Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $253 Million
  • Q3 2025

Elmwood Wealth Management, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $10.9M, Vanguard Ftse Developed Market with a value of $8.88M, Jp Morgan Ultra Short Mun Inco with a value of $7.43M, Jp Morgan ETF Tr Ultra Short I with a value of $7.17M, and Innovator Etfs Tr Loup Frontie with a value of $6.68M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $228M to 253M.

Below you can find more details about Elmwood Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $253 Million
ETFs: $168 Million
Technology: $24.6 Million
Financial Services: $16.4 Million
Healthcare: $11.5 Million
Communication Services: $8.41 Million
Consumer Defensive: $7.12 Million
Consumer Cyclical: $6.49 Million
Industrials: $5.85 Million
Other: $4.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.9 Million 4.3% of portfolio
215,379
Q3 2025 Added 22.73%
$0
$8.88 Million 3.5% of portfolio
148,154
Q3 2025 Added 4.51%
$0
$7.43 Million 2.93% of portfolio
145,627
Q3 2025 Added 2.92%
$0
$7.17 Million 2.83% of portfolio
141,243
Q3 2025 Added 18.54%
$0
$6.68 Million 2.64% of portfolio
90,447
Q3 2025 Added 1.39%
$4.3T
$6.59 Million 2.6% of portfolio
25,891
Q3 2025 Added 16.76%
$0
$6.56 Million 2.59% of portfolio
61,423
Q3 2025 Reduced 2.85%
$0
$6.51 Million 2.57% of portfolio
129,598
Q3 2025 Added 29.45%
$0
$6.27 Million 2.47% of portfolio
154,581
Q3 2025 Added 2.97%
$0
$5.95 Million 2.35% of portfolio
68,146
Q3 2025 Added 6.69%
$0
$5.51 Million 2.17% of portfolio
56,990
Q3 2025 Added 1.83%
$465B
$5.33 Million 2.1% of portfolio
28,584
Q3 2025 Added 29.26%
$0
$5.21 Million 2.05% of portfolio
88,525
Q3 2025 Added 6.28%
$0
$4.84 Million 1.91% of portfolio
126,227
Q3 2025 Added 0.15%
$0
$4.68 Million 1.85% of portfolio
177,587
Q3 2025 Added 2.37%
$3.78T
$4.26 Million 1.68% of portfolio
8,227
Q3 2025 Added 27.67%
$2.39T
$4.01 Million 1.58% of portfolio
18,252
Q3 2025 Added 11.48%
$0
$3.95 Million 1.56% of portfolio
86,296
Q3 2025 Added 0.12%
$0
$3.77 Million 1.49% of portfolio
76,984
Q3 2025 Added 6.97%
$0
$3.74 Million 1.48% of portfolio
65,595
Q3 2025 Reduced 0.88%
$0
$3.73 Million 1.47% of portfolio
81,943
Q3 2025 Added 3.59%
$1.65T
$3.71 Million 1.46% of portfolio
15,250
Q3 2025 Added 15.36%
$0
$3.44 Million 1.36% of portfolio
139,317
Q3 2025 Reduced 1.77%
$0
$3.42 Million 1.35% of portfolio
26,246
Q3 2025 Added 5.02%
$512B
$3.26 Million 1.28% of portfolio
5,725
Q3 2025 Added 2.97%
$0
$3.25 Million 1.28% of portfolio
112,953
Q3 2025 Added 7.07%
$0
$3.19 Million 1.26% of portfolio
63,690
Q3 2025 Reduced 0.18%
$881B
$3.15 Million 1.24% of portfolio
9,989
Q3 2025 Added 3.85%
$404B
$3.14 Million 1.24% of portfolio
3,388
Q3 2025 Reduced 0.85%
$0
$3.06 Million 1.21% of portfolio
59,913
Q3 2025 Added 49.08%
$0
$3.04 Million 1.2% of portfolio
56,591
Q3 2025 Added 1.96%
$0
$2.97 Million 1.17% of portfolio
124,364
Q3 2025 Added 395.97%
$0
$2.95 Million 1.17% of portfolio
59,732
Q3 2025 Added 9.96%
$0
$2.95 Million 1.16% of portfolio
68,379
Q3 2025 Added 1.53%
$662B
$2.84 Million 1.12% of portfolio
5,646
Q3 2025 Added 6.21%
$1.74T
$2.76 Million 1.09% of portfolio
11,345
Q3 2025 Added 0.44%
$0
$2.71 Million 1.07% of portfolio
59,314
Q3 2025 Added 6.1%
$0
$2.49 Million 0.98% of portfolio
78,874
Q2 2025 Reduced 1.13%
$0
$2.49 Million 0.98% of portfolio
24,200
Q3 2025 Added 2.49%
$0
$2.45 Million 0.97% of portfolio
45,252
Q3 2025 Added 7.36%
$0
$2.38 Million 0.94% of portfolio
31,079
Q3 2025 Added 0.32%
$0
$2.23 Million 0.88% of portfolio
24,285
Q3 2025 Reduced 2.5%
$228B
$2.12 Million 0.84% of portfolio
15,837
Q3 2025 Added 4.04%
$0
$2.04 Million 0.81% of portfolio
50,182
Q3 2025 Added 7.77%
$237B
$1.92 Million 0.76% of portfolio
8,106
Q3 2025 Added 1.31%
$300B
$1.94 Million 0.76% of portfolio
5,608
Q3 2025 Added 4.08%
$182B
$1.71 Million 0.67% of portfolio
2,506
Q3 2025 Added 1.83%
$0
$1.65 Million 0.65% of portfolio
34,319
Q3 2025 Added 3.49%
$43.5B
$1.6 Million 0.63% of portfolio
4,570
Q3 2025 Reduced 0.22%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $253 Million
  • Prior Value $228 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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