Q3 2026 13F · SEC CIK 1731927

Elmwood Wealth Management, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $416.1M
Reported positions: 207
Top holdings a year, 3 yrs: +2.8%
Assets under management: $477.9M

Elmwood Wealth Management, Inc. is a wealth manager that reported 207 positions worth $416.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were J P Morgan Exchange Traded F (JPST, 3.7%), Ishares Tr (TFLO, 3.7%), Apple Inc (AAPL, 3.0%). A portfolio copying its top holdings returned 2.8% a year over the last 3 years, against 20.4% for the S&P 500.

Elmwood Wealth Management, Inc. holdings largest 50 of 207 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Elmwood Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
JPSTJ P Morgan Exchange Traded F	3.7%	2.5%	307,786	+58.3%	$15.5M
TFLOIshares Tr	3.7%	2.8%	302,125	+36.6%	$15.3M
AAPLApple Inc	3.0%	2.7%	37,233	+0.9%	$12.4M
VEAVanguard Ftse Developed Markets Index Fu	2.7%	2.8%	159,268	+0.5%	$11.2M
CALIBlackrock ETF Trust II	2.6%	2.9%	216,023	-5.9%	$10.8M
LOUPInnovator Etfs Trust	2.5%	2.9%	116,436	+0.0%	$10.3M
IDVOAmplify ETF Tr	2.1%	2.2%	211,939	+3.3%	$8.8M
NVDANvidia Corporation	2.1%	1.9%	38,015	-1.3%	$8.7M
IEMGIshares Inc	2.0%	2.1%	103,596	+0.3%	$8.4M
SUBIshares Tr	1.9%	1.9%	76,090	+4.7%	$8.0M
SPYState Str Spdr S&p 500 ETF T	1.8%	0.9%	10,091	+107.6%	$7.7M
GPIXGoldman Sachs ETF Tr	1.8%	1.8%	137,114	+3.8%	$7.7M
IEFAIshares Tr	1.8%	1.9%	78,417	+1.9%	$7.6M
JMSTJ P Morgan Exchange Traded F	1.8%	1.9%	147,053	-1.5%	$7.4M
AIRRFirst Tr Exchange Traded Fd	1.7%	2.3%	69,624	+2.2%	$7.2M
USFRWisdomtree Tr	1.7%	1.4%	138,676	+20.9%	$7.0M
TOTLSsga Active ETF Tr	1.6%	1.8%	183,239	+0.8%	$6.9M
DFCADimensional ETF Trust	1.5%	1.6%	130,168	+4.7%	$6.2M
GOOGAlphabet Inc	1.4%	1.5%	16,946	+0.0%	$5.8M
GOOGLAlphabet Inc	1.3%	1.4%	15,815	+4.7%	$5.4M
VWOVanguard Intl Equity Index F	1.3%	1.3%	90,595	+8.2%	$5.4M
VGSHVanguard Scottsdale Fds	1.3%	1.3%	93,177	+2.8%	$5.4M
JPIBJ P Morgan Exchange Traded F	1.3%	1.3%	113,950	+2.6%	$5.3M
DDFJInnovator Etfs Trust	1.3%	1.2%	262,499	+4.1%	$5.3M
PAPRInnovator Etfs Trust	1.3%	1.3%	120,961	-2.3%	$5.2M
MSFTMicrosoft Corp	1.3%	0.9%	10,152	+6.5%	$5.2M
VTIVanguard Index Fds	1.2%	1.3%	13,865	-2.4%	$5.2M
EUSAIshares Inc	1.2%	1.3%	46,456	+2.2%	$5.2M
SCHXSchwab Strategic Tr	1.2%	1.5%	171,828	-13.4%	$5.2M
AMZNAmazon Com Inc	1.2%	1.2%	19,349	-0.2%	$4.8M
SCHCSchwab Strategic Tr	1.1%	1.1%	95,924	+4.5%	$4.8M
GSLCGoldman Sachs ETF Tr	1.1%	1.1%	31,807	+7.2%	$4.6M
VTEBVanguard Mun Bd Fds	1.1%	0.9%	95,753	+39.1%	$4.5M
XBFRInnovator Etfs Trust	1.1%	1.1%	165,827	+4.2%	$4.5M
CMFIshares Tr	1.1%	1.2%	82,175	-0.7%	$4.4M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	8,709	-0.2%	$4.3M
BNDXVanguard Charlotte Fds	1.0%	1.0%	89,870	+4.4%	$4.2M
ELDWisdomtree Tr	1.0%	1.1%	150,316	+2.8%	$4.2M
VRPInvesco Exch Traded Fd Tr II	1.0%	0.9%	174,877	+23.6%	$4.1M
IVVIshares Tr	1.0%	1.0%	5,196	+0.0%	$4.0M
VIGVanguard Specialized Funds	0.9%	1.0%	16,735	-0.3%	$3.9M
FLOTIshares Tr	0.9%	0.9%	73,777	+4.6%	$3.8M
BILSpdr Series Trust	0.9%	1.1%	38,999	-22.0%	$3.6M
GSIEGoldman Sachs ETF Tr	0.8%	0.9%	76,763	-0.1%	$3.5M
JPMJpmorgan Chase & Co	0.8%	0.8%	10,245	-0.5%	$3.4M
MEARIshares U S ETF Tr	0.8%	0.8%	66,220	-1.8%	$3.3M
PWZInvesco Exch Traded Fd Tr II	0.8%	0.9%	141,111	+0.0%	$3.1M
MAMastercard Incorporated	0.7%	0.7%	5,471	+0.9%	$3.0M
PJULInnovator Etfs Trust	0.7%	0.7%	60,047	-0.8%	$3.0M
COSTCostco Wholesale Corporation	0.7%	0.8%	3,250	-0.2%	$3.0M

What Elmwood Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPY State Str Spdr S&p 500 ETF T+107.6% shares
JPST J P Morgan Exchange Traded F+58.3% shares
VTEB Vanguard Mun Bd Fds+39.1% shares
TFLO Ishares Tr+36.6% shares
VRP Invesco Exch Traded Fd Tr II+23.6% shares
USFR Wisdomtree Tr+20.9% shares
VWO Vanguard Intl Equity Index F+8.2% shares
GSLC Goldman Sachs ETF Tr+7.2% shares

Reduced

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: +2.8% /yr; S&P 500 +20.4%
5 years: -2.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$416.1M	207
Q2 2026	$399.8M	200
Q1 2026	$361.6M	178
Q4 2025	$316.6M	171
Q3 2025	$282.3M	140
Q2 2025	$252.3M	129
Q1 2025	$243.8M	128
Q4 2024	$247.8M	128
Q3 2024	$242.5M	126
Q2 2024	$224.6M	123
Q1 2024	$233.7M	122
Q4 2023	$142.6M	104

Questions about Elmwood Wealth Management, Inc.'s portfolio

What stocks does Elmwood Wealth Management, Inc. own?

Elmwood Wealth Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 207 positions worth $416.1M. The largest are J P Morgan Exchange Traded F (JPST) at 3.7%, Ishares Tr (TFLO) at 3.7%, Apple Inc (AAPL) at 3.0%, Vanguard Ftse Developed Markets Index Fu (VEA) at 2.7% and Blackrock ETF Trust II (CALI) at 2.6%.

What did Elmwood Wealth Management, Inc. buy last quarter?

In Q3 2026, Elmwood Wealth Management, Inc. added State Str Spdr S&p 500 ETF T (SPY) (+107.6% shares), J P Morgan Exchange Traded F (JPST) (+58.3% shares) and Vanguard Mun Bd Fds (VTEB) (+39.1% shares), compared with its Q2 2026 filing.

What did Elmwood Wealth Management, Inc. sell last quarter?

In Q3 2026, Elmwood Wealth Management, Inc. Spdr Series Trust (BIL) (-22.0% shares), Schwab Strategic Tr (SCHX) (-13.4% shares) and Blackrock ETF Trust II (CALI) (-5.9% shares), compared with its Q2 2026 filing.

How has Elmwood Wealth Management, Inc.'s portfolio performed?

A portfolio copying Elmwood Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +2.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%. Over 5 years: -2.4% a year against +11.6%.

When is Elmwood Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Elmwood Wealth Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Elmwood Wealth Management, Inc. manage?

Elmwood Wealth Management, Inc. reported $477.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $416.1M.