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 Market Cap. of $200 Billions or more
