account_balance
Investment manager · 13F filer · SEC CIK 1731927
Elmwood Wealth Management, Inc.
Reported value$416Mas of Sep 30, 2026
Positions207 21 new, 14 sold out
Top 10 weight26.3%JPST alone is 4%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
3.7%Added +58%
TFLOiShares Tr
3.7%Added +37%
AAPLApple Inc.
3.0%
VEAVanguard Tax-Managed FDS
2.7%
CALIBlackRock ETF Trust II
2.6%Trimmed −6%
LOUPInnovator Etfs Trust
2.5%
IDVOAmplify ETF Tr
2.1%Added +3%
NVDANVIDIA Corp
2.1%
IEMGiShares Inc
2.0%
SUBiShares Tr
1.9%Added +5%
SPYSPDR S&P 500 ETF Trust
1.8%Added +108%
GPIXGoldman Sachs ETF Tr
1.8%Added +4%
JPSTJ P Morgan Exchange Traded F
3.7%Added +58%
TFLOiShares Tr
3.7%Added +37%
AAPLApple Inc.
3.0%
VEAVanguard Tax-Managed FDS
2.7%
CALIBlackRock ETF Trust II
2.6%
LOUPInnovator Etfs Trust
2.5%
IDVOAmplify ETF Tr
2.1%
NVDANVIDIA Corp
2.1%
IEMGiShares Inc
2.0%
SUB1.9%
SPY1.8%GPIX1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST J P Morgan Exchange Traded F 3.7% Added +58%
TFLO iShares Tr 3.7% Added +37%
AAPL Apple Inc. 3.0% HeldVEA Vanguard Tax-Managed FDS 2.7% Held
CALI BlackRock ETF Trust II 2.6% Trimmed −6%
LOUP Innovator Etfs Trust 2.5% Held
IDVO Amplify ETF Tr 2.1% Added +3%
NVDA NVIDIA Corp 2.1% HeldIEMG iShares Inc 2.0% Held
SUB iShares Tr 1.9% Added +5%
SPY SPDR S&P 500 ETF Trust 1.8% Added +108%GPIX Goldman Sachs ETF Tr 1.8% Added +4%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.