Cedarwood Wealth LLC
CIK 2114448 · View on SEC EDGAR ↗
- Portfolio value
- $132.3M
- Positions
- 96
- As of
- June 30, 2026
#7,776 of 9,443 by 13F value · top 82.3%
Portfolio value QoQ: +33.6% 13F does not disclose cash
- Top 10 holdings weight
- 50.48%
- Top 25 holdings weight
- 75.94%
- Positions above 1%
- 24
- Effective number of positions
- 25.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.97% Est. buys $20,218,675 · sells $2,282,099
- New positions
- 20
- Increased
- 51
- Decreased
- 15
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
18.5%
Communication Services
3.1%
Retail
2.6%
Healthcare
2.1%
Industrials
0.9%
Consumer Discretionary
0.7%
Financials
0.7%
Financial Services
0.7%
Consumer products
0.4%
Communications
0.4%
Energy
0.3%
Consumer Staples
0.2%
Other/Unmapped
69.4%
Full portfolio 96 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $15,005,187 | 11.34% | 20,037 | $1,612,391 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $12,276,570 | 9.28% | 16,671 | $3,562,537 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $6,171,129 | 4.66% | 21,327 | $767,722 | Up ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $6,134,749 | 4.64% | 110,397 | $1,412,071 | Up ×2 | ||
| SPY SPY | $5,028,633 | 3.80% | 6,734 | $673,039 | Up ×2 | ||
| SCHD | $4,834,731 | 3.65% | 152,467 | $882,605 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,702,189 | 3.55% | 23,500 | $890,426 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $4,640,460 | 3.51% | 33,234 | $3,124,419 | Down ×2 | ||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $4,051,228 | 3.06% | 68,306 | $881,025 | Up ×2 | ||
| VOO | $3,948,284 | 2.98% | 5,749 | $698,731 | Up ×1 | ||
| XLK XLK | $3,426,585 | 2.59% | 17,985 | $1,154,267 | Up ×2 | ||
| JEPI | $3,414,518 | 2.58% | 60,455 | $763,174 | Up ×2 | ||
| JPST | $3,171,374 | 2.40% | 62,713 | $866,285 | Up ×2 | ||
| GRNY | $3,114,592 | 2.35% | 112,643 | $770,892 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2,469,051 | 1.87% | 24,526 | Up ×1 | |||
| JPLD | $2,277,053 | 1.72% | 43,630 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2,266,735 | 1.71% | 9,511 | $424,689 | Up ×2 | ||
| IWF | $2,114,626 | 1.60% | 17,030 | $394,907 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,016,824 | 1.52% | 5,407 | $5,830 | Down ×1 | ||
| GLD | $1,791,186 | 1.35% | 4,862 | $-27,220 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,757,726 | 1.33% | 4,919 | $414,812 | Up ×2 | ||
| VV | $1,601,284 | 1.21% | 4,656 | $214,076 | Up ×2 | ||
| DGRO | $1,487,312 | 1.12% | 19,624 | $278,318 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,479,893 | 1.12% | 3,918 | $331,875 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1,286,238 | 0.97% | 1,114 | $932,097 | Up ×2 | ||
| VIG | $1,179,373 | 0.89% | 4,984 | $207,710 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,123,978 | 0.85% | 3,181 | $285,780 | Up ×2 | ||
| MSTR Strategy Inc - Class A Common Stock | $1,123,309 | 0.85% | 12,922 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1,047,919 | 0.79% | 874 | $300,666 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $968,613 | 0.73% | 1,720 | $5,468 | Up ×2 | ||
| BRKB | $866,341 | 0.65% | 1,731 | $52,501 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $861,410 | 0.65% | 2,048 | $88,151 | Down ×1 | ||
| ACWI iShares MSCI ACWI ETF | $841,546 | 0.64% | 5,361 | $100,389 | Up ×1 | ||
| JCPB | $832,351 | 0.63% | 17,732 | $154,818 | Up ×2 | ||
| IEFA | $811,704 | 0.61% | 8,404 | $52,121 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $717,740 | 0.54% | 2,193 | $139,944 | Up ×2 | ||
| VTI | $652,915 | 0.49% | 1,764 | $275,693 | Up ×2 | ||
| IWD | $646,433 | 0.49% | 2,666 | $104,092 | Up ×2 | ||
| IWR | $629,596 | 0.48% | 5,707 | $74,704 | |||
| VGK | $616,781 | 0.47% | 6,966 | $106,831 | Up ×2 | ||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $592,129 | 0.45% | 4,962 | $114,773 | Up ×1 | ||
| VLUE | $590,575 | 0.45% | 2,956 | $156,591 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $564,585 | 0.43% | 4,985 | $52,473 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $556,714 | 0.42% | 1,285 | $303,164 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $522,843 | 0.40% | 2,078 | $56,139 | Down ×1 | ||
| BBEU | $519,426 | 0.39% | 6,679 | $35,800 | |||
| PG Procter & Gamble Company (The) Common Stock | $505,009 | 0.38% | 3,444 | $4,574 | Down ×2 | ||
| VTEB | $500,995 | 0.38% | 9,905 | $-36,919 | Down ×1 | ||
| IEMG | $489,681 | 0.37% | 5,911 | $157,588 | Up ×1 | ||
| V Visa Inc. | $472,755 | 0.36% | 1,378 | $114,975 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $458,373 | 0.35% | 789 | Up ×1 | |||
| JNJ Johnson & Johnson Common Stock | $445,618 | 0.34% | 1,755 | $39,943 | Up ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $441,705 | 0.33% | 222 | $148,454 | |||
| VWO | $422,270 | 0.32% | 7,074 | $40,262 | Up ×1 | ||
| VUG | $414,628 | 0.31% | 4,813 | $64,590 | Up ×1 | ||
| ITOT | $402,853 | 0.30% | 2,452 | $50,846 | Down ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $396,755 | 0.30% | 2,221 | $75,356 | |||
| CAT Caterpillar, Inc. Common Stock | $379,285 | 0.29% | 356 | $160,257 | Up ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $377,764 | 0.29% | 4,045 | $20,884 | Up ×1 | ||
| VEA | $377,715 | 0.29% | 5,301 | $39,029 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $371,285 | 0.28% | 2,889 | $33,826 | Up ×2 | ||
| IJH | $369,436 | 0.28% | 4,791 | $46,119 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $361,733 | 0.27% | 757 | $105,572 | Down ×1 | ||
| FENY | $347,947 | 0.26% | 11,771 | $-52,226 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $327,817 | 0.25% | 2,791 | $123,484 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $312,120 | 0.24% | 3,841 | $-42,053 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $300,305 | 0.23% | 851 | $45,422 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $299,211 | 0.23% | 1,100 | $52,215 | Up ×1 | ||
| VGT | $293,327 | 0.22% | 2,454 | $84,893 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $291,419 | 0.22% | 312 | $-37,889 | Down ×2 | ||
| EFG | $289,277 | 0.22% | 2,325 | $30,342 | |||
| EFA | $277,879 | 0.21% | 2,675 | $18,056 | |||
| KLAC KLA Corporation - Common Stock | $276,668 | 0.21% | 917 | Up ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $274,961 | 0.21% | 3,851 | $-150,599 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $272,250 | 0.21% | 1,066 | Up ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $270,528 | 0.20% | 374 | Up ×1 | |||
| JPIE | $268,899 | 0.20% | 5,839 | Up ×1 | |||
| KBE KBE | $267,714 | 0.20% | 3,924 | $34,024 | |||
| MS Morgan Stanley Common Stock | $266,705 | 0.20% | 1,276 | Up ×1 | |||
| BBCA | $249,792 | 0.19% | 2,513 | $13,419 | |||
| CVX Chevron Corporation Common Stock | $239,582 | 0.18% | 1,445 | $-93,573 | Down ×1 | ||
| RSP | $239,239 | 0.18% | 1,124 | $23,567 | |||
| FBTC | $239,220 | 0.18% | 4,686 | $-37,395 | |||
| VTV | $237,266 | 0.18% | 1,089 | $24,644 | Up ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $236,612 | 0.18% | 794 | Up ×1 | |||
| C Citigroup, Inc. Common Stock | $228,975 | 0.17% | 1,636 | Up ×1 | |||
| GE GE Aerospace Common Stock | $217,525 | 0.16% | 582 | Up ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $216,478 | 0.16% | 545 | Up ×1 | |||
| MA Mastercard Incorporated Common Stock | $210,860 | 0.16% | 411 | $-9,761 | Down ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $210,702 | 0.16% | 1,240 | Up ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $206,520 | 0.16% | 214 | Up ×1 | |||
| IJR | $206,231 | 0.16% | 1,391 | Up ×1 | |||
| TXG 10x Genomics, Inc. - Common Stock | $204,697 | 0.15% | 5,339 | Up ×1 | |||
| VLO Valero Energy Corporation Common Stock | $201,589 | 0.15% | 774 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $200,396 | 0.15% | 482 | Up ×1 | |||
| VONG Vanguard Russell 1000 Growth ETF | $200,359 | 0.15% | 1,568 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SGOV | $2,469,051 | 24,526 | 1.87% |
| JPLD | $2,277,053 | 43,630 | 1.72% |
| MSTR | $1,123,309 | 12,922 | 0.85% |
| AMD | $458,373 | 789 | 0.35% |
| KLAC | $276,668 | 917 | 0.21% |
| GLW | $272,250 | 1,066 | 0.21% |
| AMAT | $270,528 | 374 | 0.20% |
| JPIE | $268,899 | 5,839 | 0.20% |
| MS | $266,705 | 1,276 | 0.20% |
| TXN | $236,612 | 794 | 0.18% |
| C | $228,975 | 1,636 | 0.17% |
| GE | $217,525 | 582 | 0.16% |
| ADI | $216,478 | 545 | 0.16% |
| ANET | $210,702 | 1,240 | 0.16% |
| STX | $206,520 | 214 | 0.16% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| QQQ | Bought more | +2K | +$3.6M |
| INTC | Trimmed | -1K | +$3.1M |
| IVV | Trimmed | -466 | +$1.6M |
| GPIX | Bought more | +16K | +$1.4M |
| XLK | Bought more | +887 | +$1.2M |
| MU | Bought more | +66 | +$932K |
| NVDA | Bought more | +2K | +$890K |
| SCHD | Bought more | +24K | +$883K |
| GPIQ | Bought more | +4K | +$881K |
| JPST | Bought more | +17K | +$866K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.