Elmwood Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationberkeley, CA
- Num holdings
140
- Value ($000)
$282,259
- Date Filed11/06/2025
- Form type13F-HR
- CIK0001731927
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $10.90 M | 4 % | 215,379 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.88 M | 3 % | 148,154 | ||
CALY BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | $7.78 M | 3 % | 153,640 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $7.43 M | 3 % | 145,627 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $7.17 M | 3 % | 141,243 | ||
LOUP INNOVATOR ETFS TRUST | INNOVATOR DEEPW | 45782C862 | $6.68 M | 2 % | 90,447 | ||
AAPL APPLE INC | COM | 037833100 | $6.59 M | 2 % | 25,891 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $6.56 M | 2 % | 61,423 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $6.51 M | 2 % | 129,598 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $6.27 M | 2 % | 154,581 |
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