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 33.72% of Cedarwood Wealth's stock portfolio.
- Added to shares of these 10 stocks: SGOV, JPLD, IWF, QQQ, MSTR, GPIX, JPST, JEPI, SCHD, AMD.
- Started 20 new stock positions in VLO, TXG, VONG, SGOV, AMAT, ANET, ADI, MSTR, KLAC, JPIE. GLW, JPLD, AMD, STX, TXN, UNH, MS, GE, C, IJR.
- Reduced shares in these 10 stocks: , , IVV, SCHO, , IBIT, INTC, KO, VTEB, NFLX.
- Sold out of its positions in XOM, IBIT, NEE, SCHO, VGIT.
- Cedarwood Wealth was a net buyer of stock by $18M.
- Cedarwood Wealth has $132M in assets under management (AUM), dropping by 33.64%.
- Central Index Key (CIK): 0002114448
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Portfolio Holdings for Cedarwood Wealth
Cedarwood Wealth holds 96 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.3 | $15M | -2% | 20k | 748.87 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.3 | $12M | +10% | 17k | 736.40 |
|
| Apple (AAPL) | 4.7 | $6.2M | 21k | 289.36 |
|
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 4.6 | $6.1M | +16% | 110k | 55.57 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.8 | $5.0M | 6.7k | 746.75 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.7 | $4.8M | +18% | 153k | 31.71 |
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| NVIDIA Corporation (NVDA) | 3.6 | $4.7M | +7% | 24k | 200.09 |
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| Intel Corporation (INTC) | 3.5 | $4.6M | -3% | 33k | 139.63 |
|
| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 3.1 | $4.1M | +6% | 68k | 59.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.0 | $3.9M | +5% | 5.7k | 686.78 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.6 | $3.4M | +5% | 18k | 190.52 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.6 | $3.4M | +29% | 61k | 56.48 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.4 | $3.2M | +37% | 63k | 50.57 |
|
| Tidal Trust I Fund Gran Us Etf (GRNY) | 2.4 | $3.1M | +14% | 113k | 27.65 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.9 | $2.5M | NEW | 25k | 100.67 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 1.7 | $2.3M | NEW | 44k | 52.19 |
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| Amazon (AMZN) | 1.7 | $2.3M | +7% | 9.5k | 238.33 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $2.1M | +322% | 17k | 124.17 |
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| Microsoft Corporation (MSFT) | 1.5 | $2.0M | 5.4k | 373.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $1.8M | +15% | 4.9k | 368.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.8M | +5% | 4.9k | 357.33 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $1.6M | 4.7k | 343.92 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $1.5M | +13% | 20k | 75.79 |
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| Broadcom (AVGO) | 1.1 | $1.5M | +5% | 3.9k | 377.72 |
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| Micron Technology (MU) | 1.0 | $1.3M | +6% | 1.1k | 1154.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $1.2M | +10% | 5.0k | 236.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.1M | +8% | 3.2k | 353.34 |
|
| Strategy Cl A New (MSTR) | 0.8 | $1.1M | NEW | 13k | 86.93 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.0M | +7% | 874.00 | 1198.99 |
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| Meta Platforms Cl A (META) | 0.7 | $969k | +2% | 1.7k | 563.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $866k | 1.7k | 500.49 |
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| Tesla Motors (TSLA) | 0.7 | $861k | 2.0k | 420.61 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $842k | 5.4k | 156.98 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.6 | $832k | +23% | 18k | 46.94 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $812k | 8.4k | 96.59 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $718k | +11% | 2.2k | 327.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $653k | +50% | 1.8k | 370.13 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $646k | +5% | 2.7k | 242.47 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $630k | 5.7k | 110.32 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $617k | +12% | 7.0k | 88.54 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.4 | $592k | 5.0k | 119.33 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $591k | -3% | 3.0k | 199.79 |
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| Wal-Mart Stores (WMT) | 0.4 | $565k | +20% | 5.0k | 113.26 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $557k | +8% | 1.3k | 433.24 |
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| Abbvie (ABBV) | 0.4 | $523k | -3% | 2.1k | 251.61 |
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| J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) | 0.4 | $519k | 6.7k | 77.77 |
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| Procter & Gamble Company (PG) | 0.4 | $505k | 3.4k | 146.63 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $501k | -8% | 9.9k | 50.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $490k | +24% | 5.9k | 82.84 |
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| Visa Com Cl A (V) | 0.4 | $473k | +16% | 1.4k | 343.07 |
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| Advanced Micro Devices (AMD) | 0.3 | $458k | NEW | 789.00 | 580.95 |
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| Johnson & Johnson (JNJ) | 0.3 | $446k | +5% | 1.8k | 253.91 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $442k | 222.00 | 1989.66 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $422k | 7.1k | 59.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $415k | +500% | 4.8k | 86.15 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $403k | 2.5k | 164.30 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $397k | 2.2k | 178.64 |
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| Caterpillar (CAT) | 0.3 | $379k | +15% | 356.00 | 1065.41 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $378k | 4.0k | 93.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $378k | 5.3k | 71.25 |
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| Merck & Co (MRK) | 0.3 | $371k | +2% | 2.9k | 128.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $369k | 4.8k | 77.11 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $362k | 757.00 | 477.85 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.3 | $348k | 12k | 29.56 |
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| Cisco Systems (CSCO) | 0.2 | $328k | +6% | 2.8k | 117.45 |
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| Coca-Cola Company (KO) | 0.2 | $312k | -17% | 3.8k | 81.26 |
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| Home Depot (HD) | 0.2 | $300k | +9% | 851.00 | 352.88 |
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| Union Pacific Corporation (UNP) | 0.2 | $299k | +8% | 1.1k | 272.01 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $293k | +720% | 2.5k | 119.53 |
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| Costco Wholesale Corporation (COST) | 0.2 | $291k | -5% | 312.00 | 934.04 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $289k | 2.3k | 124.42 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $278k | 2.7k | 103.88 |
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| Kla Corp Com New (KLAC) | 0.2 | $277k | NEW | 917.00 | 301.71 |
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| Netflix (NFLX) | 0.2 | $275k | -12% | 3.9k | 71.40 |
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| Corning Incorporated (GLW) | 0.2 | $272k | NEW | 1.1k | 255.39 |
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| Applied Materials (AMAT) | 0.2 | $271k | NEW | 374.00 | 723.34 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $269k | NEW | 5.8k | 46.05 |
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| Spdr Series Trust St Str Sp Bank (KBE) | 0.2 | $268k | 3.9k | 68.22 |
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| Morgan Stanley Com New (MS) | 0.2 | $267k | NEW | 1.3k | 209.02 |
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| J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) | 0.2 | $250k | 2.5k | 99.40 |
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| Chevron Corporation (CVX) | 0.2 | $240k | -10% | 1.4k | 165.80 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $239k | 1.1k | 212.85 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $239k | 4.7k | 51.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $237k | 1.1k | 217.88 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $237k | NEW | 794.00 | 298.00 |
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| Citigroup Com New (C) | 0.2 | $229k | NEW | 1.6k | 139.96 |
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| Ge Aerospace Com New (GE) | 0.2 | $218k | NEW | 582.00 | 373.75 |
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| Analog Devices (ADI) | 0.2 | $217k | NEW | 545.00 | 397.21 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $211k | -7% | 411.00 | 513.04 |
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| Arista Networks Com Shs (ANET) | 0.2 | $211k | NEW | 1.2k | 169.92 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $207k | NEW | 214.00 | 965.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $206k | NEW | 1.4k | 148.26 |
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| 10x Genomics Cl A Com (TXG) | 0.2 | $205k | NEW | 5.3k | 38.34 |
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| Valero Energy Corporation (VLO) | 0.2 | $202k | NEW | 774.00 | 260.45 |
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| UnitedHealth (UNH) | 0.2 | $200k | NEW | 482.00 | 415.76 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $200k | NEW | 1.6k | 127.78 |
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Past Filings by Cedarwood Wealth
SEC 13F filings are viewable for Cedarwood Wealth going back to 2025
- Cedarwood Wealth 2026 Q2 filed July 23, 2026
- Cedarwood Wealth 2026 Q1 filed May 5, 2026
- Cedarwood Wealth 2025 Q4 filed March 6, 2026