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CIK: 0001731927
Total reported value
$416.1M
$416.1M
200 檔
13.5%
According to the latest 13F quarterly dataset, Elmwood Wealth Management, Inc. managed an equity portfolio of $416.1M at the end of Q2 2026, spanning 200 distinct U.S. exchange-listed positions.
In Q2 2026, Elmwood Wealth Management, Inc. displayed an active expansion posture, initiating 26 new positions and adding to 84 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 2.90% | -0.31% | +8.34% | |
| 2 | LOUP | Innovator Deepwater Frontier | ETF-Other | 2.87% | -0.39% | +0.74% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.82% | -0.12% | +2.47% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.80% | +0.88% | -10.40% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.31% | +1.49% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.46% | +1.27% | +3.25% | |
| 7 | AIRR | First Trust Rba American Ind | ETF-Other | 2.27% | -0.54% | +0.19% | |
| 8 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 2.16% | -0.04% | +1.84% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.14% | -0.12% | +1.48% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.93% | -0.02% | -4.02% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.16% | +1.17% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.91% | -0.12% | +1.45% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.86% | -0.03% | +4.37% | |
| 14 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.84% | — | +4.19% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.79% | -0.14% | +3.73% | |
| 16 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 1.56% | -0.07% | +5.59% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | -0.11% | -1.91% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.46% | -0.22% | +2.27% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.45% | +0.23% | -26.15% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | -0.04% | +0.76% | |
| 21 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.34% | -0.06% | +3.78% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.32% | -0.03% | +2.65% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.31% | -0.06% | +2.05% | |
| 24 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.31% | -0.05% | -3.16% | |
| 25 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.30% | -0.06% | -0.42% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | +0.04% | +3.49% | |
| 27 | DDFJ | Innovator Ed D15 Buff Jan | ETF-Other | 1.25% | +0.02% | +14.04% | |
| 28 | CMF | Ishares California Muni Bond | ETF-Other | 1.19% | -0.12% | +6.19% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | — | +4.27% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.15% | -0.29% | -16.24% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.10% | +0.05% | +3.33% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.05% | -0.49% | |
| 33 | XBFR | Inno Eqty Man 10 Buf ETF | ETF-Other | 1.06% | +0.01% | +15.96% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.05% | +0.06% | +5.73% | |
| 35 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 1.05% | -0.04% | +2.96% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.04% | -0.03% | +4.36% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | -0.05% | -3.68% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.01% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.94% | +2.57% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.90% | +0.01% | +7.63% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | +0.36% | +0.94% | |
| 42 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.88% | -0.03% | -1.62% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.87% | +0.22% | +2.59% | |
| 44 | PWZ | Invesco California Amt-free | ETF-Other | 0.86% | -0.10% | -0.59% | |
| 45 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.86% | +0.14% | +6.34% | |
| 46 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.85% | -0.06% | -23.36% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.03% | +5.13% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.05% | -1.36% | |
| 49 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.74% | -0.02% | -5.98% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | +0.03% | -2.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LOUP | Innovator Deepwater Frontier | +0.7% | +0.74% | Add |
| 2 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | NEW | New buy |
| 3 | PANW | Palo Alto Networks Inc | +0.3% | +3.43% | Add |
| 4 | AIRR | First Trust Rba American Ind | +0.2% | +0.19% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +1.48% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.76% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.2% | +0.20% | Add |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | NEW | New buy |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +295.56% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -1.91% | Trim |
| 11 | XBFR | Inno Eqty Man 10 Buf ETF | +0.1% | +15.96% | Add |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | MU | Micron Technology Inc | +0.1% | -3.31% | Trim |
| 15 | AAPL | Apple Inc | +0.1% | +1.49% | Add |
| 16 | ROK | Rockwell Automation Inc | +0.1% | -0.11% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 18 | DDFJ | Innovator Ed D15 Buff Jan | +0.1% | +14.04% | Add |
| 19 | MCHP | Microchip Technology Inc | +0.1% | -0.23% | Trim |
| 20 | DSCO | Doubleline Sec Credit ETF | +0.1% | NEW | New buy |
| 21 | NVDA | Nvidia CORP | +0.1% | +1.17% | Add |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +4.19% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.27% | Add |
| 24 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | -1.19% | Trim |
| 25 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 26 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.47% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.27% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.05% | Add |
| 30 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +5.73% | Add |
| 31 | NTLA | Intellia Therapeutics Inc | +0.1% | +0.02% | Add |
| 32 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +31.96% | Add |
| 33 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 34 | AXP | American Express Co | +0.1% | +116.35% | Add |
| 35 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | NEW | New buy |
| 36 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 37 | DDTJ | Innovator Ed D10 Buff Jan | +0.1% | NEW | New buy |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.57% | Add |
| 39 | XLK | Ss Technology Select Sector | +0.1% | -4.47% | Trim |
| 40 | NBFR | Inno N100 Man 10 Buf ETF | +0.1% | +50.21% | Add |
| 41 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 42 | LIN | Linde plc | +0.1% | NEW | New buy |
| 43 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 44 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 45 | O | Realty Income CORP | +0.1% | NEW | New buy |
| 46 | V | Visa Inc-class A Shares | +0.1% | +10.32% | Add |
| 47 | LLY | Eli Lilly & Co | +0.1% | +5.52% | Add |
| 48 | KBFR | Inno US S Cap M10 Buf ETF | +0.1% | +49.02% | Add |
| 49 | FJAN | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 50 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Elmwood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $416.1M across 200 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CALI, LOUP, VEA) accounted for 13.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
JEPQ
市值: $1.0M
Top Position Liquidated / Trimmed
HON
前期市值: $1.1M
During Q2 2026, Elmwood Wealth Management, Inc.'s top holdings by market value included CALI (2.9%)、LOUP (2.9%)、VEA (2.8%). The largest single position, CALI, represented 2.9% of total portfolio value.
In Q2 2026, Elmwood Wealth Management, Inc. made 173 total portfolio adjustments, initiating 26 new buys, adding to 84 positions, trimming 59 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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