StockDriftsStockDriftsTop 50 Elmwood Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CALI | BLACKROCK ETF TRUST II | 2.9% | 229.6K | $11.6M | +8.34%(+17.68K) | $50.33(+0.16%) | 2026-06-30 | |
| LOUP | INNOVATOR ETFS TRUST | 2.87% | 116.4K | $11.5M | +0.74%(+855) | $54.83(+77.03%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.82% | 158.4K | $11.3M | +2.47%(+3.82K) | $47.29(+56.50%) | 2026-06-30 | |
| TFLO | ISHARES TR | 2.8% | 221.2K | $11.2M | -10.40%(-25.68K) | $50.52(+0.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 36.9K | $10.7M | +1.49%(+540) | $176.84(+72.69%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.46% | 194.4K | $9.8M | +3.25%(+6.12K) | $50.49(+0.03%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2.27% | 68.2K | $9.1M | +0.19%(+130) | $81.11(+53.81%) | 2026-06-30 | |
| IDVO | AMPLIFY ETF TR | 2.16% | 205.2K | $8.6M | +1.84%(+3.71K) | $29.59(+45.65%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.14% | 103.3K | $8.6M | +1.48%(+1.50K) | $60.25(+37.15%) | 2026-06-30 | |
| SUB | ISHARES TR | 1.93% | 72.7K | $7.7M | -4.02%(-3.04K) | $105.25(+0.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.98% | +12.41% | -1.32% | -6.42% |
| Top 20 Holdings Unweighted | +5.99% | +19.06% | +2.24% | +11.69% |
Elmwood Wealth Management, Inc. reports $399.80M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are CALI (2.9%), LOUP (2.9%) and VEA (2.8%). The top 20 holdings account for 41.67% of reported assets. Its disclosed equity book has returned +12.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elmwood Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731927). View Elmwood Wealth Management, Inc.’s 13F filings on SEC