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: $316.6M167 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.0M	0.6%Prev: 0.8%	15,868 SH	Decreased+31 SH
ABBVIE INC	COM	$609K	0.2%Prev: 0.2%	2,665 SH	Decreased+4 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$649K	0.2%Prev: 0.2%	2,417 SH	Increased+133 SH
ALPHABET INC	CAP STK CL A	$4.8M	1.5%Prev: 1.3%	15,335 SH	Increased+85 SH
ALPHABET INC	CAP STK CL C	$5.4M	1.7%Prev: 1.0%	17,287 SH	Increased+5,942 SH
ALPS ETF TR	OSHARES US QUALT	$376K	0.1%	6,508 SH	New
ALTRIA GROUP INC	COM	$268K	0.1%Prev: 0.1%	4,655 SH	Decreased-275 SH
AMAZON COM INC	COM	$4.4M	1.4%Prev: 1.4%	19,146 SH	Increased+894 SH
AMERICAN EXPRESS CO	COM	$303K	0.1%Prev: 0.1%	820 SH	Increased+25 SH
AMERICAN TOWER CORP NEW	COM	$433K	0.1%Prev: 0.2%	2,465 SH	Increased+255 SH
AMPLIFY ETF TR	CWP INTL ENHANCE	$6.5M	2.1%Prev: 2.2%	169,383 SH	Increased+1,712 SH
AMPLIFY ETF TR	NAT RES DIVIDEND	$726K	0.2%Prev: 0.6%	26,914 SH	Decreased-37,137 SH
APPLE INC	COM	$9.4M	3.0%Prev: 2.3%	34,638 SH	Increased+8,747 SH
BANK AMERICA CORP	COM	$270K	0.1%	4,906 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	1.3%Prev: 1.0%	8,462 SH	Increased+2,816 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$8.3M	2.6%Prev: 2.8%	164,258 SH	Increased+10,618 SH
BLACKSTONE INC	COM	$629K	0.2%Prev: 0.2%	4,080 SH	Decreased+155 SH
BRISTOL-MYERS SQUIBB CO	COM	$258K	0.1%	4,776 SH	New
BROADCOM INC	COM	$380K	0.1%Prev: 0.1%	1,098 SH	Increased+32 SH
CENCORA INC	COM	$1.5M	0.5%Prev: 0.5%	4,314 SH	Increased-40 SH
CHEVRON CORP NEW	COM	$539K	0.2%Prev: 0.2%	3,536 SH	Decreased-279 SH
CITIGROUP INC	COM NEW	$799K	0.3%Prev: 0.2%	6,845 SH	Increased+85 SH
CODEXIS INC	COM	$35K	0.0%Prev: 0.0%	21,695 SH	Decreased
COSTCO WHSL CORP NEW	COM	$2.9M	0.9%Prev: 1.1%	3,355 SH	Decreased-33 SH
DANAHER CORPORATION	COM	$1.4M	0.4%Prev: 0.4%	6,205 SH	Increased-89 SH
DIGITAL RLTY TR INC	COM	$489K	0.2%Prev: 0.2%	3,163 SH	Decreased+120 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$4.1M	1.3%Prev: 1.1%	82,164 SH	Increased+19,324 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	0.4%	23,442 SH	New
DISNEY WALT CO	COM	$1.4M	0.5%Prev: 0.5%	12,613 SH	Increased+1,237 SH
DOMINION ENERGY INC	COM	$1.0M	0.3%Prev: 0.4%	17,439 SH	Decreased+25 SH
DUKE ENERGY CORP NEW	COM NEW	$302K	0.1%Prev: 0.1%	2,573 SH	Decreased-180 SH
EATON CORP PLC	SHS	$766K	0.2%Prev: 0.3%	2,406 SH	Decreased+9 SH
ECOLAB INC	COM	$1.1M	0.4%Prev: 0.4%	4,265 SH	Decreased-60 SH
ELI LILLY & CO	COM	$877K	0.3%Prev: 0.2%	816 SH	Increased+45 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$278K	0.1%	3,787 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$659K	0.2%	6,809 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.7M	1.8%Prev: 2.0%	58,203 SH	Increased+1,213 SH
GERON CORP	COM	$37K	0.0%Prev: 0.0%	28,200 SH	Decreased-1,510 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$1.0M	0.3%Prev: 0.4%	25,050 SH	Increased-170 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.4M	1.1%Prev: 1.1%	78,162 SH	Increased-712 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.3M	1.1%Prev: 1.2%	25,304 SH	Decreased-942 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$4.1M	1.3%Prev: 1.5%	77,923 SH	Increased-684 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$428K	0.1%Prev: 0.2%	8,485 SH	Decreased-470 SH
HONEYWELL INTL INC	COM	$905K	0.3%Prev: 0.3%	4,639 SH	Decreased+223 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$225K	0.1%Prev: 0.1%	6,700 SH	Decreased-4,500 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$1.2M	0.4%	38,829 SH	New
INNOVATOR ETFS TRUST	EQUITY 1YR JANUA	$213K	0.1%Prev: 0.1%	7,800 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$202K	0.1%	10,532 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL NOV	$2.8M	0.9%	147,395 SH	New
INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$7.0M	2.2%Prev: 2.4%	91,581 SH	Increased+1,134 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$4.9M	1.5%Prev: 1.7%	125,048 SH	Increased-1,179 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$216K	0.1%Prev: 0.1%	5,000 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BF	$316K	0.1%Prev: 0.1%	7,300 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$10.3M	3.2%Prev: 3.5%	224,262 SH	Increased+3,323 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$285K	0.1%Prev: 0.1%	8,450 SH	Increased+2,350 SH
INTELLIA THERAPEUTICS INC	COM	$701K	0.2%Prev: 0.5%	77,924 SH	Decreased-135 SH
INTERNATIONAL BUSINESS MACHS	COM	$323K	0.1%Prev: 0.1%	1,092 SH	Increased-38 SH
INTUIT	COM	$1.6M	0.5%Prev: 0.6%	2,476 SH	Decreased-30 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$3.1M	1.0%Prev: 1.1%	128,675 SH	Increased+4,311 SH
INVESCO EXCH TRADED FD TR II	GLOBAL WATER	$866K	0.3%Prev: 0.5%	19,613 SH	Decreased-8,905 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$3.4M	1.1%Prev: 1.2%	137,705 SH	Decreased-1,612 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$396K	0.1%	8,436 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$386K	0.1%	12,126 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.1M	0.3%	23,391 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.4%Prev: 0.3%	6,245 SH	Increased+1,629 SH
INVESCO QQQ TR	UNIT SER 1	$593K	0.2%Prev: 0.2%	965 SH	Decreased-86 SH
ISHARES INC	CORE MSCI EMKT	$4.1M	1.3%Prev: 1.3%	60,849 SH	Increased+4,258 SH
ISHARES INC	MSCI EQUAL WEITE	$2.5M	0.8%Prev: 0.9%	23,811 SH	Decreased-389 SH
ISHARES TR	1 3 YR TREAS BD	$238K	0.1%	2,877 SH	New
ISHARES TR	CALIF MUN BD ETF	$3.9M	1.2%Prev: 1.3%	68,040 SH	Increased+2,445 SH
ISHARES TR	CORE MSCI EAFE	$6.3M	2.0%Prev: 2.1%	70,468 SH	Increased+2,322 SH
ISHARES TR	EAFE SML CP ETF	$2.4M	0.8%Prev: 0.8%	31,037 SH	Increased-42 SH
ISHARES TR	ESG MSCI KLD 400	$267K	0.1%	2,074 SH	New
ISHARES TR	ESG MSCI USA ETF	$306K	0.1%Prev: 0.1%	5,322 SH	Increased
ISHARES TR	FLTG RATE NT ETF	$3.4M	1.1%Prev: 1.1%	67,709 SH	Increased+7,796 SH
ISHARES TR	MSCI ACWI ETF	$1.3M	0.4%	9,306 SH	New
ISHARES TR	MSCI USA MMENTM	$633K	0.2%	2,530 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.4%Prev: 0.5%	12,215 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$948K	0.3%	4,507 SH	New
ISHARES TR	RUSSELL 2000 ETF	$278K	0.1%	1,129 SH	New
ISHARES TR	SHRT NAT MUN ETF	$6.7M	2.1%Prev: 2.3%	62,958 SH	Increased+1,535 SH
ISHARES TR	TRS FLT RT BD	$8.6M	2.7%Prev: 3.9%	170,699 SH	Decreased-44,680 SH
ISHARES U S ETF TR	SHORT MATURITY M	$4.5M	1.4%Prev: 1.5%	89,290 SH	Increased+7,865 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$3.9M	1.2%Prev: 1.3%	79,812 SH	Increased+2,828 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.3M	2.3%Prev: 2.5%	143,812 SH	Increased+2,569 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$7.9M	2.5%Prev: 2.6%	154,332 SH	Increased+8,705 SH
JOHNSON & JOHNSON	COM	$1.2M	0.4%Prev: 0.4%	5,782 SH	Increased+112 SH
JPMORGAN CHASE & CO.	COM	$3.2M	1.0%Prev: 1.1%	10,029 SH	Increased+40 SH
MARSH & MCLENNAN COS INC	COM	$1.1M	0.3%Prev: 0.4%	5,867 SH	Decreased+144 SH
MASTERCARD INCORPORATED	CL A	$3.3M	1.0%Prev: 1.2%	5,718 SH	Increased-7 SH
MCCORMICK & CO INC	COM NON VTG	$697K	0.2%Prev: 0.2%	10,229 SH	Increased-90 SH
MCDONALDS CORP	COM	$203K	0.1%Prev: 0.1%	665 SH	Decreased-20 SH
MERCK & CO INC	COM	$434K	0.1%Prev: 0.1%	4,127 SH	Increased+995 SH
META PLATFORMS INC	CL A	$359K	0.1%Prev: 0.1%	544 SH	Decreased-4 SH
MICROCHIP TECHNOLOGY INC.	COM	$1.3M	0.4%Prev: 0.5%	20,511 SH	Increased+259 SH
MICROSOFT CORP	COM	$4.0M	1.3%Prev: 1.5%	8,259 SH	Decreased+32 SH
NIKE INC	CL B	$664K	0.2%Prev: 0.3%	10,425 SH	Decreased-100 SH
NORFOLK SOUTHN CORP	COM	$326K	0.1%Prev: 0.1%	1,130 SH	Decreased+20 SH
NOVARTIS AG	SPONSORED ADR	$460K	0.1%Prev: 0.2%	3,340 SH	Increased
NVIDIA CORPORATION	COM	$6.8M	2.2%Prev: 1.9%	36,590 SH	Increased+8,006 SH
PALANTIR TECHNOLOGIES INC	CL A	$271K	0.1%Prev: 0.1%	1,525 SH	Decreased
PALO ALTO NETWORKS INC	COM	$712K	0.2%Prev: 0.3%	3,867 SH	Decreased-64 SH
PEPSICO INC	COM	$1.3M	0.4%Prev: 0.5%	9,271 SH	Increased+16 SH
PFIZER INC	COM	$326K	0.1%Prev: 0.1%	13,110 SH	Increased+1,754 SH
PGIM ETF TR	PGIM ULTRA SH BD	$443K	0.1%Prev: 0.2%	8,936 SH	Decreased-300 SH
PHILIP MORRIS INTL INC	COM	$564K	0.2%Prev: 0.2%	3,518 SH	Decreased-70 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.4%Prev: 0.4%	8,337 SH	Increased+1,227 SH
PROSHARES TR	LARGE CAP CRE	$1.1M	0.3%	13,881 SH	New
RBB FD INC	US TREAS 3 MNTH	$515K	0.2%Prev: 0.2%	10,315 SH	Decreased
ROCKWELL AUTOMATION INC	COM	$1.8M	0.6%Prev: 0.6%	4,575 SH	Increased+5 SH
RTX CORPORATION	COM	$367K	0.1%Prev: 0.1%	2,002 SH	Increased+18 SH
SALESFORCE INC	COM	$2.0M	0.6%Prev: 0.7%	7,589 SH	Increased-517 SH
SCHWAB CHARLES CORP	COM	$1.6M	0.5%Prev: 0.6%	16,364 SH	Increased
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.8M	1.2%Prev: 1.3%	83,249 SH	Increased+1,306 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$926K	0.3%Prev: 0.3%	38,000 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.3%	36,548 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.7M	1.5%Prev: 1.7%	174,493 SH	Increased-3,094 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$344K	0.1%Prev: 0.1%	11,446 SH	Increased-34 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.4%Prev: 0.5%	49,962 SH	Increased-117 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$214K	0.1%	1,792 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$216K	0.1%	4,829 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$904K	0.3%	16,507 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$601K	0.2%	3,880 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.2M	0.4%	7,617 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.0M	0.3%	7,271 SH	New
SOUTHERN CO	COM	$349K	0.1%Prev: 0.1%	4,000 SH	Decreased-180 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$407K	0.1%	9,160 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	0.9%Prev: 0.2%	4,211 SH	Increased+3,171 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.3M	1.0%	54,019 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$6.3M	2.0%	157,623 SH	New
SSGA ACTIVE ETF TR	STATE STREET ULT	$2.0M	0.6%	49,215 SH	New
STARBUCKS CORP	COM	$401K	0.1%Prev: 0.1%	4,762 SH	Increased+195 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$809K	0.3%Prev: 0.3%	2,661 SH	Increased+1 SH
TESLA INC	COM	$964K	0.3%Prev: 0.3%	2,143 SH	Increased
THE CIGNA GROUP	COM	$253K	0.1%Prev: 0.1%	919 SH	Decreased+25 SH
THERMO FISHER SCIENTIFIC INC	COM	$328K	0.1%	566 SH	New
TRAVELERS COMPANIES INC	COM	$1.6M	0.5%Prev: 0.5%	5,408 SH	Increased-20 SH
UNION PAC CORP	COM	$1.3M	0.4%Prev: 0.5%	5,560 SH	Decreased-59 SH
UNITED RENTALS INC	COM	$369K	0.1%Prev: 0.2%	456 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$1.9M	0.6%Prev: 0.7%	5,662 SH	Decreased+54 SH
VANECK ETF TRUST	LONG MUNI ETF	$847K	0.3%Prev: 0.3%	48,335 SH	Increased+4,365 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$286K	0.1%	2,763 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$386K	0.1%Prev: 0.1%	4,893 SH	Increased+468 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.1M	1.0%Prev: 1.0%	63,870 SH	Increased+4,138 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$412K	0.1%	657 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$323K	0.1%Prev: 0.1%	1,251 SH	Increased+200 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$859K	0.3%Prev: 0.3%	2,563 SH	Increased+124 SH
VANGUARD INDEX FDS	VALUE ETF	$759K	0.2%	3,973 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$356K	0.1%Prev: 0.1%	4,837 SH	Increased+2 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	0.8%Prev: 0.9%	49,483 SH	Increased+4,231 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$582K	0.2%	6,959 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$205K	0.1%	1,429 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$549K	0.2%	3,891 SH	New
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$204K	0.1%Prev: 0.1%	2,669 SH	Increased+28 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	1.0%Prev: 1.1%	65,380 SH	Increased+1,690 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.2M	1.6%Prev: 1.8%	88,198 SH	Decreased-327 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	1.1%Prev: 0.4%	16,274 SH	Increased+10,761 SH
VANGUARD STAR FDS	VG TL INTL STK F	$617K	0.2%Prev: 0.2%	8,175 SH	Increased+32 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.4M	3.0%Prev: 3.1%	150,662 SH	Increased+2,508 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$283K	0.1%	1,971 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$210K	0.1%	1,082 SH	New
VERIZON COMMUNICATIONS INC	COM	$222K	0.1%	5,441 SH	New
VISA INC	COM CL A	$1.4M	0.4%Prev: 0.5%	4,060 SH	Increased+260 SH
WIPRO LTD	SPON ADR 1 SH	$63K	0.0%Prev: 0.0%	22,183 SH	Decreased-5,536 SH
WISDOMTREE TR	EM LCL DEBT FD	$3.5M	1.1%Prev: 1.2%	120,838 SH	Increased+7,885 SH
WISDOMTREE TR	FLOATNG RAT TREA	$4.7M	1.5%Prev: 2.3%	93,613 SH	Decreased-35,985 SH
XENON PHARMACEUTICALS INC	COM	$482K	0.2%Prev: 0.2%	10,757 SH	Increased-150 SH

Sold (vs prior filing)

INNOVATOR ETFS TRUST — $1.1M
INNOVATOR ETFS TRUST — $478K
INNOVATOR ETFS TRUST — $1.8M
LOWES COS INC — $201K
NETFLIX INC — $234K
ORACLE CORP — $333K
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $1.7M
SSGA ACTIVE ETF TR — $6.3M
SSGA ACTIVE ETF TR — $2.0M

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