Portfolio (Quarterly) Guide ↗

Elmwood Wealth Management, Inc.

· CIK 0001731927

13F Portfolio $400M AUM 200 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 26 New 77 Added 52 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	4,749	$1.1M	0.30%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	4,410	$748K	0.21%	SOLD
3	TLT	ISHARES TR	—	4,510	$391K	0.11%	SOLD
4	MCD	MCDONALDS CORP	Consumer Cyclical	685	$213K	0.06%	SOLD

Sector Allocation

Technology 33.4%

Financial Services 20.3%

Healthcare 12.9%

Communication Services 7.8%

Consumer Defensive 7.5%

Consumer Cyclical 6.6%

Industrials 6.4%

Utilities 2.2%

Basic Materials 1.4%

Real Estate 0.8%