Elmwood Wealth Management, Inc.

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CIK 1731927

13F portfolio (2026-Q1)

$362M

Positions

178

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

178

Top 5

14.3%

Top 10

25.3%

Effective N

72.2

HHI

0.014

This quarter

20 new · 0 exit →

By sector

Unclassified75.0%

Information Technology8.1%

Financials5.0%

Communication Services3.3%

Consumer Discretionary2.7%

Health Care2.1%

Industrials1.1%

Materials0.8%

Other1.8%

By market cap

Unknown75.4%

Mega (>$200B)16.7%

Large ($10–200B)7.3%

Small ($300M–2B)0.4%

Mid ($2–10B)0.2%

Micro (<$300M)0.0%

By region

Other75.0%

North America24.6%

Asia-Pacific0.3%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	76.17%	110
Technology Hardware & Equipment	3.72%	6
Software & IT Services	2.65%	3
Semiconductors & Semiconductor Equipment	2.61%	5
Pharmaceuticals & Biotechnology	2.15%	11
Specialty Retail	1.98%	2
Software	1.75%	3
Commercial Services & Supplies	1.20%	3
Insurance	1.16%	4
Banks	1.14%	4
Chemicals	0.79%	4
Utilities	0.51%	3
Road & Rail	0.44%	2
Capital Markets	0.43%	1
Oil, Gas & Consumable Fuels	0.39%	2
Aerospace & Defense	0.38%	2
Beverages	0.38%	1
Distributors	0.37%	1
Entertainment	0.29%	1
Media & Entertainment	0.25%	1
Tobacco	0.25%	2
Machinery	0.24%	1
Automobiles & Components	0.22%	1
Hotels, Restaurants & Leisure	0.17%	2
Equity Real Estate Investment Trusts (REITs)	0.16%	1
Food Products	0.14%	1
Diversified Telecommunication Services	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TFLO	ISHARES TR	Unclassified	3.46%
2	CALI	BLACKROCK ETF TRUST II	Unclassified	2.96%
3	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.74%
4	JPST	J P MORGAN EXCHANGE TRADED F	Unclassified	2.64%
5	AAPL	Apple Inc.	Information Technology	2.55%
6	IDVO	AMPLIFY ETF TR	Unclassified	2.26%
7	SUB	ISHARES TR	Unclassified	2.23%
8	LOUP	INNOVATOR ETFS TRUST	Unclassified	2.20%
9	USFR	WISDOMTREE TR	Unclassified	2.16%
10	AIRR	First Trust RBA Amern Indl Renaissance ETF	Unclassified	2.08%

69/178 names classified · sector 25.0% of weight · industry 23.8% · mkt cap 24.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 31 quarters

Information TechnologyAAPL, DHR, MSFT, NVDA, SHOP · other

FinancialsUNH, MA, JPM, BRK.B, PYPL · other

Health CareCRBU, NTLA, ABT, EDIT, JNJ · other

Consumer DiscretionaryAMZN, COST, SBUX, COR, LOW · other

Consumer StaplesPEP, MKC, CVS, PM, MO · other

Communication ServicesGOOGL, DIS, GOOG, T, NFLX · other

MaterialsNKE, PG, ECL, CHD, LIN · other

IndustrialsUNP, HON, ACN, ETN, BABA · other

UtilitiesXIFR, D, AWK, DUK, NEE · other

EnergyCVX, XOM, EOG, SLB, HAL · other

Real EstateAMT, DLR, O, WPC, PLD · other

UnclassifiedTFLO, JPST, MINT, VGSH, SUB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 25.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 23% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (62 classified)Elmwood Wealth Management, Inc. centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesConsumer DiscretionaryHealth CareIndustrialsMaterialsConsumer StaplesUtilitiesEnergyReal Estate

Style box summary for Elmwood Wealth Management, Inc.: centroid Large Core. Heaviest cells: Large Growth 9.8%, Large Core 7.5%, Large Value 3.6%.

Classified: 22.9% of book weight (62/178 names) · unclassified 77.1%: TFLO, CALI, VEA, JPST, IDVO, SUB, LOUP, USFR, AIRR, JMST +106 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 178 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TFLOISHARES TR	246,845	$12M	3.5%	ADD 45%
2	CALIBLACKROCK ETF TRUST II	211,929	$11M	3.0%	ADD 29%
3	VEAVANGUARD TAX-MANAGED FDS	154,582	$10M	2.7%	ADD 3%
4	JPSTJ P MORGAN EXCHANGE TRADED F	188,311	$10M	2.6%	ADD 31%
5	AAPLAPPLE INC	36,356	$9M	2.6%	ADD 5%
6	IDVOAMPLIFY ETF TR	201,518	$8M	2.3%	ADD 19%
7	SUBISHARES TR	75,696	$8M	2.2%	ADD 20%
8	LOUPINNOVATOR ETFS TRUST	115,546	$8M	2.2%	ADD 26%
9	USFRWISDOMTREE TR	155,364	$8M	2.2%	ADD 66%
10	AIRRFirst Trust RBA Amern Indl Renaissance ETF	68,025	$8M	2.1%	ADD 17%
11	JMSTJ P MORGAN EXCHANGE TRADED F	147,221	$8M	2.1%	TRIM −5%
12	IEMGISHARES INC	101,818	$7M	2.0%	ADD 67%
13	TOTLSSGA ACTIVE ETF TR	175,201	$7M	1.9%	ADD 11%
14	IEFAISHARES TR	73,730	$7M	1.8%	ADD 5%
15	NVDANVIDIA CORPORATION	38,083	$7M	1.8%	ADD 4%
16	GPIXGOLDMAN SACHS ETF TR	126,774	$6M	1.8%	ADD 63%
17	DFCADIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	117,789	$6M	1.6%	ADD 43%
18	BILSPDR SERIES TRUST	59,660	$5M	1.5%	ADD 285%
19	VGSHVANGUARD SHORT-TERM TREASURY ETF	88,340	$5M	1.4%	HOLD
20	JPIBJ P MORGAN EXCHANGE TRADED F	106,980	$5M	1.4%	ADD 34%
21	PAPRINNOVATOR ETFS TRUST	127,902	$5M	1.4%	ADD 2%
22	SCHXSCHWAB U.S. LARGE-CAP ETF	194,111	$5M	1.4%	ADD 11%
23	GOOGALPHABET INC	17,276	$5M	1.4%	HOLD
24	EUSAISHARES INC	45,667	$5M	1.3%	ADD 92%
25	VTIVANGUARD INDEX FDS	13,918	$4M	1.2%	ADD 443%
26	MEARISHARES U S ETF TR	88,020	$4M	1.2%	HOLD
27	CMFISHARES TR	77,916	$4M	1.2%	ADD 15%
28	VWOVANGUARD INTL EQUITY INDEX F	80,904	$4M	1.2%	ADD 63%
29	GOOGLALPHABET INC	14,994	$4M	1.2%	TRIM −2%
30	BRK.BBERKSHIRE HATHAWAY INC DEL	8,773	$4M	1.2%	ADD 4%
31	SCHCSCHWAB STRATEGIC TR	88,849	$4M	1.1%	ADD 7%
32	DDFJINNOVATOR ETFS TRUST	221,017	$4M	1.1%	NEW
33	BNDXVANGUARD CHARLOTTE FDS	82,458	$4M	1.1%	ADD 29%
34	ELDWISDOMTREE TR	142,056	$4M	1.1%	ADD 18%
35	AMZNAMAZON COM INC	18,599	$4M	1.1%	TRIM −3%
36	VIGVANGUARD SPECIALIZED FUNDS	17,421	$4M	1.0%	ADD 7%
37	GSLCGOLDMAN SACHS ETF TR	28,063	$4M	1.0%	ADD 11%
38	MSFTMICROSOFT CORP	9,446	$3M	1.0%	ADD 14%
39	IVVISHARES TR	5,196	$3M	0.9%	NEW
40	PWZINVESCO EXCH TRADED FD TR II	141,912	$3M	0.9%	ADD 10%
41	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	78,144	$3M	0.9%	HOLD
42	XBFRINNOVATOR ETFS TRUST	137,186	$3M	0.9%	NEW
43	VTEBVANGUARD MUN BD FDS	67,092	$3M	0.9%	ADD 3%
44	FLOTISHARES TR	65,510	$3M	0.9%	TRIM −3%
45	COSTCOSTCO WHSL CORP NEW	3,301	$3M	0.9%	HOLD
46	VRPINVESCO EXCH TRADED FD TR II	133,038	$3M	0.9%	TRIM −3%
47	SPYSTATE STR SPDR S&P 500 ETF T	4,739	$3M	0.9%	ADD 13%
48	PJULINNOVATOR ETFS TRUST	64,351	$3M	0.8%	ADD 8%
49	JPMJPMORGAN CHASE & CO	9,793	$3M	0.8%	TRIM −2%
50	MAMASTERCARD INCORPORATED	5,538	$3M	0.8%	TRIM −3%
51	DDFFINNOVATOR ETFS TRUST	140,417	$3M	0.7%	NEW
52	SCZISHARES TR	30,348	$2M	0.7%	TRIM −2%
53	ULSTSSGA ACTIVE ETF TR	47,966	$2M	0.5%	TRIM −3%
54	SHMSPDR SERIES TRUST	39,766	$2M	0.5%	ADD 3%
55	ROKROCKWELL AUTOMATION INC	4,553	$2M	0.5%	HOLD
56	SCHWSCHWAB CHARLES CORP	16,663	$2M	0.4%	HOLD
57	ABTABBOTT LABS	15,099	$2M	0.4%	TRIM −5%
58	ACWIISHARES TR	10,945	$2M	0.4%	ADD 18%
59	TRVTRAVELERS COMPANIES INC	5,180	$2M	0.4%	TRIM −4%
60	UNHUNITEDHEALTH GROUP INC	5,398	$1M	0.4%	TRIM −5%
61	SCHASCHWAB STRATEGIC TR	49,897	$1M	0.4%	HOLD
62	INTUINTUIT	3,322	$1M	0.4%	ADD 34%
63	JNJJOHNSON & JOHNSON	5,691	$1M	0.4%	HOLD
64	CRMSALESFORCE INC	7,451	$1M	0.4%	HOLD
65	PEPPEPSICO INC	8,829	$1M	0.4%	TRIM −5%
66	DFIVDIMENSIONAL ETF TRUST	25,648	$1M	0.4%	ADD 9%
67	CORCENCORA INC	4,274	$1M	0.4%	HOLD
68	NTLAINTELLIA THERAPEUTICS INC	102,924	$1M	0.4%	ADD 32%
69	MCHPMICROCHIP TECHNOLOGY INC.	20,084	$1M	0.4%	TRIM −2%
70	DIASPDR DOW JONES INDL AVERAGE	2,726	$1M	0.3%	NEW
71	UNPUNION PAC CORP	5,199	$1M	0.3%	TRIM −6%
72	XLISELECT SECTOR SPDR TR	7,742	$1M	0.3%	HOLD
73	VVISA INC	4,120	$1M	0.3%	HOLD
74	RSPINVESCO EXCHANGE TRADED FD T	6,439	$1M	0.3%	ADD 3%
75	MUBISHARES TR	11,465	$1M	0.3%	TRIM −6%
76	RSPTINVESCO EXCHANGE TRADED FD T	26,185	$1M	0.3%	ADD 12%
77	PGPROCTER AND GAMBLE CO	8,196	$1M	0.3%	HOLD
78	SCHDSCHWAB STRATEGIC TR	36,848	$1M	0.3%	HOLD
79	ECLECOLAB INC	4,108	$1M	0.3%	TRIM −4%
80	GEMGOLDMAN SACHS ETF TR	25,050	$1M	0.3%	HOLD
81	DDOMINION ENERGY INC	17,459	$1M	0.3%	HOLD
82	IWDISHARES TR	5,042	$1M	0.3%	ADD 12%
83	DHRDANAHER CORP DEL	5,667	$1M	0.3%	TRIM −9%
84	HONHONEYWELL INTL INC	4,749	$1M	0.3%	ADD 2%
85	DISDISNEY WALT CO	10,779	$1M	0.3%	TRIM −15%
86	CSMPROSHARES TR	13,881	$1M	0.3%	HOLD
87	XLFSELECT SECTOR SPDR TR	20,160	$995,300	0.3%	ADD 22%
88	MRSHMARSH & MCLENNAN COS INC	5,622	$975,136	0.3%	TRIM −4%
89	DDTFINNOVATOR ETFS TRUST	51,610	$963,384	0.3%	NEW
90	XLKSELECT SECTOR SPDR TR	7,088	$941,942	0.3%	TRIM −3%
91	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,736	$924,632	0.3%	ADD 3%
92	PANWPALO ALTO NETWORKS INC	5,721	$917,191	0.3%	ADD 48%
93	NFLXNETFLIX INC	9,452	$908,810	0.3%	NEW
94	ETNEATON CORP PLC	2,383	$852,328	0.2%	HOLD
95	SCHOSCHWAB SHORT-TERM US TREASURY ETF	34,000	$825,180	0.2%	TRIM −11%
96	TSLATESLA INC	2,178	$809,672	0.2%	HOLD
97	MLNVANECK ETF TRUST	45,845	$799,537	0.2%	TRIM −5%
98	VTVVANGUARD INDEX FDS	4,033	$791,275	0.2%	HOLD
99	CCITIGROUP INC	6,820	$773,457	0.2%	HOLD
100	LLYELI LILLY & CO	833	$766,169	0.2%	ADD 2%
101	XOMEXXON MOBIL CORP	4,410	$748,201	0.2%	NEW
102	VOOVANGUARD INDEX FDS	1,187	$709,447	0.2%	ADD 81%
103	PIOINVESCO EXCH TRADED FD TR II	15,755	$684,084	0.2%	TRIM −20%
104	MTUMISHARES TR	2,830	$679,172	0.2%	ADD 12%
105	XLVSELECT SECTOR SPDR TR	4,629	$678,622	0.2%	ADD 19%
106	CVXCHEVRON CORP NEW	3,186	$659,150	0.2%	TRIM −10%
107	TDIVFIRST TR EXCHANGE TRADED FD	6,809	$637,756	0.2%	HOLD
108	VXUSVANGUARD STAR FDS	8,215	$633,455	0.2%	HOLD
109	VTVANGUARD INTL EQUITY INDEX F	4,275	$591,318	0.2%	ADD 10%
110	VGKVANGUARD INTL EQUITY INDEX F	7,064	$582,286	0.2%	HOLD
111	PMPHILIP MORRIS INTL INC	3,505	$579,588	0.2%	HOLD
112	DLRDIGITAL RLTY TR INC	3,203	$577,213	0.2%	HOLD
113	XENEXENON PHARMACEUTICALS INC	9,807	$570,278	0.2%	TRIM −9%
114	QQQINVESCO QQQ TR	965	$556,979	0.2%	HOLD
115	NKENIKE INC	10,387	$548,642	0.2%	HOLD
116	POCTINNOVATOR S&P 500 POWER BUFFER ETF	12,205	$526,158	0.1%	TRIM −83%
117	TBILRBB FD INC	10,315	$514,306	0.1%	HOLD
118	PJANINNOVATOR ETFS TRUST	11,024	$508,538	0.1%	TRIM −87%
119	NVSNOVARTIS AG	3,240	$494,910	0.1%	TRIM −3%
120	MKCMCCORMICK & CO INC	9,810	$494,815	0.1%	TRIM −4%
121	ABBVABBVIE INC	2,262	$491,963	0.1%	TRIM −15%
122	MRKMERCK & CO INC	4,013	$482,724	0.1%	TRIM −3%
123	PULSPGIM ETF TR	8,936	$442,332	0.1%	HOLD
124	NBFRINNOVATOR ETFS TRUST	17,933	$435,234	0.1%	NEW
125	KBFRINNOVATOR ETFS TRUST	17,027	$418,771	0.1%	NEW
126	SPDWSPDR INDEX SHS FDS	9,160	$418,154	0.1%	HOLD
127	SBUXSTARBUCKS CORP	4,592	$411,376	0.1%	TRIM −4%
128	SOSOUTHERN CO	4,210	$406,350	0.1%	ADD 5%
129	OUSAALPS ETF TR	7,236	$402,844	0.1%	ADD 11%
130	PRFINVESCO EXCHANGE TRADED FD T	8,436	$400,976	0.1%	HOLD
131	GSSTGOLDMAN SACHS ETF TR	7,875	$398,082	0.1%	TRIM −7%
132	RFLRINNOVATOR ETFS TRUST	13,600	$394,908	0.1%	NEW
133	QFLRINNOVATOR ETFS TRUST	11,800	$392,940	0.1%	NEW
134	TLTISHARES TR	4,510	$390,972	0.1%	NEW
135	BSVVANGUARD BD INDEX FDS	4,893	$383,622	0.1%	HOLD
136	RSPHINVESCO EXCHANGE TRADED FD T	12,617	$380,945	0.1%	ADD 4%
137	MOATVANECK ETF TRUST	3,833	$370,652	0.1%	ADD 39%
138	PFEPFIZER INC	13,026	$365,771	0.1%	HOLD
139	VEUVANGUARD INTL EQUITY INDEX F	4,831	$362,805	0.1%	HOLD
140	DUKDUKE ENERGY CORP NEW	2,729	$357,336	0.1%	ADD 6%
141	IXCISHARES TR	6,200	$357,182	0.1%	NEW
142	SCHMSCHWAB STRATEGIC TR	11,266	$348,802	0.1%	HOLD
143	AVGOBROADCOM INC	1,098	$339,842	0.1%	HOLD
144	VBVANGUARD INDEX FDS	1,251	$327,575	0.1%	HOLD
145	URIUNITED RENTALS INC	446	$324,938	0.1%	TRIM −2%
146	NSCNORFOLK SOUTHN CORP	1,130	$324,310	0.1%	HOLD
147	CIBRFIRST TR EXCHANGE-TRADED FD	5,066	$317,537	0.1%	NEW
148	TMOTHERMO FISHER SCIENTIFIC INC	636	$312,614	0.1%	ADD 12%
149	PAUGINNOVATOR ETFS TRUST	7,300	$311,856	0.1%	HOLD
150	MOALTRIA GROUP INC	4,719	$311,407	0.1%	HOLD
151	METAMETA PLATFORMS INC	544	$311,239	0.1%	HOLD
152	RTXRTX CORPORATION	1,602	$309,026	0.1%	TRIM −20%
153	USXFISHARES TR	5,322	$293,775	0.1%	HOLD
154	XLESELECT SECTOR SPDR TR	4,788	$293,313	0.1%	HOLD
155	SHYISHARES TR	3,544	$292,592	0.1%	ADD 23%
156	VYMVANGUARD WHITEHALL FDS	1,971	$291,906	0.1%	HOLD
157	BMYBRISTOL-MYERS SQUIBB CO	4,776	$289,665	0.1%	HOLD
158	KOCTINNOVATOR ETFS TRUST	8,450	$286,683	0.1%	HOLD
159	IWMISHARES TR	1,147	$284,456	0.1%	HOLD
160	IBMINTERNATIONAL BUSINESS MACHS	1,136	$275,356	0.1%	ADD 4%
161	VZVERIZON COMMUNICATIONS INC	5,468	$274,494	0.1%	HOLD
162	ESGDISHARES TR	2,849	$272,422	0.1%	NEW
163	CITHE CIGNA GROUP	994	$265,150	0.1%	ADD 8%
164	FCOMFIDELITY COVINGTON TRUST	3,787	$257,971	0.1%	HOLD
165	DSIISHARES TR	2,074	$251,402	0.1%	HOLD
166	BACBANK AMERICA CORP	5,071	$247,217	0.1%	ADD 3%
167	MUMICRON TECHNOLOGY INC	665	$224,664	0.1%	NEW
168	ESGEISHARES INC	4,810	$218,711	0.1%	NEW
169	XLYSELECT SECTOR SPDR TR	1,956	$213,165	0.1%	ADD 9%
170	MCDMCDONALDS CORP	685	$212,892	0.1%	ADD 3%
171	UJANINNOVATOR ETFS TRUST	5,000	$212,550	0.1%	HOLD
172	VSSVANGUARD INTL EQUITY INDEX F	1,429	$208,334	0.1%	HOLD
173	AXPAMERICAN EXPRESS CO	685	$207,199	0.1%	TRIM −16%
174	DFATDIMENSIONAL ETF TRUST	3,296	$205,836	0.1%	NEW
175	JEPIJPMorgan Equity Premium Income ETF	3,625	$205,465	0.1%	NEW
176	VSDMVANGUARD SHORT	2,683	$204,693	0.1%	HOLD
177	GERNGERON CORP	29,815	$44,425	0.0%	ADD 6%
178	CDXSCODEXIS INC	21,695	$35,363	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TFLOISHARES TR

160K

140K

175K

215K

171K

247K

$12M

CALIBLACKROCK ETF TRUST II

125K

139K

144K

154K

164K

212K

$11M

VEAVANGUARD TAX-MANAGED FDS

141K

142K

148K

151K

155K

$10M

JPSTJ P MORGAN EXCHANGE TRADED F

117K

110K

119K

141K

144K

188K

$10M

AAPLAPPLE INC

24K

22K

26K

35K

36K

$9M

IDVOAMPLIFY ETF TR

158K

160K

163K

168K

169K

202K

$8M

SUBISHARES TR

59K

61K

63K

61K

63K

76K

$8M

LOUPINNOVATOR ETFS TRUST

48K

73K

89K

90K

92K

116K

$8M

USFRWISDOMTREE TR

163K

151K

100K

130K

94K

155K

$8M

AIRRFirst Trust RBA Amern Indl Renaissance ETF

24K

46K

56K

57K

58K

68K

$8M

JMSTJ P MORGAN EXCHANGE TRADED F

107K

122K

141K

146K

154K

147K

$8M

IEMGISHARES INC

56K

57K

56K

57K

61K

102K

$7M

TOTLSSGA ACTIVE ETF TR

160K

150K

155K

158K

175K

$7M

IEFAISHARES TR

62K

64K

68K

70K

74K

$7M

NVDANVIDIA CORPORATION

20K

21K

22K

29K

37K

38K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Elmwood Wealth Management, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 178 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Elmwood Wealth Management, Inc.