StockDriftsStockDriftsTop 50 Elmwood Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 3.73% | 307.8K | $15.5M | +58.30%(+113.36K) | $50.48(-0.28%) | 2026-09-30 | |
| TFLO | ISHARES TR | 3.68% | 302.1K | $15.3M | +36.61%(+80.96K) | $50.56(+0.13%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.98% | 37.2K | $12.4M | +0.91%(+337) | $178.06(+92.60%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.7% | 159.3K | $11.2M | +0.55%(+867) | $47.42(+46.27%) | 2026-09-30 | |
| CALI | BLACKROCK ETF TRUST II | 2.59% | 216.0K | $10.8M | -5.92%(-13.59K) | $50.33(-0.67%) | 2026-09-30 | |
| LOUP | INNOVATOR ETFS TRUST | 2.48% | 116.4K | $10.3M | +0.03%(+35) | $54.84(+45.43%) | 2026-09-30 | |
| IDVO | AMPLIFY ETF TR | 2.12% | 211.9K | $8.8M | +3.27%(+6.71K) | $29.97(+36.23%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.09% | 38.0K | $8.7M | -1.34%(-515) | $112.87(+92.33%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.02% | 103.6K | $8.4M | +0.27%(+276) | $60.41(+28.02%) | 2026-09-30 | |
| SUB | ISHARES TR | 1.91% | 76.1K | $8.0M | +4.73%(+3.43K) | $105.26(+0.01%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.13% | +9.70% | -3.49% | -16.28% |
| Top 20 Holdings Unweighted | +5.39% | +17.05% | +0.28% | +1.43% |
Elmwood Wealth Management INC reports $416.14M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are JPST (3.7%), TFLO (3.7%) and AAPL (3.0%). The top 20 holdings account for 42.86% of reported assets. Its disclosed equity book has returned +9.70% on a three-year cumulative basis. Figures reflect the Q3 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