Elmwood Wealth Management, Inc.
Elmwood Wealth Management, Inc. is a boutique investment advisory firm headquartered in Berkeley, California, United States. The company provides personalized wealth management services, including financial planning, investment management, and tax planning for individuals, families, and institutions. Founded in 2012, Elmwood Wealth leverages expertise from a small, close-knit team to offer tailored solutions in line with client goals and values. The firm is registered with the SEC and serves clients primarily in the Bay Area and across the U.S..
Investment Strategy
Elmwood Wealth Management employs a diversified investment approach centered on long-term capital preservation and growth. The firm utilizes a disciplined process that includes thorough portfolio analysis, risk management, and the deployment of assets across various sectors and instruments, including equities, fixed income, and ETFs. Its strategy aims to optimize total returns while minimizing risk appropriate to each client’s financial objectives.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 3.52% | $8.9M | 175,492 | $50.49 | $50.65 | +$1.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.20% | $8.1M | 141,754 | $50.33 | $57.01 | +$919.8K |
J JMST | J P MORGAN EXCHANGE TRADED F | 2.86% | $7.2M | 141,499 | $50.85 | $50.92 | +$984.6K |
S SUB | ISHARES TR | 2.67% | $6.7M | 63,223 | $105.17 | $106.34 | +$319.4K |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.39% | $6.0M | 119,156 | $50.37 | $50.68 | +$456.4K |