Cedarwood Wealth LLC
13F Reported Value
ⓘ$99.0M
Holdings
81
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cedarwood Wealth LLC disclosed 81 positions worth $99.0M in its Form 13F-HR for Q1 2026, followed by $QQQ and $AAPL. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $FBTC. The portfolio is most concentrated in Other (68.5% of disclosed assets). All figures are sourced directly from Cedarwood Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2114448.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$13.4M20,503 sh- —
Quality
$8.7M15,098 sh - 76.1#112
Quality
$5.4M21,291 sh GOLDMAN SACHS ETF TR
—Quality
$4.7M94,378 sh- —
Quality
$4.4M6,697 sh SCHWAB STRATEGIC TR
—Quality
$4.0M128,818 sh- 90.2
Quality
$3.8M21,856 sh VANGUARD INDEX FDS
—Quality
$3.2M5,438 shGOLDMAN SACHS ETF TR
—Quality
$3.2M64,057 shJ P MORGAN EXCHANGE TRADED F
—Quality
$2.7M46,777 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $13.4M | 20,503 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $8.7M | 15,098 |
 Apple Inc.$AAPL | 76.1#112 | $5.4M | 21,291 |
| GOLDMAN SACHS ETF TR | — | $4.7M | 94,378 |
 SPDR S&P 500 ETF TRUST$SPY | — | $4.4M | 6,697 |
| SCHWAB STRATEGIC TR | — | $4.0M | 128,818 |
 NVIDIA CORP$NVDA | 90.2 | $3.8M | 21,856 |
| VANGUARD INDEX FDS | — | $3.2M | 5,438 |
| GOLDMAN SACHS ETF TR | — | $3.2M | 64,057 |
| J P MORGAN EXCHANGE TRADED F | — | $2.7M | 46,777 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cedarwood Wealth LLC's 81 positions.
Showing top 10 of 81 holdings.
Sector Allocation
Other
$67.8M
Technology
$17.8M
Financials
$4.5M
Consumer Discretionary
$2.9M
Healthcare
$2.0M
Industrials
$1.8M
Consumer Staples
$854,608
Energy
$736,486
Full Holdings — Cedarwood Wealth LLC (Q1 2026)
All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $13.4M | 13.5% | +6% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.7M | 8.8% | +8% | — |
| 3 | $AAPL | Apple Inc. | $5.4M | 5.5% | +12% | 76.1 |
| 4 | — | GOLDMAN SACHS ETF TR | $4.7M | 4.8% | +115% | — |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $4.4M | 4.4% | +0% | — |
| 6 | — | SCHWAB STRATEGIC TR | $4.0M | 4.0% | +7% | — |
| 7 | $NVDA | NVIDIA CORP | $3.8M | 3.9% | +19% | 90.2 |
| 8 | — | VANGUARD INDEX FDS | $3.2M | 3.3% | -2% | — |
| 9 | — | GOLDMAN SACHS ETF TR | $3.2M | 3.2% | +164% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 2.7% | +23% | — |
| 11 | — | TIDAL TRUST I | $2.3M | 2.4% | +18% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F | $2.3M | 2.3% | +574% | — |
| 13 | — | SELECT SECTOR SPDR TR | $2.3M | 2.3% | +26% | — |
| 14 |  $MSFT | MICROSOFT CORP | $2.0M | 2.0% | +29% | 83.7 |
| 15 |  $AMZN | AMAZON COM INC | $1.8M | 1.9% | +12% | 74.6 |
| 16 |  $GLD | SPDR GOLD TRUST | $1.8M | 1.8% | +9% | — |
| 17 | — | ISHARES TR | $1.7M | 1.7% | +1% | — |
| 18 |  $INTC | INTEL CORP | $1.5M | 1.5% | -3% | 41.5 |
| 19 | — | VANGUARD INDEX FDS | $1.4M | 1.4% | +6% | — |
| 20 |  $GOOG | Alphabet Inc. | $1.3M | 1.4% | +23% | 80.2 |
| 21 | — | ISHARES TR | $1.2M | 1.2% | +3% | — |
| 22 |  $AVGO | Broadcom Inc. | $1.1M | 1.2% | +20% | 86.4 |
| 23 | — | VANGUARD SPECIALIZED FUNDS | $971,663 | 1.0% | +13% | — |
| 24 |  $META | Meta Platforms, Inc. | $963,145 | 1.0% | +4% | 80.9 |
| 25 |  $GOOGL | Alphabet Inc. | $838,198 | 0.8% | +15% | 80.2 |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $813,840 | 0.8% | +16% | 64.5 |
| 27 |  $TSLA | Tesla, Inc. | $773,259 | 0.8% | +22% | 50.1 |
| 28 | — | ISHARES TR | $759,583 | 0.8% | -5% | — |
| 29 |  $LLY | ELI LILLY & Co | $747,253 | 0.8% | +6% | 89.3 |
| 30 | — | ISHARES TR | $741,157 | 0.8% | -0% | — |
| 31 | — | J P MORGAN EXCHANGE TRADED F | $677,533 | 0.7% | +27% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $577,796 | 0.6% | +15% | 35.6 |
| 33 | — | ISHARES TR | $554,892 | 0.6% | +0% | — |
| 34 | — | ISHARES TR | $542,341 | 0.6% | +0% | — |
| 35 | — | VANGUARD MUN BD FDS | $537,914 | 0.5% | +8% | — |
| 36 |  $WMT | Walmart Inc. | $512,112 | 0.5% | +16% | 63.2 |
| 37 | — | VANGUARD INTL EQUITY INDEX F | $509,950 | 0.5% | +33% | — |
| 38 |  $PG | PROCTER & GAMBLE Co | $500,435 | 0.5% | -7% | 72.9 |
| 39 | — | J P MORGAN EXCHANGE TRADED F | $483,626 | 0.5% | +0% | — |
| 40 | — | ISHARES TR | $477,356 | 0.5% | +0% | — |
| 41 |  $ABBV | AbbVie Inc. | $466,704 | 0.5% | +10% | 59.3 |
| 42 | — | VANGUARD SCOTTSDALE FDS | $434,762 | 0.4% | +12% | — |
| 43 | — | ISHARES TR | $433,984 | 0.4% | +0% | — |
| 44 |  $NFLX | NETFLIX INC | $425,560 | 0.4% | +28% | 86.7 |
| 45 |  $JNJ | JOHNSON & JOHNSON | $405,675 | 0.4% | +27% | 72.8 |
| 46 |  $XOM | EXXON MOBIL CORP | $403,331 | 0.4% | +28% | 61.8 |
| 47 | — | FIDELITY COVINGTON TRUST | $400,173 | 0.4% | +0% | — |
| 48 | — | VANGUARD INTL EQUITY INDEX F | $382,008 | 0.4% | -2% | — |
| 49 | — | VANGUARD INDEX FDS | $377,222 | 0.4% | +0% | — |
| 50 |  $V | VISA INC. | $357,780 | 0.4% | +15% | 83.5 |
| 51 | — | VANGUARD WHITEHALL FDS | $356,880 | 0.4% | -10% | — |
| 52 |  $KO | COCA COLA CO | $354,173 | 0.4% | +23% | 74 |
| 53 |  $MU | MICRON TECHNOLOGY INC | $354,141 | 0.4% | +14% | 88.4 |
| 54 | — | ISHARES TR | $352,007 | 0.4% | -1% | — |
| 55 | — | VANGUARD INDEX FDS | $350,038 | 0.3% | -25% | — |
| 56 | — | VANGUARD TAX-MANAGED FDS | $338,686 | 0.3% | +0% | — |
| 57 |  $MRK | Merck & Co., Inc. | $337,459 | 0.3% | +6% | 70.9 |
| 58 |  $CVX | CHEVRON CORP | $333,155 | 0.3% | +9% | 54.7 |
| 59 | — | ISHARES INC | $332,093 | 0.3% | -36% | — |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $329,308 | 0.3% | -12% | 67 |
| 61 | — | ISHARES TR | $323,317 | 0.3% | -5% | — |
| 62 | — | ISHARES TR | $321,399 | 0.3% | +0% | — |
| 63 |  $ASML | ASML HOLDING NV | $293,251 | 0.3% | +9% | — |
| 64 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $276,615 | 0.3% | NEW | — |
| 65 | — | ISHARES TR | $259,823 | 0.3% | +0% | — |
| 66 | — | ISHARES TR | $258,935 | 0.3% | +4% | — |
| 67 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $256,161 | 0.3% | +24% | — |
| 68 |  $HD | HOME DEPOT, INC. | $254,883 | 0.3% | -2% | 69.2 |
| 69 |  $LRCX | LAM RESEARCH CORP | $253,550 | 0.3% | +4% | 82.4 |
| 70 | — | SCHWAB STRATEGIC TR | $253,427 | 0.3% | +0% | — |
| 71 |  $UNP | UNION PACIFIC CORP | $246,996 | 0.3% | -5% | 74 |
| 72 | — | J P MORGAN EXCHANGE TRADED F | $236,373 | 0.2% | +0% | — |
| 73 | — | SPDR SERIES TRUST | $233,690 | 0.2% | +0% | — |
| 74 |  $MA | Mastercard Inc | $220,621 | 0.2% | NEW | 81.7 |
| 75 |  $CAT | CATERPILLAR INC | $219,028 | 0.2% | NEW | 67.8 |
| 76 |  $IVZ | Invesco Ltd. | $215,672 | 0.2% | +0% | — |
| 77 | — | VANGUARD INDEX FDS | $212,622 | 0.2% | -35% | — |
| 78 | — | VANGUARD WORLD FD | $208,434 | 0.2% | +0% | — |
| 79 |  $NEE | NEXTERA ENERGY INC | $206,975 | 0.2% | NEW | 71.7 |
| 80 |  $CSCO | CISCO SYSTEMS, INC. | $204,333 | 0.2% | NEW | 72.3 |
| 81 |  $IBIT | iShares Bitcoin Trust ETF | $200,322 | 0.2% | +1% | — |
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