Elmwood Wealth Management, Inc.
Elmwood Wealth Management, Inc. reported 200 holdings worth US$400M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Elmwood Wealth Management, Inc. reported 200 holdings worth US$400M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 200
- Value as reported
- US$400M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 31,862 | US$11.4M | 2.8% |
| Apple Inc | 36,896 | US$10.7M | 2.7% |
| Nvidia Corporation | 38,530 | US$7.71M | 1.9% |
| Amazon.com, Inc. | 19,394 | US$4.62M | 1.2% |
| Berkshire Hathaway Inc. | 8,730 | US$4.37M | 1.1% |
| Microsoft Corp. | 9,535 | US$3.56M | 0.89% |
| Jp Morgan Chase & Co. | 10,295 | US$3.37M | 0.84% |
| Costco Wholesale Corporation | 3,256 | US$3.05M | 0.76% |
| Mastercard Incorporated | 5,422 | US$2.78M | 0.70% |
| Rockwell Automation, Inc. | 4,548 | US$2.25M | 0.56% |
| Unitedhealth Group Incorporated | 5,409 | US$2.25M | 0.56% |
| Palo Alto Networks, Inc. | 5,917 | US$2.02M | 0.50% |
| Microchip Technology Incorporated | 20,038 | US$1.83M | 0.46% |
| Intellia Therapeutics, Inc. | 103K | US$1.74M | 0.44% |
| The Travelers Companies, Inc. | 5,170 | US$1.71M | 0.43% |
| Visa Inc. | 4,545 | US$1.56M | 0.39% |
| Charles Schwab Corporation (the) | 16,663 | US$1.54M | 0.38% |
| Johnson & Johnson | 6,020 | US$1.53M | 0.38% |
| Abbott Laboratories | 16,430 | US$1.49M | 0.37% |
| Union Pacific Corporation | 5,162 | US$1.4M | 0.35% |
| Procter & Gamble Company (the) | 8,578 | US$1.26M | 0.31% |
| Cencora, Inc. | 4,314 | US$1.22M | 0.31% |
| Pepsico, Inc. | 8,782 | US$1.19M | 0.30% |
| Dominion Energy, Inc. | 17,392 | US$1.19M | 0.30% |
| Ecolab Inc. | 4,135 | US$1.15M | 0.29% |
| Salesforce, Inc. | 7,169 | US$1.12M | 0.28% |
| Danaher Corporation | 5,764 | US$1.1M | 0.27% |
| Eli Lilly And Company | 879 | US$1.05M | 0.26% |
| Walt Disney Company (the) | 10,673 | US$1.03M | 0.26% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,136 | US$1.02M | 0.26% |
| Citigroup, Inc. | 6,919 | US$968K | 0.24% |
| Marsh | 5,793 | US$966K | 0.24% |
| Intuit Inc. | 3,328 | US$869K | 0.22% |
| Tesla, Inc. | 2,063 | US$868K | 0.22% |
| Micron Technology, Inc. | 643 | US$742K | 0.19% |
| Netflix, Inc. | 9,507 | US$679K | 0.17% |
| Philip Morris International Inc | 3,751 | US$679K | 0.17% |
| Abbvie Inc. | 2,376 | US$598K | 0.15% |
| Xenon Pharmaceuticals Inc. | 9,817 | US$593K | 0.15% |
| Chevron Corporation | 3,547 | US$588K | 0.15% |
| Digital Realty Trust, Inc. | 3,211 | US$577K | 0.14% |
| Merck & Company, Inc. | 4,314 | US$554K | 0.14% |
| Broadcom Inc. | 1,419 | US$536K | 0.13% |
| Novartis Ag | 3,278 | US$514K | 0.13% |
| United Rentals, Inc. | 446 | US$505K | 0.13% |
| American Express Company | 1,482 | US$501K | 0.13% |
| Mccormick & Company, Incorporated | 9,934 | US$501K | 0.13% |
| Starbucks Corporation | 4,713 | US$482K | 0.12% |
| Advanced Micro Devices Inc | 780 | US$453K | 0.11% |
| Nike, Inc. | 10,666 | US$438K | 0.11% |
| Southern Company (the) | 4,350 | US$416K | 0.10% |
| Duke Energy Corporation (holding Company) | 3,238 | US$410K | 0.10% |
| International Business Machines Corporation | 1,365 | US$384K | 0.10% |
| Altria Group, Inc. | 5,163 | US$371K | 0.09% |
| Caterpillar, Inc. | 341 | US$363K | 0.09% |
| Norfolk Southern Corporation | 1,131 | US$356K | 0.09% |
| Rtx Corporation | 1,759 | US$334K | 0.08% |
| Pfizer, Inc. | 12,723 | US$306K | 0.08% |
| Bank Of America Corporation | 5,338 | US$304K | 0.08% |
| Sandisk Corporation | 130 | US$296K | 0.07% |
| Verizon Communications Inc. | 6,742 | US$285K | 0.07% |
| The Cigna Group | 1,023 | US$282K | 0.07% |
| Thermo Fisher Scientific Inc | 553 | US$277K | 0.07% |
| Applied Materials, Inc. | 383 | US$277K | 0.07% |
| Bristol-myers Squibb Company | 4,781 | US$275K | 0.07% |
| Western Digital Corporation | 381 | US$243K | 0.06% |
| Walmart Inc. | 2,095 | US$237K | 0.06% |
| Asml Holding Nv | 115 | US$229K | 0.06% |
| Realty Income Corporation | 3,675 | US$228K | 0.06% |
| Meta Platforms, Inc. | 389 | US$219K | 0.05% |
| Cisco Systems, Inc. | 1,827 | US$215K | 0.05% |
| Intel Corporation | 1,523 | US$213K | 0.05% |
| Blackrock, Inc. | 212 | US$204K | 0.05% |
| Korea Electric Power Corporation | 11,412 | US$138K | 0.03% |
| Wipro Limited | 49,106 | US$110K | 0.03% |
| Lg Display Co., Ltd | 24,019 | US$93,434 | 0.02% |
| Geron Corporation | 28,200 | US$36,096 | <0.01% |
| Codexis, Inc. | 12,695 | US$28,691 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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