Elmwood Wealth Management, Inc.

Q3 2025 13F Holdings

  • Location
    berkeley, CA
  • Num holdings

    140

  • Value ($000)

    $282,259

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001731927
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$10.90M
4 %

215,379

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$8.88M
3 %

148,154

C
CALY

BLACKROCK ETF TRUST II

ISHARES SHORT-TE
092528884
$7.78M
3 %

153,640

J
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
46641Q654
$7.43M
3 %

145,627

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$7.17M
3 %

141,243

L
LOUP

INNOVATOR ETFS TRUST

INNOVATOR DEEPW
45782C862
$6.68M
2 %

90,447

A
AAPL

APPLE INC

COM
037833100
$6.59M
2 %

25,891

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$6.56M
2 %

61,423

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$6.51M
2 %

129,598

T
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$6.27M
2 %

154,581

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