Universe · entity
Elmwood Wealth Management, Inc.
Institutional manager (13F) · CIK 1731927
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $269M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $12M | 246,845 |
| 2 | BLACKROCK ETF TRUST II | $11M | 211,929 |
| 3 | VANGUARD TAX-MANAGED FDS | $10M | 154,582 |
| 4 | J P MORGAN EXCHANGE TRADED F | $10M | 188,311 |
| 5 | APPLE INC | $9M | 36,356 |
| 6 | AMPLIFY ETF TR | $8M | 201,518 |
| 7 | ISHARES TR | $8M | 75,696 |
| 8 | INNOVATOR ETFS TRUST | $8M | 115,546 |
| 9 | WISDOMTREE TR | $8M | 155,364 |
| 10 | FIRST TR EXCHANGE TRADED FD | $8M | 68,025 |
| 11 | J P MORGAN EXCHANGE TRADED F | $8M | 147,221 |
| 12 | ISHARES INC | $7M | 101,818 |
| 13 | SSGA ACTIVE ETF TR | $7M | 175,201 |
| 14 | ISHARES TR | $7M | 73,730 |
| 15 | NVIDIA CORPORATION | $7M | 38,083 |
| 16 | GOLDMAN SACHS ETF TR | $6M | 126,774 |
| 17 | DIMENSIONAL ETF TRUST | $6M | 117,789 |
| 18 | SPDR SERIES TRUST | $5M | 59,660 |
| 19 | VANGUARD SCOTTSDALE FDS | $5M | 88,340 |
| 20 | J P MORGAN EXCHANGE TRADED F | $5M | 106,980 |
| 21 | INNOVATOR ETFS TRUST | $5M | 127,902 |
| 22 | SCHWAB STRATEGIC TR | $5M | 194,111 |
| 23 | ALPHABET INC | $5M | 17,276 |
| 24 | ISHARES INC | $5M | 45,667 |
| 25 | VANGUARD INDEX FDS | $4M | 13,918 |
| 26 | ISHARES U S ETF TR | $4M | 88,020 |
| 27 | ISHARES TR | $4M | 77,916 |
| 28 | VANGUARD INTL EQUITY INDEX F | $4M | 80,904 |
| 29 | ALPHABET INC | $4M | 14,994 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $4M | 8,773 |
| 31 | SCHWAB STRATEGIC TR | $4M | 88,849 |
| 32 | INNOVATOR ETFS TRUST | $4M | 221,017 |
| 33 | VANGUARD CHARLOTTE FDS | $4M | 82,458 |
| 34 | WISDOMTREE TR | $4M | 142,056 |
| 35 | AMAZON COM INC | $4M | 18,599 |
| 36 | VANGUARD SPECIALIZED FUNDS | $4M | 17,421 |
| 37 | GOLDMAN SACHS ETF TR | $4M | 28,063 |
| 38 | MICROSOFT CORP | $3M | 9,446 |
| 39 | ISHARES TR | $3M | 5,196 |
| 40 | INVESCO EXCH TRADED FD TR II | $3M | 141,912 |
| 41 | GOLDMAN SACHS ETF TR | $3M | 78,144 |
| 42 | INNOVATOR ETFS TRUST | $3M | 137,186 |
| 43 | VANGUARD MUN BD FDS | $3M | 67,092 |
| 44 | ISHARES TR | $3M | 65,510 |
| 45 | COSTCO WHOLESALE CORPORATION | $3M | 3,301 |
| 46 | INVESCO EXCH TRADED FD TR II | $3M | 133,038 |
| 47 | STATE STR SPDR S&P 500 ETF T | $3M | 4,739 |
| 48 | INNOVATOR ETFS TRUST | $3M | 64,351 |
| 49 | JPMORGAN CHASE & CO | $3M | 9,793 |
| 50 | MASTERCARD INCORPORATED | $3M | 5,538 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.