Institutional Fund
Elmwood Wealth Management, Inc.
Berkeley, CACIK 17319275 filings on record
Portfolio Value
$361.62M
Q1 2026
Holdings
178
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+14.2%
from $316.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr3.5%
- Blackrock ETF Trust II3.0%
- Vanguard Tax-Managed Fds2.7%
- J P Morgan Exchange Traded F2.6%
- Apple Inc2.6%
- Amplify ETF Tr2.3%
- Other83.4%
Portfolio Holdings
178 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 246.8K | $12.50M | 3.5% | +76.1K | Added |
| 2 | Blackrock ETF Trust II | 211.9K | $10.69M | 3.0% | +47.7K | Added |
| 3 | Vanguard Tax-Managed Fds | 154.6K | $9.91M | 2.7% | +3.9K | Added |
| 4 | J P Morgan Exchange Traded F | 188.3K | $9.53M | 2.6% | +44.5K | Added |
| 5 | Apple Inc | 36.4K | $9.23M | 2.6% | +1.7K | Added |
| 6 | Amplify ETF Tr | 201.5K | $8.16M | 2.3% | +32.1K | Added |
| 7 | Ishares Tr | 75.7K | $8.06M | 2.2% | +12.7K | Added |
| 8 | Innovator Etfs Trust | 115.5K | $7.95M | 2.2% | +24.0K | Added |
| 9 | Wisdomtree Tr | 155.4K | $7.82M | 2.2% | +61.8K | Added |
| 10 | First Tr Exchange Traded Fd | 68.0K | $7.54M | 2.1% | +9.8K | Added |
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