Elmwood Wealth Management, Inc.
CIK: 1731927SEC EDGAR →
Portfolio Value
$230.0B
Holdings
178
As of
Q1 2026
New Positions
178
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 246,845 | $12.5B | 5.43% |
| 2 | BLACKROCK ETF TRUST II | 211,929 | $10.7B | 4.65% |
| 3 | VANGUARD TAX-MANAGED FDS | 154,582 | $9.9B | 4.31% |
| 4 | J P MORGAN EXCHANGE TRADED F | 188,311 | $9.5B | 4.14% |
| 5 | AMPLIFY ETF TR | 201,518 | $8.2B | 3.55% |
| 6 | INNOVATOR ETFS TRUST | 115,546 | $8.0B | 3.46% |
| 7 | WISDOMTREE TR | 155,364 | $7.8B | 3.40% |
| 8 | J P MORGAN EXCHANGE TRADED F | 147,221 | $7.5B | 3.26% |
| 9 | ISHARES INC | 101,818 | $7.1B | 3.09% |
| 10 | SSGA ACTIVE ETF TR | 175,201 | $7.0B | 3.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 108 | $201.7B | 87.7% |
| Unknown | 17 | $19.7B | 8.6% |
| Healthcare | 14 | $2.6B | 1.1% |
| Communication Services | 5 | $2.0B | 0.9% |
| Utilities | 3 | $1.5B | 0.6% |
| Technology | 11 | $1.3B | 0.6% |
| Consumer Cyclical | 6 | $966.3M | 0.4% |
| Consumer Defensive | 4 | $317.3M | 0.1% |
| Industrials | 7 | $5.8M | 0.0% |
| Energy | 2 | $1.4M | 0.0% |
| Basic Materials | 1 | $1.1M | 0.0% |