§ 13F · FUND PROFILE
Elmwood Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252.3T (13F)Positions · 131Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 151K | $9.4T | 3.0% | +2% |
| 2 | AAPL | APPLE INC | 34K | $9.2T | 2.9% | +35% |
| 3 | TFLO | ISHARES TR | 171K | $8.6T | 2.7% | −21% |
| 4 | CALI | BLACKROCK ETF TRUST II | 164K | $8.3T | 2.6% | +7% |
| 5 | JMST | J P MORGAN EXCHANGE TRADED F | 154K | $7.9T | 2.5% | +6% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 144K | $7.3T | 2.3% | +2% |
| 7 | LOUP | INNOVATOR ETFS TRUST | 92K | $7.0T | 2.2% | +1% |
| 8 | SUB | ISHARES TR | 63K | $6.7T | 2.1% | +2% |
| 9 | NVDA | NVIDIA CORPORATION | 35K | $6.6T | 2.1% | +29% |
| 10 | IDVO | AMPLIFY ETF TR | 169K | $6.5T | 2.1% | +1% |
§ 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 $252279.9 trillion in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed