Elmwood Wealth Management, Inc.
Elmwood Wealth Management, Inc. reported 200 positions worth $399.8M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: CALI (2.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CALI | SH | $11.6M | 2.90% | 229,610 | — | — | |
| ▸ 2 | LOUP | SH | $11.5M | 2.87% | 116,401 | — | — | |
| ▸ 3 | VEA | SH | $11.3M | 2.82% | 158,401 | — | — | |
| ▸ 4 | TFLO | SH | $11.2M | 2.80% | 221,166 | — | — | |
| ▸ 5 | AAPL | SH | $10.7M | 2.67% | 36,896 | — | — | |
| ▸ 6 | JPST | SH | $9.8M | 2.46% | 194,430 | — | — | |
| ▸ 7 | AIRR | SH | $9.1M | 2.27% | 68,155 | — | — | |
| ▸ 8 | IDVO | SH | $8.6M | 2.16% | 205,229 | — | — | |
| ▸ 9 | IEMG | SH | $8.6M | 2.14% | 103,320 | — | — | |
| ▸ 10 | SUB | SH | $7.7M | 1.94% | 72,656 | — | — |
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Frequently Asked Questions
What stocks does Elmwood Wealth Management, Inc. hold as of Q2 2026?
Elmwood Wealth Management, Inc. reported 200 positions worth $399.8M in its Q2 2026 13F filing. Largest positions: CALI (2.9%), LOUP (2.9%), VEA (2.8%), TFLO (2.8%) and AAPL (2.7%).
What did Elmwood Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Elmwood Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.