Cedarwood Wealth
Latest statistics and disclosures from Cedarwood Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, AAPL, GPIX, SPY, and represent 36.96% of Cedarwood Wealth's stock portfolio.
- Added to shares of these 10 stocks: GPIX, GPIQ, JPST, IVV, QQQ, NVDA, AAPL, JEPI, XLK, MSFT.
- Started 5 new stock positions in FBTC, CAT, MA, NEE, CSCO.
- Reduced shares in these 10 stocks: IEMG, VUG, VTV, VOO, INTC, COST, VIGI, IEFA, PG, IJH.
- Cedarwood Wealth was a net buyer of stock by $14M.
- Cedarwood Wealth has $99M in assets under management (AUM), dropping by 10.31%.
- 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 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.5 | $13M | +5% | 21k | 653.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.8 | $8.7M | +8% | 15k | 577.16 |
|
| Apple (AAPL) | 5.5 | $5.4M | +12% | 21k | 253.79 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 4.8 | $4.7M | +114% | 94k | 50.04 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.4 | $4.4M | 6.7k | 650.38 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.0 | $4.0M | +7% | 129k | 30.68 |
|
| NVIDIA Corporation (NVDA) | 3.9 | $3.8M | +19% | 22k | 174.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.3 | $3.2M | 5.4k | 597.56 |
|
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 3.2 | $3.2M | +164% | 64k | 49.49 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.7 | $2.7M | +22% | 47k | 56.68 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 2.4 | $2.3M | +17% | 98k | 23.87 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.3 | $2.3M | +574% | 46k | 50.61 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 2.3 | $2.3M | +25% | 17k | 132.90 |
|
| Microsoft Corporation (MSFT) | 2.0 | $2.0M | +28% | 5.4k | 370.14 |
|
| Amazon (AMZN) | 1.9 | $1.8M | +12% | 8.8k | 208.26 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $1.8M | +9% | 4.2k | 430.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $1.7M | 4.0k | 426.41 |
|
|
| Intel Corporation (INTC) | 1.5 | $1.5M | -3% | 34k | 44.13 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.4 | $1.4M | +5% | 4.6k | 298.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.3M | +23% | 4.7k | 287.56 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.2 | $1.2M | +3% | 17k | 70.18 |
|
| Broadcom (AVGO) | 1.2 | $1.1M | +20% | 3.7k | 309.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $972k | +13% | 4.5k | 215.06 |
|
| Meta Platforms Cl A (META) | 1.0 | $963k | +4% | 1.7k | 572.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $838k | +14% | 2.9k | 286.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $814k | +16% | 1.7k | 479.29 |
|
| Tesla Motors (TSLA) | 0.8 | $773k | +21% | 2.1k | 371.76 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $760k | -4% | 8.4k | 90.53 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $747k | +6% | 812.00 | 920.26 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $741k | 5.4k | 138.38 |
|
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.7 | $678k | +27% | 14k | 47.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $578k | +15% | 2.0k | 294.19 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $555k | 5.7k | 97.23 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $542k | 2.5k | 213.69 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $538k | +7% | 11k | 49.89 |
|
| Wal-Mart Stores (WMT) | 0.5 | $512k | +15% | 4.1k | 124.27 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $510k | +33% | 6.2k | 82.44 |
|
| Procter & Gamble Company (PG) | 0.5 | $500k | -6% | 3.5k | 144.43 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.5 | $484k | 6.7k | 72.41 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.5 | $477k | 5.0k | 96.30 |
|
|
| Abbvie (ABBV) | 0.5 | $467k | +10% | 2.1k | 217.48 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $435k | +11% | 7.3k | 59.55 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $434k | 3.1k | 142.20 |
|
|
| Netflix (NFLX) | 0.4 | $426k | +27% | 4.4k | 96.15 |
|
| Johnson & Johnson (JNJ) | 0.4 | $406k | +27% | 1.7k | 244.38 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $403k | +27% | 2.4k | 169.68 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.4 | $400k | 12k | 34.02 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $382k | -2% | 7.1k | 54.05 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $377k | 1.2k | 320.77 |
|
|
| Visa Com Cl A (V) | 0.4 | $358k | +14% | 1.2k | 302.18 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $357k | -9% | 4.0k | 88.47 |
|
| Coca-Cola Company (KO) | 0.4 | $354k | +22% | 4.7k | 76.05 |
|
| Micron Technology (MU) | 0.4 | $354k | +14% | 1.0k | 337.92 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $352k | 2.5k | 142.46 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $350k | -25% | 801.00 | 437.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $339k | 5.3k | 64.08 |
|
|
| Merck & Co (MRK) | 0.3 | $338k | +6% | 2.8k | 120.31 |
|
| Chevron Corporation (CVX) | 0.3 | $333k | +9% | 1.6k | 206.93 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $332k | -35% | 4.8k | 69.75 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $329k | -11% | 330.00 | 997.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $323k | -5% | 4.8k | 67.53 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $321k | 2.2k | 144.71 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $293k | +9% | 222.00 | 1320.95 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.3 | $277k | NEW | 4.7k | 59.03 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $260k | 2.7k | 97.13 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $259k | +4% | 2.3k | 111.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $256k | +23% | 758.00 | 337.94 |
|
| Home Depot (HD) | 0.3 | $255k | 775.00 | 328.88 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $254k | +3% | 1.2k | 213.61 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $253k | 10k | 24.27 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $247k | -4% | 1.0k | 242.63 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.2 | $236k | 2.5k | 94.06 |
|
|
| Spdr Series Trust State Street Spd (KBE) | 0.2 | $234k | 3.9k | 59.55 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $221k | NEW | 442.00 | 499.14 |
|
| Caterpillar (CAT) | 0.2 | $219k | NEW | 309.00 | 708.83 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $216k | 1.1k | 191.88 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $213k | -35% | 1.1k | 196.15 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $208k | 299.00 | 697.10 |
|
|
| Nextera Energy (NEE) | 0.2 | $207k | NEW | 2.2k | 92.90 |
|
| Cisco Systems (CSCO) | 0.2 | $204k | NEW | 2.6k | 77.60 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $200k | 5.2k | 38.42 |
|
Past Filings by Cedarwood Wealth
SEC 13F filings are viewable for Cedarwood Wealth going back to 2025
- Cedarwood Wealth 2026 Q1 filed May 5, 2026
- Cedarwood Wealth 2025 Q4 filed March 6, 2026