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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.24B
$338,000 0.15% of portfolio
10,824
Q2 2025 Reduced 1.66%

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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