Elmwood Wealth Management, Inc. ETF holdings
Berkeley, CA
Reported $295.5M in 117 ETFs in its Form 13F for June 30, 2026.
ETF value
$295.5M
ETFs held
117
Change from prior quarter
+9.0%
With price moves
ETFs as a share of its 13F
73.9%
of $399.8M
Top 10 of 117 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CALI | iShares Short-Term California Muni Active ETF | $11.6M | 229,610 | +17,681 shares |
| LOUP | Innovator Deepwater Frontier Tech ETF | $11.5M | 116,401 | +855 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $11.3M | 158,401 | +3,819 shares |
| TFLO | iShares Treasury Floating Rate Bond ETF | $11.2M | 221,166 | −25,679 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $9.8M | 194,430 | +6,119 shares |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | $9.1M | 68,155 | +130 shares |
| IDVO | Amplify CWP International Enhanced Dividend Income ETF | $8.6M | 205,229 | +3,711 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $8.6M | 103,320 | +1,502 shares |
| SUB | iShares Short-Term National Muni Bond ETF | $7.7M | 72,656 | −3,040 shares |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $7.6M | 149,352 | +2,131 shares |
107 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001731927. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Elmwood Wealth Management, Inc. own?
Elmwood Wealth Management, Inc. reported 117 ETF positions worth $295.5M in its Form 13F for June 30, 2026. The largest was CALI, at $11.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.