Elmwood Wealth Management, Inc. holds a diversified book of 200 stocks worth $399.8M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened JPM Nasdaq Equity Premium and trimmed Ishares Treasury Floating Ra. Their largest long position is Ishrs SH-TRM Ca Muni Act ETF at 3% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Elmwood Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Elmwood Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $17.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.5B |
| JPMORGAN CHASE & CO | 77 / 80 | $429.4B |
| LPL Financial LLC | 77 / 80 | $77.8B |
| MORGAN STANLEY | 76 / 80 | $474.9B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $70.9B |
| Integrated Wealth Concepts LLC | 76 / 80 | $3.7B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $84.0B |
Ranked by how many of Elmwood Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock ETF Trust II ISHA SH TERM ETF | $11.6M | 229.6K | 2.9% | ▲+8.3% Added · +18K sh | |
| 2 | Innovator Etfs Trust INNOVATOR DEEPW | $11.5M | 116.4K | 2.9% | ▲+0.7% Added · +855 sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $11.3M | 158.4K | 2.8% | ▲+2.5% Added · +4K sh | |
| 4 | Ishares TR TRS FLT RT BD | $11.2M | 221.2K | 2.8% | ▼−10% Reduced · −26K sh | |
| 5 | Apple Inc COM | $10.7M | 36.9K | 2.7% | ▲+1.5% Added · +540 sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $9.8M | 194.4K | 2.5% | ▲+3.2% Added · +6K sh | |
| 7 | First TR Exchange Traded FD RBA INDL ETF | $9.1M | 68.2K | 2.3% | ▲+0.2% Added · +130 sh | |
| 8 | Amplify ETF TR CWP INTL ENHANCE | $8.6M | 205.2K | 2.2% | ▲+1.8% Added · +4K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $8.6M | 103.3K | 2.1% | ▲+1.5% Added · +2K sh | |
| 10 | Ishares TR SHRT NAT MUN ETF | $7.7M | 72.7K | 1.9% | ▼−4.0% Reduced · −3K sh | |
| 11 | Nvidia Corporation COM | $7.7M | 38.5K | 1.9% | ▲+1.2% Added · +447 sh | |
| 12 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $7.6M | 149.4K | 1.9% | ▲+1.4% Added · +2K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $7.4M | 77.0K | 1.9% | ▲+4.4% Added · +3K sh | |
| 14 | Goldman Sachs ETF TR S&P 500 PREMIUM | $7.3M | 132.1K | 1.8% | ▲+4.2% Added · +5K sh | |
| 15 | Ssga Active ETF TR ST STR TOTAL ETF | $7.2M | 181.7K | 1.8% | ▲+3.7% Added · +7K sh | |
| 16 | Dimensional ETF Trust CALIF MUN BD ETF | $6.2M | 124.4K | 1.6% | ▲+5.6% Added · +7K sh | |
| 17 | Alphabet Inc CAP STK CL C | $6.0M | 16.9K | 1.5% | ▼−1.9% Reduced · −330 sh | |
| 18 | Schwab Strategic TR US LRG CAP ETF | $5.8M | 198.5K | 1.5% | ▲+2.3% Added · +4K sh | |
| 19 | Wisdomtree TR FLOATNG RAT TREA | $5.8M | 114.7K | 1.4% | ▼−26% Reduced · −41K sh | |
| 20 | Alphabet Inc CAP STK CL A | $5.4M | 15.1K | 1.4% | ▲+0.8% Added · +114 sh | |
| 21 | J P Morgan Exchange Traded F INTL BD OPP ETF | $5.4M | 111.0K | 1.3% | ▲+3.8% Added · +4K sh | |
| 22 | Vanguard Scottsdale FDS SHORT TERM TREAS | $5.3M | 90.7K | 1.3% | ▲+2.6% Added · +2K sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $5.3M | 14.2K | 1.3% | ▲+2.0% Added · +286 sh | |
| 24 | Innovator Etfs Trust US EQT PWR BUF | $5.2M | 123.9K | 1.3% | ▼−3.1% Reduced · −4K sh | |
| 25 | Ishares Inc MSCI EQUAL WEITE | $5.2M | 45.5K | 1.3% | ▼−0.4% Reduced · −191 sh | |
| 26 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.0M | 83.7K | 1.3% | ▲+3.5% Added · +3K sh | |
| 27 | Innovator Etfs Trust EQUI DU DI JANU | $5.0M | 252.0K | 1.2% | ▲+14% Added · +31K sh | |
| 28 | Ishares TR CALIF MUN BD ETF | $4.8M | 82.7K | 1.2% | ▲+6.2% Added · +5K sh | |
| 29 | Amazon Com Inc COM | $4.6M | 19.4K | 1.2% | ▲+4.3% Added · +795 sh | |
| 30 | SPDR Series Trust ST STR BLO 1 ETF | $4.6M | 50.0K | 1.1% | ▼−16% Reduced · −10K sh | |
| 31 | Schwab Strategic TR INTL SCEQT ETF | $4.4M | 91.8K | 1.1% | ▲+3.3% Added · +3K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $4.4M | 8.7K | 1.1% | ▼−0.5% Reduced · −43 sh | |
| 33 | Innovator Etfs Trust EQUITY MANAGD 10 | $4.2M | 159.1K | 1.1% | ▲+16% Added · +22K sh | |
| 34 | Goldman Sachs ETF TR ACTIVEBETA US LG | $4.2M | 29.7K | 1.1% | ▲+5.7% Added · +2K sh | |
| 35 | Wisdomtree TR EM LCL DEBT FD | $4.2M | 146.3K | 1.0% | ▲+3.0% Added · +4K sh | |
| 36 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.2M | 86.1K | 1.0% | ▲+4.4% Added · +4K sh | |
| 37 | Vanguard Specialized Funds DIV APP ETF | $4.0M | 16.8K | 1.0% | ▼−3.7% Reduced · −641 sh | |
| 38 | Ishares TR CORE S&P500 ETF | $3.9M | 5.2K | 1.0% | —Held | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $3.6M | 4.9K | 0.9% | ▲+2.6% Added · +122 sh | |
| 40 | Ishares TR FLTG RATE NT ETF | $3.6M | 70.5K | 0.9% | ▲+7.6% Added · +5K sh | |
| 41 | Microsoft Corp COM | $3.6M | 9.5K | 0.9% | ▲+0.9% Added · +89 sh | |
| 42 | Goldman Sachs ETF TR ACTIVEBETA INT | $3.5M | 76.9K | 0.9% | ▼−1.6% Reduced · −1K sh | |
| 43 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.5M | 68.8K | 0.9% | ▲+2.6% Added · +2K sh | |
| 44 | Invesco Exch Traded FD TR II CALIF AMT MUN | $3.5M | 141.1K | 0.9% | ▼−0.6% Reduced · −835 sh | |
| 45 | Invesco Exch Traded FD TR II VAR RATE PFD | $3.4M | 141.5K | 0.9% | ▲+6.3% Added · +8K sh | |
| 46 | Ishares U S ETF TR SHOR MAT MUN ETF | $3.4M | 67.5K | 0.9% | ▼−23% Reduced · −21K sh | |
| 47 | JPMorgan Chase & Co COM | $3.4M | 10.3K | 0.8% | ▲+5.1% Added · +502 sh | |
| 48 | Costco Wholesale Corporation COM | $3.0M | 3.3K | 0.8% | ▼−1.4% Reduced · −45 sh | |
| 49 | Innovator Etfs Trust US EQTY PWR BUF | $3.0M | 60.5K | 0.7% | ▼−6.0% Reduced · −4K sh | |
| 50 | Mastercard Incorporated CL A | $2.8M | 5.4K | 0.7% | ▼−2.1% Reduced · −116 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731927/holdings"
Use Arkolith to show Elmwood Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 200 | $399.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 180 | $361.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 174 | $316.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 143 | $282.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 131 | $252.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 128 | $243.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 128 | $247.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 127 | $242.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.