Elmwood Wealth Management, Inc.

CIK

1731927

Location

BERKELEY, CA

Portfolio Value

Small $103,108,614

Diversification

Diversified

Filing Date

Global Rank

#5,883 / 8,517 ▼ 306

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

-8.5%

Period ended 46 days ago

Filed Jul 8, 2026 · 38d

24 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+41.0%

SPY

+75.3%

Annualised alpha

-8.4%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.4%

+2.1 pts

Top 5

31.8%

−2.1 pts

Top 10

47.7%

−2.3 pts

HHI

338

Diversified−13

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$32,590,511	20
Financial Services	17.7%	$18,269,761	11
Healthcare	13.4%	$13,847,146	17
Communication Services	7.4%	$7,609,795	5
Consumer Defensive	7.1%	$7,281,070	7
Consumer Cyclical	6.2%	$6,409,522	4
Industrials	6.1%	$6,272,529	7
Unclassified	5.7%	$5,889,612	3
Utilities	2.1%	$2,151,988	4
Basic Materials	1.4%	$1,394,396	2
Real Estate	0.8%	$804,334	2
Energy	0.6%	$587,950	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+1,331	16,430	$1,490,858
VZ	Verizon Communications Inc	+1,274	6,742	$285,456
AXP	American Express Co	+797	1,482	$501,286
AMZN	Amazon Com Inc	+795	19,394	$4,622,365
AAPL	Apple Inc.	+540	36,896	$10,676,226
DUK	Duke Energy CORP	+509	3,238	$409,866
JPM	Jpmorgan Chase & Co	+502	10,295	$3,369,862
NVDA	Nvidia Corp	+447	38,530	$7,709,467
MO	Altria Group, Inc.	+444	5,163	$371,477
V	Visa Inc.	+425	4,545	$1,559,344
PG	PROCTER & GAMBLE Co	+382	8,578	$1,257,877
CVX	Chevron Corp	+361	3,547	$587,950
JNJ	Johnson & Johnson	+329	6,020	$1,528,899
AVGO	Broadcom Inc.	+321	1,419	$536,027
MRK	Merck & Co., Inc.	+301	4,314	$554,349
NKE	NIKE, Inc.	+279	10,666	$437,839
BAC	Bank Of America Corp /De/	+267	5,338	$304,159
PM	Philip Morris International Inc.	+246	3,751	$678,593
IBM	International Business Machines Corp	+229	1,365	$383,851
PANW	Palo Alto Networks Inc	+196	5,917	$2,017,815
MRSH	Marsh & Mclennan Companies, Inc.	+171	5,793	$965,519
RTX	RTX Corp	+157	1,759	$333,735
SO	Southern Co	+140	4,350	$416,338
MKC	Mccormick & Co Inc	+124	9,934	$500,872
SPY	Spdr S&P 500 ETF Trust	+122	4,861	$3,630,048
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−17,162	15,108	$5,399,145
CDXS	Codexis, Inc.	−9,000	12,695	$28,690
GERN	Geron Corp	−1,615	28,200	$36,096
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−600	2,136	$1,020,089
PFE	Pfizer Inc	−303	12,723	$306,369
CRM	Salesforce, Inc.	−282	7,169	$1,123,095
META	Meta Platforms, Inc.	−155	389	$219,119
MA	Mastercard Inc	−116	5,422	$2,784,739
TSLA	Tesla, Inc.	−115	2,063	$867,697
DIS	Walt Disney Co	−106	10,673	$1,027,276
TMO	Thermo Fisher Scientific Inc.	−83	553	$277,252
D	Dominion Energy, Inc	−67	17,392	$1,187,699
PEP	Pepsico Inc	−47	8,782	$1,189,082
MCHP	Microchip Technology Inc	−46	20,038	$1,827,465
COST	Costco Wholesale Corp /New	−45	3,256	$3,045,890
BRK-B	Berkshire Hathaway Inc	−43	8,730	$4,368,404
UNP	Union Pacific Corp	−37	5,162	$1,404,064
MU	Micron Technology Inc	−22	643	$742,208
TRV	Travelers Companies, Inc.	−10	5,170	$1,706,720
ROK	Rockwell Automation, Inc	−5	4,548	$2,251,623
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	780	$453,109
CAT	Caterpillar Inc	341	$363,130
SNDK	Sandisk Corp	130	$295,584
AMAT	Applied Materials Inc /De	383	$276,909
WDC	Western Digital Corp	381	$243,352
LIN	Linde PLC	467	$242,344
WMT	Walmart Inc.	2,095	$237,279
ASML	Asml Holding NV	115	$228,785
O	Realty Income Corp	3,675	$227,703
CSCO	Cisco Systems, Inc.	1,827	$214,599
INTC	Intel Corp	1,523	$212,656
BLK	BlackRock, Inc.	212	$203,850
KEP	Korea Electric Power Corp	11,412	$138,085
WIT	Wipro Ltd	49,106	$110,488
LPL	LG Display Co., Ltd.	24,019	$93,433
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	154,582	$9,905,614
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	59,660	$5,467,242
BNDX	Vanguard Total International Bond ETF	82,458	$3,962,106
VIG	Vanguard Dividend Appreciation ETF	17,421	$3,746,560
HON	Honeywell International Inc	4,749	$1,073,416
XOM	ExxonMobil Holdings Corp	4,410	$748,200
VXUS	Vanguard Total International Stock ETF	8,215	$633,458
VEU	Vanguard FTSE All-World Ex-US ETF	4,831	$362,808
VB	Vanguard Morningstar Small-Cap ETF	1,251	$327,661
MCD	Mcdonalds Corp	685	$212,891
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $103,108,614 total · as of Jun 30, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	36,896	+540	$10,676,226	+15.7%	10.35%
NVDA	Nvidia Corp Technology	Added	38,530	+447	$7,709,467	+16.1%	7.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,108	-17,162	$5,399,145	−41.7%	5.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,394	+795	$4,622,365	+19.3%	4.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,730	-43	$4,368,404	+3.9%	4.24%
SPY	Spdr S&P 500 ETF Trust	Added	4,861	+122	$3,630,048	+17.8%	3.52%
MSFT	Microsoft Corp Technology	Added	9,535	+89	$3,556,745	+1.7%	3.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,295	+502	$3,369,862	+17.0%	3.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,256	-45	$3,045,890	−7.4%	2.95%
MA	Mastercard Inc Financial Services	Reduced	5,422	-116	$2,784,739	+0.6%	2.70%
ROK	Rockwell Automation, Inc Industrials	Reduced	4,548	-5	$2,251,623	+37.8%	2.18%
UNH	Unitedhealth Group Inc Healthcare	Added	5,409	+11	$2,248,142	+53.9%	2.18%
PANW	Palo Alto Networks Inc Technology	Added	5,917	+196	$2,017,815	+120.0%	1.96%
MCHP	Microchip Technology Inc Technology	Reduced	20,038	-46	$1,827,465	+40.8%	1.77%
NTLA	Intellia Therapeutics, Inc. Healthcare	Added	102,944	+20	$1,741,812	+32.0%	1.69%
TRV	Travelers Companies, Inc. Financial Services	Reduced	5,170	-10	$1,706,720	+13.0%	1.66%
V	Visa Inc. Financial Services	Added	4,545	+425	$1,559,344	+25.2%	1.51%
SCHW	Schwab Charles Corp Financial Services	Held	16,663	0	$1,537,495	−1.8%	1.49%
JNJ	Johnson & Johnson Healthcare	Added	6,020	+329	$1,528,899	+9.9%	1.48%
ABT	Abbott Laboratories Healthcare	Added	16,430	+1,331	$1,490,858	−3.8%	1.45%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	2,834	+108	$1,480,453	+17.2%	1.44%
UNP	Union Pacific Corp Industrials	Reduced	5,162	-37	$1,404,064	+11.3%	1.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,578	+382	$1,257,877	+6.3%	1.22%
COR	Cencora, Inc. Healthcare	Added	4,314	+40	$1,220,775	−9.1%	1.18%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,782	-47	$1,189,082	−13.3%	1.15%
D	Dominion Energy, Inc Utilities	Reduced	17,392	-67	$1,187,699	+10.0%	1.15%
ECL	Ecolab Inc. Basic Materials	Added	4,135	+27	$1,152,052	+5.4%	1.12%
CRM	Salesforce, Inc. Technology	Reduced	7,169	-282	$1,123,095	−19.3%	1.09%
DHR	Danaher Corp /De/ Healthcare	Added	5,764	+97	$1,097,926	+2.2%	1.06%
ETN	Eaton Corp plc Industrials	Added	2,485	+102	$1,058,908	+24.2%	1.03%
LLY	ELI LILLY & Co Healthcare	Added	879	+46	$1,054,299	+37.6%	1.02%
DIS	Walt Disney Co Communication Services	Reduced	10,673	-106	$1,027,276	−1.1%	1.00%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,136	-600	$1,020,089	+10.3%	0.99%
C	Citigroup Inc Financial Services	Added	6,919	+99	$968,383	+25.2%	0.94%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	5,793	+171	$965,519	−1.0%	0.94%
INTU	Intuit Inc. Technology	Added	3,328	+6	$868,608	−39.5%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,063	-115	$867,697	+7.2%	0.84%
QQQ	Invesco Qqq Trust, Series 1	Added	1,058	+93	$779,111	+39.9%	0.76%
MU	Micron Technology Inc Technology	Reduced	643	-22	$742,208	+230.4%	0.72%
NFLX	Netflix Inc Communication Services	Added	9,507	+55	$678,799	−25.3%	0.66%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,751	+246	$678,593	+17.1%	0.66%
ABBV	AbbVie Inc. Healthcare	Added	2,376	+114	$597,896	+21.5%	0.58%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Added	9,817	+10	$592,554	+3.9%	0.57%
CVX	Chevron Corp Energy	Added	3,547	+361	$587,950	−10.8%	0.57%
DLR	Digital Realty Trust, Inc. Real Estate	Added	3,211	+8	$576,631	−0.1%	0.56%
MRK	Merck & Co., Inc. Healthcare	Added	4,314	+301	$554,349	+14.8%	0.54%
AVGO	Broadcom Inc. Technology	Added	1,419	+321	$536,027	+57.7%	0.52%
NVS	Novartis AG Healthcare	Added	3,278	+38	$513,728	+3.8%	0.50%
URI	United Rentals, Inc. Industrials	Held	446	0	$505,268	+55.5%	0.49%
AXP	American Express Co Financial Services	Added	1,482	+797	$501,286	+141.9%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.