Elmwood Wealth Management, Inc.

13F filer · CIK 0001731927

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$400MU.S. long equity reported on 13F

Positions9417 new · 2 closed

Net flow last quarter+$5.97MBuys minus sells

Top 10 positions weight15.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202694 positions
CALIChina Auto Logistics Inc	$11.6M	2.90%	Not reported	+8.3%	Q2 2024
AAPLApple Inc.	$10.7M	2.67%	0.00%	+1.5%	Q1 2018
NVDANvidia Corp	$7.71M	1.93%	0.00%	+1.2%	Q1 2018
GOOGAlphabet Inc.	$5.99M	1.50%	Not reported	-1.9%	Q4 2022
GOOGLAlphabet Inc.	$5.4M	1.35%	0.00%	+0.8%	Q4 2022
AMZNAmazon Com Inc	$4.62M	1.16%	0.00%	+4.3%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.37M	1.09%	Not reported	-0.5%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$3.63M	0.91%	Not reported	+2.6%	Q1 2018
MSFTMicrosoft Corp	$3.56M	0.89%	0.00%	+0.9%	Q1 2018
JPMJPMorgan Chase & Co	$3.37M	0.84%	0.00%	+5.1%	Q1 2018
COSTCostco Wholesale Corp	$3.05M	0.76%	0.00%	-1.4%	Q1 2018
MAMastercard Inc	$2.78M	0.70%	0.00%	-2.1%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$2.47M	0.62%	Not reported	-1.0%	Q4 2022
ROKRockwell Automation, Inc	$2.25M	0.56%	0.00%	-0.1%	Q4 2022
UNHUnitedhealth Group Inc	$2.25M	0.56%	0.00%	+0.2%	Q1 2018
PANWPalo Alto Networks Inc	$2.02M	0.50%	0.00%	+3.4%	Q1 2018
MCHPMicrochip Technology Inc	$1.83M	0.46%	0.00%	-0.2%	Q1 2018
NTLAIntellia Therapeutics, Inc.	$1.74M	0.44%	0.07%	0.0%	Q1 2018
TRVTravelers Companies, Inc.	$1.71M	0.43%	0.00%	-0.2%	Q1 2018
VVisa Inc.	$1.56M	0.39%	0.00%	+10.3%	Q1 2018
SCHWSchwab Charles Corp	$1.54M	0.38%	0.00%	Not reported	Q1 2018
JNJJohnson & Johnson	$1.53M	0.38%	0.00%	+5.8%	Q1 2018
ABTAbbott Laboratories	$1.49M	0.37%	0.00%	+8.8%	Q1 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$1.48M	0.37%	Not reported	+4.0%	Q1 2026
UNPUnion Pacific Corp	$1.4M	0.35%	0.00%	-0.7%	Q1 2018
PGPROCTER & GAMBLE Co	$1.26M	0.31%	0.00%	+4.7%	Q1 2018
CORCencora, Inc.	$1.22M	0.31%	0.00%	+0.9%	Q1 2018
PEPPepsico Inc	$1.19M	0.30%	0.00%	-0.5%	Q1 2018
DDominion Energy, Inc	$1.19M	0.30%	0.00%	-0.4%	Q4 2022
ECLEcolab Inc.	$1.15M	0.29%	0.00%	+0.7%	Q1 2018
CRMSalesforce, Inc.	$1.12M	0.28%	0.00%	-3.8%	Q1 2018
DHRDanaher Corp	$1.1M	0.27%	0.00%	+1.7%	Q1 2018
ETNEaton Corp plc	$1.06M	0.26%	0.00%	+4.3%	Q1 2018
LLYELI LILLY & Co	$1.05M	0.26%	0.00%	+5.5%	Q3 2025
DISWalt Disney Co	$1.03M	0.26%	0.00%	-1.0%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.02M	0.26%	0.00%	-21.9%	Q2 2024
CCitigroup Inc	$968K	0.24%	0.00%	+1.5%	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$966K	0.24%	0.00%	+3.0%	Q1 2018
INTUIntuit Inc.	$869K	0.22%	0.00%	+0.2%	Q1 2018
TSLATesla, Inc.	$868K	0.22%	0.00%	-5.3%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$779K	0.19%	Not reported	+9.6%	Q3 2025
MUMicron Technology Inc	$742K	0.19%	0.00%	-3.3%	Q1 2026
NFLXNetflix Inc	$679K	0.17%	0.00%	+0.6%	Q1 2018
PMPhilip Morris International Inc.	$679K	0.17%	0.00%	+7.0%	Q1 2018
ABBVAbbVie Inc.	$598K	0.15%	0.00%	+5.0%	Q1 2018
XENEXenon Pharmaceuticals Inc.	$593K	0.15%	0.01%	+0.1%	Q1 2018
CVXChevron Corp	$588K	0.15%	0.00%	+11.3%	Q1 2018
DLRDigital Realty Trust, Inc.	$577K	0.14%	0.00%	+0.3%	Q2 2024
MRKMerck & Co., Inc.	$554K	0.14%	0.00%	+7.5%	Q1 2018
AVGOBroadcom Inc.	$536K	0.13%	0.00%	+29.2%	Q3 2025

Q1 2026Reported Apr 9, 202678 positions
CALIChina Auto Logistics Inc	$10.7M	2.96%	Not reported	+29.0%	Q2 2024
AAPLApple Inc.	$9.23M	2.55%	0.00%	+5.0%	Q1 2018
NVDANvidia Corp	$6.64M	1.84%	0.00%	+4.1%	Q1 2018
GOOGAlphabet Inc.	$4.96M	1.37%	Not reported	-0.1%	Q4 2022
GOOGLAlphabet Inc.	$4.31M	1.19%	0.00%	-2.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$4.2M	1.16%	Not reported	+3.7%	Q1 2018
AMZNAmazon Com Inc	$3.87M	1.07%	0.00%	-2.9%	Q1 2018
MSFTMicrosoft Corp	$3.5M	0.97%	0.00%	+14.4%	Q1 2018
COSTCostco Wholesale Corp	$3.29M	0.91%	0.00%	-1.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$3.08M	0.85%	Not reported	+12.5%	Q1 2018
JPMJPMorgan Chase & Co	$2.88M	0.80%	0.00%	-2.4%	Q1 2018
MAMastercard Inc	$2.77M	0.77%	0.00%	-3.2%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$2.38M	0.66%	Not reported	-2.2%	Q4 2022
ROKRockwell Automation, Inc	$1.63M	0.45%	0.00%	-0.5%	Q4 2022
SCHWSchwab Charles Corp	$1.57M	0.43%	0.00%	+1.8%	Q1 2018
ABTAbbott Laboratories	$1.55M	0.43%	0.00%	-4.9%	Q1 2018
TRVTravelers Companies, Inc.	$1.51M	0.42%	0.00%	-4.2%	Q1 2018
UNHUnitedhealth Group Inc	$1.46M	0.40%	0.00%	-4.7%	Q1 2018
INTUIntuit Inc.	$1.44M	0.40%	0.00%	+34.2%	Q1 2018
JNJJohnson & Johnson	$1.39M	0.38%	0.00%	-1.6%	Q1 2018
CRMSalesforce, Inc.	$1.39M	0.38%	0.00%	-1.8%	Q1 2018
PEPPepsico Inc	$1.37M	0.38%	0.00%	-4.8%	Q1 2018
CORCencora, Inc.	$1.34M	0.37%	0.00%	-0.9%	Q1 2018
NTLAIntellia Therapeutics, Inc.	$1.32M	0.36%	0.09%	+32.1%	Q1 2018
MCHPMicrochip Technology Inc	$1.3M	0.36%	0.00%	-2.1%	Q1 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$1.26M	0.35%	Not reported	New	Q1 2026
UNPUnion Pacific Corp	$1.26M	0.35%	0.00%	-6.5%	Q1 2018
VVisa Inc.	$1.25M	0.34%	0.00%	+1.5%	Q1 2018
PGPROCTER & GAMBLE Co	$1.18M	0.33%	0.00%	-1.7%	Q1 2018
ECLEcolab Inc.	$1.09M	0.30%	0.00%	-3.7%	Q1 2018
DDominion Energy, Inc	$1.08M	0.30%	0.00%	+0.1%	Q4 2022
DHRDanaher Corp	$1.07M	0.30%	0.00%	-8.7%	Q1 2018
HONHoneywell International Inc	$1.07M	0.30%	0.00%	+2.4%	Q1 2018
DISWalt Disney Co	$1.04M	0.29%	0.00%	-14.5%	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$975K	0.27%	0.00%	-4.2%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$925K	0.26%	0.00%	+2.8%	Q2 2024
PANWPalo Alto Networks Inc	$917K	0.25%	0.00%	+47.9%	Q1 2018
NFLXNetflix Inc	$909K	0.25%	0.00%	Not reported	Q1 2018
ETNEaton Corp plc	$852K	0.24%	0.00%	-1.0%	Q1 2018
TSLATesla, Inc.	$810K	0.22%	0.00%	+1.6%	Q1 2018
CCitigroup Inc	$773K	0.21%	0.00%	-0.4%	Q1 2018
LLYELI LILLY & Co	$766K	0.21%	0.00%	+2.1%	Q3 2025
XOMExxonMobil Holdings Corp	$748K	0.21%	0.00%	Not reported	Q1 2018
CVXChevron Corp	$659K	0.18%	0.00%	-9.9%	Q1 2018
PMPhilip Morris International Inc.	$580K	0.16%	0.00%	-0.4%	Q1 2018
DLRDigital Realty Trust, Inc.	$577K	0.16%	0.00%	+1.3%	Q2 2024
XENEXenon Pharmaceuticals Inc.	$570K	0.16%	0.01%	-8.8%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$557K	0.15%	Not reported	Not reported	Q3 2025
NKENIKE, Inc.	$549K	0.15%	0.00%	-0.4%	Q1 2018
NVSNovartis AG	$495K	0.14%	0.00%	-3.0%	Q1 2018

Q4 2025Reported Jan 8, 202680 positions
AAPLApple Inc.	$9.42M	2.97%	0.00%	+33.8%	Q1 2018
CALIChina Auto Logistics Inc	$8.29M	2.62%	Not reported	+6.9%	Q2 2024
NVDANvidia Corp	$6.82M	2.16%	0.00%	+28.0%	Q1 2018
GOOGAlphabet Inc.	$5.42M	1.71%	Not reported	+52.4%	Q4 2022
GOOGLAlphabet Inc.	$4.8M	1.52%	0.00%	+0.6%	Q4 2022
AMZNAmazon Com Inc	$4.42M	1.40%	0.00%	+4.9%	Q1 2018
BRK.BBerkshire Hathaway Inc	$4.25M	1.34%	Not reported	+49.9%	Q1 2018
MSFTMicrosoft Corp	$3.99M	1.26%	0.00%	+0.4%	Q1 2018
MAMastercard Inc	$3.26M	1.03%	0.00%	-0.1%	Q1 2018
JPMJPMorgan Chase & Co	$3.23M	1.02%	0.00%	+0.4%	Q1 2018
COSTCostco Wholesale Corp	$2.89M	0.91%	0.00%	-1.0%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$2.87M	0.91%	Not reported	+304.9%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$2.41M	0.76%	Not reported	-0.1%	Q4 2022
CRMSalesforce, Inc.	$2.01M	0.64%	0.00%	-6.4%	Q1 2018
ABTAbbott Laboratories	$1.99M	0.63%	0.00%	+0.2%	Q1 2018
UNHUnitedhealth Group Inc	$1.87M	0.59%	0.00%	+1.0%	Q1 2018
ROKRockwell Automation, Inc	$1.78M	0.56%	0.00%	+0.1%	Q4 2022
INTUIntuit Inc.	$1.64M	0.52%	0.00%	-1.2%	Q1 2018
SCHWSchwab Charles Corp	$1.63M	0.52%	0.00%	Not reported	Q1 2018
TRVTravelers Companies, Inc.	$1.57M	0.50%	0.00%	-0.4%	Q1 2018
CORCencora, Inc.	$1.46M	0.46%	0.00%	-0.9%	Q1 2018
DISWalt Disney Co	$1.43M	0.45%	0.00%	+10.9%	Q1 2018
VVisa Inc.	$1.42M	0.45%	0.00%	+6.8%	Q1 2018
DHRDanaher Corp	$1.42M	0.45%	0.00%	-1.4%	Q1 2018
PEPPepsico Inc	$1.33M	0.42%	0.00%	+0.2%	Q1 2018
MCHPMicrochip Technology Inc	$1.31M	0.41%	0.00%	+1.3%	Q1 2018
UNPUnion Pacific Corp	$1.29M	0.41%	0.00%	-1.1%	Q1 2018
JNJJohnson & Johnson	$1.2M	0.38%	0.00%	+2.0%	Q1 2018
PGPROCTER & GAMBLE Co	$1.19M	0.38%	0.00%	+17.3%	Q1 2018
ECLEcolab Inc.	$1.12M	0.35%	0.00%	-1.4%	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$1.09M	0.34%	0.00%	+2.5%	Q1 2018
DDominion Energy, Inc	$1.02M	0.32%	0.00%	+0.1%	Q4 2022
TSLATesla, Inc.	$964K	0.30%	0.00%	Not reported	Q1 2018
HONHoneywell International Inc	$905K	0.29%	0.00%	+5.1%	Q1 2018
LLYELI LILLY & Co	$877K	0.28%	0.00%	+5.8%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$809K	0.26%	0.00%	0.0%	Q2 2024
CCitigroup Inc	$799K	0.25%	0.00%	+1.3%	Q1 2018
ETNEaton Corp plc	$766K	0.24%	0.00%	+0.4%	Q1 2018
PANWPalo Alto Networks Inc	$712K	0.22%	0.00%	-1.6%	Q1 2018
NTLAIntellia Therapeutics, Inc.	$701K	0.22%	0.07%	-0.2%	Q1 2018
MKCMccormick & Co Inc	$697K	0.22%	Not reported	-0.9%	Q1 2018
NKENIKE, Inc.	$664K	0.21%	0.00%	-1.0%	Q1 2018
ACNAccenture plc	$649K	0.20%	0.00%	+5.8%	Q1 2018
BXBlackstone Inc.	$629K	0.20%	0.00%	+4.0%	Q3 2025
ABBVAbbVie Inc.	$609K	0.19%	0.00%	+0.2%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$593K	0.19%	Not reported	-8.2%	Q3 2025
PMPhilip Morris International Inc.	$564K	0.18%	0.00%	-2.0%	Q1 2018
CVXChevron Corp	$539K	0.17%	0.00%	-7.3%	Q1 2018
DLRDigital Realty Trust, Inc.	$489K	0.15%	0.00%	+3.9%	Q2 2024
XENEXenon Pharmaceuticals Inc.	$482K	0.15%	0.01%	-1.4%	Q1 2018

Q3 2025Reported Nov 6, 202577 positions
CALIChina Auto Logistics Inc	$7.78M	2.76%	Not reported	Not reported	Q2 2024
AAPLApple Inc.	$6.59M	2.34%	0.00%	Not reported	Q1 2018
NVDANvidia Corp	$5.33M	1.89%	0.00%	Not reported	Q1 2018
MSFTMicrosoft Corp	$4.26M	1.51%	0.00%	Not reported	Q1 2018
AMZNAmazon Com Inc	$4.01M	1.42%	0.00%	Not reported	Q1 2018
GOOGLAlphabet Inc.	$3.71M	1.31%	0.00%	Not reported	Q4 2022
MAMastercard Inc	$3.26M	1.15%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$3.15M	1.12%	0.00%	Not reported	Q1 2018
COSTCostco Wholesale Corp	$3.14M	1.11%	0.00%	Not reported	Q1 2018
BRK.BBerkshire Hathaway Inc	$2.84M	1.01%	Not reported	Not reported	Q1 2018
GOOGAlphabet Inc.	$2.76M	0.98%	Not reported	Not reported	Q4 2022
SCZNXG NextGen Infrastructure Income Fund	$2.38M	0.84%	Not reported	Not reported	Q4 2022
ABTAbbott Laboratories	$2.12M	0.75%	0.00%	Not reported	Q1 2018
UNHUnitedhealth Group Inc	$1.94M	0.69%	0.00%	Not reported	Q1 2018
CRMSalesforce, Inc.	$1.92M	0.68%	0.00%	Not reported	Q1 2018
INTUIntuit Inc.	$1.71M	0.61%	0.00%	Not reported	Q1 2018
ROKRockwell Automation, Inc	$1.6M	0.57%	0.00%	Not reported	Q4 2022
SCHWSchwab Charles Corp	$1.56M	0.55%	0.00%	Not reported	Q1 2018
TRVTravelers Companies, Inc.	$1.52M	0.54%	0.00%	Not reported	Q1 2018
CORCencora, Inc.	$1.36M	0.48%	0.00%	Not reported	Q1 2018
NTLAIntellia Therapeutics, Inc.	$1.35M	0.48%	0.07%	Not reported	Q1 2018
UNPUnion Pacific Corp	$1.33M	0.47%	0.00%	Not reported	Q1 2018
DISWalt Disney Co	$1.3M	0.46%	0.00%	Not reported	Q1 2018
MCHPMicrochip Technology Inc	$1.3M	0.46%	0.00%	Not reported	Q1 2018
PEPPepsico Inc	$1.3M	0.46%	0.00%	Not reported	Q1 2018
VVisa Inc.	$1.3M	0.46%	0.00%	Not reported	Q1 2018
DHRDanaher Corp	$1.25M	0.44%	0.00%	Not reported	Q1 2018
ECLEcolab Inc.	$1.18M	0.42%	0.00%	Not reported	Q1 2018
MRSHMarsh & Mclennan Companies, Inc.	$1.15M	0.41%	0.00%	Not reported	Q1 2018
PGPROCTER & GAMBLE Co	$1.09M	0.39%	0.00%	Not reported	Q1 2018
DDominion Energy, Inc	$1.07M	0.38%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$1.05M	0.37%	0.00%	Not reported	Q1 2018
TSLATesla, Inc.	$953K	0.34%	0.00%	Not reported	Q1 2018
HONHoneywell International Inc	$930K	0.33%	0.00%	Not reported	Q1 2018
ETNEaton Corp plc	$897K	0.32%	0.00%	Not reported	Q1 2018
PANWPalo Alto Networks Inc	$800K	0.28%	0.00%	Not reported	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$743K	0.26%	0.00%	Not reported	Q2 2024
NKENIKE, Inc.	$734K	0.26%	0.00%	Not reported	Q1 2018
SPYSPDR S&P 500 ETF Trust	$693K	0.25%	Not reported	Not reported	Q1 2018
MKCMccormick & Co Inc	$690K	0.24%	Not reported	Not reported	Q1 2018
CCitigroup Inc	$686K	0.24%	0.00%	Not reported	Q1 2018
BXBlackstone Inc.	$671K	0.24%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$631K	0.22%	Not reported	New	Q3 2025
ABBVAbbVie Inc.	$616K	0.22%	0.00%	Not reported	Q1 2018
CVXChevron Corp	$592K	0.21%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$588K	0.21%	0.00%	New	Q3 2025
PMPhilip Morris International Inc.	$582K	0.21%	0.00%	Not reported	Q1 2018
ACNAccenture plc	$563K	0.20%	0.00%	Not reported	Q1 2018
DLRDigital Realty Trust, Inc.	$526K	0.19%	0.00%	Not reported	Q2 2024
PULSPulse Electronics Corp	$460K	0.16%	0.05%	Not reported	Q4 2022

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