Elmwood Wealth Management, Inc. - Portfolio overview

Elmwood Wealth Management, Inc. has 192 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. TFLO - ISHARES TR, 3.46%
2. CALI - BLACKROCK ETF TRUST II, 2.96%
3. VEA - VANGUARD TAX-MANAGED FDS, 2.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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