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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.59 Million 2.6% of portfolio
25,891
Q3 2025 Added 16.76%
$465B
$5.33 Million 2.1% of portfolio
28,584
Q3 2025 Added 29.26%
$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%
$1.65T
$3.71 Million 1.46% of portfolio
15,250
Q3 2025 Added 15.36%
$512B
$3.26 Million 1.28% of portfolio
5,725
Q3 2025 Added 2.97%
$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%
$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%
$228B
$2.12 Million 0.84% of portfolio
15,837
Q3 2025 Added 4.04%
$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%
$43.5B
$1.6 Million 0.63% of portfolio
4,570
Q3 2025 Reduced 0.22%
$167B
$1.56 Million 0.62% of portfolio
16,364
Q1 2025 Reduced 5.66%
$661M
$1.35 Million 0.53% of portfolio
78,059
Q3 2025 Added 14.92%
$136B
$1.33 Million 0.52% of portfolio
5,619
Q3 2025 Added 1.96%
$533B
$1.3 Million 0.51% of portfolio
3,800
Q3 2025 Added 2.43%
$29.5B
$1.3 Million 0.51% of portfolio
20,252
Q3 2025 Reduced 0.98%
$193B
$1.3 Million 0.51% of portfolio
11,376
Q3 2025 Added 6.08%
$204B
$1.3 Million 0.51% of portfolio
9,255
Q3 2025 Reduced 0.27%
$160B
$1.25 Million 0.49% of portfolio
6,294
Q3 2025 Reduced 0.32%
$73.7B
$1.18 Million 0.47% of portfolio
4,325
Q3 2025 Added 0.23%
$89.7B
$1.15 Million 0.45% of portfolio
5,723
Q2 2025 Added 0.02%
$346B
$1.09 Million 0.43% of portfolio
7,110
Q3 2025 Added 6.44%
$50.4B
$1.07 Million 0.42% of portfolio
17,414
Q3 2025 Added 1.1%
$522B
$1.05 Million 0.41% of portfolio
5,670
Q3 2025 Added 7.06%
$1.29T
$953,000 0.38% of portfolio
2,143
Q3 2025 New
$132B
$929,000 0.37% of portfolio
4,416
Q3 2025 Reduced 1.52%
$140B
$897,000 0.35% of portfolio
2,397
Q3 2025 Added 1.91%
$38.4B
$806,000 0.32% of portfolio
4,354
Q3 2025 Reduced 2.57%
$61.4B
$800,000 0.32% of portfolio
3,931
Q3 2025 Added 5.93%
$79.2B
$733,000 0.29% of portfolio
10,525
Q3 2025 Added 2.91%
$1.46T
$742,000 0.29% of portfolio
2,660
Q3 2025 Added 90.95%
$16.4B
$690,000 0.27% of portfolio
10,319
Q3 2025 Reduced 0.96%
$190B
$686,000 0.27% of portfolio
6,760
Q3 2025 Added 5.63%
$98.1B
$670,000 0.26% of portfolio
3,925
Q3 2025 Added 7.39%
$414B
$616,000 0.24% of portfolio
2,661
Q3 2025 Added 38.88%
$303B
$592,000 0.23% of portfolio
3,815
Q3 2025 Added 24.35%
$237B
$581,000 0.23% of portfolio
3,588
Q3 2025 Added 9.62%
$971B
$588,000 0.23% of portfolio
771
Q3 2025 Added 20.66%
$152B
$563,000 0.22% of portfolio
2,284
Q3 2025 Added 12.02%
$45.5B
$526,000 0.21% of portfolio
3,043
Q3 2025 Reduced 0.33%
$283B
$428,000 0.17% of portfolio
3,340
Q3 2025 Added 30.83%
$84B
$425,000 0.17% of portfolio
2,210
Q3 2025 Added 5.74%
$2.54B
$437,000 0.17% of portfolio
10,907
Q3 2025 Added 0.77%
$55.9B
$435,000 0.17% of portfolio
456
Q3 2025 Added 2.24%
$1.37T
$402,000 0.16% of portfolio
548
Q3 2025 New

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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