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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
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPQ J P MORGAN EXCHANGE TRADED F 16,724.0 $1.0M 0.26% NEW $61.46 -2.1%
2 SPTM SPDR SERIES TRUST 7,080.0 $643K 0.16% NEW $90.79 +2.9%
3 HONEYWELL INTL INC 2,386.0 $534K 0.13% NEW $223.90
4 HONEYWELL AEROSPACE INC 2,369.0 $524K 0.13% NEW $221.08
5 AMD ADVANCED MICRO DEVICES INC Technology 780.0 $453K 0.11% NEW $580.91 -18.6%
6 DSCO DOUBLELINE ETF TRUST 15,550.0 $388K 0.10% NEW $24.93 -0.6%
7 CAT CATERPILLAR INC Industrials 341.0 $363K 0.09% NEW $1064.90 -23.5%
8 SMH VANECK ETF TRUST 545.0 $358K 0.09% NEW $656.05 -13.3%
9 SNDK SANDISK CORP Technology 130.0 $296K 0.07% NEW $2273.73 -35.2%
10 SDY SPDR SERIES TRUST 1,864.0 $284K 0.07% NEW $152.19 +3.5%
11 AMAT APPLIED MATLS INC Technology 383.0 $277K 0.07% NEW $723.00 -34.0%
12 DDTJ INNOVATOR ETFS TRUST 13,120.0 $264K 0.07% NEW $20.09 +2.0%
13 WDC WESTERN DIGITAL CORP Technology 381.0 $243K 0.06% NEW $638.32 -28.8%
14 LIN LINDE PLC Basic Materials 467.0 $243K 0.06% NEW $519.37 -6.6%
15 WMT WALMART INC Consumer Defensive 2,095.0 $237K 0.06% NEW $113.26 -9.4%
16 ASML ASML HLDG NV Technology 115.0 $229K 0.06% NEW $1989.44 -13.3%
17 O REALTY INCOME CORP Real Estate 3,675.0 $228K 0.06% NEW $61.96 -0.2%
18 FJAN FIRST TR EXCHNG TRADED FD VI 3,940.0 $217K 0.05% NEW $55.09 +2.5%
19 CSCO CISCO SYS INC Technology 1,827.0 $215K 0.05% NEW $117.46 -4.8%
20 INTC INTEL CORP Technology 1,523.0 $213K 0.05% NEW $139.63 -34.8%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%