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Elmwood Wealth Management, Inc.

Q2 2026 13F Holdings

  • Location
    berkeley, CA
  • Num holdings

    200

  • Value ($000)

    $399,800

  • Date Filed
    07/07/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CALY

BLACKROCK ETF TRUST II

ISHA SH TERM ETF
092528884
$11.6M
3 %

229,610

L
LOUP

INNOVATOR ETFS TRUST

INNOVATOR DEEPW
45782C862
$11.47M
3 %

116,401

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.29M
3 %

158,401

T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$11.2M
3 %

221,166

A
AAPL

APPLE INC

COM
037833100
$10.68M
3 %

36,896

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$9.83M
3 %

194,430

A
AIRR

FIRST TR EXCHANGE TRADED FD

RBA INDL ETF
33738R704
$9.08M
2 %

68,155

I
IDVO

AMPLIFY ETF TR

CWP INTL ENHANCE
032108722
$8.62M
2 %

205,229

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$8.56M
2 %

103,320

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$7.74M
2 %

72,656

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