Cedarwood Wealth

Cedarwood Wealth as of June 30, 2026

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 20k 748.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.3 $12M 17k 736.40
Apple (AAPL) 4.7 $6.2M 21k 289.36
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 4.6 $6.1M 110k 55.57
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.8 $5.0M 6.7k 746.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $4.8M 153k 31.71
NVIDIA Corporation (NVDA) 3.6 $4.7M 24k 200.09
Intel Corporation (INTC) 3.5 $4.6M 33k 139.63
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 3.1 $4.1M 68k 59.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $3.9M 5.7k 686.78
Select Sector Spdr Tr St Str Techn Etf (XLK) 2.6 $3.4M 18k 190.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.6 $3.4M 61k 56.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.4 $3.2M 63k 50.57
Tidal Trust I Fund Gran Us Etf (GRNY) 2.4 $3.1M 113k 27.65
Ishares Tr 0-3 Mth Treasury (SGOV) 1.9 $2.5M 25k 100.67
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 1.7 $2.3M 44k 52.19
Amazon (AMZN) 1.7 $2.3M 9.5k 238.33
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $2.1M 17k 124.17
Microsoft Corporation (MSFT) 1.5 $2.0M 5.4k 373.00
Spdr Gold Tr Gold Shs (GLD) 1.4 $1.8M 4.9k 368.41
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.8M 4.9k 357.33
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.6M 4.7k 343.92
Ishares Tr Core Div Grwth (DGRO) 1.1 $1.5M 20k 75.79
Broadcom (AVGO) 1.1 $1.5M 3.9k 377.72
Micron Technology (MU) 1.0 $1.3M 1.1k 1154.61
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.2M 5.0k 236.63
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.1M 3.2k 353.34
Strategy Cl A New (MSTR) 0.8 $1.1M 13k 86.93
Eli Lilly & Co. (LLY) 0.8 $1.0M 874.00 1198.99
Meta Platforms Cl A (META) 0.7 $969k 1.7k 563.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $866k 1.7k 500.49
Tesla Motors (TSLA) 0.7 $861k 2.0k 420.61
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $842k 5.4k 156.98
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $832k 18k 46.94
Ishares Tr Core Msci Eafe (IEFA) 0.6 $812k 8.4k 96.59
JPMorgan Chase & Co. (JPM) 0.5 $718k 2.2k 327.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $653k 1.8k 370.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $646k 2.7k 242.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $630k 5.7k 110.32
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.5 $617k 7.0k 88.54
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $592k 5.0k 119.33
Ishares Tr Msci Usa Value (VLUE) 0.4 $591k 3.0k 199.79
Wal-Mart Stores (WMT) 0.4 $565k 5.0k 113.26
Lam Research Corp Com New (LRCX) 0.4 $557k 1.3k 433.24
Abbvie (ABBV) 0.4 $523k 2.1k 251.61
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) 0.4 $519k 6.7k 77.77
Procter & Gamble Company (PG) 0.4 $505k 3.4k 146.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $501k 9.9k 50.58
Ishares Core Msci Emkt (IEMG) 0.4 $490k 5.9k 82.84
Visa Com Cl A (V) 0.4 $473k 1.4k 343.07
Advanced Micro Devices (AMD) 0.3 $458k 789.00 580.95
Johnson & Johnson (JNJ) 0.3 $446k 1.8k 253.91
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $442k 222.00 1989.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $422k 7.1k 59.69
Vanguard Index Fds Growth Etf (VUG) 0.3 $415k 4.8k 86.15
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $403k 2.5k 164.30
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $397k 2.2k 178.64
Caterpillar (CAT) 0.3 $379k 356.00 1065.41
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $378k 4.0k 93.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $378k 5.3k 71.25
Merck & Co (MRK) 0.3 $371k 2.9k 128.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $369k 4.8k 77.11
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $362k 757.00 477.85
Fidelity Covington Trust Msci Energy Idx (FENY) 0.3 $348k 12k 29.56
Cisco Systems (CSCO) 0.2 $328k 2.8k 117.45
Coca-Cola Company (KO) 0.2 $312k 3.8k 81.26
Home Depot (HD) 0.2 $300k 851.00 352.88
Union Pacific Corporation (UNP) 0.2 $299k 1.1k 272.01
Vanguard World Inf Tech Etf (VGT) 0.2 $293k 2.5k 119.53
Costco Wholesale Corporation (COST) 0.2 $291k 312.00 934.04
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $289k 2.3k 124.42
Ishares Tr Msci Eafe Etf (EFA) 0.2 $278k 2.7k 103.88
Kla Corp Com New (KLAC) 0.2 $277k 917.00 301.71
Netflix (NFLX) 0.2 $275k 3.9k 71.40
Corning Incorporated (GLW) 0.2 $272k 1.1k 255.39
Applied Materials (AMAT) 0.2 $271k 374.00 723.34
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $269k 5.8k 46.05
Spdr Series Trust St Str Sp Bank (KBE) 0.2 $268k 3.9k 68.22
Morgan Stanley Com New (MS) 0.2 $267k 1.3k 209.02
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.2 $250k 2.5k 99.40
Chevron Corporation (CVX) 0.2 $240k 1.4k 165.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $239k 1.1k 212.85
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $239k 4.7k 51.05
Vanguard Index Fds Value Etf (VTV) 0.2 $237k 1.1k 217.88
Texas Instruments Incorporated (TXN) 0.2 $237k 794.00 298.00
Citigroup Com New (C) 0.2 $229k 1.6k 139.96
Ge Aerospace Com New (GE) 0.2 $218k 582.00 373.75
Analog Devices (ADI) 0.2 $217k 545.00 397.21
Mastercard Incorporated Cl A (MA) 0.2 $211k 411.00 513.04
Arista Networks Com Shs (ANET) 0.2 $211k 1.2k 169.92
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $207k 214.00 965.05
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $206k 1.4k 148.26
10x Genomics Cl A Com (TXG) 0.2 $205k 5.3k 38.34
Valero Energy Corporation (VLO) 0.2 $202k 774.00 260.45
UnitedHealth (UNH) 0.2 $200k 482.00 415.76
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $200k 1.6k 127.78