Elmwood Wealth Management, Inc. Portfolio Holdings

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q2 2025

Elmwood Wealth Management, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $8.89M, Vanguard Ftse Developed Market with a value of $8.08M, Jp Morgan Ultra Short Mun Inco with a value of $7.21M, Ishares Short Term National Mu with a value of $6.72M, and Jp Morgan ETF Tr Ultra Short I with a value of $6.04M.

Examining the 13F form we can see an increase of $6.71M in the current position value, from $221M to 228M.

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

Portfolio value $228 Million
ETFs: $155 Million
Technology: $18.7 Million
Financial Services: $15.3 Million
Healthcare: $9.61 Million
Consumer Defensive: $7.32 Million
Communication Services: $5.66 Million
Industrials: $5.53 Million
Consumer Cyclical: $4.75 Million
Other: $4.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.89 Million 3.9% of portfolio
175,492
Q2 2025 Added 25.51%
$0
$8.08 Million 3.54% of portfolio
141,754
Q2 2025 Added 0.61%
$0
$7.21 Million 3.16% of portfolio
141,499
Q2 2025 Added 15.67%
$0
$6.72 Million 2.95% of portfolio
63,223
Q2 2025 Added 4.26%
$0
$6.04 Million 2.65% of portfolio
119,156
Q2 2025 Added 8.07%
$0
$6.02 Million 2.64% of portfolio
150,129
Q2 2025 Added 0.37%
$0
$5.59 Million 2.45% of portfolio
89,204
Q2 2025 Added 21.82%
$0
$5.33 Million 2.34% of portfolio
63,875
Q2 2025 Added 2.35%
$0
$5.04 Million 2.21% of portfolio
100,118
Q2 2025 Reduced 33.8%
$0
$4.9 Million 2.15% of portfolio
83,293
Q2 2025 Reduced 10.46%
$0
$4.7 Million 2.06% of portfolio
126,032
Q2 2025 Added 29.22%
$0
$4.56 Million 2.0% of portfolio
55,966
Q2 2025 Added 22.85%
$3.69T
$4.55 Million 1.99% of portfolio
22,174
Q2 2025 Reduced 6.36%
$0
$4.24 Million 1.86% of portfolio
173,468
Q2 2025 Reduced 1.57%
$0
$3.85 Million 1.69% of portfolio
76,605
Q2 2025 Added 1.16%
$0
$3.8 Million 1.66% of portfolio
86,191
Q2 2025 Added 2.95%
$2.3T
$3.59 Million 1.57% of portfolio
16,372
Q2 2025 Reduced 1.06%
$0
$3.5 Million 1.53% of portfolio
71,969
Q2 2025 Reduced 1.13%
$426B
$3.49 Million 1.53% of portfolio
22,114
Q2 2025 Added 7.87%
$0
$3.47 Million 1.52% of portfolio
141,824
Q2 2025 Reduced 4.3%
$416B
$3.38 Million 1.48% of portfolio
3,417
Q2 2025 Reduced 3.61%
$0
$3.37 Million 1.48% of portfolio
79,105
Q2 2025 Added 0.97%
$3.77T
$3.21 Million 1.4% of portfolio
6,444
Q2 2025 Added 0.12%
$565B
$3.12 Million 1.37% of portfolio
5,560
Q2 2025 Reduced 0.89%
$0
$3.13 Million 1.37% of portfolio
63,805
Q2 2025 Added 1.78%
$0
$3.03 Million 1.33% of portfolio
24,991
Q2 2025 Reduced 1.7%
$0
$2.98 Million 1.31% of portfolio
176,628
Q2 2025 Added 0.52%
$0
$2.98 Million 1.31% of portfolio
55,502
Q2 2025 Reduced 1.98%
$0
$2.95 Million 1.29% of portfolio
105,492
Q2 2025 Reduced 2.51%
$879B
$2.79 Million 1.22% of portfolio
9,619
Q2 2025 Reduced 2.02%
$0
$2.78 Million 1.22% of portfolio
67,349
Q2 2025 Reduced 0.98%
$0
$2.69 Million 1.18% of portfolio
54,322
Q2 2025 Added 1.55%
$652B
$2.58 Million 1.13% of portfolio
5,316
Q2 2025 Added 0.13%
$0
$2.49 Million 1.09% of portfolio
78,874
Q2 2025 Reduced 1.13%
$0
$2.45 Million 1.07% of portfolio
55,904
Q2 2025 Reduced 30.74%
$0
$2.34 Million 1.03% of portfolio
23,612
Q2 2025 Reduced 3.07%
$1.26T
$2.33 Million 1.02% of portfolio
13,220
Q2 2025 Added 0.62%
$0
$2.28 Million 1.0% of portfolio
24,907
Q2 2025 Reduced 51.86%
$0
$2.25 Million 0.99% of portfolio
30,979
Q2 2025 Reduced 2.25%
$253B
$2.18 Million 0.96% of portfolio
8,001
Q2 2025 Reduced 0.94%
$0
$2.08 Million 0.91% of portfolio
42,149
Q2 2025 Reduced 39.26%
$230B
$2.07 Million 0.91% of portfolio
15,222
Q2 2025 Reduced 0.35%
$0
$2.05 Million 0.9% of portfolio
40,188
Q2 2025 Added 10.64%
$0
$2 Million 0.88% of portfolio
44,853
Q2 2025 Reduced 0.41%
$1.29T
$2 Million 0.88% of portfolio
11,295
Q2 2025 Reduced 0.23%
$187B
$1.94 Million 0.85% of portfolio
2,461
Q2 2025 Reduced 0.85%
$0
$1.89 Million 0.83% of portfolio
46,563
Q2 2025 Added 2.87%
$289B
$1.68 Million 0.74% of portfolio
5,388
Q2 2025 Reduced 0.74%
$0
$1.65 Million 0.72% of portfolio
19,924
Q2 2025 Reduced 4.61%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $228 Million
  • Prior Value $221 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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