMD | ADVANCED MICRO DEVICES INC | $453,110 | 0.1% | NEW | 78.8 |
| 136 |  $NKE | NIKE, Inc. | $437,842 | 0.1% | +3% | 53.4 |
| 137 | — | PGIM ETF TR - PGIM ULTRA SH BD | $437,824 | 0.1% | -1% | — |
| 138 |  $ALPS | Alps Group Inc | $422,093 | 0.1% | +0% | — |
| 139 |  $SO | SOUTHERN CO | $416,339 | 0.1% | +3% | 65.1 |
| 140 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $413,187 | 0.1% | -1% | — |
| 141 |  $DUK | Duke Energy CORP | $409,884 | 0.1% | +19% | 64 |
| 142 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $404,638 | 0.1% | +0% | — |
| 143 | $IVZ | Invesco Ltd. | $402,449 | 0.1% | -4% | — |
| 144 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $398,479 | 0.1% | +0% | — |
| 145 | — | DOUBLELINE ETF TRUST - SECUR CR ETF | $387,662 | 0.1% | NEW | — |
| 146 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $383,852 | 0.1% | +20% | 66.7 |
| 147 |  $META | Meta Platforms, Inc. | $381,176 | 0.1% | +0% | 80.9 |
| 148 | — | VANGUARD INDEX FDS - SMALL CP ETF | $379,102 | 0.1% | +0% | — |
| 149 | $GS | GOLDMAN SACHS GROUP INC | $377,037 | 0.1% | -5% | — |
| 150 |  $MO | ALTRIA GROUP, INC. | $371,478 | 0.1% | +9% | 72.1 |
| 151 | — | ISHARES TR - ESG MSCI USA ETF | $369,613 | 0.1% | +0% | — |
| 152 |  $CAT | CATERPILLAR INC | $363,131 | 0.1% | NEW | 67.8 |
| 153 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $357,550 | 0.1% | NEW | — |
| 154 |  $NSC | NORFOLK SOUTHERN CORP | $355,802 | 0.1% | +0% | 70.8 |
| 155 |  $RTX | RTX Corp | $333,736 | 0.1% | +10% | 70 |
| 156 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $333,172 | 0.1% | +0% | — |
| 157 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $330,698 | 0.1% | +6% | — |
| 158 | — | ISHARES TR - RUSSELL 2000 ETF | $322,984 | 0.1% | -6% | — |
| 159 |  $PFE | PFIZER INC | $306,370 | 0.1% | -2% | 69 |
| 160 | — | ISHARES TR - GLOBAL ENERG ETF | $304,606 | 0.1% | +0% | — |
| 161 |  $BAC | BANK OF AMERICA CORP /DE/ | $304,166 | 0.1% | +5% | 68.4 |
| 162 |  $SNDK | Sandisk Corp | $295,585 | 0.1% | NEW | 88.8 |
| 163 | — | ISHARES TR - ESG MSCI KLD ETF | $295,380 | 0.1% | +0% | — |
| 164 |  $VZ | VERIZON COMMUNICATIONS INC | $285,445 | 0.1% | +23% | 71.6 |
| 165 | — | SPDR SERIES TRUST - ST STR SP DIV | $283,687 | 0.1% | NEW | — |
| 166 |  $CI | Cigna Group | $282,021 | 0.1% | +3% | 66.8 |
| 167 | — | ISHARES TR - 1 3 YR TREAS BD | $281,930 | 0.1% | -3% | — |
| 168 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $277,253 | 0.1% | -13% | 63.7 |
| 169 |  $AMAT | APPLIED MATERIALS INC /DE | $276,909 | 0.1% | NEW | 74.8 |
| 170 |  $BMY | BRISTOL MYERS SQUIBB CO | $275,482 | 0.1% | +0% | 70.1 |
| 171 | — | INNOVATOR ETFS TRUST - EQUI DUAL 10 JAN | $263,516 | 0.1% | NEW | — |
| 172 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $263,121 | 0.1% | +0% | — |
| 173 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $263,059 | 0.1% | +0% | — |
| 174 | — | ISHARES TR - ESG AW MSCI EAFE | $258,465 | 0.1% | -12% | — |
| 175 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $249,557 | 0.1% | -2% | — |
| 176 |  $WDC | WESTERN DIGITAL CORP | $243,199 | 0.1% | NEW | 76.8 |
| 177 |  $LIN | LINDE PLC | $242,546 | 0.1% | NEW | — |
| 178 |  $WMT | Walmart Inc. | $237,272 | 0.1% | NEW | 63.2 |
| 179 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $230,391 | 0.1% | +0% | — |
| 180 |  $ASML | ASML HOLDING NV | $228,786 | 0.1% | NEW | — |
| 181 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $227,896 | 0.1% | -28% | — |
| 182 |  $O | REALTY INCOME CORP | $227,708 | 0.1% | NEW | 74.6 |
| 183 |  $HD | HOME DEPOT, INC. | $226,661 | 0.1% | +0% | 69.2 |
| 184 | — | INNOVATOR ETFS TRUST - US SMALL CAP MNG | $222,915 | 0.1% | -50% | — |
| 185 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $220,481 | 0.1% | +0% | — |
| 186 | $META | Meta Platforms, Inc. | $219,121 | 0.1% | -28% | 80.9 |
| 187 | — | INNOVATOR ETFS TRUST - NASDAQ 100 MANA | $218,880 | 0.1% | -49% | — |
| 188 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $217,055 | 0.1% | NEW | — |
| 189 |  $CSCO | CISCO SYSTEMS, INC. | $214,600 | 0.1% | NEW | 72.3 |
| 190 |  $INTC | INTEL CORP | $212,657 | 0.1% | NEW | 41.5 |
| 191 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $210,166 | 0.1% | -8% | — |
| 192 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $208,963 | 0.1% | NEW | — |
| 193 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | $207,201 | 0.1% | +1% | — |
| 194 |  $BLK | BlackRock, Inc. | $204,287 | 0.1% | NEW | 70.3 |
| 195 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $202,273 | 0.1% | NEW | — |
| 196 |  $KEP | KOREA ELECTRIC POWER CORP | $138,086 | 0.0% | NEW | — |
| 197 |  $WIT | WIPRO LTD | $110,489 | 0.0% | NEW | — |
| 198 |  $LPL | LG Display Co., Ltd. | $93,434 | 0.0% | NEW | — |
| 199 |  $GERN | GERON CORP | $36,096 | 0.0% | -5% | — |
| 200 |  $CDXS | CODEXIS, INC. | $28,691 | 0.0% | -41% | 11.3 |
New Positions (25)
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$1.0M
SPDR SERIES TRUST - ST STR PR SP1500$642,809
$HONA Honeywell Aerospace Inc.$523,739$AMD ADVANCED MICRO DEVICES INC$453,110 DOUBLELINE ETF TRUST - SECUR CR ETF$387,662
$CAT CATERPILLAR INC$363,131 VANECK ETF TRUST - SEMICONDUCTR ETF$357,550
$SNDK Sandisk Corp$295,585 SPDR SERIES TRUST - ST STR SP DIV$283,687
$AMAT APPLIED MATERIALS INC /DE$276,909 INNOVATOR ETFS TRUST - EQUI DUAL 10 JAN$263,516
$WDC WESTERN DIGITAL CORP$243,199$LIN LINDE PLC$242,546$WMT Walmart Inc.$237,272$ASML ASML HOLDING NV$228,786
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Elmwood Wealth Management, Inc. including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Elmwood Wealth Management, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Elmwood Wealth Management, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Elmwood Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Elmwood Wealth Management, Inc. (SEC CIK: 1731927), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Elmwood Wealth Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.