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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$4.55 Million 1.99% of portfolio
22,174
Q2 2025 Reduced 6.36%
$2.18T
$3.59 Million 1.57% of portfolio
16,372
Q2 2025 Reduced 1.06%
$453B
$3.49 Million 1.53% of portfolio
22,114
Q2 2025 Added 7.87%
$410B
$3.38 Million 1.48% of portfolio
3,417
Q2 2025 Reduced 3.61%
$3.81T
$3.21 Million 1.4% of portfolio
6,444
Q2 2025 Added 0.12%
$524B
$3.12 Million 1.37% of portfolio
5,560
Q2 2025 Reduced 0.89%
$876B
$2.79 Million 1.22% of portfolio
9,619
Q2 2025 Reduced 2.02%
$646B
$2.58 Million 1.13% of portfolio
5,316
Q2 2025 Added 0.13%
$1.5T
$2.33 Million 1.02% of portfolio
13,220
Q2 2025 Added 0.62%
$246B
$2.18 Million 0.96% of portfolio
8,001
Q2 2025 Reduced 0.94%
$224B
$2.07 Million 0.91% of portfolio
15,222
Q2 2025 Reduced 0.35%
$1.53T
$2 Million 0.88% of portfolio
11,295
Q2 2025 Reduced 0.23%
$182B
$1.94 Million 0.85% of portfolio
2,461
Q2 2025 Reduced 0.85%
$334B
$1.68 Million 0.74% of portfolio
5,388
Q2 2025 Reduced 0.74%
$40.2B
$1.52 Million 0.67% of portfolio
4,580
Q2 2025 Reduced 0.8%
$170B
$1.49 Million 0.65% of portfolio
16,364
Q1 2025 Reduced 5.66%
$36.1B
$1.44 Million 0.63% of portfolio
20,452
Q2 2025 Reduced 0.03%
$548B
$1.32 Million 0.58% of portfolio
3,710
Q2 2025 Reduced 3.89%
$200B
$1.33 Million 0.58% of portfolio
10,724
Q2 2025 Reduced 7.96%
$138B
$1.27 Million 0.56% of portfolio
5,511
Q2 2025 Reduced 0.45%
$92.5B
$1.25 Million 0.55% of portfolio
5,723
Q2 2025 Added 0.02%
$154B
$1.25 Million 0.55% of portfolio
6,314
Q2 2025 Reduced 1.79%
$210B
$1.23 Million 0.54% of portfolio
9,280
Q2 2025 Reduced 0.75%
$77.1B
$1.16 Million 0.51% of portfolio
4,315
Q2 2025 Reduced 0.16%
$355B
$1.06 Million 0.47% of portfolio
6,680
Q2 2025 Reduced 0.99%
$137B
$1.04 Million 0.46% of portfolio
4,484
Q2 2025 Reduced 0.97%
$50.5B
$973,000 0.43% of portfolio
17,224
Q2 2025 Added 0.11%
$150B
$839,000 0.37% of portfolio
2,352
Q2 2025 Reduced 0.13%
$38.4B
$827,000 0.36% of portfolio
4,469
Q1 2025 Reduced 3.87%
$502B
$808,000 0.35% of portfolio
5,296
Q2 2025 Reduced 0.86%
$16.7B
$789,000 0.35% of portfolio
10,419
Q2 2025 Reduced 1.97%
$61.5B
$759,000 0.33% of portfolio
3,711
Q2 2025 Added 0.38%
$84.2B
$726,000 0.32% of portfolio
10,227
Q2 2025 Reduced 0.16%
$1.89B
$637,000 0.28% of portfolio
67,924
Q2 2025 Added 0.2%
$147B
$609,000 0.27% of portfolio
2,039
Q2 2025 Reduced 0.15%
$242B
$596,000 0.26% of portfolio
3,273
Q2 2024 Reduced 1.36%
$112B
$546,000 0.24% of portfolio
3,655
Q2 2025 Added 2.93%
$186B
$544,000 0.24% of portfolio
6,400
Q1 2025 Reduced 1.54%
$50B
$532,000 0.23% of portfolio
3,053
Q2 2025 Reduced 0.23%
$779B
$498,000 0.22% of portfolio
639
Q2 2025 Added 0.16%
$89.1B
$461,000 0.2% of portfolio
2,090
Q2 2025 Added 0.14%
$297B
$439,000 0.19% of portfolio
3,068
Q1 2025 Reduced 10.24%
$95.1B
$437,000 0.19% of portfolio
4,777
Q2 2025 Reduced 1.73%
$401B
$355,000 0.16% of portfolio
1,916
Q2 2025 Reduced 1.29%
$107B
$367,000 0.16% of portfolio
4,000
Q2 2024 Reduced 14.77%
$69.7B
$336,000 0.15% of portfolio
446
Q1 2024 Reduced 0.45%
$2.61B
$338,000 0.15% of portfolio
10,824
Q2 2025 Reduced 1.66%
$281B
$308,000 0.14% of portfolio
2,553
Q2 2025 Reduced 3.7%
$1.55T
$315,000 0.14% of portfolio
1,393
Q2 2025 Reduced 0.92%

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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