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Elmwood Wealth Management, Inc.
Updated 5 days agoManaged by Elmwood Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$416.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
47.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $282.3M |
| Q4 2025 | $316.6M |
| Q1 2026 | $361.6M |
| Q2 2026 | $399.8M |
| Q3 2026 | $416.1M |
Top holdings
207 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $15.5M | 307.8K | 3.73% | Added(+58.3%) | |
| 2 | ? N/A ISHARES TR | $15.3M | 302.1K | 3.68% | Added(+36.6%) |
| 3 | $12.4M | 37.2K | 2.98% | Added(+0.9%) | |
| 4 | $11.2M | 159.3K | 2.70% | Added(+0.6%) | |
| 5 | ? N/A BLACKROCK ETF TRUST II | $10.8M | 216.0K | 2.59% | Trimmed(-5.9%) |
| 6 | ? N/A INNOVATOR ETFS TRUST | $10.3M | 116.4K | 2.48% | Added(+0.0%) |
| 7 | ? N/A AMPLIFY ETF TR | $8.8M | 211.9K | 2.12% | Added(+3.3%) |
| 8 | $8.7M | 38.0K | 2.09% | Trimmed(-1.3%) | |
| 9 | $8.4M | 103.6K | 2.02% | Added(+0.3%) | |
| 10 | $8M | 76.1K | 1.91% | Added(+4.7%) | |
| 11 | $7.7M | 10.1K | 1.85% | Added(+107.6%) | |
| 12 | $7.7M | 137.1K | 1.84% | Added(+3.8%) | |
| 13 | $7.6M | 78.4K | 1.83% | Added(+1.9%) | |
| 14 | $7.4M | 147.1K | 1.79% | Trimmed(-1.5%) | |
| 15 | $7.2M | 69.6K | 1.73% | Added(+2.2%) | |
| 16 | $7M | 138.7K | 1.68% | Added(+20.9%) | |
| 17 | $6.9M | 183.2K | 1.65% | Added(+0.8%) | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 130.2K | 1.49% | Added(+4.7%) |
| 19 | $5.8M | 16.9K | 1.39% | Unchanged | |
| 20 | $5.4M | 15.8K | 1.31% | Added(+4.7%) |