Elmwood Wealth Management, Inc.
Q3 2026 13F filing
Updated 5 days ago207 disclosed positions worth $416.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J J P MORGAN EXCHANGE TRADED F | $15.5M | 307.8K | 3.73% | — |
| 2 | ? N/A ISHARES TR | $15.3M | 302.1K | 3.68% | — |
| 3 | A APPLE INC | $12.4M | 37.2K | 2.98% | — |
| 4 | V VANGUARD TAX-MANAGED FDS | $11.2M | 159.3K | 2.70% | — |
| 5 | ? N/A BLACKROCK ETF TRUST II | $10.8M | 216.0K | 2.59% | — |
| 6 | ? N/A INNOVATOR ETFS TRUST | $10.3M | 116.4K | 2.48% | — |
| 7 | ? N/A AMPLIFY ETF TR | $8.8M | 211.9K | 2.12% | — |
| 8 | N NVIDIA CORPORATION | $8.7M | 38.0K | 2.09% | — |
| 9 | E ISHARES INC | $8.4M | 103.6K | 2.02% | — |
| 10 | E ISHARES TR | $8M | 76.1K | 1.91% | — |
| 11 | S STATE STR SPDR S&P 500 ETF T | $7.7M | 10.1K | 1.85% | — |
| 12 | G GOLDMAN SACHS ETF TR | $7.7M | 137.1K | 1.84% | — |
| 13 | E ISHARES TR | $7.6M | 78.4K | 1.83% | — |
| 14 | J J P MORGAN EXCHANGE TRADED F | $7.4M | 147.1K | 1.79% | — |
| 15 | F FIRST TR EXCHANGE TRADED FD | $7.2M | 69.6K | 1.73% | — |
| 16 | B WISDOMTREE TR | $7M | 138.7K | 1.68% | — |
| 17 | S SSGA ACTIVE ETF TR | $6.9M | 183.2K | 1.65% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 130.2K | 1.49% | — |
| 19 | G ALPHABET INC | $5.8M | 16.9K | 1.39% | — |
| 20 | G ALPHABET INC | $5.4M | 15.8K | 1.31% | — |
| 21 | V VANGUARD INTL EQUITY INDEX F | $5.4M | 90.6K | 1.29% | — |
| 22 | V VANGUARD SCOTTSDALE FDS | $5.4M | 93.2K | 1.29% | — |
| 23 | J J P MORGAN EXCHANGE TRADED F | $5.3M | 114.0K | 1.28% | — |
| 24 | ? N/A INNOVATOR ETFS TRUST | $5.3M | 262.5K | 1.27% | — |
| 25 | ? N/A INNOVATOR ETFS TRUST | $5.2M | 121.0K | 1.26% | — |
| 26 | M MICROSOFT CORP | $5.2M | 10.2K | 1.25% | — |
| 27 | V VANGUARD INDEX FDS | $5.2M | 13.9K | 1.25% | — |
| 28 | E ISHARES INC | $5.2M | 46.5K | 1.24% | — |
| 29 | S SCHWAB STRATEGIC TR | $5.2M | 171.8K | 1.24% | — |
| 30 | A AMAZON COM INC | $4.8M | 19.3K | 1.16% | — |
| 31 | S SCHWAB STRATEGIC TR | $4.8M | 95.9K | 1.15% | — |
| 32 | G GOLDMAN SACHS ETF TR | $4.6M | 31.8K | 1.11% | — |
| 33 | V VANGUARD MUN BD FDS | $4.5M | 95.8K | 1.09% | — |
| 34 | ? N/A INNOVATOR ETFS TRUST | $4.5M | 165.8K | 1.07% | — |
| 35 | E ISHARES TR | $4.4M | 82.2K | 1.07% | — |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $4.3M | 8.7K | 1.04% | — |
| 37 | V VANGUARD CHARLOTTE FDS | $4.2M | 89.9K | 1.01% | — |
| 38 | B WISDOMTREE TR | $4.2M | 150.3K | 1.01% | — |
| 39 | I INVESCO EXCH TRADED FD TR II | $4.1M | 174.9K | 1.00% | — |
| 40 | E ISHARES TR | $4M | 5.2K | 0.96% | — |
| 41 | B VANGUARD SPECIALIZED FUNDS | $3.9M | 16.7K | 0.94% | — |
| 42 | E ISHARES TR | $3.8M | 73.8K | 0.91% | — |
| 43 | S SPDR SERIES TRUST | $3.6M | 39.0K | 0.86% | — |
| 44 | G GOLDMAN SACHS ETF TR | $3.5M | 76.8K | 0.85% | — |
| 45 | J JPMORGAN CHASE & CO | $3.4M | 10.2K | 0.81% | — |
| 46 | E ISHARES U S ETF TR | $3.3M | 66.2K | 0.79% | — |
| 47 | V INVESCO EXCH TRADED FD TR II | $3.1M | 141.1K | 0.76% | — |
| 48 | M MASTERCARD INCORPORATED | $3M | 5.5K | 0.73% | — |
| 49 | I INNOVATOR ETFS TRUST | $3M | 60.0K | 0.72% | — |
| 50 | C COSTCO WHOLESALE CORPORATION | $3M | 3.3K | 0.71% | — |