§ 13F · FUND PROFILE
Elmwood Wealth Management, Inc..
AUM · $400M (13F)Positions · 200Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CALI | BLACKROCK ETF TRUST II | 230K | $12M | 2.9% | +8% |
| 2 | LOUP | INNOVATOR ETFS TRUST | 116K | $11M | 2.9% | +1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 158K | $11M | 2.8% | +2% |
| 4 | TFLO | ISHARES TR | 221K | $11M | 2.8% | −10% |
| 5 | AAPL | APPLE INC | 37K | $11M | 2.7% | +1% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 194K | $10M | 2.5% | +3% |
| 7 | AIRR | FIRST TR EXCHANGE TRADED FD | 68K | $9M | 2.3% | ±0% |
| 8 | IDVO | AMPLIFY ETF TR | 205K | $9M | 2.2% | +2% |
| 9 | IEMG | ISHARES INC | 103K | $9M | 2.1% | +1% |
| 10 | SUB | ISHARES TR | 73K | $8M | 1.9% | −4% |
§ 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 $400 million in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →