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Son Nguyen

Elmwood Wealth Management, Inc.

Assets Managed
$361.625M
Holdings
178
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
14.23%(2Q avg: 13.2%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Elmwood Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 361.625M in assets, with a quarterly growth rate of 14.23% and a 2-quarter average growth rate of 13.2%. The portfolio is managed by Son Nguyen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 44.61%
3.46%
$12.498M
246,845 shares@ $50.64 avg price
CALI
Ishare Sh Tr Cf Mn Av Etf-ui
Recent Activity
Increased 29.03%
2.96%
$10.688M
211,929 shares@ $50.44 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.61%
2.74%
$9.906M
154,582 shares@ $64.09 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 30.95%
2.64%
$9.53M
188,311 shares@ $50.61 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.96%
2.56%
$9.227M
36,356 shares@ $253.79 avg price
IDVO
Amplify Cwp International En
Recent Activity
Increased 18.98%
2.26%
$8.155M
201,518 shares@ $40.48 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 20.24%
2.23%
$8.062M
75,696 shares@ $106.5 avg price
LOUP
Innovator Deepwater Frontier
Recent Activity
Increased 26.17%
2.2%
$7.955M
115,546 shares@ $68.85 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 65.97%
2.17%
$7.821M
155,364 shares@ $50.35 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 16.88%
2.09%
$7.536M
68,025 shares@ $110.79 avg price

1-10 of 178