Elmwood Wealth Management, Inc.

CIK

1731927

Location

BERKELEY, CA

Portfolio Value

Micro $90,338,691

Diversification

Diversified

Filing Date

Global Rank

#5,549 / 8,232 ▲ 234

Top Industry

Semiconductors 11.0%

3Y Alpha vs SPY

-15.0%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

23 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.5%

SPY

+76.3%

Annualised alpha

-15.0%

Max drawdown

−28.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

71 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

+0.1 pts

Top 5

31.3%

−0.5 pts

Top 10

48.5%

−0.7 pts

HHI

340

Diversified−7

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$26,171,638	11
Financial Services	18.1%	$16,376,964	10
Healthcare	13.6%	$12,257,570	17
Consumer Defensive	8.0%	$7,229,838	6
Communication Services	7.6%	$6,845,094	5
Consumer Cyclical	6.5%	$5,856,213	5
Industrials	6.4%	$5,779,376	7
Unclassified	5.4%	$4,901,594	3
Utilities	2.0%	$1,842,999	3
Energy	1.6%	$1,407,383	2
Basic Materials	1.2%	$1,092,810	1
Real Estate	0.6%	$577,212	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NTLA	Intellia Therapeutics, Inc.	+25,000	102,924	$1,319,485
PANW	Palo Alto Networks Inc	+1,854	5,721	$917,190
AAPL	Apple Inc.	+1,718	36,356	$9,226,788
GERN	Geron Corp	+1,615	29,815	$44,424
NVDA	Nvidia Corp	+1,493	38,083	$6,641,674
MSFT	Microsoft Corp	+1,187	9,446	$3,496,625
INTU	Intuit Inc.	+846	3,322	$1,436,366
SPY	Spdr S&P 500 ETF Trust	+528	4,739	$3,081,961
BRK-B	Berkshire Hathaway Inc	+311	8,773	$4,204,021
SCHW	Schwab Charles Corp	+299	16,663	$1,565,988
SO	Southern Co	+210	4,210	$406,349
BAC	Bank Of America Corp /De/	+165	5,071	$247,211
DUK	Duke Energy CORP	+156	2,729	$357,335
HON	Honeywell International Inc	+110	4,749	$1,073,416
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+75	2,736	$924,631
CI	Cigna Group	+75	994	$265,149
TMO	Thermo Fisher Scientific Inc.	+70	636	$312,613
MO	Altria Group, Inc.	+64	4,719	$311,406
V	Visa Inc.	+60	4,120	$1,245,228
IBM	International Business Machines Corp	+44	1,136	$275,355
DLR	Digital Realty Trust, Inc.	+40	3,203	$577,212
TSLA	Tesla, Inc.	+35	2,178	$809,671
VZ	Verizon Communications Inc	+27	5,468	$274,493
MCD	Mcdonalds Corp	+20	685	$212,891
D	Dominion Energy, Inc	+20	17,459	$1,079,315
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−1,834	10,779	$1,038,880
XENE	Xenon Pharmaceuticals Inc.	−950	9,807	$570,277
ABT	Abbott Laboratories	−769	15,099	$1,550,214
AMZN	Amazon Com Inc	−547	18,599	$3,873,613
DHR	Danaher Corp /De/	−538	5,667	$1,074,463
PEP	Pepsico Inc	−442	8,829	$1,371,055
MCHP	Microchip Technology Inc	−427	20,084	$1,297,627
MKC	Mccormick & Co Inc	−419	9,810	$494,816
ABBV	AbbVie Inc.	−403	2,262	$491,962
RTX	RTX Corp	−400	1,602	$309,025
UNP	Union Pacific Corp	−361	5,199	$1,261,381
CVX	Chevron Corp	−350	3,186	$659,183
GOOGL	Alphabet Inc.	−341	14,994	$4,311,674
UNH	Unitedhealth Group Inc	−264	5,398	$1,460,644
MRSH	Marsh & Mclennan Companies, Inc.	−245	5,622	$975,135
JPM	Jpmorgan Chase & Co	−236	9,793	$2,880,708
TRV	Travelers Companies, Inc.	−228	5,180	$1,510,902
MA	Mastercard Inc	−180	5,538	$2,767,117
SBUX	Starbucks Corp	−170	4,592	$411,397
ECL	Ecolab Inc.	−157	4,108	$1,092,810
PG	PROCTER & GAMBLE Co	−141	8,196	$1,183,830
CRM	Salesforce, Inc.	−138	7,451	$1,390,878
AXP	American Express Co	−135	685	$207,198
MRK	Merck & Co., Inc.	−114	4,013	$482,723
NVS	Novartis AG	−100	3,240	$494,910
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,726	$1,262,655
NFLX	Netflix Inc	9,452	$908,809
XOM	Exxon Mobil Corp	4,410	$748,200
MU	Micron Technology Inc	665	$224,663
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	2,417	$648,481
BX	Blackstone Inc.	4,080	$628,891
AMT	American Tower Corp /Ma/	2,465	$432,780
PLTR	Palantir Technologies Inc.	1,525	$271,068
WIT	Wipro Ltd	22,183	$62,999
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 positions · $90,338,691 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	36,356	+1,718	$9,226,788	−2.0%	10.21%
NVDA	Nvidia Corp Technology	Added	38,083	+1,493	$6,641,674	−2.7%	7.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,994	-341	$4,311,674	−10.2%	4.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,773	+311	$4,204,021	−1.2%	4.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,599	-547	$3,873,613	−12.3%	4.29%
MSFT	Microsoft Corp Technology	Added	9,446	+1,187	$3,496,625	−12.5%	3.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,301	-54	$3,289,215	+13.7%	3.64%
SPY	Spdr S&P 500 ETF Trust	Added	4,739	+528	$3,081,961	+7.3%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,793	-236	$2,880,708	−10.9%	3.19%
MA	Mastercard Inc Financial Services	Reduced	5,538	-180	$2,767,117	−15.2%	3.06%
ROK	Rockwell Automation, Inc Industrials	Reduced	4,553	-22	$1,633,980	−8.2%	1.81%
SCHW	Schwab Charles Corp Financial Services	Added	16,663	+299	$1,565,988	−4.2%	1.73%
ABT	Abbott Laboratories Healthcare	Reduced	15,099	-769	$1,550,214	−22.0%	1.72%
TRV	Travelers Companies, Inc. Financial Services	Reduced	5,180	-228	$1,510,902	−3.7%	1.67%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,398	-264	$1,460,644	−21.9%	1.62%
INTU	Intuit Inc. Technology	Added	3,322	+846	$1,436,366	−12.4%	1.59%
JNJ	Johnson & Johnson Healthcare	Reduced	5,691	-91	$1,391,108	+16.3%	1.54%
CRM	Salesforce, Inc. Technology	Reduced	7,451	-138	$1,390,878	−30.8%	1.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,829	-442	$1,371,055	+3.0%	1.52%
COR	Cencora, Inc. Healthcare	Reduced	4,274	-40	$1,342,634	−7.9%	1.49%
NTLA	Intellia Therapeutics, Inc. Healthcare	Added	102,924	+25,000	$1,319,485	+88.4%	1.46%
MCHP	Microchip Technology Inc Technology	Reduced	20,084	-427	$1,297,627	−0.7%	1.44%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	2,726	NEW	$1,262,655	NEW	1.40%
UNP	Union Pacific Corp Industrials	Reduced	5,199	-361	$1,261,381	−1.9%	1.40%
V	Visa Inc. Financial Services	Added	4,120	+60	$1,245,228	−12.5%	1.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,196	-141	$1,183,830	−0.9%	1.31%
ECL	Ecolab Inc. Basic Materials	Reduced	4,108	-157	$1,092,810	−2.4%	1.21%
D	Dominion Energy, Inc Utilities	Added	17,459	+20	$1,079,315	+5.6%	1.19%
DHR	Danaher Corp /De/ Healthcare	Reduced	5,667	-538	$1,074,463	−24.4%	1.19%
HON	Honeywell International Inc Industrials	Added	4,749	+110	$1,073,416	+18.6%	1.19%
DIS	Walt Disney Co Communication Services	Reduced	10,779	-1,834	$1,038,880	−27.6%	1.15%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	5,622	-245	$975,135	−10.4%	1.08%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,736	+75	$924,631	+14.3%	1.02%
PANW	Palo Alto Networks Inc Technology	Added	5,721	+1,854	$917,190	+28.8%	1.02%
NFLX	Netflix Inc Communication Services	NEW	9,452	NEW	$908,809	NEW	1.01%
ETN	Eaton Corp plc Industrials	Reduced	2,383	-23	$852,327	+11.2%	0.94%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,178	+35	$809,671	−16.0%	0.90%
C	Citigroup Inc Financial Services	Reduced	6,820	-25	$773,456	−3.2%	0.86%
LLY	ELI LILLY & Co Healthcare	Added	833	+17	$766,168	−12.6%	0.85%
XOM	Exxon Mobil Corp Energy	NEW	4,410	NEW	$748,200	NEW	0.83%
CVX	Chevron Corp Energy	Reduced	3,186	-350	$659,183	+22.3%	0.73%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,505	-13	$579,516	+2.7%	0.64%
DLR	Digital Realty Trust, Inc. Real Estate	Added	3,203	+40	$577,212	+18.0%	0.64%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Reduced	9,807	-950	$570,277	+18.3%	0.63%
QQQ	Invesco Qqq Trust, Series 1	Held	965	0	$556,978	−6.0%	0.62%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	10,387	-38	$548,641	−17.4%	0.61%
NVS	Novartis AG Healthcare	Reduced	3,240	-100	$494,910	+7.5%	0.55%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	9,810	-419	$494,816	−29.0%	0.55%
ABBV	AbbVie Inc. Healthcare	Reduced	2,262	-403	$491,962	−19.2%	0.54%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,013	-114	$482,723	+11.1%	0.53%