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Elmwood Wealth Management, Inc.

Q1 2026 13F Holdings

  • Location
    berkeley, CA
  • Num holdings

    178

  • Value ($000)

    $361,625

  • Date Filed
    04/09/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$12.5M
4 %

246,845

C
CALY

BLACKROCK ETF TRUST II

ISHARES SHORT-TE
092528884
$10.69M
3 %

211,929

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$9.91M
3 %

154,582

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$9.53M
3 %

188,311

A
AAPL

APPLE INC

COM
037833100
$9.23M
3 %

36,356

I
IDVO

AMPLIFY ETF TR

CWP INTL ENHANCE
032108722
$8.16M
2 %

201,518

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$8.06M
2 %

75,696

L
LOUP

INNOVATOR ETFS TRUST

INNOVATOR DEEPW
45782C862
$7.95M
2 %

115,546

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$7.82M
2 %

155,364

A
AIRR

FIRST TR EXCHANGE TRADED FD

RBA INDL ETF
33738R704
$7.54M
2 %

68,025

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