Elmwood Wealth Management, Inc.
All 13F Filings
- Location
- Berkeley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 399,800
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 200 | 399,800 | 13F-HR | Elmwood Wealth Management, Inc. |
| Q1 2026 | 4/9/2026 | 178 | 361,625 | 13F-HR | Elmwood Wealth Management, Inc. |
| Q4 2025 | 1/8/2026 | 171 | 316,592 | 13F-HR | Elmwood Wealth Management, Inc. |
| Q3 2025 | 11/6/2025 | 140 | 282,259 | 13F-HR | Elmwood Wealth Management, Inc. |
| Q2 2025 | 7/28/2025 | 129 | 252,280 | 13F-HR | Elmwood Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 146.2 K | 37.6% | 16.58 K | 0 | 16.58 K |
| ETFs | 234.2 K | 60.3% | 22.79 K | 0 | 22.79 K |
| Debt | 8.178 K | 2.1% | 106 | 0 | 106 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
399,800
Holdings
200
QoQ value change ($000)
38,175
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.