Latest Elmwood Wealth Management, Inc. Stock Portfolio

Elmwood Wealth Management, Inc. Performance:

2026 Q1: -1.74%YTD: -1.74%2025: 9.41%

Performance for 2026 Q1 is -1.74%, and YTD is -1.74%, and 2025 is 9.41%.

About Elmwood Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

Elmwood Wealth Management, Inc. is a hedge fund based in Berkeley, CA. On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Elmwood Wealth Management, Inc. reported an equity portfolio of $361.6 Millions as of 31 Mar, 2026.

The top stock holdings of Elmwood Wealth Management, Inc. are ACWF, HYMU, VEA. The fund has invested 3.5% of it's portfolio in ISHARES TR and 3% of portfolio in BLACKROCK ETF TRUST II.

The fund managers got completely rid off INNOVATOR ETFS TRUST, INNOVATOR ETFS TRUST (BAPR) and AMPLIFY ETF TR (AMLX) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), RTX CORPORATION (RTX) and INVESCO EXCH TRADED FD TR II (CGW). Elmwood Wealth Management, Inc. opened new stock positions in INNOVATOR ETFS TRUST, ISHARES TR (IJR) and STATE STR SPDR DOW JONES IND (DIA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SPDR SERIES TRUST (BIL) and ISHARES INC (ACWV).

Elmwood Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Elmwood Wealth Management, Inc. made a return of -1.74% in the last quarter. In trailing 12 months, it's portfolio return was 8.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	4,146,280
ishares tr	3,394,080
innovator etfs trust	3,366,540
innovator etfs trust	2,657,690
state str spdr dow jones ind	1,262,660
innovator etfs trust	963,384
netflix inc.	908,810
exxon mobil corp	748,201

New stocks bought by Elmwood Wealth Management, Inc.

Additions

Ticker	% Inc.
vanguard index fds	443
spdr series trust	284
ishares inc	91.79
vanguard index fds	80.67
ishares inc	67.33
wisdomtree tr	65.96
vanguard intl equity index f	63.5
goldman sachs etf tr	62.69

Additions to existing portfolio by Elmwood Wealth Management, Inc.

Reductions

Ticker	% Reduced
innovator etfs trust	-87.23
innovator etfs trust	-82.94
rtx corporation	-19.98
invesco exch traded fd tr ii	-19.67
american express co	-16.46
abbvie inc	-15.12
disney walt co	-14.54
schwab strategic tr	-10.53

Elmwood Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
innovator etfs trust	-2,825,560
innovator etfs trust	-1,229,370
amplify etf tr	-725,602
wipro ltd	-63,000
innovator etfs trust	-201,886
innovator etfs trust	-213,408
innovator etfs trust	-291,066
innovator etfs trust	-224,517

Elmwood Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Elmwood Wealth Management, Inc. has about 72.4% of it's holdings in Others sector.

Sector	%
Others	72.4
Technology	8.1
Healthcare	5.2
Financial Services	3.4
Communication Services	3.3
Consumer Defensive	2
Industrials	1.6
Consumer Cyclical	1.6
Utilities	1.4

Market Cap. Distribution

Elmwood Wealth Management, Inc. has about 23.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72
MEGA-CAP	15.8
LARGE-CAP	7.3
SMALL-CAP	3.8
MID-CAP	1.1

Stocks belong to which Index?

About 27.4% of the stocks held by Elmwood Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	72.6
S&P 500	22.7
RUSSELL 2000	4.7

Top 5 Winners (%)		%
XLB	select sector spdr tr	36.9 %
NTLA	intellia therapeutics inc	35.6 %
CVX	chevron corporation	34.0 %
XENE	xenon pharmaceuticals inc	28.4 %
VZ	verizon communications inc	23.2 %

Top 5 Winners ($)		$
AIRR	first tr exchange traded fd	0.8 M
COST	costco wholesale corporation	0.4 M
AMLX	amplify etf tr	0.4 M
NTLA	intellia therapeutics inc	0.3 M
VEA	vanguard tax-managed fds	0.2 M

Top 5 Losers (%)		%
INTU	intuit	-31.7 %
CRM	salesforce inc	-29.3 %
MKC	mccormick & co inc	-25.4 %
MSFT	microsoft corp	-22.3 %
IBM	international business machs	-17.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.0 M
BAPR	innovator etfs trust	-0.8 M
INTU	intuit	-0.7 M
AAPL	apple inc	-0.6 M
CRM	salesforce inc	-0.6 M

Elmwood Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Elmwood Wealth Management, Inc.

Elmwood Wealth Management, Inc. has 177 stocks in it's portfolio. About 25.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AIRR was the most profitable stock for Elmwood Wealth Management, Inc. last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.55	36,356	9,226,720	added	4.96

AAXJ	ishares tr	2.23	75,696	8,061,620	added	20.23

AAXJ	ishares tr	1.23	77,916	4,430,300	added	14.51

AAXJ	ishares tr	0.66	30,348	2,379,590	reduced	-2.22

AAXJ	ishares tr	0.42	10,945	1,514,460	added	17.61

AAXJ	ishares tr	0.34	11,465	1,217,010	reduced	-6.14

AAXJ	ishares tr	0.07	2,074	251,402	unchanged	0.00

ABBV	abbvie inc	0.14	2,262	491,963	reduced	-15.12

ABC	cencora inc	0.37	4,274	1,342,640	reduced	-0.93

ABT	abbott laboratories	0.43	15,099	1,550,220	reduced	-4.85

ACES	alps etf tr	0.11	7,236	402,844	added	11.19

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	3.46	246,845	12,497,800	added	44.61

ACWV	ishares inc	1.28	45,667	4,647,530	added	91.79

AFK	vaneck etf trust	0.22	45,845	799,537	reduced	-5.15

AFK	vaneck etf trust	0.10	3,833	370,652	added	38.73

AGT	ishares tr	0.07	2,849	272,422	new

AIRR	first tr exchange traded fd	2.08	68,025	7,535,810	added	16.88

AIRR	first tr exchange traded fd	0.18	6,809	637,756	unchanged	0.00

AMLX	amplify etf tr	2.26	201,518	8,155,430	added	18.97