Elmwood Wealth Management
Elmwood Wealth Management reported 207 stocks worth $416M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are JPST (3.7%), TFLO (3.7%) and AAPL (3.0%). Compared with Q2 2026, the fund opened new positions in SPCX and XOM, added to JPST, TFLO and AAPL, trimmed CALI, NVDA and JMST and sold out of MUB, INTU and MLN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JPST J P Morgan Exchange Traded F | $15.5M | 3.7% | 308K | +113K (+58%) | 8 of 8 | |
| 2 |  TFLO Ishares TR | $15.3M | 3.7% | 302K | +81K (+37%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $12.4M | 3.0% | 37K | +337 (+1%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $11.2M | 2.7% | 159K | +867 (+1%) | 8 of 8 | |
| 5 |  CALI Blackrock ETF Trust II | $10.8M | 2.6% | 216K | −14K (−6%) | 8 of 8 | |
| 6 |  LOUP Innovator Deepwater | $10.3M | 2.5% | 116K | No change | 8 of 8 | |
| 7 |  IDVO Amplify Cwp | $8.8M | 2.1% | 212K | +6,710 (+3%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $8.7M | 2.1% | 38K | −515 (−1%) | 8 of 8 | |
| 9 |  IEMG Ishares Inc | $8.4M | 2.0% | 104K | +276 (+0%) | 8 of 8 | |
| 10 |  SUB Ishares Short Term Ntnl | $8M | 1.9% | 76K | +3,434 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MUB Ishares TR | $1.2M | 11K |
 INTU Intuit | $869K | 3,328 |
 MLN Vaneck ETF Trust | $818K | 46K |
 NKE Nike Inc | $438K | 11K |
 AMAT Applied Matls Inc | $277K | 383 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Elmwood Wealth Management 13F FAQ
What does Elmwood Wealth Management own?
Elmwood Wealth Management reported 207 stocks worth $416M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are JPST (3.7%), TFLO (3.7%) and AAPL (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Elmwood Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 77 added to, 71 trimmed and 14 sold out. New positions include SPCX and XOM. It sold all of MUB, INTU and MLN.
When will Elmwood Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Elmwood Wealth Management's portfolio worth?
The Q3 2026 filing reports $416M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.