Notify me when Elmwood Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 171 | $316,591,995 | +$42,390,556 | -$11,532,854 | +$30,857,702 | AAPL, VEA, TFLO, CALI, JMST | 13F-HR | 08 Jan 2026, 13:05 |
| Q3 2025 | 140 | $282,259,315 | +$26,906,951 | -$7,868,910 | +$19,038,041 | TFLO, VEA, CALI, JMST, JPST | 13F-HR | 06 Nov 2025, 14:11 |
| Q2 2025 | 129 | $252,279,863 | +$11,494,421 | -$15,279,517 | -$3,785,096 | TFLO, VEA, CALI, JMST, SUB | 13F-HR | 25 Jul 2025, 17:32 |
| Q1 2025 | 128 | $243,804,686 | +$11,578,579 | -$12,272,801 | -$694,222 | USFR, VEA, TFLO, CALI, SUB | 13F-HR | 28 Apr 2025, 14:15 |
| Q4 2024 | 128 | $247,840,915 | +$27,264,498 | -$13,135,842 | +$14,128,656 | USFR, TFLO, VEA, TOTL, SUB | 13F-HR | 13 Jan 2025, 13:57 |
| Q3 2024 | 126 | $242,549,510 | +$19,195,156 | -$10,592,690 | +$8,602,466 | TFLO, VEA, TOTL, VGSH, JPST | 13F-HR | 11 Oct 2024, 15:50 |
| Q2 2024 | 123 | $224,550,970 | +$15,733,052 | -$14,800,460 | +$932,592 | VGSH, TOTL, JPST, VEA, TFLO | 13F-HR | 13 Aug 2024, 13:42 |
| Q1 2024 | 122 | $233,664,224 | +$90,710,448 | -$1,472,982 | +$89,237,466 | CRBU, VGSH, JPST, TOTL, TFLO | 13F-HR | 10 May 2024, 20:08 |
| Q4 2023 | 104 | $142,561,128 | +$4,897,334 | -$82,687,637 | -$77,790,303 | CRBU, SUB, JMST, VGSH, USFR | 13F-HR | 30 Jan 2024, 15:59 |
| Q3 2023 | 117 | $207,318,325 | +$27,523,556 | -$28,822,537 | -$1,298,981 | CRBU, JPST, TFLO, TOTL, SUB | 13F-HR | 15 Nov 2023, 14:41 |
| Q2 2023 | 115 | $214,558,143 | +$10,215,323 | -$10,343,405 | -$128,082 | TFLO, JPST, CRBU, USFR, JMST | 13F-HR | 10 Aug 2023, 16:37 |
| Q1 2023 | 119 | $211,679,251 | +$19,169,028 | -$9,125,933 | +$10,043,095 | TFLO, CRBU, JPST, USFR, JMST | 13F-HR | 28 Apr 2023, 15:01 |
| Q4 2022 | 118 | $199,285,586 | +$15,844,641 | -$12,496,633 | +$3,348,008 | CRBU, TFLO, JPST, VEA, JMST | 13F-HR | 25 Jan 2023, 18:09 |
| Q3 2022 | 114 | $199,564,000 | +$48,162,192 | -$14,414,164 | +$33,748,028 | CRBU, TFLO, JPST, AAPL, VEA | 13F-HR | 14 Nov 2022, 17:23 |
| Q2 2022 | 111 | $175,938,000 | +$13,109,291 | -$9,962,033 | +$3,147,258 | JPST, TFLO, VEA, Apple Inc, STOT | 13F-HR | 11 Jul 2022, 18:13 |
| Q1 2022 | 113 | $194,200,000 | +$16,131,737 | -$18,506,510 | -$2,374,773 | JPST, Apple Inc, TFLO, VEA, NTLA | 13F-HR | 16 May 2022, 15:53 |
| Q4 2021 | 368 | $208,914,000 | +$40,217,092 | -$21,501,174 | +$18,715,918 | JPST, NTLA, Apple Inc, MINT, VEA | 13F-HR | 08 Feb 2022, 13:25 |
| Q2 2021 | 324 | $189,143,000 | +$16,323,419 | -$3,479,567 | +$12,843,852 | NTLA, JPST, TFLO, VGSH, MINT | 13F-HR | 13 Aug 2021, 13:03 |
| Q1 2021 | 314 | $163,285,000 | +$24,208,852 | -$7,882,864 | +$16,325,988 | JPST, VGSH, TFLO, NTLA, VEA | 13F-HR | 13 May 2021, 16:45 |
| Q3 2020 | 253 | $114,465,000 | $0 | $0 | $0 | TFLO, VGSH, JPST, MINT, VEA | 13F-HR | 12 Nov 2020, 10:27 |
| Q2 2020 | 253 | $122,741,000 | +$48,135,354 | -$27,619,939 | +$20,515,415 | TFLO, VGSH, JPST, MINT, VEA | 13F-HR | 13 Aug 2020, 11:21 |
| Q1 2020 | 300 | $57,555,427 | $0 | $0 | $0 | MINT, SCHX, VCSH, VIG, CALD | 13F-HR | 12 May 2020, 15:56 |
| Q4 2019 | 86 | $114,792,000 | +$21,559,376 | -$11,583,709 | +$9,975,667 | TFLO, VGSH, MINT, JPST, AAPL | 13F-HR | 05 Feb 2020, 15:07 |
| Q3 2019 | 259 | $98,888,000 | +$1,951,679 | -$15,907,603 | -$13,955,924 | TFLO, MINT, VEU, SCHX, STOT | 13F-HR | 13 Nov 2019, 13:48 |
| Q2 2019 | 276 | $113,101,000 | +$6,854,462 | -$3,947,218 | +$2,907,244 | TFLO, MINT, VGSH, JPST, VEU | 13F-HR | 07 Aug 2019, 16:39 |
| Q1 2019 | 277 | $108,194,000 | +$12,106,516 | -$17,428,197 | -$5,321,681 | TFLO, MINT, VGSH, JPST, NTLA | 13F-HR | 22 May 2019, 14:21 |
| Q4 2018 | 288 | $103,522,000 | +$11,000,602 | -$14,045,196 | -$3,044,594 | MINT, VGSH, TFLO, SHOP, SCHX | 13F-HR | 14 Feb 2019, 15:00 |
| Q3 2018 | 287 | $120,495,779 | +$9,523,108 | -$4,659,307 | +$4,863,801 | MINT, SHOP, AAPL, VEU, SCHX | 13F-HR | 11 Oct 2018, 17:14 |
| Q2 2018 | 292 | $109,851,843 | +$11,880,270 | -$9,370,268 | +$2,510,002 | MINT, EDIT, VEU, SCHX, VCSH | 13F-HR | 21 Aug 2018, 19:52 |
| Q1 2018 | 300 | $104,573,133 | $0 | $0 | $0 | MINT, EDIT, VEU, SCHX, SCHA | 13F-HR | 09 May 2018, 17:33 |