Elmwood Wealth Management, Inc.

13F filer, CIK 1731927, BERKELEY, CA

Elmwood Wealth Management, Inc. reported $247,840,915 across 128 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-13. Its ten largest share positions make up 26.45% of the portfolio.

Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001731927-25-000001

Period: 2024-12-31
Reported value: $248M
Holdings: 128
Top 10 weight: 26.45%
New: 9
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
USFRadded	+92,881	$4.67M
BILadded	+37,313	$3.41M
JPIBnew	+66,723	$3.15M
SCHXadded	+108,398	$2.51M
FLOTnew	+37,793	$1.92M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BWZexited	-120,818	-$3.33M
ICLNexited	-209,880	-$3.08M
TLTWexited	-62,839	-$1.7M
BSVreduced	-10,000	-$773K
UBERexited	-7,298	-$549K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001731927-25-000001, largest first. % of portfolio is the value over $247,840,915, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
USFRWISDOMTREE TR	163,350	$8.22M	3.32%	+92,881	Timeline
TFLOISHARES TR	159,604	$8.06M	3.25%	-3,546	Timeline
VEAVANGUARD TAX-MANAGED FDS	141,468	$6.77M	2.73%	-1,018	Timeline
TOTLSSGA ACTIVE ETF TR	160,374	$6.32M	2.55%	-328	Timeline
SUBISHARES TR	59,429	$6.27M	2.53%	+3,649	Timeline
CALIBLACKROCK ETF TRUST II	124,817	$6.26M	2.53%	+7,464	Timeline
AAPLAPPLE INC	23,982	$6.01M	2.42%	+497	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	117,408	$5.91M	2.39%	-3,234	Timeline
BILSPDR SERIES TRUST	64,300	$5.88M	2.37%	+37,313	Timeline
VGSHVANGUARD SCOTTSDALE FDS	100,749	$5.86M	2.37%	-7,085	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	107,219	$5.44M	2.19%	+10,467	Timeline
IDVOAMPLIFY ETF TR	158,224	$4.72M	1.91%	+5,349	Timeline
IEFAISHARES TR	62,308	$4.38M	1.77%	-2,841	Timeline
SCHXSCHWAB STRATEGIC TR	163,876	$3.8M	1.53%	+108,398	Timeline
GPIXGOLDMAN SACHS ETF TR	75,673	$3.74M	1.51%	+1,320	Timeline
CMFISHARES TR	65,190	$3.73M	1.51%	+1,027	Timeline
AMZNAMAZON COM INC	16,931	$3.71M	1.5%	-16	Timeline
VRPINVESCO EXCH TRADED FD TR II	152,510	$3.69M	1.49%	+3,188	Timeline
PJANINNOVATOR ETFS TRUST	87,308	$3.69M	1.49%	-1,745	Timeline
PAPRINNOVATOR ETFS TRUST	99,964	$3.67M	1.48%	-1,074	Timeline
PJULINNOVATOR ETFS TRUST	85,397	$3.52M	1.42%	+483	Timeline
MEARISHARES U S ETF TR	68,325	$3.41M	1.38%	+8,920	Timeline
VTEBVANGUARD MUN BD FDS	67,491	$3.38M	1.37%	+5,525	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,668	$3.36M	1.36%	-57	Timeline
MLNVANECK ETF TRUST	183,123	$3.27M	1.32%	-1,250	Timeline
CRBUCARIBOU BIOSCIENCES INC	2,025,740	$3.22M	1.3%	-150,000	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	66,723	$3.15M	1.27%	new	Timeline
MAMASTERCARD INCORPORATED	5,795	$3.05M	1.23%	-20	Timeline
VWOVANGUARD INTL EQUITY INDEX F	67,028	$2.95M	1.19%	+7,520	Timeline
IEMGISHARES INC	55,737	$2.91M	1.17%	+5,622	Timeline
POCTINNOVATOR ETFS TRUST	73,148	$2.89M	1.17%	+270	Timeline
UNHUNITEDHEALTH GROUP INC	5,603	$2.83M	1.14%	-120	Timeline
ELDWISDOMTREE TR	109,748	$2.78M	1.12%	+5,700	Timeline
MSFTMICROSOFT CORP	6,560	$2.77M	1.12%	+225	Timeline
CRMSALESFORCE INC	8,162	$2.73M	1.1%	+1,539	Timeline
GSLCGOLDMAN SACHS ETF TR	23,581	$2.72M	1.1%	+793	Timeline
NVDANVIDIA CORPORATION	20,153	$2.71M	1.09%	+150	Timeline
SCHCSCHWAB STRATEGIC TR	78,197	$2.68M	1.08%	+3,765	Timeline
GSIEGOLDMAN SACHS ETF TR	80,279	$2.68M	1.08%	-3,351	Timeline
LOUPINNOVATOR ETFS TRUST	47,726	$2.55M	1.03%	+5,442	Timeline
GOOGLALPHABET INC	13,364	$2.53M	1.02%	-10	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,469	$2.48M	1%	+82	Timeline
NDIVAMPLIFY ETF TR	89,381	$2.47M	1%	+2,846	Timeline
BNDXVANGUARD CHARLOTTE FDS	50,260	$2.47M	0.99%	-1,785	Timeline
JPMJPMORGAN CHASE & CO	10,164	$2.44M	0.98%	+7	Timeline
EUSAISHARES INC	21,666	$2.07M	0.83%	+1,355	Timeline
SCZISHARES TR	33,141	$2.01M	0.81%	-486	Timeline
FLOTISHARES TR	37,793	$1.92M	0.78%	new	Timeline
GOOGALPHABET INC	9,882	$1.88M	0.76%	+287	Timeline
VCITVANGUARD SCOTTSDALE FDS	22,909	$1.84M	0.74%	-912	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	23,805	$1.83M	0.74%	new	Timeline
PIOINVESCO EXCH TRADED FD TR II	45,738	$1.79M	0.72%	-215	Timeline
ABTABBOTT LABORATORIES	15,541	$1.76M	0.71%	-365	Timeline
GXDWGLOBAL X FDS	73,507	$1.73M	0.7%	+491	Timeline
INTUINTUIT	2,625	$1.65M	0.67%	0	Timeline
ULSTSSGA ACTIVE ETF TR	39,187	$1.58M	0.64%	-3,445	Timeline
DHRDANAHER CORP DEL	6,755	$1.55M	0.63%	-49	Timeline
PEPPEPSICO INC	10,189	$1.55M	0.63%	-2	Timeline
DISDISNEY WALT CO	13,460	$1.5M	0.6%	+308	Timeline
ARKGARK ETF TR	62,191	$1.46M	0.59%	+4,425	Timeline
TRVTRAVELERS COMPANIES INC	5,792	$1.4M	0.56%	+9	Timeline
SCHASCHWAB STRATEGIC TR	52,849	$1.37M	0.55%	+24,569	Timeline
ROKROCKWELL AUTOMATION INC	4,717	$1.35M	0.54%	0	Timeline
MUBISHARES TR	12,270	$1.31M	0.53%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	6,116	$1.3M	0.52%	+4	Timeline
SCHWCHARLES SCHWAB CORP (THE)	17,346	$1.28M	0.52%	+2,405	Timeline
UNPUNION PAC CORP	5,550	$1.27M	0.51%	+77	Timeline
VVISA INC	3,871	$1.22M	0.49%	-89	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	20,558	$1.18M	0.48%	+300	Timeline
SCHOSCHWAB STRATEGIC TR	48,038	$1.16M	0.47%	+24,019	Timeline
PGPROCTER & GAMBLE CO	6,866	$1.15M	0.46%	-215	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,613	$1.1M	0.44%	0	Timeline
CORCENCORA INC	4,649	$1.04M	0.42%	0	Timeline
ECLECOLAB INC	4,432	$1.04M	0.42%	0	Timeline
HONHONEYWELL INTL INC	4,528	$1.02M	0.41%	0	Timeline
TLTEFLEXSHARES TR	19,540	$996K	0.4%	-1,225	Timeline
SHMSPDR SERIES TRUST	20,193	$957K	0.39%	+6,670	Timeline
DDOMINION ENERGY INC	17,279	$931K	0.38%	-771	Timeline
DFCADIMENSIONAL ETF TRUST	17,580	$880K	0.36%	new	Timeline
MKCMCCORMICK & CO INC	11,278	$860K	0.35%	-175	Timeline
GEMGOLDMAN SACHS ETF TR	26,733	$853K	0.34%	+1,000	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,610	$808K	0.33%	-640	Timeline
NTLAINTELLIA THERAPEUTICS INC	67,774	$790K	0.32%	0	Timeline
NKENIKE INC	10,368	$785K	0.32%	-185	Timeline
JNJJOHNSON & JOHNSON	5,360	$775K	0.31%	+26	Timeline
VTIVANGUARD INDEX FDS	2,636	$764K	0.31%	-207	Timeline
ETNEATON CORP PLC	2,270	$753K	0.3%	+5	Timeline
ACNACCENTURE PLC IRELAND	2,062	$725K	0.29%	+15	Timeline
GSSTGOLDMAN SACHS ETF TR	13,843	$695K	0.28%	-2,265	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,019	$597K	0.24%	-349	Timeline
PULSPGIM ETF TR	10,756	$533K	0.22%	+985	Timeline
TBILRBB FD INC	10,315	$514K	0.21%	0	Timeline
PANWPALO ALTO NETWORKS INC	2,752	$501K	0.2%	+1,401	Timeline
CVXCHEVRON CORPORATION	3,418	$495K	0.2%	+11	Timeline
VXUSVANGUARD STAR FDS	8,156	$481K	0.19%	-78	Timeline
LLYELI LILLY & CO	617	$476K	0.19%	+32	Timeline
BXBLACKSTONE INC	2,716	$468K	0.19%	new	Timeline
DLRDIGITAL RLTY TR INC	2,597	$461K	0.19%	+15	Timeline
CCITIGROUP INC	6,500	$458K	0.18%	0	Timeline
PLDPROLOGIS INC.	4,318	$456K	0.18%	new	Timeline
SBUXSTARBUCKS CORP	4,961	$453K	0.18%	-125	Timeline
XENEXENON PHARMACEUTICALS INC	11,007	$431K	0.17%	+3,400	Timeline
PAUGINNOVATOR ETFS TRUST	10,300	$397K	0.16%	0	Timeline
PMPHILIP MORRIS INTL INC	3,273	$394K	0.16%	0	Timeline
VBVANGUARD INDEX FDS	1,572	$378K	0.15%	-113	Timeline
ABBVABBVIE INC	2,106	$374K	0.15%	-79	Timeline
AMTAMERICAN TOWER CORP	2,037	$374K	0.15%	0	Timeline
BSVVANGUARD BD INDEX FDS	4,725	$365K	0.15%	-10,000	Timeline
PJUNINNOVATOR ETFS TRUST	9,300	$349K	0.14%	0	Timeline
SOSOUTHERN CO	4,000	$329K	0.13%	0	Timeline
SCHMSCHWAB STRATEGIC TR	11,479	$318K	0.13%	+7,653	Timeline
URIUNITED RENTALS INC	446	$314K	0.13%	0	Timeline
DUKDUKE ENERGY CORP NEW	2,711	$292K	0.12%	0	Timeline
TSLATESLA INC	713	$288K	0.12%	-135	Timeline
VEUVANGUARD INTL EQUITY INDEX F	4,892	$281K	0.11%	+2	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,405	$277K	0.11%	+50	Timeline
PFEPFIZER INC	10,326	$274K	0.11%	-50	Timeline
USXFISHARES TR	5,322	$265K	0.11%	0	Timeline
MRKMERCK & CO INC	2,656	$264K	0.11%	+9	Timeline
NVSNOVARTIS AG	2,702	$263K	0.11%	+43	Timeline
KAUGINNOVATOR ETFS TRUST	10,000	$251K	0.1%	new	Timeline
NSCNORFOLK SOUTHN CORP	1,070	$251K	0.1%	0	Timeline
KOCTINNOVATOR ETFS TRUST	8,200	$251K	0.1%	+1,200	Timeline
CITHE CIGNA GROUP	894	$247K	0.1%	-48	Timeline
BNDVANGUARD BD INDEX FDS	3,336	$240K	0.1%	-48	Timeline
MOALTRIA GROUP INC	4,550	$238K	0.1%	0	Timeline
AXPAMERICAN EXPRESS CO	675	$200K	0.08%	new	Timeline
GERNGERON CORP	26,200	$92.7K	0.04%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BWZSPDR SERIES TRUST	120,818	$3.33M	shares
ICLNISHARES TR	209,880	$3.08M	shares
TLTWISHARES TR	62,839	$1.7M	shares
UBERUBER TECHNOLOGIES INC	7,298	$549K	shares
CVSCVS HEALTH CORP	7,255	$456K	shares
RTXRTX CORPORATION	1,714	$208K	shares
QQQINVESCO QQQ TR	425	$207K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001731927-25-000001	base		2025-01-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC