Elmwood Wealth Management, Inc.

CIK 0001731927 • 7 13F filings • Apr 28, 2025 – Oct 14, 2026

Import this data to Google Sheets with:

=jivedata("elmwood-wealth-management-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $252.3M125 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.1M	0.8%	15,222 SH	New
ABBVIE INC	COM	$356K	0.1%Prev: 0.1%	1,916 SH	Decreased-346 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$609K	0.2%	2,039 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.9%Prev: 1.2%	13,220 SH	Decreased-1,774 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.8%Prev: 1.4%	11,295 SH	Decreased-5,981 SH
ALTRIA GROUP INC	COM	$267K	0.1%Prev: 0.1%	4,550 SH	Decreased-169 SH
AMAZON COM INC	COM	$3.6M	1.4%Prev: 1.1%	16,372 SH	Decreased-2,227 SH
AMERICAN EXPRESS CO	COM	$215K	0.1%Prev: 0.1%	675 SH	Increased-10 SH
AMERICAN TOWER CORP NEW	COM	$462K	0.2%	2,090 SH	New
AMPLIFY ETF TR	CWP INTL ENHANCE	$5.6M	2.2%Prev: 2.3%	162,848 SH	Decreased-38,670 SH
AMPLIFY ETF TR	NAT RES DIVIDEND	$2.4M	0.9%	86,178 SH	New
APPLE INC	COM	$4.5M	1.8%Prev: 2.6%	22,174 SH	Decreased-14,182 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	1.0%Prev: 1.2%	5,316 SH	Decreased-3,457 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$7.3M	2.9%Prev: 3.0%	143,982 SH	Decreased-67,947 SH
BLACKSTONE INC	COM	$547K	0.2%	3,655 SH	New
CENCORA INC	COM	$1.3M	0.5%Prev: 0.4%	4,469 SH	Decreased+195 SH
CHEVRON CORP NEW	COM	$439K	0.2%	3,068 SH	New
CITIGROUP INC	COM NEW	$545K	0.2%Prev: 0.2%	6,400 SH	Decreased-420 SH
CODEXIS INC	COM	$53K	0.0%Prev: 0.0%	21,695 SH	Increased
COSTCO WHSL CORP NEW	COM	$3.4M	1.3%	3,417 SH	New
DANAHER CORPORATION	COM	$1.2M	0.5%	6,314 SH	New
DIGITAL RLTY TR INC	COM	$532K	0.2%Prev: 0.2%	3,053 SH	Decreased-150 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$2.7M	1.1%Prev: 1.6%	54,090 SH	Decreased-63,699 SH
DISNEY WALT CO	COM	$1.3M	0.5%Prev: 0.3%	10,724 SH	Increased-55 SH
DOMINION ENERGY INC	COM	$973K	0.4%Prev: 0.3%	17,224 SH	Decreased-235 SH
DUKE ENERGY CORP NEW	COM NEW	$309K	0.1%Prev: 0.1%	2,620 SH	Decreased-109 SH
EATON CORP PLC	SHS	$840K	0.3%Prev: 0.2%	2,352 SH	Decreased-31 SH
ECOLAB INC	COM	$1.2M	0.5%Prev: 0.3%	4,315 SH	Increased+207 SH
ELI LILLY & CO	COM	$498K	0.2%Prev: 0.2%	639 SH	Decreased-194 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$4.6M	1.8%Prev: 2.1%	55,966 SH	Decreased-12,059 SH
GERON CORP	COM	$40K	0.0%Prev: 0.0%	28,200 SH	Decreased-1,615 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$938K	0.4%Prev: 0.3%	25,220 SH	Decreased+170 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.1M	1.2%Prev: 0.9%	78,874 SH	Decreased+730 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.0M	1.2%Prev: 1.0%	24,991 SH	Decreased-3,072 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$3.8M	1.5%Prev: 1.8%	76,885 SH	Decreased-49,889 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$481K	0.2%Prev: 0.1%	9,515 SH	Increased+1,640 SH
HONEYWELL INTL INC	COM	$1.0M	0.4%Prev: 0.3%	4,484 SH	Decreased-265 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$359K	0.1%	11,200 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$1.0M	0.4%	36,308 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$205K	0.1%	7,800 SH	New
INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$5.6M	2.2%Prev: 2.2%	89,204 SH	Decreased-26,342 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$4.7M	1.9%Prev: 1.4%	126,032 SH	Decreased-1,870 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$202K	0.1%Prev: 0.1%	5,000 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BF	$295K	0.1%Prev: 0.1%	7,300 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$10.0M	4.0%Prev: 1.1%	235,304 SH	Increased+147,724 SH
INTELLIA THERAPEUTICS INC	COM	$637K	0.3%Prev: 0.4%	67,924 SH	Decreased-35,000 SH
INTERNATIONAL BUSINESS MACHS	COM	$215K	0.1%Prev: 0.1%	730 SH	Decreased-406 SH
INTUIT	COM	$1.9M	0.8%Prev: 0.4%	2,461 SH	Increased-861 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$585K	0.2%Prev: 0.9%	25,075 SH	Decreased-116,837 SH
INVESCO EXCH TRADED FD TR II	GLOBAL WATER	$2.0M	0.8%Prev: 0.2%	44,853 SH	Increased+29,098 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$3.5M	1.4%Prev: 0.9%	141,824 SH	Increased+8,786 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$839K	0.3%Prev: 0.3%	4,616 SH	Decreased-1,823 SH
ISHARES INC	CORE MSCI EMKT	$3.3M	1.3%Prev: 2.0%	55,502 SH	Decreased-46,316 SH
ISHARES INC	MSCI EQUAL WEITE	$2.3M	0.9%Prev: 1.3%	23,612 SH	Decreased-22,055 SH
ISHARES TR	CALIF MUN BD ETF	$3.7M	1.5%Prev: 1.2%	66,175 SH	Decreased-11,741 SH
ISHARES TR	CORE MSCI EAFE	$5.3M	2.1%Prev: 1.8%	63,875 SH	Decreased-9,855 SH
ISHARES TR	EAFE SML CP ETF	$2.3M	0.9%Prev: 0.7%	30,979 SH	Decreased+631 SH
ISHARES TR	ESG MSCI USA ETF	$287K	0.1%Prev: 0.1%	5,322 SH	Decreased
ISHARES TR	FLTG RATE NT ETF	$2.1M	0.8%Prev: 0.9%	40,188 SH	Decreased-25,322 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.5%Prev: 0.3%	12,270 SH	Increased+805 SH
ISHARES TR	SHRT NAT MUN ETF	$6.7M	2.7%Prev: 2.2%	63,223 SH	Decreased-12,473 SH
ISHARES TR	TRS FLT RT BD	$8.9M	3.5%Prev: 3.5%	175,492 SH	Decreased-71,353 SH
ISHARES U S ETF TR	SHORT MATURITY M	$3.9M	1.5%Prev: 1.2%	76,605 SH	Decreased-11,415 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$3.5M	1.4%Prev: 1.4%	71,969 SH	Decreased-35,011 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.0M	2.4%Prev: 2.6%	119,156 SH	Decreased-69,155 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$7.2M	2.9%Prev: 2.1%	141,499 SH	Decreased-5,722 SH
JOHNSON & JOHNSON	COM	$809K	0.3%Prev: 0.4%	5,296 SH	Decreased-395 SH
JPMORGAN CHASE & CO.	COM	$2.8M	1.1%	9,619 SH	New
MARSH & MCLENNAN COS INC	COM	$1.3M	0.5%Prev: 0.3%	5,723 SH	Increased+101 SH
MASTERCARD INCORPORATED	CL A	$3.1M	1.2%Prev: 0.8%	5,560 SH	Increased+22 SH
MCCORMICK & CO INC	COM NON VTG	$790K	0.3%Prev: 0.1%	10,419 SH	Increased+609 SH
MERCK & CO INC	COM	$206K	0.1%Prev: 0.1%	2,607 SH	Decreased-1,406 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.4M	0.6%Prev: 0.4%	20,452 SH	Increased+368 SH
MICROSOFT CORP	COM	$3.2M	1.3%Prev: 1.0%	6,444 SH	Decreased-3,002 SH
NIKE INC	CL B	$727K	0.3%Prev: 0.2%	10,227 SH	Increased-160 SH
NORFOLK SOUTHN CORP	COM	$274K	0.1%Prev: 0.1%	1,070 SH	Decreased-60 SH
NOVARTIS AG	SPONSORED ADR	$309K	0.1%Prev: 0.1%	2,553 SH	Decreased-687 SH
NVIDIA CORPORATION	COM	$3.5M	1.4%Prev: 1.8%	22,114 SH	Decreased-15,969 SH
PALO ALTO NETWORKS INC	COM	$759K	0.3%Prev: 0.3%	3,711 SH	Decreased-2,010 SH
PEPSICO INC	COM	$1.2M	0.5%Prev: 0.4%	9,280 SH	Decreased+451 SH
PFIZER INC	COM	$249K	0.1%Prev: 0.1%	10,281 SH	Decreased-2,745 SH
PGIM ETF TR	PGIM ULTRA SH BD	$460K	0.2%Prev: 0.1%	9,236 SH	Increased+300 SH
PHILIP MORRIS INTL INC	COM	$596K	0.2%Prev: 0.2%	3,273 SH	Increased-232 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.4%	6,680 SH	New
RBB FD INC	US TREAS 3 MNTH	$516K	0.2%	10,315 SH	New
ROCKWELL AUTOMATION INC	COM	$1.5M	0.6%Prev: 0.5%	4,580 SH	Decreased+27 SH
RTX CORPORATION	COM	$250K	0.1%Prev: 0.1%	1,709 SH	Decreased+107 SH
SALESFORCE INC	COM	$2.2M	0.9%Prev: 0.4%	8,001 SH	Increased+550 SH
SCHWAB CHARLES CORP	COM	$1.5M	0.6%Prev: 0.4%	16,364 SH	Decreased-299 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.4M	1.3%Prev: 1.1%	79,105 SH	Decreased-9,744 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$926K	0.4%Prev: 0.2%	38,000 SH	Increased+4,000 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.2M	1.7%Prev: 1.4%	173,468 SH	Decreased-20,643 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$322K	0.1%Prev: 0.1%	11,480 SH	Decreased+214 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.3M	0.5%Prev: 0.4%	50,874 SH	Decreased+977 SH
SOUTHERN CO	COM	$367K	0.1%Prev: 0.1%	4,000 SH	Decreased-210 SH
SPDR S&P 500 ETF TR	TR UNIT	$649K	0.3%	1,050 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$2.3M	0.9%	24,907 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.6M	0.6%	33,162 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$6.0M	2.4%	150,129 SH	New
SSGA ACTIVE ETF TR	ULT SHT TRM BD	$1.9M	0.8%	46,563 SH	New
STARBUCKS CORP	COM	$438K	0.2%Prev: 0.1%	4,777 SH	Increased+185 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$316K	0.1%	1,393 SH	New
THE CIGNA GROUP	COM	$296K	0.1%Prev: 0.1%	894 SH	Increased-100 SH
TRAVELERS COMPANIES INC	COM	$1.5M	0.6%Prev: 0.4%	5,463 SH	Decreased+283 SH
UNION PAC CORP	COM	$1.3M	0.5%Prev: 0.3%	5,511 SH	Increased+312 SH
UNITED RENTALS INC	COM	$336K	0.1%Prev: 0.1%	446 SH	Increased
UNITEDHEALTH GROUP INC	COM	$1.7M	0.7%Prev: 0.4%	5,388 SH	Increased-10 SH
VANECK ETF TRUST	LONG MUNI ETF	$3.0M	1.2%Prev: 0.2%	176,628 SH	Increased+130,783 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$348K	0.1%Prev: 0.1%	4,425 SH	Decreased-468 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$246K	0.1%	3,336 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.7M	1.1%Prev: 1.1%	54,322 SH	Decreased-28,136 SH
VANGUARD INDEX FDS	SMALL CP ETF	$249K	0.1%Prev: 0.1%	1,051 SH	Decreased-200 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$741K	0.3%Prev: 1.2%	2,439 SH	Decreased-11,479 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$327K	0.1%Prev: 0.1%	4,858 SH	Decreased+27 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.1M	0.8%Prev: 1.2%	42,149 SH	Decreased-38,755 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	1.2%Prev: 0.9%	63,805 SH	Decreased-3,287 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.7M	0.7%	19,924 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.9M	1.9%Prev: 1.4%	83,293 SH	Decreased-5,047 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.4%Prev: 1.0%	5,513 SH	Decreased-11,908 SH
VANGUARD STAR FDS	VG TL INTL STK F	$560K	0.2%Prev: 0.2%	8,105 SH	Decreased-110 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.1M	3.2%Prev: 2.7%	141,754 SH	Decreased-12,828 SH
VISA INC	COM CL A	$1.3M	0.5%Prev: 0.3%	3,710 SH	Increased-410 SH
WISDOMTREE TR	EM LCL DEBT FD	$2.9M	1.2%Prev: 1.1%	105,492 SH	Decreased-36,564 SH
WISDOMTREE TR	FLOATNG RAT TREA	$5.0M	2.0%Prev: 2.2%	100,118 SH	Decreased-55,246 SH
XENON PHARMACEUTICALS INC	COM	$339K	0.1%Prev: 0.2%	10,824 SH	Decreased+1,017 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.6M
ALPS ETF TR — $403K
BANK AMERICA CORP — $247K
BRISTOL-MYERS SQUIBB CO — $290K
BROADCOM INC — $340K
CHEVRON CORPORATION — $659K
COSTCO WHOLESALE CORPORATION — $3.3M
DANAHER CORP DEL — $1.1M
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $206K
EXXON MOBIL CORP — $748K
FIDELITY COVINGTON TRUST — $258K
FIRST TR EXCHANGE TRADED FD — $638K
FIRST TR EXCHANGE-TRADED FD — $318K
INNOVATOR ETFS TRUST — $5.1M
INNOVATOR ETFS TRUST — $3.4M
INNOVATOR ETFS TRUST — $2.7M
INNOVATOR ETFS TRUST — $393K
INNOVATOR ETFS TRUST — $435K
INNOVATOR ETFS TRUST — $419K
… and 51 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001731927-26-000006	—	View
Jan 8, 2026	Q4 2025	13F-HR	0001731927-26-000001	$316.6M	View
Nov 6, 2025	Q3 2025