Elmwood Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Elmwood Wealth Management, Inc. disclosed 187 stock positions valued at approximately $399.80M as of quarter-end June 30, 2026. The largest holdings include INNOVATOR ETFS TRUST, VANGUARD TAX-MANAGED FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 187
- Portfolio Value
- $399.80M
Holdings by Sector
Elmwood Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | LOUP | Other | 2.87% | 116,401 | +855 | +0.74% | $11,472,483 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.82% | 158,401 | +3,819 | +2.47% | $11,286,045 |
| ISHARES TR | TFLO | Other | 2.80% | 221,166 | -25,679 | -10.40% | $11,197,646 |
| APPLE INC | AAPL | Technology | 2.67% | 36,896 | +540 | +1.49% | $10,676,335 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.46% | 194,430 | +6,119 | +3.25% | $9,832,326 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 2.27% | 68,155 | +130 | +0.19% | $9,081,654 |
| AMPLIFY ETF TR | IDVO | Other | 2.16% | 205,229 | +3,711 | +1.84% | $8,619,618 |
| ISHARES INC | IEMG | Other | 2.14% | 103,320 | +1,502 | +1.48% | $8,559,029 |
| ISHARES TR | SUB | Other | 1.93% | 72,656 | -3,040 | -4.02% | $7,735,685 |
| NVIDIA CORPORATION | NVDA | Technology | 1.93% | 38,530 | +447 | +1.17% | $7,709,400 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.91% | 149,352 | +2,131 | +1.45% | $7,616,952 |
| ISHARES TR | IEFA | Other | 1.86% | 76,954 | +3,224 | +4.37% | $7,432,218 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 1.84% | 132,082 | +5,308 | +4.19% | $7,339,820 |
| SSGA ACTIVE ETF TR | TOTL | Other | 1.79% | 181,738 | +6,537 | +3.73% | $7,173,199 |
| DIMENSIONAL ETF TRUST | DFCA | Other | 1.56% | 124,368 | +6,579 | +5.59% | $6,240,787 |
| ALPHABET INC | GOOG | Communication Services | 1.50% | 16,946 | -330 | -1.91% | $5,987,415 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.46% | 198,517 | +4,406 | +2.27% | $5,842,357 |
| WISDOMTREE TR | USFR | Other | 1.45% | 114,744 | -40,620 | -26.15% | $5,777,361 |
| ALPHABET INC | GOOGL | Communication Services | 1.35% | 15,108 | +114 | +0.76% | $5,398,991 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.34% | 111,022 | +4,042 | +3.78% | $5,367,910 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.32% | 90,682 | +2,342 | +2.65% | $5,277,693 |
| VANGUARD INDEX FDS | VTI | Other | 1.31% | 14,204 | +286 | +2.05% | $5,255,954 |
| INNOVATOR ETFS TRUST | PAPR | Other | 1.31% | 123,864 | -4,038 | -3.16% | $5,227,061 |
| ISHARES INC | EUSA | Other | 1.30% | 45,476 | -191 | -0.42% | $5,192,905 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.25% | 83,728 | +2,824 | +3.49% | $4,997,700 |
| ISHARES TR | CMF | Other | 1.19% | 82,736 | +4,820 | +6.19% | $4,768,904 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.16% | 19,394 | +795 | +4.27% | $4,622,440 |
| SPDR SERIES TRUST | BIL | Other | 1.15% | 49,970 | -9,690 | -16.24% | $4,579,251 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.10% | 91,804 | +2,955 | +3.33% | $4,417,625 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.09% | 8,730 | -43 | -0.49% | $4,368,582 |
Showing 30 of 187 holdings in the latest reporting period.