Elmwood Wealth Management, Inc. 13F Holdings · Q2 2026
Elmwood Wealth Management, Inc. reported 200 securities worth $399.80M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CALI (2.90%), LOUP (2.87%), VEA (2.82%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CALI | BLACKROCK ETF TRUST II | $11.6M | 2.90% | 229,610 | Added |
| 2 | LOUP | INNOVATOR ETFS TRUST | $11.5M | 2.87% | 116,401 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $11.3M | 2.82% | 158,401 | Added |
| 4 | TFLO | ISHARES TR | $11.2M | 2.80% | 221,166 | Trimmed |
| 5 | AAPL | APPLE INC | $10.7M | 2.67% | 36,896 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $9.8M | 2.46% | 194,430 | Added |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | $9.1M | 2.27% | 68,155 | Added |
| 8 | IDVO | AMPLIFY ETF TR | $8.6M | 2.16% | 205,229 | Added |
| 9 | IEMG | ISHARES INC | $8.6M | 2.14% | 103,320 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $7.7M | 1.93% | 38,530 | Added |
| 11 | SUB | ISHARES TR | $7.7M | 1.93% | 72,656 | Trimmed |
| 12 | JMST | J P MORGAN EXCHANGE TRADED F | $7.6M | 1.91% | 149,352 | Added |
| 13 | IEFA | ISHARES TR | $7.4M | 1.86% | 76,954 | Added |
| 14 | GPIX | GOLDMAN SACHS ETF TR | $7.3M | 1.84% | 132,082 | Added |
| 15 | TOTL | SSGA ACTIVE ETF TR | $7.2M | 1.79% | 181,738 | Added |
| 16 | DFCA | DIMENSIONAL ETF TRUST | $6.2M | 1.56% | 124,368 | Added |
| 17 | GOOG | ALPHABET INC | $6.0M | 1.50% | 16,946 | Trimmed |
| 18 | SCHX | SCHWAB STRATEGIC TR | $5.8M | 1.46% | 198,517 | Added |
| 19 | USFR | WISDOMTREE TR | $5.8M | 1.45% | 114,744 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $5.4M | 1.35% | 15,108 | Added |
| 21 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.34% | 111,022 | Added |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $5.3M | 1.32% | 90,682 | Added |
| 23 | PAPR | INNOVATOR ETFS TRUST | $5.2M | 1.31% | 123,864 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $5.3M | 1.31% | 14,204 | Added |
| 25 | EUSA | ISHARES INC | $5.2M | 1.30% | 45,476 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR