Elmwood Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationberkeley, CA
- Num holdings
171
- Value ($000)
$316,592
- Date Filed01/08/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $9.42M | 3 % | 34,638 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.41M | 3 % | 150,662 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $8.61M | 3 % | 170,699 | ||
BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | $8.29M | 3 % | 164,258 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $7.86M | 3 % | 154,332 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $7.28M | 2 % | 143,812 | ||
INNOVATOR ETFS TRUST | INNOVATOR DEEPW | 45782C862 | $7M | 2 % | 91,581 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.82M | 2 % | 36,590 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | $6.72M | 2 % | 62,958 | ||
AMPLIFY ETF TR | CWP INTL ENHANCE | 032108722 | $6.5M | 2 % | 169,383 |
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