Cedarwood Wealth LLC
CIK 2114448 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $132.3M
- Posiciones
- 96
- A fecha de
- 30 de junio de 2026
#7 776 de 9 443 por valor de 13F · top 82.3%
Valor de cartera interanual: +33.6% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 50,48%
- Peso de las 25 principales tenencias
- 75,94%
- Posiciones superiores al 1%
- 24
- Número efectivo de posiciones
- 25,8
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 1,97% Est. compras $20 218 675 · ventas $2 282 099
- Nuevas posiciones
- 20
- Aumentado
- 51
- Disminuido
- 15
- Cerrada
- 5
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
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%
Otro/No mapeado
69,4%
Cartera completa 96 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| IVV | $15 005 187 | 11,34% | 20 037 | $1 612 391 | Bajar ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $12 276 570 | 9,28% | 16 671 | $3 562 537 | Subir ×2 | ||
| AAPL Apple Inc. - Common Stock | $6 171 129 | 4,66% | 21 327 | $767 722 | Subir ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $6 134 749 | 4,64% | 110 397 | $1 412 071 | Subir ×2 | ||
| SPY SPY | $5 028 633 | 3,80% | 6 734 | $673 039 | Subir ×2 | ||
| SCHD | $4 834 731 | 3,65% | 152 467 | $882 605 | Subir ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4 702 189 | 3,55% | 23 500 | $890 426 | Subir ×2 | ||
| INTC Intel Corporation - Common Stock | $4 640 460 | 3,51% | 33 234 | $3 124 419 | Bajar ×2 | ||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $4 051 228 | 3,06% | 68 306 | $881 025 | Subir ×2 | ||
| VOO | $3 948 284 | 2,98% | 5 749 | $698 731 | Subir ×1 | ||
| XLK XLK | $3 426 585 | 2,59% | 17 985 | $1 154 267 | Subir ×2 | ||
| JEPI | $3 414 518 | 2,58% | 60 455 | $763 174 | Subir ×2 | ||
| JPST | $3 171 374 | 2,40% | 62 713 | $866 285 | Subir ×2 | ||
| GRNY | $3 114 592 | 2,35% | 112 643 | $770 892 | Subir ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2 469 051 | 1,87% | 24 526 | Subir ×1 | |||
| JPLD | $2 277 053 | 1,72% | 43 630 | Subir ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2 266 735 | 1,71% | 9 511 | $424 689 | Subir ×2 | ||
| IWF | $2 114 626 | 1,60% | 17 030 | $394 907 | Subir ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2 016 824 | 1,52% | 5 407 | $5 830 | Bajar ×1 | ||
| GLD | $1 791 186 | 1,35% | 4 862 | $-27 220 | Subir ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1 757 726 | 1,33% | 4 919 | $414 812 | Subir ×2 | ||
| VV | $1 601 284 | 1,21% | 4 656 | $214 076 | Subir ×2 | ||
| DGRO | $1 487 312 | 1,12% | 19 624 | $278 318 | Subir ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1 479 893 | 1,12% | 3 918 | $331 875 | Subir ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1 286 238 | 0,97% | 1 114 | $932 097 | Subir ×2 | ||
| VIG | $1 179 373 | 0,89% | 4 984 | $207 710 | Subir ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1 123 978 | 0,85% | 3 181 | $285 780 | Subir ×2 | ||
| MSTR Strategy Inc - Class A Common Stock | $1 123 309 | 0,85% | 12 922 | Subir ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1 047 919 | 0,79% | 874 | $300 666 | Subir ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $968 613 | 0,73% | 1 720 | $5 468 | Subir ×2 | ||
| BRKB | $866 341 | 0,65% | 1 731 | $52 501 | Subir ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $861 410 | 0,65% | 2 048 | $88 151 | Bajar ×1 | ||
| ACWI iShares MSCI ACWI ETF | $841 546 | 0,64% | 5 361 | $100 389 | Subir ×1 | ||
| JCPB | $832 351 | 0,63% | 17 732 | $154 818 | Subir ×2 | ||
| IEFA | $811 704 | 0,61% | 8 404 | $52 121 | Subir ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $717 740 | 0,54% | 2 193 | $139 944 | Subir ×2 | ||
| VTI | $652 915 | 0,49% | 1 764 | $275 693 | Subir ×2 | ||
| IWD | $646 433 | 0,49% | 2 666 | $104 092 | Subir ×2 | ||
| IWR | $629 596 | 0,48% | 5 707 | $74 704 | |||
| VGK | $616 781 | 0,47% | 6 966 | $106 831 | Subir ×2 | ||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $592 129 | 0,45% | 4 962 | $114 773 | Subir ×1 | ||
| VLUE | $590 575 | 0,45% | 2 956 | $156 591 | Bajar ×1 | ||
| WMT Walmart Inc. - Common Stock | $564 585 | 0,43% | 4 985 | $52 473 | Subir ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $556 714 | 0,42% | 1 285 | $303 164 | Subir ×2 | ||
| ABBV AbbVie Inc. Common Stock | $522 843 | 0,40% | 2 078 | $56 139 | Bajar ×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 | Bajar ×2 | ||
| VTEB | $500 995 | 0,38% | 9 905 | $-36 919 | Bajar ×1 | ||
| IEMG | $489 681 | 0,37% | 5 911 | $157 588 | Subir ×1 | ||
| V Visa Inc. | $472 755 | 0,36% | 1 378 | $114 975 | Subir ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $458 373 | 0,35% | 789 | Subir ×1 | |||
| JNJ Johnson & Johnson Common Stock | $445 618 | 0,34% | 1 755 | $39 943 | Subir ×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 | Subir ×1 | ||
| VUG | $414 628 | 0,31% | 4 813 | $64 590 | Subir ×1 | ||
| ITOT | $402 853 | 0,30% | 2 452 | $50 846 | Bajar ×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 | Subir ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $377 764 | 0,29% | 4 045 | $20 884 | Subir ×1 | ||
| VEA | $377 715 | 0,29% | 5 301 | $39 029 | Subir ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $371 285 | 0,28% | 2 889 | $33 826 | Subir ×2 | ||
| IJH | $369 436 | 0,28% | 4 791 | $46 119 | Subir ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $361 733 | 0,27% | 757 | $105 572 | Bajar ×1 | ||
| FENY | $347 947 | 0,26% | 11 771 | $-52 226 | Subir ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $327 817 | 0,25% | 2 791 | $123 484 | Subir ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $312 120 | 0,24% | 3 841 | $-42 053 | Bajar ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $300 305 | 0,23% | 851 | $45 422 | Subir ×1 | ||
| UNP Union Pacific Corporation Common Stock | $299 211 | 0,23% | 1 100 | $52 215 | Subir ×1 | ||
| VGT | $293 327 | 0,22% | 2 454 | $84 893 | Subir ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $291 419 | 0,22% | 312 | $-37 889 | Bajar ×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 | Subir ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $274 961 | 0,21% | 3 851 | $-150 599 | Bajar ×1 | ||
| GLW Corning Incorporated Common Stock | $272 250 | 0,21% | 1 066 | Subir ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $270 528 | 0,20% | 374 | Subir ×1 | |||
| JPIE | $268 899 | 0,20% | 5 839 | Subir ×1 | |||
| KBE KBE | $267 714 | 0,20% | 3 924 | $34 024 | |||
| MS Morgan Stanley Common Stock | $266 705 | 0,20% | 1 276 | Subir ×1 | |||
| BBCA | $249 792 | 0,19% | 2 513 | $13 419 | |||
| CVX Chevron Corporation Common Stock | $239 582 | 0,18% | 1 445 | $-93 573 | Bajar ×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 | Subir ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $236 612 | 0,18% | 794 | Subir ×1 | |||
| C Citigroup, Inc. Common Stock | $228 975 | 0,17% | 1 636 | Subir ×1 | |||
| GE GE Aerospace Common Stock | $217 525 | 0,16% | 582 | Subir ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $216 478 | 0,16% | 545 | Subir ×1 | |||
| MA Mastercard Incorporated Common Stock | $210 860 | 0,16% | 411 | $-9 761 | Bajar ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $210 702 | 0,16% | 1 240 | Subir ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $206 520 | 0,16% | 214 | Subir ×1 | |||
| IJR | $206 231 | 0,16% | 1 391 | Subir ×1 | |||
| TXG 10x Genomics, Inc. - Common Stock | $204 697 | 0,15% | 5 339 | Subir ×1 | |||
| VLO Valero Energy Corporation Common Stock | $201 589 | 0,15% | 774 | Subir ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $200 396 | 0,15% | 482 | Subir ×1 | |||
| VONG Vanguard Russell 1000 Growth ETF | $200 359 | 0,15% | 1 568 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| 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% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| QQQ | Compró más | +2K | +$3.6M |
| INTC | Reducido | -1K | +$3.1M |
| IVV | Reducido | -466 | +$1.6M |
| GPIX | Compró más | +16K | +$1.4M |
| XLK | Compró más | +887 | +$1.2M |
| MU | Compró más | +66 | +$932K |
| NVDA | Compró más | +2K | +$890K |
| SCHD | Compró más | +24K | +$883K |
| GPIQ | Compró más | +4K | +$881K |
| JPST | Compró más | +17K | +$866K |
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| VGIT | 30 de junio de 2026 | 7 301 | $434 762 | |
| XOM | 30 de junio de 2026 | 2 377 | $403 331 | 22,5% |
| SCHO | 30 de junio de 2026 | 10 442 | $253 427 | Ya no se rastrea |
| NEE | 30 de junio de 2026 | 2 228 | $206 975 | -2,3% |
| IBIT | 30 de junio de 2026 | 5 214 | $200 322 |