Elmwood Wealth Management, Inc. - Portfolio Stock Holdings
Elmwood Wealth Management, Inc. disclosed 221 stock positions in a recent SEC 13F filing. $416,135,844 of stock holdings were filed, with the largest holdings including JPST, TFLO, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $477,926,836 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
221Est. Stock Holding Value:
$416,135,844Top Stock Holdings By Sector
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Portfolio Stock Holdings - Elmwood Wealth Management, Inc.
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