13F Insight
DOSSIER · 13F-HR · Q2 2026

Elmwood Wealth Management, Inc.

$400M in tracked AUM across 200 positions as of Q2 2026.

EW
CIK 0001731927 · last filed Jun 30, 2026
Total AUM
$400M
as of Q2 2026
Holdings
200
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Elmwood Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CALI
BLACKROCK ETF TRUST II
$12M230K2.9%02
LOUP
INNOVATOR ETFS TRUST
$11M116K2.9%03
VEA
VANGUARD TAX-MANAGED FDS
$11M158K2.8%04
TFLO
ISHARES TR
$11M221K2.8%05
AAPL
APPLE INC
$11M37K2.7%06
JPST
J P MORGAN EXCHANGE TRADED F
$10M194K2.5%07
AIRR
FIRST TR EXCHANGE TRADED FD
$9M68K2.3%08
IDVO
AMPLIFY ETF TR
$9M205K2.2%09
IEMG
ISHARES INC
$9M103K2.1%10
SUB
ISHARES TR
$8M73K1.9%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$207M▼ 3.4%
117 positionsLocked
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