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Cedarwood Wealth LLC 13F holdings

Filed 2026-07-23 · Cedarwood Wealth LLC · 96 positions · $132.3M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR20.0K$15.0M11.3%
QQQINVESCO QQQ TR16.7K$12.3M9.3%
AAPLAPPLE INC21.3K$6.2M4.7%
GPIXGOLDMAN SACHS ETF TR110.4K$6.1M4.6%
SPYSTATE STR SPDR S&P 500 ETF T6.7K$5.0M3.8%
SCHDSCHWAB STRATEGIC TR152.5K$4.8M3.7%
NVDANVIDIA CORPORATION23.5K$4.7M3.6%
INTCINTEL CORP33.2K$4.6M3.5%
GPIQGOLDMAN SACHS ETF TR68.3K$4.1M3.1%
VOOVANGUARD INDEX FDS5.7K$3.9M3.0%
XLKSELECT SECTOR SPDR TR18.0K$3.4M2.6%
JEPIJ P MORGAN EXCHANGE TRADED F60.5K$3.4M2.6%
JPSTJ P MORGAN EXCHANGE TRADED F62.7K$3.2M2.4%
GRNYTIDAL TRUST I112.6K$3.1M2.4%
SGOVISHARES TR24.5K$2.5M1.9%
JPLDJ P MORGAN EXCHANGE TRADED F43.6K$2.3M1.7%
AMZNAMAZON COM INC9.5K$2.3M1.7%
IWFISHARES TR17.0K$2.1M1.6%
MSFTMICROSOFT CORP5.4K$2.0M1.5%
GLDSPDR GOLD TR4.9K$1.8M1.4%
GOOGLALPHABET INC4.9K$1.8M1.3%
VVVANGUARD INDEX FDS4.7K$1.6M1.2%
DGROISHARES TR19.6K$1.5M1.1%
AVGOBROADCOM INC3.9K$1.5M1.1%
MUMICRON TECHNOLOGY INC1.1K$1.3M1.0%
VIGVANGUARD SPECIALIZED FUNDS5.0K$1.2M0.9%
GOOGALPHABET INC3.2K$1.1M0.8%
MSTRSTRATEGY INC12.9K$1.1M0.8%
LLYELI LILLY & CO874$1.0M0.8%
METAMETA PLATFORMS INC1.7K$968,6130.7%
BRK-BBERKSHIRE HATHAWAY INC DEL1.7K$866,3410.7%
TSLATESLA INC2.0K$861,4100.7%
ACWIISHARES TR5.4K$841,5460.6%
JCPBJ P MORGAN EXCHANGE TRADED F17.7K$832,3510.6%
IEFAISHARES TR8.4K$811,7040.6%
JPMJPMORGAN CHASE & CO2.2K$717,7400.5%
VTIVANGUARD INDEX FDS1.8K$652,9150.5%
IWDISHARES TR2.7K$646,4330.5%
IWRISHARES TR5.7K$629,5960.5%
VGKVANGUARD INTL EQUITY INDEX F7.0K$616,7810.5%
AAXJISHARES TR5.0K$592,1290.4%
VLUEISHARES TR3.0K$590,5750.4%
WMTWALMART INC5.0K$564,5850.4%
LRCXLAM RESEARCH CORP1.3K$556,7140.4%
ABBVABBVIE INC2.1K$522,8430.4%
BBEUJ P MORGAN EXCHANGE TRADED F6.7K$519,4260.4%
PGPROCTER & GAMBLE CO3.4K$505,0090.4%
VTEBVANGUARD MUN BD FDS9.9K$500,9950.4%
ACWIISHARES INC5.9K$489,6810.4%
VVISA INC1.4K$472,7550.4%
AMDADVANCED MICRO DEVICES INC789$458,3730.3%
JNJJOHNSON & JOHNSON1.8K$445,6180.3%
ASMLASML HLDG NV222$441,7050.3%
VWOVANGUARD INTL EQUITY INDEX F7.1K$422,2700.3%
VUGVANGUARD INDEX FDS4.8K$414,6280.3%
ITOTISHARES TR2.5K$402,8530.3%
IJTISHARES TR2.2K$396,7550.3%
CATCATERPILLAR INC356$379,2850.3%
VIGIVANGUARD WHITEHALL FDS4.0K$377,7640.3%
VEAVANGUARD TAX-MANAGED FDS5.3K$377,7150.3%
Top Fund Holdings
13F
Top Fund Holdings

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