Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cedarwood Wealth

Latest statistics and disclosures from Cedarwood Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002114448

Tip: Access up to 7 years of quarterly data

Positions held by Cedarwood Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cedarwood Wealth

Cedarwood Wealth holds 76 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.0	$14M	19k	695.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.7	$8.7M	14k	625.47	View chart
Apple (AAPL)	5.4	$4.9M	19k	255.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.2	$4.6M	6.7k	692.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$3.5M	5.5k	637.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$3.5M	120k	29.18	View chart
NVIDIA Corporation (NVDA)	3.8	$3.4M	18k	186.47	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	2.6	$2.3M	44k	53.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.5	$2.2M	38k	58.61	View chart
Tidal Trust I Fundstrat Granny (GRNY)	2.4	$2.1M	83k	25.64	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.2	$2.0M	14k	146.08	View chart
Microsoft Corporation (MSFT)	2.2	$2.0M	4.2k	470.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$1.9M	4.0k	471.13	View chart
Amazon (AMZN)	2.1	$1.9M	7.9k	238.41	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$1.8M	3.9k	464.70	View chart
Intel Corporation (INTC)	1.7	$1.5M	35k	42.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.6	$1.4M	4.4k	319.32	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	1.4	$1.3M	24k	53.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$1.3M	3.8k	333.30	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$1.2M	17k	71.57	View chart
Meta Platforms Cl A (META)	1.2	$1.1M	1.6k	672.49	View chart
Broadcom (AVGO)	1.1	$1.0M	3.1k	324.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$894k	4.0k	224.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$850k	2.5k	333.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$828k	8.8k	93.85	View chart
Eli Lilly & Co. (LLY)	0.9	$811k	763.00	1062.96	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$781k	5.4k	145.73	View chart
Tesla Motors (TSLA)	0.8	$745k	1.7k	435.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$705k	1.5k	483.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$573k	5.7k	100.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$555k	2.5k	219.11	View chart
Procter & Gamble Company (PG)	0.6	$554k	3.7k	149.48	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$540k	7.4k	72.60	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$537k	11k	47.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$521k	1.1k	487.00	View chart
JPMorgan Chase & Co. (JPM)	0.6	$512k	1.7k	300.99	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.6	$511k	6.7k	76.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$505k	10k	50.54	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.6	$496k	5.0k	100.12	View chart
Ishares Tr Msci Usa Value (VLUE)	0.5	$442k	3.1k	144.77	View chart
Abbvie (ABBV)	0.5	$430k	1.9k	220.79	View chart
Wal-Mart Stores (WMT)	0.5	$419k	3.6k	117.63	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$419k	4.5k	93.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$412k	7.2k	56.93	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$407k	4.7k	87.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$402k	1.2k	342.06	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$391k	6.5k	59.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$379k	2.5k	151.62	View chart
Costco Wholesale Corporation (COST)	0.4	$365k	374.00	976.95	View chart
Micron Technology (MU)	0.4	$357k	918.00	389.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$351k	5.0k	69.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$349k	5.3k	66.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$343k	6.8k	50.73	View chart
Visa Com Cl A (V)	0.4	$339k	1.0k	328.36	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$334k	2.2k	150.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$333k	1.7k	198.27	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$321k	12k	27.27	View chart
Home Depot (HD)	0.3	$305k	788.00	386.72	View chart
Netflix (NFLX)	0.3	$297k	3.5k	85.70	View chart
Johnson & Johnson (JNJ)	0.3	$289k	1.3k	221.57	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$287k	203.00	1413.47	View chart
Merck & Co (MRK)	0.3	$284k	2.6k	107.42	View chart
Coca-Cola Company (KO)	0.3	$275k	3.8k	72.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$269k	2.7k	100.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$267k	2.2k	120.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$256k	5.2k	49.65	View chart
Lam Research Corp Com New (LRCX)	0.3	$255k	1.1k	222.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$255k	10k	24.38	View chart
Exxon Mobil Corporation (XOM)	0.3	$251k	1.9k	134.86	View chart
Spdr Series Trust State Street Spd (KBE)	0.3	$248k	3.9k	63.14	View chart
Union Pacific Corporation (UNP)	0.3	$247k	1.1k	230.88	View chart
Chevron Corporation (CVX)	0.3	$246k	1.5k	167.47	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.3	$241k	2.5k	95.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$227k	299.00	759.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$224k	1.1k	199.23	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$204k	613.00	332.70	View chart

Past Filings by Cedarwood Wealth

SEC 13F filings are viewable for Cedarwood Wealth going back to 2025

Cedarwood Wealth 2025 Q4 filed March 6, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z