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Son Nguyen

Elmwood Wealth Management, Inc.

Assets Managed
$399.8M
Holdings
200
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
10.56%(2Q avg: 12.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Elmwood Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 200 positions.

Assets under management

The assets under management (AUM) of Elmwood Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 399.8M in assets, with a quarterly growth rate of 10.56% and a 2-quarter average growth rate of 12.4%. The portfolio is managed by Son Nguyen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CALI
Ishare Sh Tr Cf Mn Av Etf-ui
Recent Activity
Increased 8.35%
2.91%
$11.603M
229,610 shares@ $50.54 avg price
LOUP
Innovator Deepwater Frontier
Recent Activity
Increased 0.74%
2.87%
$11.472M
116,401 shares@ $98.57 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.48%
2.83%
$11.286M
158,401 shares@ $71.25 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -10.4%
2.81%
$11.198M
221,166 shares@ $50.64 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.49%
2.68%
$10.676M
36,896 shares@ $289.37 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 3.25%
2.46%
$9.832M
194,430 shares@ $50.58 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 0.2%
2.28%
$9.082M
68,155 shares@ $133.26 avg price
IDVO
Amplify Cwp International En
Recent Activity
Increased 1.85%
2.16%
$8.62M
205,229 shares@ $42.0 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.48%
2.15%
$8.559M
103,320 shares@ $82.85 avg price
SUB
Ishares Short-term National
Recent Activity
Decreased -4.01%
1.94%
$7.736M
72,656 shares@ $106.48 avg price

1-10 of 200