Elmwood Wealth Management, Inc. Top Holdings and 13F Report (2026) About Elmwood Wealth Management, Inc.Investment ActivityElmwood Wealth Management, Inc. has $416.14 million in total holdings as of September 30, 2026.Elmwood Wealth Management, Inc. owns shares of 207 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 7.71% of the portfolio was purchased this quarter.About 3.24% of the portfolio was sold this quarter.This quarter, Elmwood Wealth Management, Inc. has purchased 200 new stocks and bought additional shares in 81 stocks.Elmwood Wealth Management, Inc. sold shares of 73 stocks and completely divested from 14 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $15,503,181iShares Treasury Floating Rate Bond ETF $15,308,687Apple $12,399,241Vanguard FTSE Developed Markets ETF $11,245,927BLACKROCK ETF TRUST II $10,760,091 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $1,590,174 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $789,705 Holding46438G448 - ISHARES TR $745,323 Holding45784N312 - INNOVATOR ETFS TRUST $416,279 Holding808524102 - Schwab US Broad Market ETF $410,584 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 113,356 shares (about $5.71M)iShares Treasury Floating Rate Bond ETF 80,959 shares (about $4.10M)SPDR S&P 500 ETF Trust 5,230 shares (about $3.99M)SPACE EXPLORATION TECHN CORP 10,541 shares (about $1.59M)Vanguard Tax-Exempt Bond ETF 26,921 shares (about $1.27M) Largest Sales this Quarter INNOVATOR ETFS TRUST 81,687 shares (about $1.66M)Schwab US Small-Cap ETF 32,500 shares (about $1.06M)SPDR Bloomberg 1-3 Month T-Bill ETF 10,971 shares (about $1.01M)Schwab US Large-Cap ETF 26,689 shares (about $800.67K)BLACKROCK ETF TRUST II 13,587 shares (about $676.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElmwood Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$15,503,181$5,709,742 ▲58.3%307,7863.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$15,308,687$4,102,196 ▲36.6%302,1253.7%ETFAAPLApple$12,399,241$112,227 ▲0.9%37,2333.0%TechnologyVEAVanguard FTSE Developed Markets ETF$11,245,927$61,219 ▲0.5%159,2682.7%ETFBLACKROCK ETF TRUST II$10,760,091$676,768 ▼-5.9%216,0232.6%ISHA SH TERM ETFLOUPInnovator Deepwater Frontier Tech ETF$10,340,682$3,108 ▲0.0%116,4362.5%ETFIDVOAmplify CWP International Enhanced Dividend Income ETF$8,803,947$278,733 ▲3.3%211,9392.1%ETFNVDANVIDIA$8,681,789$117,615 ▼-1.3%38,0152.1%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$8,407,877$22,400 ▲0.3%103,5962.0%ETFSUBiShares Short-Term National Muni Bond ETF$7,954,449$358,990 ▲4.7%76,0901.9%ETFSPYSPDR S&P 500 ETF Trust$7,696,226$3,988,828 ▲107.6%10,0911.8%ETFGOLDMAN SACHS ETF TR$7,655,090$280,937 ▲3.8%137,1141.8%S&P 500 PREMIUMIEFAiShares Core MSCI EAFE ETF$7,597,039$141,735 ▲1.9%78,4171.8%ETFJ P MORGAN EXCHANGE TRADED F$7,435,000$116,237 ▼-1.5%147,0531.8%ULTRA SHT MUNCPLAIRRFirst Trust RBA American Industrial Renaissance ETF$7,187,982$151,660 ▲2.2%69,6241.7%ETFUSFRWisdomTree Floating Rate Treasury Fund$6,987,884$1,205,934 ▲20.9%138,6761.7%ETFTOTLSPDR Doubleline Total Return Tactical ETF$6,856,804$56,167 ▲0.8%183,2391.6%ETFDFCADimensional California Municipal Bond ETF$6,205,109$276,486 ▲4.7%130,1681.5%ETFGOOGAlphabet$5,774,0690.0%16,9461.4%Communication ServicesGOOGLAlphabet$5,441,586$243,263 ▲4.7%15,8151.3%Communication ServicesVWOVanguard FTSE Emerging Markets ETF$5,373,192$407,282 ▲8.2%90,5951.3%ETFVGSHVanguard Short-Term Treasury ETF$5,363,269$143,612 ▲2.8%93,1771.3%ETFJ P MORGAN EXCHANGE TRADED F$5,321,487$136,738 ▲2.6%113,9501.3%INTL BD OPP ETFINNOVATOR ETFS TRUST$5,286,704$210,502 ▲4.1%262,4991.3%EQUI DU DI JANUPAPRInnovator U.S. Equity Power Buffer ETF - April$5,223,096$125,352 ▼-2.3%120,9611.3%ETFMSFTMicrosoft$5,206,868$316,454 ▲6.5%10,1521.3%TechnologyVTIVanguard Total Stock Market ETF$5,188,865$126,868 ▼-2.4%13,8651.2%ETFEUSAiShares MSCI USA Equal Weighted ETF$5,172,412$109,113 ▲2.2%46,4561.2%ETFSCHXSchwab US Large-Cap ETF$5,154,844$800,671 ▼-13.4%171,8281.2%ETFAMZNAmazon.com$4,820,881$11,212 ▼-0.2%19,3491.2%Consumer DiscretionarySCHCSchwab International Small-Cap Equity ETF$4,771,276$204,929 ▲4.5%95,9241.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,613,288$309,805 ▲7.2%31,8071.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,534,863$1,274,979 ▲39.1%95,7531.1%ETFINNOVATOR ETFS TRUST$4,455,873$181,430 ▲4.2%165,8271.1%EQUITY MANAGD 10CMFiShares California Muni Bond ETF$4,447,311$30,361 ▼-0.7%82,1751.1%ETFBRK.BBerkshire Hathaway$4,336,823$10,457 ▼-0.2%8,7091.0%FinanceBNDXVanguard Total International Bond ETF$4,212,195$178,809 ▲4.4%89,8701.0%ETFELDWisdomTree Emerging Markets Local Debt Fund$4,189,298$113,013 ▲2.8%150,3161.0%ETFVRPInvesco Variable Rate Preferred ETF$4,146,334$791,890 ▲23.6%174,8771.0%ETFIVViShares Core S&P 500 ETF$3,979,3570.0%5,1961.0%ETFVIGVanguard Dividend Appreciation ETF$3,904,507$10,499 ▼-0.3%16,7350.9%ETFFLOTiShares Floating Rate Bond ETF$3,766,316$166,985 ▲4.6%73,7770.9%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,573,869$1,005,383 ▼-22.0%38,9990.9%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$3,518,816$5,272 ▼-0.1%76,7630.8%ETFJPMJPMorgan Chase & Co.$3,389,499$16,542 ▼-0.5%10,2450.8%FinanceMEARiShares Short Maturity Municipal Bond Active ETF$3,286,499$61,541 ▼-1.8%66,2200.8%ETFPWZInvesco California AMT-Free Municipal Bond ETF$3,148,187$759 ▲0.0%141,1110.8%ETFMAMastercard$3,017,310$27,024 ▲0.9%5,4710.7%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$2,983,135$22,604 ▼-0.8%60,0470.7%ETFCOSTCostco Wholesale$2,958,763$5,462 ▼-0.2%3,2500.7%Consumer StaplesSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,538,803$338,821 ▲15.4%54,4220.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,507,847$28,112 ▼-1.1%29,7070.6%ETFPANWPalo Alto Networks$2,085,657$265,426 ▼-11.3%5,2490.5%TechnologyULSTSPDR SSgA Ultra Short Term Bond ETF$2,002,471$3,703 ▼-0.2%49,7570.5%ETFUNHUnitedHealth Group$1,978,825$6,607 ▼-0.3%5,3910.5%HealthcareROKRockwell Automation$1,951,109$28,731 ▼-1.5%4,4820.5%IndustrialsACWIiShares MSCI ACWI ETF$1,890,109$183,216 ▲10.7%11,9050.5%ETFTRVTravelers Companies$1,825,576$17,468 ▼-0.9%5,1210.4%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$1,734,868$30,888 ▲1.8%26,3420.4%ETFSCHWCharles Schwab$1,643,352$14,661 ▲0.9%16,8130.4%FinanceVVisa$1,634,980$1,797 ▲0.1%4,5500.4%FinanceSPACE EXPLORATION TECHN CORP$1,590,174$1,590,174 ▲New Holding10,5410.4%CLASS A COM STKJNJJohnson & Johnson$1,589,794$3,971 ▼-0.2%6,0050.4%HealthcareSCHDSchwab US Dividend Equity ETF$1,581,922$163 ▲0.0%48,6300.4%ETFABTAbbott Laboratories$1,570,202$53,566 ▼-3.3%15,8880.4%HealthcareMCHPMicrochip Technology$1,548,369$9,954 ▼-0.6%19,9100.4%TechnologyDFIVDimensional International Value ETF$1,445,099$15,920 ▲1.1%25,8700.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,441,4430.0%2,8340.3%ETFUNPUnion Pacific$1,394,002$10,612 ▼-0.8%5,1230.3%IndustrialsXLKTechnology Select Sector SPDR Fund$1,345,525$20,161 ▲1.5%6,8740.3%ETFXLIIndustrial Select Sector SPDR Fund$1,295,856$3,172 ▲0.2%7,7610.3%ETFCRMSalesforce$1,292,591$353,339 ▼-21.5%5,6300.3%TechnologyQQQInvesco QQQ$1,285,757$503,058 ▲64.3%1,7380.3%ETFCORCencora$1,276,179$19,218 ▼-1.5%4,2500.3%HealthcareRSPInvesco S&P 500 Equal Weight ETF$1,269,755$11,233 ▲0.9%6,1040.3%ETFDHRDanaher$1,248,693$28,359 ▼-2.2%5,6360.3%HealthcareNTLAIntellia Therapeutics$1,246,209$4,703 ▲0.4%103,3340.3%HealthcareIWDiShares Russell 1000 Value ETF$1,212,8740.0%4,8920.3%ETFCSMProShares Large Cap Core Plus$1,204,5950.0%13,8810.3%ETFPGProcter & Gamble$1,159,621$86,587 ▼-6.9%7,9820.3%Consumer StaplesGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,143,976$136,079 ▼-10.6%22,3870.3%ETFPEPPepsiCo$1,114,658$1,774 ▲0.2%8,7960.3%Consumer StaplesINNOVATOR ETFS TRUST$1,110,082$1,662,315 ▼-60.0%54,5500.3%EQUTY DUL DIRCTVTVVanguard Value ETF$1,094,982$243,545 ▲28.6%5,0670.3%ETFECLEcolab$1,088,937$46,402 ▼-4.1%3,9660.3%MaterialsDISWalt Disney$1,084,029$35,561 ▼-3.2%10,3340.3%Communication ServicesETNEaton$1,063,868$3,867 ▼-0.4%2,4760.3%IndustrialsDDominion Energy$1,052,478$61 ▼0.0%17,3910.3%UtilitiesJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,041,337$16,846 ▲1.6%16,9990.3%ETFXLFFinancial Select Sector SPDR Fund$1,033,931$5,393 ▲0.5%19,3620.2%ETFINNOVATOR ETFS TRUST$1,015,183$23,046 ▼-2.2%48,9830.2%EQUI DUAL 10 ETFLLYEli Lilly and Company$1,013,859$3,472 ▼-0.3%8760.2%HealthcareTSMTaiwan Semiconductor Manufacturing$990,389$15,967 ▲1.6%2,1710.2%TechnologyMARSH & MCLENNAN COS INC$982,208$6,829 ▼-0.7%5,7530.2%COMINNOVATOR ETFS TRUST$965,260$237,689 ▲32.7%35,7370.2%NASDAQ 100 MANAGVOOVanguard S&P 500 ETF$940,273$35,733 ▲4.0%1,3420.2%ETFCCitigroup$894,578$1,295 ▼-0.1%6,9090.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$840,951$25,387 ▼-2.9%2,6500.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$811,2400.0%34,0000.2%ETFEXXONMOBIL HOLDINGS CORP$789,705$789,705 ▲New Holding4,8520.2%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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