Elmwood Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Berkeley, CA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
178
Total value ($000)
$361,625
Net value change ($000)
+45,033 (14.2%)
New positions
20
Sold out positions
13
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INNOVATOR ED D15 BUFF JAN 4,146 NEW
BIL 4,050 285.8%
TFLO 3,885 45.1%
VTI 3,606 419.8%
IVV 3,394 NEW
XBFR 3,367 NEW
USFR 3,110 66.0%
IEMG 3,012 73.6%
INNV EQT DD 15 BUF ETF FEB 2,658 NEW
CALI 2,400 29.0%
Top Reduces (Value $000, Stocks/ETFs)
PJAN -3,551 -87.5%
DDFN -2,826 -100.0%
POCT -2,617 -83.3%
EOCT -1,229 -100.0%
NDIV -726 -100.0%
ACN -649 -100.0%
BX -629 -100.0%
CRM -620 -30.8%
AMZN -545 -12.3%
MA -498 -15.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type