Cedarwood Wealth

Cedarwood Wealth as of Dec. 31, 2025

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