§ 13F · FUND PROFILE
Elmwood Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $282M (13F)Positions · 143Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 247K | $12M | 3.5% | +45% |
| 2 | CALI | BLACKROCK ETF TRUST II | 212K | $11M | 3.0% | +29% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 155K | $10M | 2.7% | +3% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 188K | $10M | 2.6% | +31% |
| 5 | AAPL | APPLE INC | 36K | $9M | 2.5% | +5% |
| 6 | IDVO | AMPLIFY ETF TR | 202K | $8M | 2.3% | +19% |
| 7 | SUB | ISHARES TR | 76K | $8M | 2.2% | +20% |
| 8 | LOUP | INNOVATOR ETFS TRUST | 116K | $8M | 2.2% | +26% |
| 9 | USFR | WISDOMTREE TR | 155K | $8M | 2.2% | +66% |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | 68K | $8M | 2.1% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELMWOOD SIGNAL
AC read
Elmwood Wealth Management, Inc. is a Other fund managing $282 million in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed