Elmwood Wealth Management, Inc.

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

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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: $282.3M137 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.1M	0.8%	15,837 SH	New
ABBVIE INC	COM	$616K	0.2%Prev: 0.1%	2,661 SH	Increased+285 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$563K	0.2%	2,284 SH	New
ALPHABET INC	CAP STK CL A	$3.7M	1.3%Prev: 1.4%	15,250 SH	Decreased+142 SH
ALPHABET INC	CAP STK CL C	$2.8M	1.0%Prev: 1.5%	11,345 SH	Decreased-5,601 SH
ALTRIA GROUP INC	COM	$326K	0.1%Prev: 0.1%	4,930 SH	Decreased-233 SH
AMAZON COM INC	COM	$4.0M	1.4%Prev: 1.2%	18,252 SH	Decreased-1,142 SH
AMERICAN EXPRESS CO	COM	$264K	0.1%Prev: 0.1%	795 SH	Decreased-687 SH
AMERICAN TOWER CORP NEW	COM	$425K	0.2%	2,210 SH	New
AMPLIFY ETF TR	CWP INTL ENHANCE	$6.3M	2.2%Prev: 2.2%	167,671 SH	Decreased-37,558 SH
AMPLIFY ETF TR	NAT RES DIVIDEND	$1.8M	0.6%	64,051 SH	New
APPLE INC	COM	$6.6M	2.3%Prev: 2.7%	25,891 SH	Decreased-11,005 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	1.0%Prev: 1.1%	5,646 SH	Decreased-3,084 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$7.8M	2.8%	153,640 SH	New
BLACKSTONE INC	COM	$671K	0.2%	3,925 SH	New
BROADCOM INC	COM	$352K	0.1%Prev: 0.1%	1,066 SH	Decreased-353 SH
CENCORA INC	COM	$1.4M	0.5%Prev: 0.3%	4,354 SH	Increased+40 SH
CHEVRON CORP NEW	COM	$592K	0.2%	3,815 SH	New
CITIGROUP INC	COM NEW	$686K	0.2%Prev: 0.2%	6,760 SH	Decreased-159 SH
CODEXIS INC	COM	$53K	0.0%Prev: 0.0%	21,695 SH	Increased+9,000 SH
COSTCO WHSL CORP NEW	COM	$3.1M	1.1%	3,388 SH	New
DANAHER CORPORATION	COM	$1.2M	0.4%	6,294 SH	New
DIGITAL RLTY TR INC	COM	$526K	0.2%Prev: 0.1%	3,043 SH	Decreased-168 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$3.1M	1.1%Prev: 1.6%	62,840 SH	Decreased-61,528 SH
DISNEY WALT CO	COM	$1.3M	0.5%Prev: 0.3%	11,376 SH	Increased+703 SH
DOMINION ENERGY INC	COM	$1.1M	0.4%Prev: 0.3%	17,414 SH	Decreased+22 SH
DUKE ENERGY CORP NEW	COM NEW	$341K	0.1%Prev: 0.1%	2,753 SH	Decreased-485 SH
EATON CORP PLC	SHS	$897K	0.3%Prev: 0.3%	2,397 SH	Decreased-88 SH
ECOLAB INC	COM	$1.2M	0.4%Prev: 0.3%	4,325 SH	Increased+190 SH
ELI LILLY & CO	COM	$588K	0.2%Prev: 0.3%	771 SH	Decreased-108 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.5M	2.0%Prev: 2.3%	56,990 SH	Decreased-11,165 SH
GERON CORP	COM	$41K	0.0%Prev: 0.0%	29,710 SH	Increased+1,510 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$1.0M	0.4%Prev: 0.3%	25,220 SH	Decreased+170 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.2M	1.1%Prev: 0.9%	78,874 SH	Decreased+1,996 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.4M	1.2%Prev: 1.1%	26,246 SH	Decreased-3,425 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$4.1M	1.5%Prev: 1.8%	78,607 SH	Decreased-53,475 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$454K	0.2%	8,955 SH	New
HONEYWELL INTL INC	COM	$930K	0.3%Prev: 0.1%	4,416 SH	Increased+2,030 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$368K	0.1%	11,200 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$1.1M	0.4%	36,638 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$210K	0.1%	7,800 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL DIRC	$478K	0.2%	22,883 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$1.8M	0.6%	89,857 SH	New
INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$6.7M	2.4%Prev: 2.9%	90,447 SH	Decreased-25,954 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$4.8M	1.7%Prev: 1.3%	126,227 SH	Decreased+2,363 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$211K	0.1%Prev: 0.1%	5,000 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BF	$310K	0.1%Prev: 0.1%	7,300 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$9.9M	3.5%Prev: 1.0%	220,939 SH	Increased+136,808 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$201K	0.1%Prev: 0.1%	6,100 SH	Decreased
INTELLIA THERAPEUTICS INC	COM	$1.3M	0.5%Prev: 0.4%	78,059 SH	Decreased-24,885 SH
INTERNATIONAL BUSINESS MACHS	COM	$319K	0.1%Prev: 0.1%	1,130 SH	Decreased-235 SH
INTUIT	COM	$1.7M	0.6%Prev: 0.2%	2,506 SH	Increased-822 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$3.0M	1.1%Prev: 0.9%	124,364 SH	Decreased-16,713 SH
INVESCO EXCH TRADED FD TR II	GLOBAL WATER	$1.3M	0.5%Prev: 0.1%	28,518 SH	Increased+16,095 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$3.4M	1.2%Prev: 0.9%	139,317 SH	Increased-2,161 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$876K	0.3%Prev: 0.3%	4,616 SH	Decreased-1,434 SH
INVESCO QQQ TR	UNIT SER 1	$631K	0.2%Prev: 0.2%	1,051 SH	Decreased-7 SH
ISHARES INC	CORE MSCI EMKT	$3.7M	1.3%Prev: 2.1%	56,591 SH	Decreased-46,729 SH
ISHARES INC	MSCI EQUAL WEITE	$2.5M	0.9%Prev: 1.3%	24,200 SH	Decreased-21,276 SH
ISHARES TR	CALIF MUN BD ETF	$3.7M	1.3%Prev: 1.2%	65,595 SH	Decreased-17,141 SH
ISHARES TR	CORE MSCI EAFE	$5.9M	2.1%Prev: 1.9%	68,146 SH	Decreased-8,808 SH
ISHARES TR	EAFE SML CP ETF	$2.4M	0.8%Prev: 0.6%	31,079 SH	Decreased+1,039 SH
ISHARES TR	ESG MSCI USA ETF	$305K	0.1%Prev: 0.1%	5,322 SH	Decreased
ISHARES TR	FLTG RATE NT ETF	$3.1M	1.1%Prev: 0.9%	59,913 SH	Decreased-10,593 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.5%Prev: 0.3%	12,215 SH	Increased+750 SH
ISHARES TR	SHRT NAT MUN ETF	$6.6M	2.3%Prev: 1.9%	61,423 SH	Decreased-11,233 SH
ISHARES TR	TRS FLT RT BD	$10.9M	3.9%Prev: 2.8%	215,379 SH	Decreased-5,787 SH
ISHARES U S ETF TR	SHORT MATURITY M	$4.1M	1.5%	81,425 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$3.8M	1.3%Prev: 1.3%	76,984 SH	Decreased-34,038 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.2M	2.5%Prev: 2.5%	141,243 SH	Decreased-53,187 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$7.4M	2.6%Prev: 1.9%	145,627 SH	Decreased-3,725 SH
JOHNSON & JOHNSON	COM	$1.1M	0.4%Prev: 0.4%	5,670 SH	Decreased-350 SH
JPMORGAN CHASE & CO.	COM	$3.2M	1.1%	9,989 SH	New
LOWES COS INC	COM	$201K	0.1%	800 SH	New
MARSH & MCLENNAN COS INC	COM	$1.2M	0.4%Prev: 0.2%	5,723 SH	Increased-70 SH
MASTERCARD INCORPORATED	CL A	$3.3M	1.2%Prev: 0.7%	5,725 SH	Increased+303 SH
MCCORMICK & CO INC	COM NON VTG	$690K	0.2%Prev: 0.1%	10,319 SH	Increased+385 SH
MCDONALDS CORP	COM	$208K	0.1%	685 SH	New
MERCK & CO INC	COM	$263K	0.1%Prev: 0.1%	3,132 SH	Decreased-1,182 SH
META PLATFORMS INC	CL A	$402K	0.1%Prev: 0.1%	548 SH	Increased+159 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.3M	0.5%Prev: 0.5%	20,252 SH	Decreased+214 SH
MICROSOFT CORP	COM	$4.3M	1.5%Prev: 0.9%	8,227 SH	Increased-1,308 SH
NETFLIX INC	COM	$234K	0.1%	195 SH	New
NIKE INC	CL B	$734K	0.3%Prev: 0.1%	10,525 SH	Increased-141 SH
NORFOLK SOUTHN CORP	COM	$333K	0.1%Prev: 0.1%	1,110 SH	Decreased-21 SH
NOVARTIS AG	SPONSORED ADR	$428K	0.2%Prev: 0.1%	3,340 SH	Decreased+62 SH
NVIDIA CORPORATION	COM	$5.3M	1.9%Prev: 1.9%	28,584 SH	Decreased-9,946 SH
ORACLE CORP	COM	$333K	0.1%	1,185 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$278K	0.1%	1,525 SH	New
PALO ALTO NETWORKS INC	COM	$800K	0.3%Prev: 0.5%	3,931 SH	Decreased-1,986 SH
PEPSICO INC	COM	$1.3M	0.5%Prev: 0.3%	9,255 SH	Increased+473 SH
PFIZER INC	COM	$289K	0.1%Prev: 0.1%	11,356 SH	Decreased-1,367 SH
PGIM ETF TR	PGIM ULTRA SH BD	$460K	0.2%Prev: 0.1%	9,236 SH	Increased+400 SH
PHILIP MORRIS INTL INC	COM	$582K	0.2%Prev: 0.2%	3,588 SH	Decreased-163 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.4%	7,110 SH	New
RBB FD INC	US TREAS 3 MNTH	$516K	0.2%	10,315 SH	New
ROCKWELL AUTOMATION INC	COM	$1.6M	0.6%Prev: 0.6%	4,570 SH	Decreased+22 SH
RTX CORPORATION	COM	$332K	0.1%Prev: 0.1%	1,984 SH	Decreased+225 SH
SALESFORCE INC	COM	$1.9M	0.7%Prev: 0.3%	8,106 SH	Increased+937 SH
SCHWAB CHARLES CORP	COM	$1.6M	0.6%Prev: 0.4%	16,364 SH	Increased-299 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.7M	1.3%Prev: 1.1%	81,943 SH	Decreased-9,861 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$927K	0.3%Prev: 0.2%	38,000 SH	Increased+4,000 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.7M	1.7%Prev: 1.5%	177,587 SH	Decreased-20,930 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$340K	0.1%Prev: 0.1%	11,480 SH	Decreased+273 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.5%Prev: 0.4%	50,079 SH	Decreased+2,392 SH
SOUTHERN CO	COM	$396K	0.1%Prev: 0.1%	4,180 SH	Decreased-170 SH
SPDR S&P 500 ETF TR	TR UNIT	$693K	0.2%	1,040 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$2.2M	0.8%	24,285 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.7M	0.6%	34,319 SH	New
SSGA ACTIVE ETF TR	SPDR TR TACTIC	$6.3M	2.2%	154,581 SH	New
SSGA ACTIVE ETF TR	ULT SHT TRM BD	$2.0M	0.7%	50,182 SH	New
STARBUCKS CORP	COM	$386K	0.1%Prev: 0.1%	4,567 SH	Decreased-146 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$743K	0.3%	2,660 SH	New
TESLA INC	COM	$953K	0.3%Prev: 0.2%	2,143 SH	Increased+80 SH
THE CIGNA GROUP	COM	$258K	0.1%Prev: 0.1%	894 SH	Decreased-129 SH
TRAVELERS COMPANIES INC	COM	$1.5M	0.5%Prev: 0.4%	5,428 SH	Decreased+258 SH
UNION PAC CORP	COM	$1.3M	0.5%Prev: 0.4%	5,619 SH	Decreased+457 SH
UNITED RENTALS INC	COM	$435K	0.2%Prev: 0.1%	456 SH	Decreased+10 SH
UNITEDHEALTH GROUP INC	COM	$1.9M	0.7%Prev: 0.6%	5,608 SH	Decreased+199 SH
VANECK ETF TRUST	LONG MUNI ETF	$769K	0.3%Prev: 0.2%	43,970 SH	Decreased-2,015 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$349K	0.1%Prev: 0.1%	4,425 SH	Decreased-468 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.0M	1.0%Prev: 1.0%	59,732 SH	Decreased-26,323 SH
VANGUARD INDEX FDS	SMALL CP ETF	$267K	0.1%Prev: 0.1%	1,051 SH	Decreased-200 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$801K	0.3%Prev: 1.3%	2,439 SH	Decreased-11,765 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$345K	0.1%Prev: 0.1%	4,835 SH	Decreased+4 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.5M	0.9%Prev: 1.3%	45,252 SH	Decreased-38,476 SH
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$203K	0.1%Prev: 0.1%	2,641 SH	Decreased-63 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.2M	1.1%Prev: 0.9%	63,690 SH	Decreased-5,142 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.2M	1.8%Prev: 1.3%	88,525 SH	Decreased-2,157 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.4%Prev: 1.0%	5,513 SH	Decreased-11,267 SH
VANGUARD STAR FDS	VG TL INTL STK F	$598K	0.2%Prev: 0.2%	8,143 SH	Decreased-428 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.9M	3.1%Prev: 2.8%	148,154 SH	Decreased-10,247 SH
VISA INC	COM CL A	$1.3M	0.5%Prev: 0.4%	3,800 SH	Decreased-745 SH
WIPRO LTD	SPON ADR 1 SH	$73K	0.0%Prev: 0.0%	27,719 SH	Decreased-21,387 SH
WISDOMTREE TR	EM LCL DEBT FD	$3.2M	1.2%Prev: 1.0%	112,953 SH	Decreased-33,308 SH
WISDOMTREE TR	FLOATNG RAT TREA	$6.5M	2.3%Prev: 1.4%	129,598 SH	Increased+14,854 SH
XENON PHARMACEUTICALS INC	COM	$438K	0.2%Prev: 0.1%	10,907 SH	Decreased+1,090 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.5M
ADVANCED MICRO DEVICES INC — $453K
ALPS ETF TR — $422K
APPLIED MATLS INC — $277K
ASML HLDG NV — $229K
BANK OF AMER CORP — $304K
BLACKROCK ETF TRUST II — $11.6M
BLACKROCK INC — $204K
BRISTOL-MYERS SQUIBB CO — $275K
CATERPILLAR INC — $363K
CHEVRON CORPORATION — $588K
CISCO SYS INC — $215K
COSTCO WHOLESALE CORPORATION — $3.0M
DANAHER CORP DEL — $1.1M
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $230K
DOUBLELINE ETF TRUST — $388K
FIDELITY COVINGTON TRUST — $263K
FIRST TR EXCHANGE TRADED FD — $782K
FIRST TR EXCHANGE-TRADED FD — $455K
… and 71 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