Cedarwood Wealth

Cedarwood Wealth as of March 31, 2026

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 21k 653.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.8 $8.7M 15k 577.16
Apple (AAPL) 5.5 $5.4M 21k 253.79
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 4.8 $4.7M 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 129k 30.68
NVIDIA Corporation (NVDA) 3.9 $3.8M 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 64k 49.49
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $2.7M 47k 56.68
Tidal Trust I Fundstrat Granny (GRNY) 2.4 $2.3M 98k 23.87
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $2.3M 46k 50.61
Select Sector Spdr Tr State Street Tec (XLK) 2.3 $2.3M 17k 132.90
Microsoft Corporation (MSFT) 2.0 $2.0M 5.4k 370.14
Amazon (AMZN) 1.9 $1.8M 8.8k 208.26
Spdr Gold Tr Gold Shs (GLD) 1.8 $1.8M 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 34k 44.13
Vanguard Index Fds Large Cap Etf (VV) 1.4 $1.4M 4.6k 298.84
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.3M 4.7k 287.56
Ishares Tr Core Div Grwth (DGRO) 1.2 $1.2M 17k 70.18
Broadcom (AVGO) 1.2 $1.1M 3.7k 309.52
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $972k 4.5k 215.06
Meta Platforms Cl A (META) 1.0 $963k 1.7k 572.28
Alphabet Cap Stk Cl C (GOOG) 0.8 $838k 2.9k 286.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $814k 1.7k 479.29
Tesla Motors (TSLA) 0.8 $773k 2.1k 371.76
Ishares Tr Core Msci Eafe (IEFA) 0.8 $760k 8.4k 90.53
Eli Lilly & Co. (LLY) 0.8 $747k 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 14k 47.08
JPMorgan Chase & Co. (JPM) 0.6 $578k 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 11k 49.89
Wal-Mart Stores (WMT) 0.5 $512k 4.1k 124.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $510k 6.2k 82.44
Procter & Gamble Company (PG) 0.5 $500k 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 2.1k 217.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $435k 7.3k 59.55
Ishares Tr Msci Usa Value (VLUE) 0.4 $434k 3.1k 142.20
Netflix (NFLX) 0.4 $426k 4.4k 96.15
Johnson & Johnson (JNJ) 0.4 $406k 1.7k 244.38
Exxon Mobil Corporation (XOM) 0.4 $403k 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 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 1.2k 302.18
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $357k 4.0k 88.47
Coca-Cola Company (KO) 0.4 $354k 4.7k 76.05
Micron Technology (MU) 0.4 $354k 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 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 2.8k 120.31
Chevron Corporation (CVX) 0.3 $333k 1.6k 206.93
Ishares Core Msci Emkt (IEMG) 0.3 $332k 4.8k 69.75
Costco Wholesale Corporation (COST) 0.3 $329k 330.00 997.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $323k 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 222.00 1320.95
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $277k 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 2.3k 111.37
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $256k 758.00 337.94
Home Depot (HD) 0.3 $255k 775.00 328.88
Lam Research Corp Com New (LRCX) 0.3 $254k 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 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 442.00 499.14
Caterpillar (CAT) 0.2 $219k 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 1.1k 196.15
Vanguard World Inf Tech Etf (VGT) 0.2 $208k 299.00 697.10
Nextera Energy (NEE) 0.2 $207k 2.2k 92.90
Cisco Systems (CSCO) 0.2 $204k 2.6k 77.60
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $200k 5.2k 38.42