Elmwood Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Berkeley, CA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$399,800
Net value change ($000)
+38,175 (10.6%)
New positions
27
Sold out positions
4
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LOUP 3,517 44.2%
AIRR 1,546 20.5%
IEMG 1,457 20.5%
AAPL 1,449 15.7%
VEA 1,380 13.9%
PANW 1,101 120.1%
GOOGL 1,087 25.2%
NVDA 1,067 16.1%
GOOGL 1,031 20.8%
JEPQ 1,028 NEW
Top Reduces (Value $000, Stocks/ETFs)
USFR -2,044 -26.1%
TFLO -1,300 -10.4%
HON -1,073 -100.0%
MEAR -1,032 -23.3%
BIL -888 -16.2%
XOM -748 -100.0%
INTU -567 -39.5%
TLT -391 -100.0%
SUB -326 -4.0%
CRM -268 -19.3%
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