Elmwood Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Elmwood Wealth Management, Inc. held in its portfolio 167 assets valued at $316,591,995 (i.e. $316.59M).
The most valuable assets in the portfolio included: INNOVATOR ETFS TRUST ($10.25M), APPLE INC ($9.42M), and VANGUARD TAX-MANAGED FDS ($9.41M).
The chart below shows the top 10 valuable assets, and the table below shows the top 167 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Elmwood Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INNOVATOR ETFS TRUST | 224262 | 10252206 | US EQTY PWR BUF |
| APPLE INC | 34638 | 9416554 | COM |
| VANGUARD TAX-MANAGED FDS | 150662 | 9411876 | VAN FTSE DEV MKT |
| ISHARES TR | 170699 | 8613472 | TRS FLT RT BD |
| BLACKROCK ETF TRUST II | 164258 | 8288459 | ISHARES SHORT-TE |
| J P MORGAN EXCHANGE TRADED F | 154332 | 7861673 | ULTRA SHT MUNCPL |
| J P MORGAN EXCHANGE TRADED F | 143812 | 7275446 | ULTRA SHRT ETF |
| INNOVATOR ETFS TRUST | 91581 | 6997705 | INNOVATOR DEEPW |
| NVIDIA CORPORATION | 36590 | 6823998 | COM |
| ISHARES TR | 62958 | 6717619 | SHRT NAT MUN ETF |
| AMPLIFY ETF TR | 169383 | 6495839 | CWP INTL ENHANCE |
| SSGA ACTIVE ETF TR | 157623 | 6344326 | STATE STREET DOU |
| ISHARES TR | 70468 | 6304068 | CORE MSCI EAFE |
| FIRST TR EXCHANGE TRADED FD | 58203 | 5722519 | RBA INDL ETF |
| ALPHABET INC | 17287 | 5424558 | CAP STK CL C |
| VANGUARD SCOTTSDALE FDS | 88198 | 5179869 | SHORT TERM TREAS |
| INNOVATOR ETFS TRUST | 125048 | 4891878 | US EQT PWR BUF |
| ALPHABET INC | 15335 | 4799719 | CAP STK CL A |
| WISDOMTREE TR | 93613 | 4710607 | FLOATNG RAT TREA |
| SCHWAB STRATEGIC TR | 174493 | 4695606 | US LRG CAP ETF |
| ISHARES U S ETF TR | 89290 | 4493073 | SHORT MATURITY M |
| AMAZON COM INC | 19146 | 4419352 | COM |
| BERKSHIRE HATHAWAY INC DEL | 8462 | 4253603 | CL B NEW |
| DIMENSIONAL ETF TRUST | 82164 | 4114790 | CALIF MUN BD ETF |
| GOLDMAN SACHS ETF TR | 77923 | 4114335 | S&P 500 PREMIUM |
| ISHARES INC | 60849 | 4090270 | CORE MSCI EMKT |
| MICROSOFT CORP | 8259 | 3994009 | COM |
| ISHARES TR | 68040 | 3909579 | CALIF MUN BD ETF |
| J P MORGAN EXCHANGE TRADED F | 79812 | 3886845 | INTL BD OPP ETF |
| SCHWAB STRATEGIC TR | 83249 | 3790342 | INTL SCEQT ETF |
| VANGUARD SPECIALIZED FUNDS | 16274 | 3576760 | DIV APP ETF |
| WISDOMTREE TR | 120838 | 3528470 | EM LCL DEBT FD |
| ISHARES TR | 67709 | 3443665 | FLTG RATE NT ETF |
| GOLDMAN SACHS ETF TR | 78162 | 3356277 | ACTIVEBETA INT |
| INVESCO EXCH TRADED FD TR II | 137705 | 3350363 | VAR RATE PFD |
| GOLDMAN SACHS ETF TR | 25304 | 3349491 | ACTIVEBETA US LG |
| VANGUARD MUN BD FDS | 65380 | 3287961 | TAX EXEMPT BD |
| SPDR SERIES TRUST | 54019 | 3265338 | STATE STREET SPD |
| MASTERCARD INCORPORATED | 5718 | 3264510 | CL A |
| JPMORGAN CHASE & CO. | 10029 | 3231487 | COM |
| INVESCO EXCH TRADED FD TR II | 128675 | 3108788 | CALIF AMT MUN |
| VANGUARD CHARLOTTE FDS | 63870 | 3086199 | TOTAL INT BD ETF |
| COSTCO WHSL CORP NEW | 3355 | 2893365 | COM |
| SPDR S&P 500 ETF TR | 4211 | 2871657 | TR UNIT |
| INNOVATOR ETFS TRUST | 147395 | 2825563 | EQUITY DUAL NOV |
| VANGUARD INTL EQUITY INDEX F | 49483 | 2660230 | FTSE EMR MKT ETF |
| ISHARES INC | 23811 | 2461344 | MSCI EQUAL WEITE |
| ISHARES TR | 31037 | 2406299 | EAFE SML CP ETF |
| SALESFORCE INC | 7589 | 2010531 | COM |
| SSGA ACTIVE ETF TR | 49215 | 1993454 | STATE STREET ULT |
| ABBOTT LABS | 15868 | 1988056 | COM |
| UNITEDHEALTH GROUP INC | 5662 | 1868955 | COM |
| ROCKWELL AUTOMATION INC | 4575 | 1779946 | COM |
| INTUIT | 2476 | 1640138 | COM |
| SCHWAB CHARLES CORP | 16364 | 1634978 | COM |
| TRAVELERS COMPANIES INC | 5408 | 1568554 | COM |
| CENCORA INC | 4314 | 1457184 | COM |
| DISNEY WALT CO | 12613 | 1434977 | COM |
| VISA INC | 4060 | 1423884 | COM CL A |
| SCHWAB STRATEGIC TR | 49962 | 1422932 | US SML CAP ETF |
| DANAHER CORPORATION | 6205 | 1420487 | COM |
| PEPSICO INC | 9271 | 1330606 | COM |
| ISHARES TR | 9306 | 1316706 | MSCI ACWI ETF |
| ISHARES TR | 12215 | 1308349 | NATIONAL MUN ETF |
| MICROCHIP TECHNOLOGY INC. | 20511 | 1306935 | COM |
| UNION PAC CORP | 5560 | 1286038 | COM |
| INNOVATOR ETFS TRUST | 38829 | 1229369 | EMERGING MKT PWR |
| JOHNSON & JOHNSON | 5782 | 1196550 | COM |
| INVESCO EXCHANGE TRADED FD T | 6245 | 1196293 | S&P500 EQL WGT |
| PROCTER AND GAMBLE CO | 8337 | 1194774 | COM |
| SELECT SECTOR SPDR TR | 7617 | 1181479 | STATE STREET IND |
| DIMENSIONAL ETF TRUST | 23442 | 1169756 | INTERNATNAL VAL |
| ECOLAB INC | 4265 | 1119597 | COM |
| PROSHARES TR | 13881 | 1106031 | LARGE CAP CRE |
| MARSH & MCLENNAN COS INC | 5867 | 1088444 | COM |
| INVESCO EXCHANGE TRADED FD T | 23391 | 1064525 | S&P500 EQL TEC |
| SELECT SECTOR SPDR TR | 7271 | 1046761 | STATE STREET TEC |
| GOLDMAN SACHS ETF TR | 25050 | 1042581 | ACTIVEBETA EME |
| DOMINION ENERGY INC | 17439 | 1021726 | COM |
| SCHWAB STRATEGIC TR | 36548 | 1002514 | US DIVIDEND EQ |
| TESLA INC | 2143 | 963750 | COM |
| ISHARES TR | 4507 | 948003 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 38000 | 926060 | SHT TM US TRES |
| HONEYWELL INTL INC | 4639 | 905015 | COM |
| SELECT SECTOR SPDR TR | 16507 | 904089 | STATE STREET FIN |
| ELI LILLY & CO | 816 | 876964 | COM |
| INVESCO EXCH TRADED FD TR II | 19613 | 865960 | GLOBAL WATER |
| VANGUARD INDEX FDS | 2563 | 859459 | TOTAL STK MKT |
| VANECK ETF TRUST | 48335 | 847361 | LONG MUNI ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 2661 | 808652 | SPONSORED ADS |
| CITIGROUP INC | 6845 | 798744 | COM NEW |
| EATON CORP PLC | 2406 | 766265 | SHS |
| VANGUARD INDEX FDS | 3973 | 758804 | VALUE ETF |
| AMPLIFY ETF TR | 26914 | 725602 | NAT RES DIVIDEND |
| PALO ALTO NETWORKS INC | 3867 | 712254 | COM |
| INTELLIA THERAPEUTICS INC | 77924 | 700537 | COM |
| MCCORMICK & CO INC | 10229 | 696722 | COM NON VTG |
| NIKE INC | 10425 | 664180 | CL B |
| FIRST TR EXCHANGE TRADED FD | 6809 | 659409 | NASD TECH DIV |
| ACCENTURE PLC IRELAND | 2417 | 648510 | SHS CLASS A |
| ISHARES TR | 2530 | 633285 | MSCI USA MMENTM |
| BLACKSTONE INC | 4080 | 628820 | COM |
| VANGUARD STAR FDS | 8175 | 616719 | VG TL INTL STK F |
| ABBVIE INC | 2665 | 608926 | COM |
| SELECT SECTOR SPDR TR | 3880 | 600587 | STATE STREET HEA |
| INVESCO QQQ TR | 965 | 592810 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 6959 | 581842 | FTSE EUROPE ETF |
| PHILIP MORRIS INTL INC | 3518 | 564356 | COM |
| VANGUARD INTL EQUITY INDEX F | 3891 | 548865 | TT WRLD ST ETF |
| CHEVRON CORP NEW | 3536 | 538984 | COM |
| RBB FD INC | 10315 | 514513 | US TREAS 3 MNTH |
| DIGITAL RLTY TR INC | 3163 | 489419 | COM |
| XENON PHARMACEUTICALS INC | 10757 | 482129 | COM |
| NOVARTIS AG | 3340 | 460486 | SPONSORED ADR |
| PGIM ETF TR | 8936 | 443137 | PGIM ULTRA SH BD |
| MERCK & CO INC | 4127 | 434409 | COM |
| AMERICAN TOWER CORP NEW | 2465 | 432812 | COM |
| GOLDMAN SACHS ETF TR | 8485 | 428238 | ULTRA SHORT BOND |
| VANGUARD INDEX FDS | 657 | 412157 | S&P 500 ETF SHS |
| SPDR INDEX SHS FDS | 9160 | 406796 | PORTFOLIO DEVLPD |
| STARBUCKS CORP | 4762 | 401030 | COM |
| INVESCO EXCHANGE TRADED FD T | 8436 | 395830 | RAFI US 1000 ETF |
| INVESCO EXCHANGE TRADED FD T | 12126 | 386201 | S&P500 EQL HLT |
| VANGUARD BD INDEX FDS | 4893 | 385579 | SHORT TRM BOND |
| BROADCOM INC | 1098 | 380018 | COM |
| ALPS ETF TR | 6508 | 375529 | OSHARES US QUALT |
| UNITED RENTALS INC | 456 | 369050 | COM |
| RTX CORPORATION | 2002 | 367167 | COM |
| META PLATFORMS INC | 544 | 359089 | CL A |
| VANGUARD INTL EQUITY INDEX F | 4837 | 355794 | ALLWRLD EX US |
| SOUTHERN CO | 4000 | 348800 | COM |
| SCHWAB STRATEGIC TR | 11446 | 344178 | US MID-CAP ETF |
| THERMO FISHER SCIENTIFIC INC | 566 | 327969 | COM |
| PFIZER INC | 13110 | 326439 | COM |
| NORFOLK SOUTHN CORP | 1130 | 326254 | COM |
| INTERNATIONAL BUSINESS MACHS | 1092 | 323462 | COM |
| VANGUARD INDEX FDS | 1251 | 322610 | SMALL CP ETF |
| INNOVATOR ETFS TRUST | 7300 | 315725 | US EQTY PWR BF |
| ISHARES TR | 5322 | 306441 | ESG MSCI USA ETF |
| AMERICAN EXPRESS CO | 820 | 303359 | COM |
| DUKE ENERGY CORP NEW | 2573 | 301615 | COM NEW |
| VANECK ETF TRUST | 2763 | 286137 | MRNGSTR WDE MOAT |
| INNOVATOR ETFS TRUST | 8450 | 284512 | US SML CP PWR B |
| VANGUARD WHITEHALL FDS | 1971 | 282878 | HIGH DIV YLD |
| ISHARES TR | 1129 | 277915 | RUSSELL 2000 ETF |
| FIDELITY COVINGTON TRUST | 3787 | 277512 | MSCI COMMNTN SVC |
| PALANTIR TECHNOLOGIES INC | 1525 | 271069 | CL A |
| BANK AMERICA CORP | 4906 | 269837 | COM |
| ALTRIA GROUP INC | 4655 | 268408 | COM |
| ISHARES TR | 2074 | 267250 | ESG MSCI KLD 400 |
| BRISTOL-MYERS SQUIBB CO | 4776 | 257618 | COM |
| THE CIGNA GROUP | 919 | 252937 | COM |
| ISHARES TR | 2877 | 238237 | 1 3 YR TREAS BD |
| INNOVATOR ETFS TRUST | 6700 | 224517 | DEFINED WLT SHLD |
| VERIZON COMMUNICATIONS INC | 5441 | 221612 | COM |
| INNOVATOR ETFS TRUST | 5000 | 216300 | US EQT ULTRA BF |
| SELECT SECTOR SPDR TR | 4829 | 215899 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 1792 | 213983 | STATE STREET CON |
| INNOVATOR ETFS TRUST | 7800 | 213408 | EQUITY 1YR JANUA |
| VANGUARD WORLD FD | 1082 | 209508 | COMM SRVC ETF |
| VANGUARD INTL EQUITY INDEX F | 1429 | 204819 | FTSE SMCAP ETF |
| VANGUARD MUN BD FDS | 2669 | 204081 | SHORT TAX EXEMPT |
| MCDONALDS CORP | 665 | 203244 | COM |
| INNOVATOR ETFS TRUST | 10532 | 201886 | EQUITY DUAL DIRE |
| WIPRO LTD | 22183 | 63000 | SPON ADR 1 SH |
| GERON CORP | 28200 | 37224 | COM |
| CODEXIS INC | 21695 | 35363 | COM |
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