Elmwood Wealth Management, Inc.
•CIK: 1731927•Filing: Q4 2025
**Elmwood Wealth Management, Inc.** manages $317M across a diversified portfolio of 171 positions. The fund exhibits notable concentration in technology and international exposure, highlighted by significant allocations to AAPL ($9.4M) and VEA ($9.4M). Further top holdings include TFLO ($8.6M), CALI ($8.3M), and JMST ($7.9M), suggesting a tactical approach across growth sectors. This positioning reflects a commitment to capturing value within established market leaders and targeted international opportunities.
Total AUM
$316.6M
QoQ Performance
+12.2%
Positions
107
Top 10 Concentration
24.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.0%
VEA3.0%
TFLO2.7%
CALI2.6%
JMST2.5%
JPST2.3%
LOUP2.2%
NVDA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.2%
Technology11.3%
Financial4.6%
Healthcare3.0%
Consumer3.0%
ETF1.0%
Industrial0.8%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW37 new positions
↑74 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023