Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elmwood Wealth Management, Inc. (CIK 1731927) reported $361.6M across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TFLO ($12.5M, 3.46%), CALI ($10.7M, 2.96%), VEA ($9.9M, 2.74%), JPST ($9.5M, 2.64%), AAPL ($9.2M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $12.5M | 3.46% | 246,845 | Added |
| 2 | CALI | BLACKROCK ETF TRUST II | $10.7M | 2.96% | 211,929 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $9.9M | 2.74% | 154,582 | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $9.5M | 2.64% | 188,311 | Added |
| 5 | AAPL | APPLE INC | $9.2M | 2.55% | 36,356 | Added |
| 6 | IDVO | AMPLIFY ETF TR | $8.2M | 2.26% | 201,518 | Added |
| 7 | SUB | ISHARES TR | $8.1M | 2.23% | 75,696 | Added |
| 8 | LOUP | INNOVATOR ETFS TRUST | $8.0M | 2.20% | 115,546 | Added |
| 9 | USFR | WISDOMTREE TR | $7.8M | 2.16% | 155,364 | Added |
| 10 | JMST | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.08% | 147,221 | Trimmed |
| 11 | AIRR | FIRST TR EXCHANGE TRADED FD | $7.5M | 2.08% | 68,025 | Added |
| 12 | IEMG | ISHARES INC | $7.1M | 1.96% | 101,818 | Added |
| 13 | TOTL | SSGA ACTIVE ETF TR | $7.0M | 1.92% | 175,201 | Added |
| 14 | IEFA | ISHARES TR | $6.7M | 1.85% | 73,730 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $6.6M | 1.84% | 38,083 | Added |
| 16 | GPIX | GOLDMAN SACHS ETF TR | $6.3M | 1.75% | 126,774 | Added |
| 17 | DFCA | DIMENSIONAL ETF TRUST | $5.9M | 1.62% | 117,789 | Added |
| 18 | BIL | SPDR SERIES TRUST | $5.5M | 1.51% | 59,660 | Added |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $5.2M | 1.43% | 88,340 | Added |
| 20 | PAPR | INNOVATOR ETFS TRUST | $5.1M | 1.41% | 127,902 | Added |
| 21 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.1M | 1.41% | 106,980 | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $5.0M | 1.38% | 194,111 | Added |
| 23 | GOOG | ALPHABET INC | $5.0M | 1.37% | 17,276 | Trimmed |
| 24 | EUSA | ISHARES INC | $4.6M | 1.29% | 45,667 | Added |
| 25 | MEAR | ISHARES U S ETF TR | $4.4M | 1.23% | 88,020 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31