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: $361.6M174 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.6M	0.4%	15,099 SH	New
ABBVIE INC	COM	$492K	0.1%Prev: 0.2%	2,262 SH	Increased+321 SH
ALPHABET INC	CAP STK CL A	$4.3M	1.2%Prev: 0.8%	14,994 SH	Increased+1,855 SH
ALPHABET INC	CAP STK CL C	$5.0M	1.4%Prev: 0.7%	17,276 SH	Increased+5,955 SH
ALPS ETF TR	OSHARES US QUALT	$403K	0.1%	7,236 SH	New
ALTRIA GROUP INC	COM	$311K	0.1%Prev: 0.1%	4,719 SH	Increased+169 SH
AMAZON COM INC	COM	$3.9M	1.1%Prev: 1.3%	18,599 SH	Increased+2,052 SH
AMERICAN EXPRESS CO	COM	$207K	0.1%	685 SH	New
AMPLIFY ETF TR	CWP INTL ENHANCE	$8.2M	2.3%Prev: 2.1%	201,518 SH	Increased+41,643 SH
APPLE INC	COM	$9.2M	2.6%Prev: 2.2%	36,356 SH	Increased+12,676 SH
BANK AMERICA CORP	COM	$247K	0.1%	5,071 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	1.2%Prev: 1.2%	8,773 SH	Increased+3,464 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$10.7M	3.0%Prev: 2.9%	211,929 SH	Increased+73,024 SH
BRISTOL-MYERS SQUIBB CO	COM	$290K	0.1%	4,776 SH	New
BROADCOM INC	COM	$340K	0.1%	1,098 SH	New
CENCORA INC	COM	$1.3M	0.4%Prev: 0.5%	4,274 SH	Increased-195 SH
CHEVRON CORPORATION	COM	$659K	0.2%	3,186 SH	New
CITIGROUP INC	COM NEW	$773K	0.2%Prev: 0.2%	6,820 SH	Increased+420 SH
CODEXIS INC	COM	$35K	0.0%	21,695 SH	New
COSTCO WHOLESALE CORPORATION	COM	$3.3M	0.9%	3,301 SH	New
DANAHER CORP DEL	COM	$1.1M	0.3%	5,667 SH	New
DIGITAL RLTY TR INC	COM	$577K	0.2%Prev: 0.2%	3,203 SH	Increased+143 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$5.9M	1.6%Prev: 0.8%	117,789 SH	Increased+76,399 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.4M	0.4%	25,648 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$206K	0.1%	3,296 SH	New
DISNEY WALT CO	COM	$1.0M	0.3%Prev: 0.5%	10,779 SH	Decreased-873 SH
DOMINION ENERGY INC	COM	$1.1M	0.3%Prev: 0.4%	17,459 SH	Increased+254 SH
DUKE ENERGY CORP NEW	COM NEW	$357K	0.1%Prev: 0.1%	2,729 SH	Increased+118 SH
EATON CORP PLC	SHS	$852K	0.2%Prev: 0.3%	2,383 SH	Increased+28 SH
ECOLAB INC	COM	$1.1M	0.3%Prev: 0.4%	4,108 SH	Decreased-214 SH
ELI LILLY & CO	COM	$766K	0.2%Prev: 0.2%	833 SH	Increased+195 SH
EXXON MOBIL CORP	COM	$748K	0.2%	4,410 SH	New
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$258K	0.1%	3,787 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$638K	0.2%	6,809 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$7.5M	2.1%Prev: 1.3%	68,025 SH	Increased+22,470 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$318K	0.1%	5,066 SH	New
GERON CORP	COM	$44K	0.0%Prev: 0.0%	29,815 SH	Decreased+1,530 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$1.1M	0.3%Prev: 0.3%	25,050 SH	Increased-183 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.4M	0.9%Prev: 1.2%	78,144 SH	Increased-1,630 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.5M	1.0%Prev: 1.1%	28,063 SH	Increased+2,640 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$6.3M	1.8%	126,774 SH	New
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$398K	0.1%Prev: 0.2%	7,875 SH	Decreased-2,493 SH
HONEYWELL INTL INC	COM	$1.1M	0.3%Prev: 0.4%	4,749 SH	Increased+221 SH
INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$5.1M	1.4%	272,627 SH	New
INNOVATOR ETFS TRUST	EQUITY MANAGD 10	$3.4M	0.9%	137,186 SH	New
INNOVATOR ETFS TRUST	EQUTY DUL DIRCT	$2.7M	0.7%	140,417 SH	New
INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$8.0M	2.2%Prev: 1.4%	115,546 SH	Increased+42,321 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$393K	0.1%	11,800 SH	New
INNOVATOR ETFS TRUST	NASDAQ 100 MANAG	$435K	0.1%	17,933 SH	New
INNOVATOR ETFS TRUST	US EQT PWR BUF	$5.1M	1.4%Prev: 1.4%	127,902 SH	Increased+30,372 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$213K	0.1%	5,000 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$312K	0.1%Prev: 0.1%	7,300 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.0M	1.1%Prev: 4.0%	87,580 SH	Decreased-152,823 SH
INNOVATOR ETFS TRUST	US SMALL CAP MAN	$419K	0.1%	17,027 SH	New
INNOVATOR ETFS TRUST	US SMALL CAP MNG	$395K	0.1%	13,600 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR B	$287K	0.1%Prev: 0.1%	8,450 SH	Increased+850 SH
INTELLIA THERAPEUTICS INC	COM	$1.3M	0.4%Prev: 0.2%	102,924 SH	Increased+35,135 SH
INTERNATIONAL BUSINESS MACHS	COM	$275K	0.1%	1,136 SH	New
INTUIT	COM	$1.4M	0.4%Prev: 0.6%	3,322 SH	Decreased+840 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$3.4M	0.9%Prev: 0.2%	141,912 SH	Increased+117,487 SH
INVESCO EXCH TRADED FD TR II	GLOBAL WATER	$684K	0.2%Prev: 0.7%	15,755 SH	Decreased-29,283 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$3.2M	0.9%Prev: 1.5%	133,038 SH	Decreased-15,152 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$401K	0.1%	8,436 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$381K	0.1%	12,617 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.2M	0.3%	26,185 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	0.3%Prev: 0.3%	6,439 SH	Increased+1,823 SH
INVESCO QQQ TR	UNIT SER 1	$557K	0.2%	965 SH	New
ISHARES INC	CORE MSCI EMKT	$7.1M	2.0%Prev: 1.3%	101,818 SH	Increased+45,195 SH
ISHARES INC	ESG AWR MSCI EM	$219K	0.1%	4,810 SH	New
ISHARES INC	MSCI EQUAL WEITE	$4.6M	1.3%Prev: 0.9%	45,667 SH	Increased+21,307 SH
ISHARES TR	1 3 YR TREAS BD	$293K	0.1%	3,544 SH	New
ISHARES TR	20 YR TR BD ETF	$391K	0.1%	4,510 SH	New
ISHARES TR	CALIF MUN BD ETF	$4.4M	1.2%Prev: 1.5%	77,916 SH	Increased+12,751 SH
ISHARES TR	CORE MSCI EAFE	$6.7M	1.8%Prev: 1.9%	73,730 SH	Increased+11,323 SH
ISHARES TR	CORE S&P500 ETF	$3.4M	0.9%	5,196 SH	New
ISHARES TR	EAFE SML CP ETF	$2.4M	0.7%Prev: 0.8%	30,348 SH	Increased-1,343 SH
ISHARES TR	ESG AW MSCI EAFE	$272K	0.1%	2,849 SH	New
ISHARES TR	ESG MSCI KLD 400	$251K	0.1%	2,074 SH	New
ISHARES TR	ESG MSCI USA ETF	$294K	0.1%Prev: 0.1%	5,322 SH	Increased
ISHARES TR	FLTG RATE NT ETF	$3.3M	0.9%Prev: 0.8%	65,510 SH	Increased+29,187 SH
ISHARES TR	GLOBAL ENERG ETF	$357K	0.1%	6,200 SH	New
ISHARES TR	MSCI ACWI ETF	$1.5M	0.4%	10,945 SH	New
ISHARES TR	MSCI USA MMENTM	$679K	0.2%	2,830 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.3%Prev: 0.5%	11,465 SH	Decreased-805 SH
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.3%	5,042 SH	New
ISHARES TR	RUSSELL 2000 ETF	$284K	0.1%	1,147 SH	New
ISHARES TR	SHRT NAT MUN ETF	$8.1M	2.2%Prev: 2.6%	75,696 SH	Increased+15,055 SH
ISHARES TR	TRS FLT RT BD	$12.5M	3.5%Prev: 2.9%	246,845 SH	Increased+107,023 SH
ISHARES U S ETF TR	SHORT MATURITY M	$4.4M	1.2%Prev: 1.6%	88,020 SH	Increased+12,290 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$205K	0.1%	3,625 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$5.1M	1.4%Prev: 1.4%	106,980 SH	Increased+34,185 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.5M	2.6%Prev: 2.3%	188,311 SH	Increased+78,051 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$7.5M	2.1%Prev: 2.6%	147,221 SH	Increased+24,891 SH
JOHNSON & JOHNSON	COM	$1.4M	0.4%Prev: 0.4%	5,691 SH	Increased+349 SH
JPMORGAN CHASE & CO	COM	$2.9M	0.8%	9,793 SH	New
MARSH & MCLENNAN COS INC	COM	$975K	0.3%Prev: 0.6%	5,622 SH	Decreased-100 SH
MASTERCARD INCORPORATED	CL A	$2.8M	0.8%Prev: 1.3%	5,538 SH	Decreased-72 SH
MCCORMICK & CO INC	COM NON VTG	$495K	0.1%Prev: 0.4%	9,810 SH	Decreased-818 SH
MCDONALDS CORP	COM	$213K	0.1%	685 SH	New
MERCK & CO INC	COM	$483K	0.1%Prev: 0.1%	4,013 SH	Increased+1,381 SH
META PLATFORMS INC	CL A	$311K	0.1%	544 SH	New
MICROCHIP TECHNOLOGY INC.	COM	$1.3M	0.4%Prev: 0.4%	20,084 SH	Increased-374 SH
MICRON TECHNOLOGY INC	COM	$225K	0.1%	665 SH	New
MICROSOFT CORP	COM	$3.5M	1.0%Prev: 1.0%	9,446 SH	Increased+3,010 SH
NETFLIX INC.	COM	$909K	0.3%	9,452 SH	New
NIKE INC	CL B	$549K	0.2%Prev: 0.3%	10,387 SH	Decreased+144 SH
NORFOLK SOUTHN CORP	COM	$324K	0.1%Prev: 0.1%	1,130 SH	Increased+60 SH
NOVARTIS AG	SPONSORED ADR	$495K	0.1%Prev: 0.1%	3,240 SH	Increased+589 SH
NVIDIA CORPORATION	COM	$6.6M	1.8%Prev: 0.9%	38,083 SH	Increased+17,583 SH
PALO ALTO NETWORKS INC	COM	$917K	0.3%Prev: 0.3%	5,721 SH	Increased+2,024 SH
PEPSICO INC	COM	$1.4M	0.4%Prev: 0.6%	8,829 SH	Decreased-521 SH
PFIZER INC	COM	$366K	0.1%Prev: 0.1%	13,026 SH	Increased+2,700 SH
PGIM ETF TR	PGIM ULTRA SH BD	$442K	0.1%Prev: 0.2%	8,936 SH	Decreased-320 SH
PHILIP MORRIS INTL INC	COM	$580K	0.2%Prev: 0.2%	3,505 SH	Increased+232 SH
PROCTER & GAMBLE CO	COM	$1.2M	0.3%	8,196 SH	New
PROSHARES TR	LARGE CAP CRE	$1.0M	0.3%	13,881 SH	New
RBB FD INC	F/M US TREASURY	$514K	0.1%	10,315 SH	New
ROCKWELL AUTOMATION INC	COM	$1.6M	0.5%Prev: 0.5%	4,553 SH	Increased-64 SH
RTX CORPORATION	COM	$309K	0.1%Prev: 0.1%	1,602 SH	Increased-112 SH
SALESFORCE INC	COM	$1.4M	0.4%Prev: 0.9%	7,451 SH	Decreased-626 SH
SCHWAB CHARLES CORP	COM	$1.6M	0.4%Prev: 0.5%	16,663 SH	Increased+299 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$4.2M	1.1%Prev: 1.2%	88,849 SH	Increased+10,505 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$825K	0.2%Prev: 0.4%	34,000 SH	Decreased-4,000 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.3%	36,848 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.0M	1.4%Prev: 1.6%	194,111 SH	Increased+17,880 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$349K	0.1%Prev: 0.1%	11,266 SH	Increased-213 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.5M	0.4%Prev: 0.5%	49,897 SH	Increased-2,477 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$213K	0.1%	1,956 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$293K	0.1%	4,788 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$995K	0.3%	20,160 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$679K	0.2%	4,629 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.3M	0.3%	7,742 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$942K	0.3%	7,088 SH	New
SOUTHERN CO	COM	$406K	0.1%Prev: 0.2%	4,210 SH	Increased+210 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$418K	0.1%	9,160 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$7.4M	2.0%	99,426 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$7.0M	1.9%	175,201 SH	New
SSGA ACTIVE ETF TR	STATE STREET ULT	$1.9M	0.5%	47,966 SH	New
STARBUCKS CORP	COM	$411K	0.1%Prev: 0.2%	4,592 SH	Decreased-269 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$1.3M	0.3%	2,726 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	0.9%	4,739 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$925K	0.3%	2,736 SH	New
TESLA INC	COM	$810K	0.2%	2,178 SH	New
THE CIGNA GROUP	COM	$265K	0.1%Prev: 0.1%	994 SH	Decreased+100 SH
THERMO FISHER SCIENTIFIC INC	COM	$313K	0.1%	636 SH	New
TRAVELERS COMPANIES INC	COM	$1.5M	0.4%Prev: 0.6%	5,180 SH	Increased-283 SH
UNION PAC CORP	COM	$1.3M	0.3%Prev: 0.5%	5,199 SH	Decreased-337 SH
UNITED RENTALS INC	COM	$325K	0.1%Prev: 0.1%	446 SH	Increased
UNITEDHEALTH GROUP INC	COM	$1.5M	0.4%Prev: 1.2%	5,398 SH	Decreased-30 SH
VANECK ETF TRUST	LONG MUNI ETF	$800K	0.2%Prev: 1.3%	45,845 SH	Decreased-129,864 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$371K	0.1%	3,833 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$384K	0.1%Prev: 0.1%	4,893 SH	Increased+468 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.0M	1.1%Prev: 1.1%	82,458 SH	Increased+28,963 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$709K	0.2%	1,187 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$328K	0.1%Prev: 0.1%	1,251 SH	Decreased-321 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.5M	1.2%Prev: 0.3%	13,918 SH	Increased+11,282 SH
VANGUARD INDEX FDS	VALUE ETF	$791K	0.2%	4,033 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$363K	0.1%Prev: 0.1%	4,831 SH	Increased+9 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.4M	1.2%Prev: 1.3%	80,904 SH	Increased+11,511 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$582K	0.2%	7,064 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$208K	0.1%	1,429 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$591K	0.2%	4,275 SH	New
VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$205K	0.1%	2,683 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	0.9%Prev: 1.3%	67,092 SH	Increased+4,402 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.2M	1.4%Prev: 2.2%	88,340 SH	Decreased-4,682 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	1.0%Prev: 0.4%	17,421 SH	Increased+11,808 SH
VANGUARD STAR FDS	VG TL INTL STK F	$633K	0.2%Prev: 0.2%	8,215 SH	Increased+110 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.9M	2.7%Prev: 2.9%	154,582 SH	Increased+13,688 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$292K	0.1%	1,971 SH	New
VERIZON COMMUNICATIONS INC	COM	$274K	0.1%	5,468 SH	New
VISA INC	COM CL A	$1.2M	0.3%Prev: 0.6%	4,120 SH	Decreased+260 SH
WISDOMTREE TR	EM LCL DEBT FD	$4.0M	1.1%Prev: 1.2%	142,056 SH	Increased+33,850 SH
WISDOMTREE TR	FLOATNG RAT TREA	$7.8M	2.2%Prev: 3.1%	155,364 SH	Increased+4,124 SH
XENON PHARMACEUTICALS INC	COM	$570K	0.2%Prev: 0.2%	9,807 SH	Increased-1,200 SH

Sold (vs prior filing)

ABBOTT LABS — $2.0M
ACCENTURE PLC IRELAND — $637K
AMERICAN TOWER CORP NEW — $454K
AMPLIFY ETF TR — $2.6M
ARK ETF TR — $1.4M
BLACKSTONE INC — $496K
CARIBOU BIOSCIENCES INC — $428K
CHEVRON CORP NEW — $513K
COSTCO WHSL CORP NEW — $3.4M
DANAHER CORPORATION — $1.3M
FLEXSHARES TR — $1.0M
GOLDMAN SACHS ETF TR — $3.9M
INNOVATOR ETFS TRUST — $351K
INNOVATOR ETFS TRUST — $221K
JANUS DETROIT STR TR — $1.6M
JPMORGAN CHASE & CO. — $2.4M
PROCTER AND GAMBLE CO — $1.1M
RBB FD INC — $516K
SPDR S&P 500 ETF TR — $570K
SPDR SER TR — $4.7M
… and 6 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