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Elmwood Wealth Management, Inc.ETFConcentrated long-term

CIK: 0001731927 | BERKELEY, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR207$416.1M2026-10-14SEC ↗
Q2 2026
13F-HR200$399.8M2026-07-08SEC ↗
Q1 2026
13F-HR180$361.6M2026-04-09SEC ↗
Q4 2025
13F-HR174$316.6M2026-01-08SEC ↗
Q3 2025
13F-HR143$282.3M2025-11-06SEC ↗
Q2 2025
13F-HR131$252.3M2025-07-28SEC ↗
Q1 2025
13F-HR128$243.8M2025-04-28SEC ↗
Q4 2024
13F-HR128$247.8M2025-01-13SEC ↗
Q3 2024
13F-HR127$242.5M2024-10-11SEC ↗
Q2 2024
13F-HR123$224.6M2024-08-13SEC ↗
Q1 2024
13F-HR122$233.7M2024-05-13SEC ↗
Q4 2023
13F-HR104$142.6M2024-01-30SEC ↗
Q3 2023
13F-HR117$207.3M2023-11-15SEC ↗
Q2 2023
13F-HR115$214.6M2023-08-10SEC ↗
Q1 2023
13F-HR119$211.7M2023-04-28SEC ↗
Q4 2022
13F-HR118$200.3M2023-01-26SEC ↗
Q3 2022
13F-HR114$33.5M2022-11-14SEC ↗
Q2 2022
13F-HR111$3.1M2022-07-12SEC ↗
Q1 2022
13F-HR113$3.9M2022-05-16SEC ↗
Q4 2021
13F-HR376$4.2M2022-02-08SEC ↗
Q2 2021
13F-HR329$3.3M2021-08-13SEC ↗
Q1 2021
13F-HR320$3.1M2021-05-13SEC ↗
Q3 2020
13F-HR279$621.8K2020-11-12SEC ↗
Q2 2020
13F-HR279$2.2M2020-08-13SEC ↗
Q1 2020
13F-HR304$104.6M2020-05-12SEC ↗
Q4 2019
13F-HR86$2.0M2020-02-05SEC ↗
Q3 2019
13F-HR270$2.2M2019-11-13SEC ↗
Q2 2019
13F-HR295$2.0M2019-08-07SEC ↗
Q1 2019
13F-HR291$1.9M2019-05-22SEC ↗
Q4 2018
13F-HR306$2.8M2019-02-14SEC ↗
Q3 2018
13F-HR292$120.5M2018-10-11SEC ↗
Q2 2018
13F-HR304$109.9M2018-08-22SEC ↗
Q1 2018
13F-HR304$104.6M2018-05-10SEC ↗