Elmwood Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Elmwood Wealth Management, Inc. 13F Holdings
CIK 0001731927 · BERKELEY, CA
As of Sep 30, 2025, Elmwood Wealth Management, Inc. reported
140 positions worth $282.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 215,379 |
|
0.9M3.86% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 148,154 | $8.9M | 3.15% |
| BLACKROCK ETF TRUST II | CALI | — | 153,640 | $7.8M | 2.76% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 145,627 | $7.4M | 2.63% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 141,243 | $7.2M | 2.54% |
| INNOVATOR DEEPWATER FRONTIER TECH ETF | LOUP | — | 90,447 | $6.7M | 2.37% |
| APPLE INC | AAPL | Technology | 25,891 | $6.6M | 2.34% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 61,423 | $6.6M | 2.32% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 129,598 | $6.5M | 2.31% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 154,581 | $6.3M | 2.22% |
| AMPLIFY ETF TR | IDVO | — | 167,671 | $6.3M | 2.22% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 68,146 | $5.9M | 2.11% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 56,990 | $5.5M | 1.95% |
| NVIDIA CORP | NVDA | Technology | 28,584 | $5.3M | 1.89% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 88,525 | $5.2M | 1.85% |
| INNOVATOR US EQUITY POWER BUFFER ETF - APRIL | PAPR | — | 126,227 | $4.8M | 1.72% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 177,587 | $4.7M | 1.66% |
| MICROSOFT CORP | MSFT | Technology | 8,227 | $4.3M | 1.51% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 81,425 | $4.1M | 1.46% |
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | GPIX | — | 78,607 | $4.1M | 1.45% |
| AMAZON.COM INC | AMZN | Equity | 18,252 | $4.0M | 1.42% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JANUARY | PJAN | — | 86,296 | $4.0M | 1.40% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 76,984 | $3.8M | 1.34% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 65,595 | $3.7M | 1.33% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 56,591 | $3.7M | 1.32% |