Elmwood Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Elmwood Wealth Management, Inc. disclosed 206 stock positions valued at approximately $416.14M as of quarter-end September 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, ISHARES TR, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 206
- Portfolio Value
- $416.14M
Holdings by Sector
Elmwood Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 3.73% | 307,786 | +113,356 | +58.30% | $15,503,181 |
| ISHARES TR | TFLO | Other | 3.68% | 302,125 | +80,959 | +36.61% | $15,308,687 |
| APPLE INC | AAPL | Technology | 2.98% | 37,233 | +337 | +0.91% | $12,399,241 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.70% | 159,268 | +867 | +0.55% | $11,245,927 |
| BLACKROCK ETF TRUST II | CALI | Other | 2.59% | 216,023 | -13,587 | -5.92% | $10,760,091 |
| INNOVATOR ETFS TRUST | LOUP | Other | 2.48% | 116,436 | +35 | +0.03% | $10,340,682 |
| AMPLIFY ETF TR | IDVO | Other | 2.12% | 211,939 | +6,710 | +3.27% | $8,803,947 |
| NVIDIA CORPORATION | NVDA | Technology | 2.09% | 38,015 | -515 | -1.34% | $8,681,789 |
| ISHARES INC | IEMG | Other | 2.02% | 103,596 | +276 | +0.27% | $8,407,877 |
| ISHARES TR | SUB | Other | 1.91% | 76,090 | +3,434 | +4.73% | $7,954,449 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.85% | 10,091 | +5,230 | +107.59% | $7,696,226 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 1.84% | 137,114 | +5,032 | +3.81% | $7,655,090 |
| ISHARES TR | IEFA | Other | 1.83% | 78,417 | +1,463 | +1.90% | $7,597,039 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.79% | 147,053 | -2,299 | -1.54% | $7,435,000 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 1.73% | 69,624 | +1,469 | +2.16% | $7,187,982 |
| WISDOMTREE TR | USFR | Other | 1.68% | 138,676 | +23,932 | +20.86% | $6,987,884 |
| SSGA ACTIVE ETF TR | TOTL | Other | 1.65% | 183,239 | +1,501 | +0.83% | $6,856,804 |
| DIMENSIONAL ETF TRUST | DFCA | Other | 1.49% | 130,168 | +5,800 | +4.66% | $6,205,109 |
| ALPHABET INC | GOOG | Communication Services | 1.39% | 16,946 | - | - | $5,774,069 |
| ALPHABET INC | GOOGL | Communication Services | 1.31% | 15,815 | +707 | +4.68% | $5,441,586 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.29% | 90,595 | +6,867 | +8.20% | $5,373,192 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.29% | 93,177 | +2,495 | +2.75% | $5,363,269 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.28% | 113,950 | +2,928 | +2.64% | $5,321,487 |
| INNOVATOR ETFS TRUST | DDFJ | Other | 1.27% | 262,499 | +10,452 | +4.15% | $5,286,704 |
| INNOVATOR ETFS TRUST | PAPR | Other | 1.26% | 120,961 | -2,903 | -2.34% | $5,223,096 |
| MICROSOFT CORP | MSFT | Technology | 1.25% | 10,152 | +617 | +6.47% | $5,206,868 |
| VANGUARD INDEX FDS | VTI | Other | 1.25% | 13,865 | -339 | -2.39% | $5,188,865 |
| ISHARES INC | EUSA | Other | 1.24% | 46,456 | +980 | +2.15% | $5,172,412 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.24% | 171,828 | -26,689 | -13.44% | $5,154,844 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.16% | 19,349 | -45 | -0.23% | $4,820,881 |
Showing 30 of 206 holdings in the latest reporting period.