Q2 2026 13F · SEC CIK 1731927

Elmwood Wealth Management, Inc.

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $399.8M
Reported positions: 200
Top holdings a year, 3 yrs: +2.8%
Assets under management: $477.9M

Elmwood Wealth Management, Inc. is a wealth manager that reported 200 positions worth $399.8M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Blackrock ETF Trust II (CALI, 2.9%), Innovator Etfs Trust (LOUP, 2.9%), Vanguard Tax-Managed Fds (VEA, 2.8%). A portfolio copying its top holdings returned 2.8% a year over the last 3 years, against 20.4% for the S&P 500.

Elmwood Wealth Management, Inc. holdings largest 50 of 200 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elmwood Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CALIBlackrock ETF Trust II	2.9%	3.0%	229,610	+8.3%	$11.6M
LOUPInnovator Etfs Trust	2.9%	2.2%	116,401	+0.7%	$11.5M
VEAVanguard Tax-Managed Fds	2.8%	2.7%	158,401	+2.5%	$11.3M
TFLOIshares Tr	2.8%	3.5%	221,166	-10.4%	$11.2M
AAPLApple Inc	2.7%	2.6%	36,896	+1.5%	$10.7M
JPSTJ P Morgan Exchange Traded Fd	2.5%	2.6%	194,430	+3.2%	$9.8M
AIRRFirst Tr Exchange Traded Fd	2.3%	2.1%	68,155	+0.2%	$9.1M
IDVOAmplify ETF Tr	2.2%	2.3%	205,229	+1.8%	$8.6M
IEMGIshares	2.1%	2.0%	103,320	+1.5%	$8.6M
SUBIshares Tr	1.9%	2.2%	72,656	-4.0%	$7.7M
NVDANvidia Corporation Com	1.9%	1.8%	38,530	+1.2%	$7.7M
JMSTJ P Morgan Exchange Traded F	1.9%	2.1%	149,352	+1.4%	$7.6M
IEFAIshares Core Msci Eafe ETF	1.9%	1.8%	76,954	+4.4%	$7.4M
GPIXGoldman Sachs ETF Tr	1.8%	1.8%	132,082	+4.2%	$7.3M
TOTLSsga Active ETF Tr	1.8%	1.9%	181,738	+3.7%	$7.2M
DFCADimensional ETF Trust	1.6%	1.6%	124,368	+5.6%	$6.2M
GOOGAlphabet Inc	1.5%	1.4%	16,946	-1.9%	$6.0M
SCHXSchwab Stratgc Tr	1.5%	1.4%	198,517	+2.3%	$5.8M
USFRWisdomtree Tr	1.4%	2.2%	114,744	-26.1%	$5.8M
GOOGLAlphabet Inc	1.4%	1.2%	15,108	+0.8%	$5.4M
JPIBJpmorgan International Bond Opportunitie	1.3%	1.4%	111,022	+3.8%	$5.4M
VGSHVanguard Short-Term Treasury ETF Total	1.3%	1.4%	90,682	+2.7%	$5.3M
VTIVanguard Index Fds	1.3%	1.2%	14,204	+2.1%	$5.3M
PAPRInnovator Etfs Trust	1.3%	1.4%	123,864	-3.2%	$5.2M
EUSAIshares Inc	1.3%	1.3%	45,476	-0.4%	$5.2M
VWOVanguard Intl Equity Index F	1.3%	1.2%	83,728	+3.5%	$5.0M
DDFJInnovators Tr ETF Equity Dual Dir	1.2%	1.1%	252,047	+14.0%	$5.0M
CMFIshares Tr	1.2%	1.2%	82,736	+6.2%	$4.8M
AMZNAmazon Com Inc Com	1.2%	1.1%	19,394	+4.3%	$4.6M
BILSPDR Brcy1-3 Ser	1.1%	1.5%	49,970	-16.2%	$4.6M
SCHCSchwab Strategic Tr	1.1%	1.1%	91,804	+3.3%	$4.4M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	8,730	-0.5%	$4.4M
XBFRInnovator Etfs Trust	1.1%	0.9%	159,075	+16.0%	$4.2M
GSLCGoldman Sachs ETF Tr	1.1%	1.0%	29,671	+5.7%	$4.2M
ELDWisdomtree Tr	1.1%	1.1%	146,261	+3.0%	$4.2M
BNDXVanguard Charlotte Fds	1.0%	1.1%	86,055	+4.4%	$4.2M
VIGVanguard Dividend Appreciation ETF	1.0%	1.0%	16,780	-3.7%	$4.0M
IVVIshares Core S&p 500 ETF	1.0%	0.9%	5,196	+0.0%	$3.9M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	4,861	+2.6%	$3.6M
FLOTIshares Tr	0.9%	0.9%	70,506	+7.6%	$3.6M
MSFTMicrosoft Corp	0.9%	1.0%	9,535	+0.9%	$3.6M
GSIEGoldman Sachs ETF Tr	0.9%	0.9%	76,878	-1.6%	$3.5M
VTEBVanguard Tx Ex Bd	0.9%	0.9%	68,832	+2.6%	$3.5M
PWZInvesco Exch Traded Fd Tr II	0.9%	0.9%	141,077	-0.6%	$3.5M
VRPInvesco Exch Traded Fd Tr II	0.9%	0.9%	141,478	+6.3%	$3.4M
MEARIshares Short Maturity Municipal Bond Ac	0.8%	1.2%	67,460	-23.4%	$3.4M
JPMJpmorgan Chase & Co	0.8%	0.8%	10,295	+5.1%	$3.4M
COSTCostco Whsl Corp New	0.8%	0.9%	3,256	-1.4%	$3.0M
PJULInnovator Etfs Trust	0.7%	0.8%	60,502	-6.0%	$3.0M
MAMastercard Inc.	0.7%	0.8%	5,422	-2.1%	$2.8M

What Elmwood Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

XBFR Innovator Etfs Trust+16.0% shares
DDFJ Innovators Tr ETF Equity Dual Dir+14.0% shares
CALI Blackrock ETF Trust II+8.3% shares
FLOT Ishares Tr+7.6% shares
VRP Invesco Exch Traded Fd Tr II+6.3% shares
CMF Ishares Tr+6.2% shares
GSLC Goldman Sachs ETF Tr+5.7% shares
DFCA Dimensional ETF Trust+5.6% shares

Reduced

USFR Wisdomtree Tr-26.1% shares
MEAR Ishares Short Maturity Municipal Bond Ac-23.4% shares
BIL SPDR Brcy1-3 Ser-16.2% shares
TFLO Ishares Tr-10.4% shares
PJUL Innovator Etfs Trust-6.0% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: +2.8% /yr; S&P 500 +20.4%
5 years: -2.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$399.8M	200
Q1 2026	$361.6M	178
Q4 2025	$316.6M	171
Q3 2025	$282.3M	140
Q2 2025	$252.3M	129
Q1 2025	$243.8M	128
Q4 2024	$247.8M	128
Q3 2024	$242.5M	126
Q2 2024	$224.6M	123
Q1 2024	$233.7M	122
Q4 2023	$142.6M	104
Q3 2023	$207.3M	117

Questions about Elmwood Wealth Management, Inc.'s portfolio

What stocks does Elmwood Wealth Management, Inc. own?

Elmwood Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 200 positions worth $399.8M. The largest are Blackrock ETF Trust II (CALI) at 2.9%, Innovator Etfs Trust (LOUP) at 2.9%, Vanguard Tax-Managed Fds (VEA) at 2.8%, Ishares Tr (TFLO) at 2.8% and Apple Inc (AAPL) at 2.7%.

What did Elmwood Wealth Management, Inc. buy last quarter?

In Q2 2026, Elmwood Wealth Management, Inc. added Innovator Etfs Trust (XBFR) (+16.0% shares), Innovators Tr ETF Equity Dual Dir (DDFJ) (+14.0% shares) and Blackrock ETF Trust II (CALI) (+8.3% shares), compared with its Q1 2026 filing.

What did Elmwood Wealth Management, Inc. sell last quarter?

In Q2 2026, Elmwood Wealth Management, Inc. Wisdomtree Tr (USFR) (-26.1% shares), Ishares Short Maturity Municipal Bond Ac (MEAR) (-23.4% shares) and SPDR Brcy1-3 Ser (BIL) (-16.2% shares), compared with its Q1 2026 filing.

How has Elmwood Wealth Management, Inc.'s portfolio performed?

A portfolio copying Elmwood Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +2.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%. Over 5 years: -2.4% a year against +11.6%.

When is Elmwood Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Elmwood Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Elmwood Wealth Management, Inc. manage?

Elmwood Wealth Management, Inc. reported $477.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $399.8M.