Elmwood Wealth Management, Inc. Top Holdings and 13F Report (2026) About Elmwood Wealth Management, Inc.Investment ActivityElmwood Wealth Management, Inc. has $361.62 million in total holdings as of March 31, 2026.Elmwood Wealth Management, Inc. owns shares of 178 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 18.88% of the portfolio was purchased this quarter.About 4.68% of the portfolio was sold this quarter.This quarter, Elmwood Wealth Management, Inc. has purchased 171 new stocks and bought additional shares in 80 stocks.Elmwood Wealth Management, Inc. sold shares of 55 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Treasury Floating Rate Bond ETF $12,497,763BLACKROCK ETF TRUST II $10,687,580Vanguard FTSE Developed Markets ETF $9,905,636JPMorgan Ultra-Short Income ETF $9,530,416Apple $9,226,719 Largest New Holdings this Quarter 45784N544 - INNOVATOR ETFS TRUST $4,146,279 Holding464287200 - iShares Core S&P 500 ETF $3,394,080 Holding45784N296 - INNOVATOR ETFS TRUST $3,366,545 Holding45784N395 - INNOVATOR ETFS TRUST $2,657,687 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $1,262,656 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 221,017 shares (about $4.15M)SPDR Bloomberg 1-3 Month T-Bill ETF 44,150 shares (about $4.05M)iShares Treasury Floating Rate Bond ETF 76,146 shares (about $3.86M)Vanguard Total Stock Market ETF 11,355 shares (about $3.64M)iShares Core S&P 500 ETF 5,196 shares (about $3.39M) Largest Sales this Quarter Innovator U.S. Equity Power Buffer ETF - January 75,321 shares (about $3.47M)Innovator U.S. Equity Power Buffer ETF - October 59,349 shares (about $2.56M)JPMorgan Ultra-Short Municipal ETF 7,111 shares (about $362.52K)Walt Disney 1,834 shares (about $176.76K)Invesco Global Water ETF 3,858 shares (about $167.51K) 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 PortfolioSectorTFLOiShares Treasury Floating Rate Bond ETF$12,497,763$3,855,272 â–²44.6%246,8453.5%ETFBLACKROCK ETF TRUST II$10,687,580$2,404,049 â–²29.0%211,9293.0%ISHARES SHORT-TEVEAVanguard FTSE Developed Markets ETF$9,905,636$251,194 â–²2.6%154,5822.7%ETFJPSTJPMorgan Ultra-Short Income ETF$9,530,416$2,252,094 â–²30.9%188,3112.6%ETFAAPLApple$9,226,719$436,008 â–²5.0%36,3562.6%Computer and TechnologyIDVOAmplify CWP International Enhanced Dividend Income ETF$8,155,434$1,300,504 â–²19.0%201,5182.3%ETFSUBiShares Short-Term National Muni Bond ETF$8,061,624$1,356,597 â–²20.2%75,6962.2%ETFLOUPInnovator Deepwater Frontier Tech ETF$7,954,753$1,649,868 â–²26.2%115,5462.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$7,821,024$3,108,545 â–²66.0%155,3642.2%FinanceAIRRFirst Trust RBA American Industrial Renaissance ETF$7,535,810$1,088,081 â–²16.9%68,0252.1%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$7,505,327$362,519 â–¼-4.6%147,2212.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,101,806$2,857,588 â–²67.3%101,8182.0%ETFTOTLSPDR Doubleline Total Return Tactical ETF$6,960,736$698,374 â–²11.2%175,2011.9%ETFIEFAiShares Core MSCI EAFE ETF$6,674,777$295,309 â–²4.6%73,7301.8%ETFNVDANVIDIA$6,641,630$260,377 â–²4.1%38,0831.8%Computer and TechnologyGOLDMAN SACHS ETF TR$6,343,771$2,444,504 â–²62.7%126,7741.8%S&P 500 PREMIUMDFCADimensional California Municipal Bond ETF$5,871,782$1,775,906 â–²43.4%117,7891.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,467,243$4,045,906 â–²284.7%59,6601.5%ETFVGSHVanguard Short-Term Treasury ETF$5,171,424$8,313 â–²0.2%88,3401.4%ETFJPIBJPMorgan International Bond Opportunities ETF$5,115,794$1,299,176 â–²34.0%106,9801.4%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$5,090,500$113,589 â–²2.3%127,9021.4%ETFSCHXSchwab US Large-Cap ETF$4,977,006$503,006 â–²11.2%194,1111.4%ETFGOOGAlphabet$4,955,843$3,155 â–¼-0.1%17,2761.4%Computer and TechnologyEUSAiShares MSCI USA Equal Weighted ETF$4,647,531$2,224,285 â–²91.8%45,6671.3%ETFVTIVanguard Total Stock Market ETF$4,465,134$3,642,879 â–²443.0%13,9181.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$4,430,927$63,932 â–¼-1.4%88,0201.2%ETFCMFiShares California Muni Bond ETF$4,430,304$561,549 â–²14.5%77,9161.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,372,885$1,698,314 â–²63.5%80,9041.2%ETFGOOGLAlphabet$4,311,675$98,058 â–¼-2.2%14,9941.2%Computer and TechnologyBRK.BBerkshire Hathaway$4,204,022$149,031 â–²3.7%8,7731.2%FinanceSCHCSchwab International Small-Cap Equity ETF$4,152,818$261,745 â–²6.7%88,8491.1%ETFINNOVATOR ETFS TRUST$4,146,279$4,146,279 â–²New Holding221,0171.1%EQUITY DUAL DIREBNDXVanguard Total International Bond ETF$3,962,124$893,157 â–²29.1%82,4581.1%ETFELDWisdomTree Emerging Markets Local Debt Fund$3,951,999$590,285 â–²17.6%142,0561.1%FinanceAMZNAmazon.com$3,873,614$113,924 â–¼-2.9%18,5991.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$3,746,475$246,668 â–²7.0%17,4211.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,511,524$345,234 â–²10.9%28,0631.0%ETFMSFTMicrosoft$3,496,720$439,404 â–²14.4%9,4461.0%Computer and TechnologyIVViShares Core S&P 500 ETF$3,394,080$3,394,080 â–²New Holding5,1960.9%ETFPWZInvesco California AMT-Free Municipal Bond ETF$3,387,440$315,967 â–²10.3%141,9120.9%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$3,370,351$776 â–¼0.0%78,1440.9%ETFINNOVATOR ETFS TRUST$3,366,545$3,366,545 â–²New Holding137,1860.9%EQUITY MANAGD 10VTEBVanguard Tax-Exempt Bond ETF$3,347,220$85,412 â–²2.6%67,0920.9%ETFFLOTiShares Floating Rate Bond ETF$3,337,735$112,039 â–¼-3.2%65,5100.9%ETFCOSTCostco Wholesale$3,288,917$53,802 â–¼-1.6%3,3010.9%Retail/WholesaleVRPInvesco Variable Rate Preferred ETF$3,190,252$111,915 â–¼-3.4%133,0380.9%ETFSPYSPDR S&P 500 ETF Trust$3,082,112$343,396 â–²12.5%4,7390.9%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$2,958,055$226,988 â–²8.3%64,3510.8%ETFJPMJPMorgan Chase & Co.$2,880,709$69,422 â–¼-2.4%9,7930.8%FinanceMAMastercard$2,767,118$89,939 â–¼-3.1%5,5380.8%Business ServicesINNOVATOR ETFS TRUST$2,657,687$2,657,687 â–²New Holding140,4170.7%EQUTY DUL DIRCTSCZiShares MSCI EAFE Small-Cap ETF$2,379,587$54,024 â–¼-2.2%30,3480.7%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$1,942,623$50,585 â–¼-2.5%47,9660.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,901,991$60,122 â–²3.3%39,7660.5%FinanceROKRockwell Automation$1,633,981$7,895 â–¼-0.5%4,5530.5%Computer and TechnologySCHWCharles Schwab$1,566,036$28,101 â–²1.8%16,6630.4%FinanceABTAbbott Laboratories$1,550,215$78,953 â–¼-4.8%15,0990.4%MedicalACWIiShares MSCI ACWI ETF$1,514,460$226,788 â–²17.6%10,9450.4%ManufacturingTRVTravelers Companies$1,510,903$66,503 â–¼-4.2%5,1800.4%FinanceUNHUnitedHealth Group$1,460,645$71,436 â–¼-4.7%5,3980.4%MedicalSCHASchwab US Small-Cap ETF$1,451,019$1,890 â–¼-0.1%49,8970.4%ETFINTUIntuit$1,436,367$365,794 â–²34.2%3,3220.4%Computer and TechnologyJNJJohnson & Johnson$1,391,034$22,243 â–¼-1.6%5,6910.4%MedicalCRMSalesforce$1,390,879$25,760 â–¼-1.8%7,4510.4%Computer and TechnologyPEPPepsiCo$1,371,056$68,638 â–¼-4.8%8,8290.4%Consumer StaplesDFIVDimensional International Value ETF$1,353,702$116,433 â–²9.4%25,6480.4%ETFCORCencora$1,342,635$12,566 â–¼-0.9%4,2740.4%MedicalNTLAIntellia Therapeutics$1,319,486$320,500 â–²32.1%102,9240.4%MedicalMCHPMicrochip Technology$1,297,628$27,588 â–¼-2.1%20,0840.4%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,262,656$1,262,656 â–²New Holding2,7260.3%FinanceUNPUnion Pacific$1,261,307$87,581 â–¼-6.5%5,1990.3%TransportationXLIIndustrial Select Sector SPDR Fund$1,252,041$20,215 â–²1.6%7,7420.3%ETFVVisa$1,245,230$18,134 â–²1.5%4,1200.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$1,235,795$37,233 â–²3.1%6,4390.3%ETFMUBiShares National Muni Bond ETF$1,217,010$79,613 â–¼-6.1%11,4650.3%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,185,134$126,457 â–²11.9%26,1850.3%ETFPGProcter & Gamble$1,183,763$20,365 â–¼-1.7%8,1960.3%Consumer StaplesSCHDSchwab US Dividend Equity ETF$1,130,499$9,204 â–²0.8%36,8480.3%ETFECLEcolab$1,092,811$41,765 â–¼-3.7%4,1080.3%Basic MaterialsGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$1,082,1600.0%25,0500.3%ETFDDominion Energy$1,079,316$1,236 â–²0.1%17,4590.3%UtilitiesIWDiShares Russell 1000 Value ETF$1,077,325$114,314 â–²11.9%5,0420.3%ETFDHRDanaher$1,074,464$102,005 â–¼-8.7%5,6670.3%MedicalHONHoneywell International$1,073,417$24,863 â–²2.4%4,7490.3%Multi-Sector ConglomeratesDISWalt Disney$1,038,881$176,761 â–¼-14.5%10,7790.3%Consumer DiscretionaryCSMProShares Large Cap Core Plus$1,038,5690.0%13,8810.3%ETFXLFFinancial Select Sector SPDR Fund$995,300$180,349 â–²22.1%20,1600.3%ETFMARSH & MCLENNAN COS INC$975,136$42,495 â–¼-4.2%5,6220.3%COMINNOVATOR ETFS TRUST$963,384$963,384 â–²New Holding51,6100.3%EQUITY DUAL DIREXLKTechnology Select Sector SPDR Fund$941,942$24,319 â–¼-2.5%7,0880.3%ETFTSMTaiwan Semiconductor Manufacturing$924,632$25,346 â–²2.8%2,7360.3%Computer and TechnologyPANWPalo Alto Networks$917,191$297,233 â–²47.9%5,7210.3%Computer and TechnologyNFLXNetflix$908,810$908,810 â–²New Holding9,4520.3%Consumer DiscretionaryETNEaton$852,328$8,226 â–¼-1.0%2,3830.2%IndustrialsSCHOSchwab Short-Term U.S. Treasury ETF$825,180$97,080 â–¼-10.5%34,0000.2%ETFTSLATesla$809,672$13,011 â–²1.6%2,1780.2%Auto/Tires/TrucksMLNVanEck Long Muni ETF$799,537$43,426 â–¼-5.2%45,8450.2%ETFVTVVanguard Value ETF$791,275$11,772 â–²1.5%4,0330.2%ETFCCitigroup$773,457$2,835 â–¼-0.4%6,8200.2%Financial ServicesLLYEli Lilly and Company$766,169$15,636 â–²2.1%8330.2%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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