13F Insight
DOSSIER · 13F-HR · Q3 2026

Elmwood Wealth Management, Inc.

$416M in tracked AUM across 207 positions as of Q3 2026.

EW
CIK 0001731927 · last filed Sep 30, 2026
Total AUM
$416M
as of Q3 2026
Holdings
207
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Elmwood Wealth Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$16M308K3.7%02
TFLO
ISHARES TR
$15M302K3.7%03
AAPL
APPLE INC
$12M37K3.0%04
VEA
VANGUARD TAX-MANAGED FDS
$11M159K2.7%05
CALI
BLACKROCK ETF TRUST II
$11M216K2.6%06
LOUP
INNOVATOR ETFS TRUST
$10M116K2.5%07
IDVO
AMPLIFY ETF TR
$9M212K2.1%08
NVDA
NVIDIA CORPORATION
$9M38K2.1%09
IEMG
ISHARES INC
$8M104K2.0%10
SUB
ISHARES TR
$8M76K1.9%

Filing history

2026Q3Sep 30
$416M▲ 4.1%
207 positionsView →2026Q2Jun 30
$400M▲ 10.6%
200 positionsView →2026Q1Mar 31
$362M▲ 14.2%
180 positionsView →2025Q4Dec 31
$317M▲ 12.2%
174 positionsView →2025Q3Sep 30
$282M▲ 11.9%
143 positionsLocked2025Q2Jun 30
$252M▲ 3.5%
131 positionsLocked2025Q1Mar 31
$244M▼ 1.6%
128 positionsLocked2024Q4Dec 31
$248M▲ 2.2%
128 positionsLocked2024Q3Sep 30
$243M▲ 8.0%
127 positionsLocked2024Q2Jun 30
$225M▼ 3.9%
123 positionsLocked2024Q1Mar 31
$234M▲ 63.9%
122 positionsLocked2023Q4Dec 31
$143M▼ 31.2%
104 positionsLocked
Showing 12 of 29