Cedarwood Wealth LLC Top Holdings and 13F Report (2026)

About Cedarwood Wealth LLC

Investment Activity

Cedarwood Wealth LLC has $132.31 million in total holdings as of June 30, 2026.
Cedarwood Wealth LLC owns shares of 96 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 15.28% of the portfolio was purchased this quarter.
About 1.72% of the portfolio was sold this quarter.
This quarter, Cedarwood Wealth LLC has purchased 81 new stocks and bought additional shares in 51 stocks.
Cedarwood Wealth LLC sold shares of 15 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $15,005,187
Invesco QQQ: $12,276,570
Apple: $6,171,129
GOLDMAN SACHS ETF TR: $6,134,749
SPDR S&P 500 ETF Trust: $5,028,633

Largest New Holdings this Quarter

46436E718 - iShares 0-3 Month Treasury Bond ETF: $2,469,051 Holding
46654Q773 - J P MORGAN EXCHANGE TRADED F: $2,277,053 Holding
594972408 - Strategy: $1,123,309 Holding
007903107 - Advanced Micro Devices: $458,373 Holding
482480100 - KLA: $276,668 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 24,526 shares (about $2.47M)
J P MORGAN EXCHANGE TRADED F: 43,630 shares (about $2.28M)
iShares Russell 1000 Growth ETF: 12,997 shares (about $1.61M)
Invesco QQQ: 1,573 shares (about $1.16M)
Strategy: 12,922 shares (about $1.12M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 466 shares (about $348.98K)
Intel: 1,120 shares (about $156.39K)
CocaCola: 816 shares (about $66.31K)
Vanguard Tax-Exempt Bond ETF: 877 shares (about $44.36K)
Netflix: 575 shares (about $41.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$15,005,187	$348,975 â–¼	-2.3%	20,037	11.3%	ETF
QQQ Invesco QQQ	$12,276,570	$1,158,362 â–²	10.4%	16,671	9.3%	Finance
AAPL Apple	$6,171,129	$10,417 â–²	0.2%	21,327	4.7%	Computer and Technology
GOLDMAN SACHS ETF TR	$6,134,749	$890,174 â–²	17.0%	110,397	4.6%	S&P 500 PREMIUM
SPY SPDR S&P 500 ETF Trust	$5,028,633	$27,630 â–²	0.6%	6,734	3.8%	Finance
SCHD Schwab US Dividend Equity ETF	$4,834,731	$749,910 â–²	18.4%	152,467	3.7%	ETF
NVDA NVIDIA	$4,702,189	$328,953 â–²	7.5%	23,500	3.6%	Computer and Technology
INTC Intel	$4,640,460	$156,385 â–¼	-3.3%	33,234	3.5%	Computer and Technology
GOLDMAN SACHS ETF TR	$4,051,228	$252,008 â–²	6.6%	68,306	3.1%	NASDA 100 ETF
VOO Vanguard S&P 500 ETF	$3,948,284	$213,588 â–²	5.7%	5,749	3.0%	ETF
XLK Technology Select Sector SPDR Fund	$3,426,585	$168,995 â–²	5.2%	17,985	2.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,414,518	$772,538 â–²	29.2%	60,455	2.6%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,171,374	$868,129 â–²	37.7%	62,713	2.4%	ETF
TIDAL TRUST I	$3,114,592	$399,738 â–²	14.7%	112,643	2.4%	FUND GRAN US ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$2,469,051	$2,469,051 â–²	New Holding	24,526	1.9%	ETF
J P MORGAN EXCHANGE TRADED F	$2,277,053	$2,277,053 â–²	New Holding	43,630	1.7%	JPMORGAM LTD DUR
AMZN Amazon.com	$2,266,735	$158,726 â–²	7.5%	9,511	1.7%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$2,114,626	$1,613,846 â–²	322.3%	17,030	1.6%	ETF
MSFT Microsoft	$2,016,824	$9,698 â–¼	-0.5%	5,407	1.5%	Computer and Technology
GLD SPDR Gold Shares	$1,791,186	$234,306 â–²	15.0%	4,862	1.4%	Finance
GOOGL Alphabet	$1,757,726	$88,976 â–²	5.3%	4,919	1.3%	Computer and Technology
VV Vanguard Large-Cap ETF	$1,601,284	$4,815 â–²	0.3%	4,656	1.2%	ETF
DGRO iShares Core Dividend Growth ETF	$1,487,312	$181,670 â–²	13.9%	19,624	1.1%	ETF
AVGO Broadcom	$1,479,893	$78,943 â–²	5.6%	3,918	1.1%	Computer and Technology
MU Micron Technology	$1,286,238	$76,204 â–²	6.3%	1,114	1.0%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,179,373	$110,270 â–²	10.3%	4,984	0.9%	ETF
GOOG Alphabet	$1,123,978	$91,515 â–²	8.9%	3,181	0.8%	Computer and Technology
MSTR Strategy	$1,123,309	$1,123,309 â–²	New Holding	12,922	0.8%	Computer and Technology
LLY Eli Lilly and Company	$1,047,919	$74,338 â–²	7.6%	874	0.8%	Medical
META Meta Platforms	$968,613	$20,836 â–²	2.2%	1,720	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$866,341	$16,516 â–²	1.9%	1,731	0.7%	Finance
TSLA Tesla	$861,410	$13,460 â–¼	-1.5%	2,048	0.7%	Auto/Tires/Trucks
ACWI iShares MSCI ACWI ETF	$841,546	$785 â–²	0.1%	5,361	0.6%	Manufacturing
JCPB JPMorgan Core Plus Bond ETF	$832,351	$156,829 â–²	23.2%	17,732	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$811,704	$1,352 â–²	0.2%	8,404	0.6%	ETF
JPM JPMorgan Chase & Co.	$717,740	$74,949 â–²	11.7%	2,193	0.5%	Finance
VTI Vanguard Total Stock Market ETF	$652,915	$217,638 â–²	50.0%	1,764	0.5%	ETF
IWD iShares Russell 1000 Value ETF	$646,433	$31,037 â–²	5.0%	2,666	0.5%	ETF
IWR iShares Russell Mid-Cap ETF	$629,596		0.0%	5,707	0.5%	ETF
VGK Vanguard FTSE Europe ETF	$616,781	$69,062 â–²	12.6%	6,966	0.5%	ETF
AAXJ iShares MSCI All Country Asia ex Japan ETF	$592,129	$597 â–²	0.1%	4,962	0.4%	ETF
VLUE iShares MSCI USA Value Factor ETF	$590,575	$19,180 â–¼	-3.1%	2,956	0.4%	ETF
WALMART INC	$564,585	$97,854 â–²	21.0%	4,985	0.4%	COM
LAM RESEARCH CORP	$556,714	$42,458 â–²	8.3%	1,285	0.4%	COM NEW
ABBV AbbVie	$522,843	$17,109 â–¼	-3.2%	2,078	0.4%	Medical
BBEU JPMorgan BetaBuilders Europe ETF	$519,426		0.0%	6,679	0.4%	ETF
PG Procter & Gamble	$505,009	$3,079 â–¼	-0.6%	3,444	0.4%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$500,995	$44,359 â–¼	-8.1%	9,905	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$489,681	$95,269 â–²	24.2%	5,911	0.4%	ETF
V Visa	$472,755	$66,556 â–²	16.4%	1,378	0.4%	Business Services
AMD Advanced Micro Devices	$458,373	$458,373 â–²	New Holding	789	0.3%	Computer and Technology
JNJ Johnson & Johnson	$445,618	$24,122 â–²	5.7%	1,755	0.3%	Medical
ASML ASML	$441,705		0.0%	222	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$422,270	$358 â–²	0.1%	7,074	0.3%	ETF
VUG Vanguard Growth ETF	$414,628	$345,624 â–²	500.9%	4,813	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$402,853	$3,122 â–¼	-0.8%	2,452	0.3%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$396,755		0.0%	2,221	0.3%	ETF
CAT Caterpillar	$379,285	$50,074 â–²	15.2%	356	0.3%	Industrials
VIGI Vanguard International Dividend Appreciation ETF	$377,764	$1,027 â–²	0.3%	4,045	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$377,715	$1,140 â–²	0.3%	5,301	0.3%	ETF
MRK Merck & Co., Inc.	$371,285	$10,795 â–²	3.0%	2,889	0.3%	Medical
IJH iShares Core S&P Mid-Cap ETF	$369,436	$231 â–²	0.1%	4,791	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$361,733	$478 â–¼	-0.1%	757	0.3%	Computer and Technology
FENY Fidelity MSCI Energy Index ETF	$347,947	$236 â–²	0.1%	11,771	0.3%	ETF
CSCO Cisco Systems	$327,817	$18,558 â–²	6.0%	2,791	0.2%	Computer and Technology
KO CocaCola	$312,120	$66,308 â–¼	-17.5%	3,841	0.2%	Consumer Staples
HD Home Depot	$300,305	$26,819 â–²	9.8%	851	0.2%	Retail/Wholesale
UNP Union Pacific	$299,211	$22,305 â–²	8.1%	1,100	0.2%	Transportation
VGT Vanguard Information Technology ETF	$293,327	$257,587 â–²	720.7%	2,454	0.2%	ETF
COST Costco Wholesale	$291,419	$16,813 â–¼	-5.5%	312	0.2%	Retail/Wholesale
EFG iShares MSCI EAFE Growth ETF	$289,277		0.0%	2,325	0.2%	ETF
EFA iShares MSCI EAFE ETF	$277,879		0.0%	2,675	0.2%	Finance
KLAC KLA	$276,668	$276,668 â–²	New Holding	917	0.2%	Computer and Technology
NFLX Netflix	$274,961	$41,055 â–¼	-13.0%	3,851	0.2%	Consumer Discretionary
GLW Corning	$272,250	$272,250 â–²	New Holding	1,066	0.2%	Computer and Technology
AMAT Applied Materials	$270,528	$270,528 â–²	New Holding	374	0.2%	Computer and Technology
JPIE JPMorgan Income ETF	$268,899	$268,899 â–²	New Holding	5,839	0.2%	ETF
KBE SPDR S&P Bank ETF	$267,714		0.0%	3,924	0.2%	ETF
MS Morgan Stanley	$266,705	$266,705 â–²	New Holding	1,276	0.2%	Finance
BBCA JPMorgan BetaBuilders Canada ETF	$249,792		0.0%	2,513	0.2%	ETF
CVX Chevron	$239,582	$27,357 â–¼	-10.2%	1,445	0.2%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$239,239		0.0%	1,124	0.2%	ETF
FIDELITY WISE ORIGIN BITCOIN	$239,220		0.0%	4,686	0.2%	SHS
VTV Vanguard Value ETF	$237,266	$1,089 â–²	0.5%	1,089	0.2%	ETF
TXN Texas Instruments	$236,612	$236,612 â–²	New Holding	794	0.2%	Computer and Technology
C Citigroup	$228,975	$228,975 â–²	New Holding	1,636	0.2%	Financial Services
GE GE Aerospace	$217,525	$217,525 â–²	New Holding	582	0.2%	Aerospace
ADI Analog Devices	$216,478	$216,478 â–²	New Holding	545	0.2%	Computer and Technology
MA Mastercard	$210,860	$15,904 â–¼	-7.0%	411	0.2%	Business Services
ARISTA NETWORKS INC	$210,702	$210,702 â–²	New Holding	1,240	0.2%	COM SHS
STX Seagate Technology	$206,520	$206,520 â–²	New Holding	214	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$206,231	$206,231 â–²	New Holding	1,391	0.2%	ETF
TXG 10x Genomics	$204,697	$204,697 â–²	New Holding	5,339	0.2%	Medical
VLO Valero Energy	$201,589	$201,589 â–²	New Holding	774	0.2%	Energy
UNH UnitedHealth Group	$200,396	$200,396 â–²	New Holding	482	0.2%	Medical
VONG Vanguard Russell 1000 Growth ETF	$200,359	$200,359 â–²	New Holding	1,568	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$0	$434,762 â–¼	-100.0%	0	0.0%	ETF
XOM ExxonMobil	$0	$403,331 â–¼	-100.0%	0	0.0%	Energy
SCHO Schwab Short-Term U.S. Treasury ETF	$0	$253,427 â–¼	-100.0%	0	0.0%	ETF
NEE NextEra Energy	$0	$206,975 â–¼	-100.0%	0	0.0%	Utilities

Showing largest 100 holdings. View all holdings.

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Cedarwood Wealth LLC Top Holdings and 13F Report (2026)

About Cedarwood Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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About MarketBeat

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Cedarwood Wealth LLC Top Holdings and 13F Report (2026)

About Cedarwood Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedarwood Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools