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 Market Cap. of $200 Billions or more
