Long-term investor
Elmwood Wealth Management, Inc. @elmwoodwealthmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731927).
Record
- Tracked since 2025-06-30 (448 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +11.5% · all +11.5%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 092528884 · 2.9% · long · since 2025-06-30
- 45782C862 · 2.9% · long · since 2025-06-30
- 921943858 · 2.8% · long · since 2025-06-30
- 46434V860 · 2.8% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- 46641Q837 · 2.5% · long · since 2025-06-30
- 33738R704 · 2.3% · long · since 2025-06-30
- 032108722 · 2.2% · long · since 2025-06-30
- 46434G103 · 2.1% · long · since 2025-06-30
- 464288158 · 1.9% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- 46641Q654 · 1.9% · long · since 2025-06-30