Current Market Value 252,279,863
Current Holdings 129
Most Recent File Date 2025-07-28
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Elmwood Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 129 252,280
2025-04-28 2025-03-31 13F-HR 128 243,805
2025-01-13 2024-12-31 13F-HR 128 247,841
2024-10-11 2024-09-30 13F-HR 126 242,550
2024-08-13 2024-06-30 13F-HR 123 224,551
2024-05-13 2024-03-31 13F-HR 122 233,664
2024-01-30 2023-12-31 13F-HR 104 142,561
2023-11-15 2023-09-30 13F-HR 117 207,318
2023-08-10 2023-06-30 13F-HR 115 214,558
2023-04-28 2023-03-31 13F-HR 119 211,679
2023-01-26 2022-12-31 13F-HR 118 200,315
2022-11-14 2022-09-30 13F-HR 114 200,405
2022-07-12 2022-06-30 13F-HR 111 175,938
2022-05-16 2022-03-31 13F-HR 113 195,162
2022-02-08 2021-12-31 13F-HR 376 209,698
2021-08-13 2021-06-30 13F-HR 329 189,761
2021-05-13 2021-03-31 13F-HR 320 163,916
2020-11-12 2020-09-30 13F-HR 279 123,304
2020-08-13 2020-06-30 13F-HR 279 123,304
2020-05-12 2020-03-31 13F-HR 303 104,573
2020-02-05 2019-12-31 13F-HR 86 114,792
2019-11-13 2019-09-30 13F-HR 268 98,894
2019-08-07 2019-06-30 13F-HR 293 113,114
2019-05-22 2019-03-31 13F-HR 289 108,204
2019-02-14 2018-12-31 13F-HR 304 103,529
2018-10-11 2018-09-30 13F-HR 290 120,496
2018-08-21 2018-06-30 13F-HR 294 109,944
2018-05-09 2018-03-31 13F-HR 303 104,573