Cedarwood Wealth LLC Top Holdings and 13F Report (2026) About Cedarwood Wealth LLCInvestment ActivityCedarwood Wealth LLC has $99.00 million in total holdings as of March 31, 2026.Cedarwood Wealth LLC owns shares of 81 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 14.99% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Cedarwood Wealth LLC has purchased 76 new stocks and bought additional shares in 53 stocks.Cedarwood Wealth LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,392,796Invesco QQQ $8,714,033Apple $5,403,407GOLDMAN SACHS ETF TR $4,722,678SPDR S&P 500 ETF Trust $4,355,594 Largest New Holdings this Quarter 315948109 - FIDELITY WISE ORIGIN BITCOIN $276,615 Holding57636Q104 - Mastercard $220,621 Holding149123101 - Caterpillar $219,028 Holding65339F101 - NextEra Energy $206,975 Holding17275R102 - Cisco Systems $204,333 Holding Largest Purchases this Quarter GOLDMAN SACHS ETF TR 50,468 shares (about $2.53M)GOLDMAN SACHS ETF TR 39,830 shares (about $1.97M)JPMorgan Ultra-Short Income ETF 38,789 shares (about $1.96M)iShares Core S&P 500 ETF 1,129 shares (about $737.48K)Invesco QQQ 1,172 shares (about $676.44K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 2,673 shares (about $186.45K)Vanguard Growth ETF 269 shares (about $117.55K)Vanguard Value ETF 594 shares (about $116.51K)Vanguard S&P 500 ETF 93 shares (about $55.57K)Intel 1,070 shares (about $47.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedarwood Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$13,392,796$737,476 â–²5.8%20,50313.5%ETFQQQInvesco QQQ$8,714,033$676,437 â–²8.4%15,0988.8%FinanceAAPLApple$5,403,407$579,653 â–²12.0%21,2915.5%Computer and TechnologyGOLDMAN SACHS ETF TR$4,722,678$2,525,420 â–²114.9%94,3784.8%S&P 500 PREMIUMSPYSPDR S&P 500 ETF Trust$4,355,594$2,602 â–²0.1%6,6974.4%FinanceSCHDSchwab US Dividend Equity ETF$3,952,126$274,585 â–²7.5%128,8184.0%ETFNVDANVIDIA$3,811,763$619,307 â–²19.4%21,8563.9%Computer and TechnologyVOOVanguard S&P 500 ETF$3,249,553$55,573 â–¼-1.7%5,4383.3%ETFGOLDMAN SACHS ETF TR$3,170,203$1,971,200 â–²164.4%64,0573.2%NASDAQ-100 PREMIJEPIJPMorgan Equity Premium Income ETF$2,651,344$493,007 â–²22.8%46,7772.7%ETFTIDAL TRUST I$2,343,700$355,138 â–²17.9%98,1862.4%FUNDSTRAT GRANNYJPSTJPMorgan Ultra-Short Income ETF$2,305,089$1,963,116 â–²574.1%45,5462.3%ETFXLKTechnology Select Sector SPDR Fund$2,272,318$463,155 â–²25.6%17,0982.3%ETFMSFTMicrosoft$2,010,994$446,764 â–²28.6%5,4332.0%Computer and TechnologyAMZNAmazon.com$1,842,046$202,635 â–²12.4%8,8451.9%Retail/WholesaleGLDSPDR Gold Shares$1,818,406$153,183 â–²9.2%4,2261.8%FinanceIWFiShares Russell 1000 Growth ETF$1,719,719$11,940 â–²0.7%4,0331.7%ETFINTCIntel$1,516,041$47,219 â–¼-3.0%34,3541.5%Computer and TechnologyVVVanguard Large-Cap ETF$1,387,208$72,917 â–²5.5%4,6421.4%ETFGOOGLAlphabet$1,342,914$255,355 â–²23.5%4,6701.4%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,208,994$35,792 â–²3.1%17,2271.2%ETFAVGOBroadcom$1,148,018$192,832 â–²20.2%3,7091.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$971,663$115,490 â–²13.5%4,5181.0%ETFMETAMeta Platforms$963,145$38,915 â–²4.2%1,6831.0%Computer and TechnologyGOOGAlphabet$838,198$107,572 â–²14.7%2,9220.8%Computer and TechnologyBRK.BBerkshire Hathaway$813,840$115,030 â–²16.5%1,6980.8%FinanceTSLATesla$773,259$137,179 â–²21.6%2,0800.8%Auto/Tires/TrucksIEFAiShares Core MSCI EAFE ETF$759,583$39,111 â–¼-4.9%8,3900.8%ETFLLYEli Lilly and Company$747,253$45,093 â–²6.4%8120.8%MedicalACWIiShares MSCI ACWI ETF$741,157$277 â–¼0.0%5,3560.7%ManufacturingJCPBJPMorgan Core Plus Bond ETF$677,533$145,525 â–²27.4%14,3910.7%ETFJPMJPMorgan Chase & Co.$577,796$77,079 â–²15.4%1,9640.6%FinanceIWRiShares Russell Mid-Cap ETF$554,8920.0%5,7070.6%ETFIWDiShares Russell 1000 Value ETF$542,341$1,496 â–²0.3%2,5380.5%ETFVTEBVanguard Tax-Exempt Bond ETF$537,914$39,413 â–²7.9%10,7820.5%ETFWALMART INC$512,112$69,839 â–²15.8%4,1210.5%COMVGKVanguard FTSE Europe ETF$509,950$126,622 â–²33.0%6,1860.5%ETFPGProcter & Gamble$500,435$35,240 â–¼-6.6%3,4650.5%Consumer StaplesBBEUJPMorgan BetaBuilders Europe ETF$483,6260.0%6,6790.5%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$477,3560.0%4,9570.5%ETFABBVAbbVie$466,704$43,060 â–²10.2%2,1460.5%MedicalVGITVanguard Intermediate-Term Treasury ETF$434,762$45,316 â–²11.6%7,3010.4%ETFVLUEiShares MSCI USA Value Factor ETF$433,984$142 â–²0.0%3,0520.4%ETFNFLXNetflix$425,560$92,592 â–²27.8%4,4260.4%Consumer DiscretionaryJNJJohnson & Johnson$405,675$87,245 â–²27.4%1,6600.4%MedicalXOMExxonMobil$403,331$87,046 â–²27.5%2,3770.4%EnergyFENYFidelity MSCI Energy Index ETF$400,173$238 â–²0.1%11,7630.4%ETFVWOVanguard FTSE Emerging Markets ETF$382,008$8,648 â–¼-2.2%7,0680.4%ETFVTIVanguard Total Stock Market ETF$377,222$321 â–²0.1%1,1760.4%ETFVVisa$357,780$45,629 â–²14.6%1,1840.4%Business ServicesVIGIVanguard International Dividend Appreciation ETF$356,880$39,634 â–¼-10.0%4,0340.4%ETFKOCocaCola$354,173$66,013 â–²22.9%4,6570.4%Consumer StaplesMUMicron Technology$354,141$43,930 â–²14.2%1,0480.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$352,007$4,274 â–¼-1.2%2,4710.4%ETFVUGVanguard Growth ETF$350,038$117,553 â–¼-25.1%8010.4%ETFVEAVanguard FTSE Developed Markets ETF$338,686$320 â–²0.1%5,2850.3%ETFMRKMerck & Co., Inc.$337,459$19,369 â–²6.1%2,8050.3%MedicalCVXChevron$333,155$28,763 â–²9.4%1,6100.3%EnergyIEMGiShares Core MSCI Emerging Markets ETF$332,093$186,449 â–¼-36.0%4,7610.3%ETFCOSTCostco Wholesale$329,308$43,908 â–¼-11.8%3300.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$323,317$17,017 â–¼-5.0%4,7880.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$321,399$145 â–²0.0%2,2210.3%ETFASMLASML$293,251$25,098 â–²9.4%2220.3%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$276,615$276,615 â–²New Holding4,6860.3%SHSEFAiShares MSCI EAFE ETF$259,8230.0%2,6750.3%FinanceEFGiShares MSCI EAFE Growth ETF$258,935$11,137 â–²4.5%2,3250.3%ETFTSMTaiwan Semiconductor Manufacturing$256,161$49,002 â–²23.7%7580.3%Computer and TechnologyHDHome Depot$254,883$4,275 â–¼-1.6%7750.3%Retail/WholesaleLAM RESEARCH CORP$253,550$9,399 â–²3.8%1,1870.3%COM NEWSCHOSchwab Short-Term U.S. Treasury ETF$253,4270.0%10,4420.3%ETFUNPUnion Pacific$246,996$12,859 â–¼-4.9%1,0180.2%TransportationBBCAJPMorgan BetaBuilders Canada ETF$236,3730.0%2,5130.2%ETFKBESPDR S&P Bank ETF$233,6900.0%3,9240.2%ETFMAMastercard$220,621$220,621 â–²New Holding4420.2%Business ServicesCATCaterpillar$219,028$219,028 â–²New Holding3090.2%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$215,672$384 â–²0.2%1,1240.2%ETFVTVVanguard Value ETF$212,622$116,511 â–¼-35.4%1,0840.2%ETFVGTVanguard Information Technology ETF$208,4340.0%2990.2%ETFNEENextEra Energy$206,975$206,975 â–²New Holding2,2280.2%UtilitiesCSCOCisco Systems$204,333$204,333 â–²New Holding2,6330.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$200,322$1,921 â–²1.0%5,2140.2%SHS BEN INTShowing largest 100 holdings. 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