Elmwood Wealth Management, Inc.

Est. AUM

$399.8M

13F long equity, this entity only

Positions

200

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BLACKROCK ETF TRUST II	ISHA SH TERM ETF	$11.6M	229610	2.90%	SOLE
2	INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$11.5M	116401	2.87%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.3M	158401	2.82%	SOLE
4	ISHARES TR	TRS FLT RT BD	$11.2M	221166	2.80%	SOLE
5	APPLE INC	COM	$10.7M	36896	2.67%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.8M	194430	2.46%	SOLE
7	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$9.1M	68155	2.27%	SOLE
8	AMPLIFY ETF TR	CWP INTL ENHANCE	$8.6M	205229	2.16%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$8.6M	103320	2.14%	SOLE
10	ISHARES TR	SHRT NAT MUN ETF	$7.7M	72656	1.93%	SOLE
11	NVIDIA CORPORATION	COM	$7.7M	38530	1.93%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$7.6M	149352	1.91%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$7.4M	76954	1.86%	SOLE
14	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$7.3M	132082	1.84%	SOLE
15	SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$7.2M	181738	1.79%	SOLE
16	DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$6.2M	124368	1.56%	SOLE
17	ALPHABET INC	CAP STK CL C	$6.0M	16946	1.50%	SOLE
18	SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.8M	198517	1.46%	SOLE
19	WISDOMTREE TR	FLOATNG RAT TREA	$5.8M	114744	1.44%	SOLE
20	ALPHABET INC	CAP STK CL A	$5.4M	15108	1.35%	SOLE
21	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$5.4M	111022	1.34%	SOLE
22	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.3M	90682	1.32%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$5.3M	14204	1.31%	SOLE
24	INNOVATOR ETFS TRUST	US EQT PWR BUF	$5.2M	123864	1.31%	SOLE
25	ISHARES INC	MSCI EQUAL WEITE	$5.2M	45476	1.30%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	83728	1.25%	SOLE
27	INNOVATOR ETFS TRUST	EQUI DU DI JANU	$5.0M	252047	1.25%	SOLE
28	ISHARES TR	CALIF MUN BD ETF	$4.8M	82736	1.19%	SOLE
29	AMAZON COM INC	COM	$4.6M	19394	1.16%	SOLE
30	SPDR SERIES TRUST	ST STR BLO 1 ETF	$4.6M	49970	1.15%	SOLE
31	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$4.4M	91804	1.11%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.4M	8730	1.09%	SOLE
33	INNOVATOR ETFS TRUST	EQUITY MANAGD 10	$4.2M	159075	1.06%	SOLE
34	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$4.2M	29671	1.05%	SOLE
35	WISDOMTREE TR	EM LCL DEBT FD	$4.2M	146261	1.05%	SOLE
36	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.2M	86055	1.04%	SOLE
37	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.0M	16780	0.99%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$3.9M	5196	0.97%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.6M	4861	0.91%	SOLE
40	ISHARES TR	FLTG RATE NT ETF	$3.6M	70506	0.90%	SOLE
41	MICROSOFT CORP	COM	$3.6M	9535	0.89%	SOLE
42	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.5M	76878	0.88%	SOLE
43	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.5M	68832	0.87%	SOLE
44	INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$3.5M	141077	0.86%	SOLE
45	INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$3.4M	141478	0.86%	SOLE
46	ISHARES U S ETF TR	SHOR MAT MUN ETF	$3.4M	67460	0.85%	SOLE
47	JPMORGAN CHASE & CO	COM	$3.4M	10295	0.84%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$3.0M	3256	0.76%	SOLE
49	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.0M	60502	0.74%	SOLE
50	MASTERCARD INCORPORATED	CL A	$2.8M	5422	0.70%	SOLE

1–50 of 200

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.