Elmwood Wealth Management, Inc. — 2026-03-31 13F Holdings

Name: Elmwood Wealth Management, Inc. — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001731927

Total reported value

$399.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	3.46%	-0.66%	+44.61%
2	CALI	Ishrs Sh-trm Ca Muni Act ETF	ETF-Other	2.96%	-0.06%	+29.02%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.74%	+0.08%	+2.60%
4	JPST	Jpmorgan Ultra-short Income	ETF-Other	2.64%	—	+30.94%
5	AAPL	Apple INC	Stock-Tech	2.55%	+0.12%	+4.96%
6	IDVO	Amplify Cwp Intl Enh Dvd INC	ETF-Other	2.26%	-0.10%	+18.97%
7	SUB	Ishares Short-term National	ETF-Other	2.23%	—	+20.23%
8	LOUP	Innovator Deepwater Frontier	ETF-Other	2.20%	+0.67%	+26.17%
9	USFR	Wisdomtree Floating Rate Tre	ETF-Other	2.16%	-0.71%	+65.96%
10	AIRR	First Trust Rba American Ind	ETF-Other	2.08%	+0.19%	+16.88%
11	JMST	JPM Ultra-short Muni Income	ETF-Other	2.08%	—	-4.61%
12	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.96%	+0.18%	+67.33%
13	TOTL	Ss Doubleline Tr Tact ETF	ETF-Other	1.92%	—	+11.15%
14	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.85%	+0.01%	+4.63%
15	NVDA	Nvidia CORP	Stock-Tech	1.84%	+0.09%	+4.08%
16	GPIX	Gldm SA S&p 500 Pr In Etf-us	ETF-Large Cap & Growth	1.75%	+0.09%	+62.69%
17	DFCA	Dimensional Calfornia Mb ETF	ETF-Other	1.62%	-0.06%	+43.36%
18	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	1.51%	-0.36%	+284.66%
19	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	1.43%	—	+0.16%
20	JPIB	Jpmorgan Intl Bnd ETF	ETF-Other	1.41%	—	+34.04%
21	PAPR	Innovator U.s. Equity Power	ETF-Other	1.41%	—	+2.28%
22	SCHX	Schwab US Large-cap ETF	ETF-Other	1.38%	+0.08%	+11.24%
23	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.37%	+0.13%	-0.06%
24	EUSA	Ishares Msci USA Equal Weigh	ETF-Other	1.29%	+0.01%	+91.79%
25	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.23%	+0.08%	+443.04%
26	MEAR	Ishrs Short Mat Muni Act ETF	ETF-Other	1.23%	-0.38%	-1.42%
27	CMF	Ishares California Muni Bond	ETF-Other	1.23%	—	+14.52%
28	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.21%	+0.04%	+63.50%
29	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.19%	+0.16%	-2.22%
30	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.16%	—	+3.68%
31	SCHC	Schwab Intl Small-cap Equity	ETF-Other	1.15%	—	+6.73%
32	DDFJ	Innovator Ed D15 Buff Jan	ETF-Other	1.15%	+0.10%	—
33	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.10%	—	+29.10%
34	ELD	Wisdomtree Emrg Mkts Debt	ETF-Other	1.09%	—	+17.56%
35	AMZN	Amazon.com INC	Stock-Consumer Disc	1.07%	+0.09%	-2.86%
36	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.04%	—	+7.05%
37	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	0.97%	+0.08%	+10.90%
38	MSFT	Microsoft CORP	Stock-Tech	0.97%	—	+14.37%
39	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.94%	+0.03%	—
40	PWZ	Invesco California Amt-free	ETF-Other	0.94%	—	+10.29%
41	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	0.93%	—	-0.02%
42	XBFR	Inno Eqty Man 10 Buf ETF	ETF-Other	0.93%	+0.13%	—
43	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.93%	—	+2.62%
44	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.92%	—	-3.25%
45	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.91%	—	-1.61%
46	VRP	Invesco Variable Rate Prefer	ETF-Other	0.88%	—	-3.39%
47	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.85%	+0.06%	+12.54%
48	PJUL	Innovator U.s. Equity Power	ETF-Other	0.82%	—	+8.31%
49	JPM	Jpmorgan Chase & Co	Stock-Financials	0.80%	+0.04%	-2.35%
50	MA	Mastercard INC - A	Stock-Financials	0.77%	—	-3.15%

1–50 of 178

Holding changes this quarter

Position changes disclosed by Elmwood Wealth Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BIL	Ss Spdr Bb 1-3m T-bill ETF	+1.1%	+284.66%	Add
2	VTI	Vanguard Total Stock Mkt ETF	+1%	+443.04%	Add
3	TFLO	Ishares Treasury Floating Ra	+0.7%	+44.61%	Add
4	USFR	Wisdomtree Floating Rate Tre	+0.7%	+65.96%	Add
5	IEMG	Ishares Core Msci Emerging	+0.7%	+67.33%	Add
6	EUSA	Ishares Msci USA Equal Weigh	+0.5%	+91.79%	Add
7	GPIX	Gldm SA S&p 500 Pr In Etf-us	+0.5%	+62.69%	Add
8	VWO	Vanguard Ftse Emerging Marke	+0.4%	+63.50%	Add
9	CALI	Ishrs Sh-trm Ca Muni Act ETF	+0.3%	+29.02%	Add
10	JPST	Jpmorgan Ultra-short Income	+0.3%	+30.94%	Add
11	DFCA	Dimensional Calfornia Mb ETF	+0.3%	+43.36%	Add
12	AIRR	First Trust Rba American Ind	+0.3%	+16.88%	Add
13	IDVO	Amplify Cwp Intl Enh Dvd INC	+0.2%	+18.97%	Add
14	JPIB	Jpmorgan Intl Bnd ETF	+0.2%	+34.04%	Add
15	NTLA	Intellia Therapeutics INC	+0.1%	+32.08%	Add
16	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+29.10%	Add
17	SUB	Ishares Short-term National	+0.1%	+20.23%	Add
18	CMF	Ishares California Muni Bond	—	+14.52%	Add
19	COST	Costco Wholesale CORP	—	-1.61%	Trim
20	LOUP	Innovator Deepwater Frontier	0%	+26.17%	Add
21	ELD	Wisdomtree Emrg Mkts Debt	0%	+17.56%	Add
22	TOTL	Ss Doubleline Tr Tact ETF	-0.1%	+11.15%	Add
23	DIS	Walt Disney Co/the	-0.2%	-14.54%	Trim
24	UNH	Unitedhealth Group INC	-0.2%	-4.66%	Trim
25	ABT	Abbott Laboratories	-0.2%	-4.85%	Trim
26	VEA	Vanguard Ftse Developed ETF	-0.2%	+2.60%	Add
27	CRM	Salesforce INC	-0.3%	-1.82%	Trim
28	MA	Mastercard INC - A	-0.3%	-3.15%	Trim
29	MSFT	Microsoft CORP	-0.3%	+14.37%	Add
30	AMZN	Amazon.com INC	-0.3%	-2.86%	Trim
31	GOOGL	Alphabet Inc-cl A	-0.3%	-2.22%	Trim
32	GOOG	Alphabet Inc-cl C	-0.3%	-0.06%	Trim
33	POCT	Innovator U.s. Equity Power	-0.8%	-82.94%	Trim
34	PJAN	Innovator U.s. Equity Power	-1.1%	-87.23%	Trim
35	DDFJ	Innovator Ed D15 Buff Jan	—	NEW	New buy
36	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
37	XBFR	Inno Eqty Man 10 Buf ETF	—	NEW	New buy
38	DDFN	Innov Eq Dd 15 Buf ETF - Nov	—	EXIT	Sold out
39	DDFF	Innv Eqt Dd 15 Buf ETF Feb	—	NEW	New buy
40	DIA	Ss Spdr Dow Jones Indus Avg	—	NEW	New buy
41	EOCT	Innovator Emer Mkt Pwr Buff	—	EXIT	Sold out
42	DDTF	Invtr Ed Drnl 10 Bfr ETF Feb	—	NEW	New buy
43	NFLX	Netflix INC	—	NEW	New buy
44	XOM	Exxon Mobil CORP	—	NEW	New buy
45	NDIV	Amp Egy&nat Re Cov Cal-usdin	—	EXIT	Sold out
46	ACN	Accenture plc	—	EXIT	Sold out
47	BX	Blackstone INC	—	EXIT	Sold out
48	NBFR	Inno N100 Man 10 Buf ETF	—	NEW	New buy
49	AMT	American Tower CORP	—	EXIT	Sold out
50	KBFR	Inno US S Cap M10 Buf ETF	—	NEW	New buy