Elmwood Wealth Management, Inc.: 13F holdings
CIK 17319272026Q2
| Positions | 200 |
|---|
| Reported value | $399.8m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 200 (+22 vs prior quarter) |
|---|
| Reported value | $399.8m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BLACKROCK ETF TRUST II | 229,610 | $11.6m | 2.9% |
| INNOVATOR ETFS TRUST | 116,401 | $11.5m | 2.9% |
| VEA VANGUARD TAX-MANAGED FDS | 158,401 | $11.3m | 2.8% |
| TFLO ISHARES TR | 221,166 | $11.2m | 2.8% |
| AAPL APPLE INC | 36,896 | $10.7m | 2.7% |
| JPST J P MORGAN EXCHANGE TRADED F | 194,430 | $9.8m | 2.5% |
| AIRR FIRST TR EXCHANGE TRADED FD | 68,155 | $9.1m | 2.3% |
| AMPLIFY ETF TR | 205,229 | $8.6m | 2.2% |
| IEMG ISHARES INC | 103,320 | $8.6m | 2.1% |
| SUB ISHARES TR | 72,656 | $7.7m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731927")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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