1y return+11.6%S&P 500 +20.9%
3y return+23.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $102 against $157 in the S&P 500.2
Elmwood Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CALIBlackrock Etf Trust II | $11.6M | 2.9% | +8.3% |
| LOUPInnovator Etfs Trust | $11.5M | 2.9% | |
| VEAVanguard Tax-managed Fds | $11.3M | 2.8% | +2.5% |
| TFLOIshares Tr | $11.2M | 2.8% | −10.4% |
| AAPLApple Inc | $10.7M | 2.7% | +1.5% |
| JPSTJ P Morgan Exchange Traded F | $9.8M | 2.5% | +3.2% |
| AIRRFirst Tr Exchange Traded Fd | $9.1M | 2.3% | |
| IDVOAmplify Etf Tr | $8.6M | 2.2% | +1.8% |
| IEMGIshares Inc | $8.6M | 2.1% | +1.5% |
| SUBIshares Tr | $7.7M | 1.9% | −4.0% |
| NVDANvidia Corporation | $7.7M | 1.9% | +1.2% |
| JMSTJ P Morgan Exchange Traded F | $7.6M | 1.9% | +1.4% |
| IEFAIshares Tr | $7.4M | 1.9% | +4.4% |
| GPIXGoldman Sachs Etf Tr | $7.3M | 1.8% | +4.2% |
| TOTLSsga Active Etf Tr | $7.2M | 1.8% | +3.7% |
| DFCADimensional Etf Trust | $6.2M | 1.6% | +5.6% |
| GOOGAlphabet Inc | $6.0M | 1.5% | −1.9% |
| SCHXSchwab Strategic Tr | $5.8M | 1.5% | +2.3% |
| USFRWisdomtree Tr | $5.8M | 1.4% | −26.1% |
| GOOGLAlphabet Inc | $5.4M | 1.4% | |
| JPIBJ P Morgan Exchange Traded F | $5.4M | 1.3% | +3.8% |
| VGSHVanguard Scottsdale Fds | $5.3M | 1.3% | +2.7% |
| VTIVanguard Index Fds | $5.3M | 1.3% | +2.1% |
| PAPRInnovator Etfs Trust | $5.2M | 1.3% | −3.2% |
| EUSAIshares Inc | $5.2M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $5.4M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $6.0M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $7.7M |
| AMZNAmazon Com Inc | September 30, 2022 | +110.9% | $4.6M |
| AAPLApple Inc | September 30, 2022 | +109.4% | $10.7M |
| LOUPInnovator Etfs Trust | March 31, 2024 | +106.4% | $11.5M |
| BRK/BBerkshire Hathaway Inc Del | September 30, 2022 | +87.4% | $4.4M |
| AIRRFirst Tr Exchange Traded Fd | December 31, 2024 | +73.0% | $9.1M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $3.6M |
| SCHXSchwab Strategic Tr | December 31, 2021 | +55.1% | $5.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.1M
- Exxon Mobil CorpCUSIP 30231G102 was $748K
- TLTIshares Tr was $391K
- MCDMcdonalds Corp was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −2.4% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +1.3% | +10.0% |
| December 31, 2023 | +6.8% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +1.4% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | −1.9% | +7.1% |
| September 30, 2022 | −3.8% | −5.3% |
| June 30, 2022 | −9.5% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Elmwood Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731927&type=13F-HR&dateb=&owner=include&count=40CIK 1731927
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731927/000173192726000003/Filed July 8, 2026 · accession 0001731927-26-000003