Elmwood Wealth Management, Inc.
All 13F Filings
- Location
- Berkeley, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 361,625
- Description
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.6 K | 37.1% | 0 | 100.2 K | -100.2 K |
| ETFs | 211.4 K | 60.6% | 141.1 K | 0 | 141.1 K |
| Debt | 8.072 K | 2.3% | 286 | 0 | 286 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
361,625
Holdings
178
QoQ value change ($000)
45,033
(14.2%)
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.