Elmwood Wealth Management, Inc. - Portfolio Stock Holdings
Elmwood Wealth Management, Inc. disclosed 202 stock positions in a recent SEC 13F filing. $398,740,771 of stock holdings were filed, with the largest holdings including CALI, LOUP, and VEA. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
202Est. Stock Holding Value:
$398,740,771Top Stock Holdings By Sector
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Portfolio Stock Holdings - Elmwood Wealth Management, Inc.
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