Elmwood Wealth Management, Inc. — 13F holdings

Elmwood Wealth Management, Inc. reported 207 holdings worth $416M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. JPST J P MORGAN EXCHANGE TRADED F — $15.5M (3.7%)
2. TFLO ISHARES TR — $15.3M (3.7%)
3. AAPL APPLE INC — $12.4M (3.0%)
4. VEA VANGUARD TAX-MANAGED FDS — $11.2M (2.7%)
5. CALI BLACKROCK ETF TRUST II — $10.8M (2.6%)
6. LOUP INNOVATOR ETFS TRUST — $10.3M (2.5%)
7. IDVO AMPLIFY ETF TR — $8.80M (2.1%)
8. NVDA NVIDIA CORPORATION — $8.68M (2.1%)
9. IEMG ISHARES INC — $8.41M (2.0%)
10. SUB ISHARES TR — $7.95M (1.9%)