Cedarwood Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$99.0M
Q ending 2026-03-31
Prior quarter
$89.7M
Q ending 2025-12-31
Change
+10.3% QoQ
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $13.4M | 21K |
| Invesco Qqq Tr | QQQ | Shares | $8.7M | 15K |
| Apple Inc | AAPL | Shares | $5.4M | 21K |
| Goldman Sachs Etf Tr | GPIX | Shares | $4.7M | 94K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.4M | 7K |
| Schwab Strategic Tr | SCHD | Shares | $4.0M | 129K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 22K |
| Vanguard Index Fds | VOO | Shares | $3.2M | 5K |
| Goldman Sachs Etf Tr | GPIQ | Shares | $3.2M | 64K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.7M | 47K |
| Tidal Trust I | GRNY | Shares | $2.3M | 98K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.3M | 46K |
| Select Sector Spdr Tr | XLK | Shares | $2.3M | 17K |
| Microsoft Corp | MSFT | Shares | $2.0M | 5K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Spdr Gold Tr | GLD | Shares | $1.8M | 4K |
| Ishares Tr | IWF | Shares | $1.7M | 4K |
| Intel Corp | INTC | Shares | $1.5M | 34K |
| Vanguard Index Fds | VV | Shares | $1.4M | 5K |
| Alphabet Inc | GOOGL | Shares | $1.3M | 5K |
| Ishares Tr | DGRO | Shares | $1.2M | 17K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| Vanguard Specialized Funds | VIG | Shares | $972K | 5K |
| Meta Platforms Inc | META | Shares | $963K | 2K |
| Alphabet Inc | GOOG | Shares | $838K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $814K | 2K |
| Tesla Inc | TSLA | Shares | $773K | 2K |
| Ishares Tr | IEFA | Shares | $760K | 8K |
| Eli Lilly & Co | LLY | Shares | $747K | 812 |
| Ishares Tr | ACWI | Shares | $741K | 5K |
| J P Morgan Exchange Traded F | JCPB | Shares | $678K | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $578K | 2K |
| Ishares Tr | IWR | Shares | $555K | 6K |
| Ishares Tr | IWD | Shares | $542K | 3K |
| Vanguard Mun Bd Fds | VTEB | Shares | $538K | 11K |
| Walmart Inc | WMT | Shares | $512K | 4K |
| Vanguard Intl Equity Index F | VGK | Shares | $510K | 6K |
| Procter & Gamble Co | PG | Shares | $500K | 3K |
| J P Morgan Exchange Traded F | BBEU | Shares | $484K | 7K |
| Ishares Tr | AAXJ | Shares | $477K | 5K |
| Abbvie Inc | ABBV | Shares | $467K | 2K |
| Vanguard Scottsdale Fds | VGIT | Shares | $435K | 7K |
| Ishares Tr | VLUE | Shares | $434K | 3K |
| Netflix Inc. | NFLX | Shares | $426K | 4K |
| Johnson & Johnson | JNJ | Shares | $406K | 2K |
| Exxon Mobil Corp | XOM | Shares | $403K | 2K |
| Fidelity Covington Trust | FENY | Shares | $400K | 12K |
| Vanguard Intl Equity Index F | VWO | Shares | $382K | 7K |
| Vanguard Index Fds | VTI | Shares | $377K | 1K |
| Visa Inc | V | Shares | $358K | 1K |
| Vanguard Whitehall Fds | VIGI | Shares | $357K | 4K |
| Coca Cola Co | KO | Shares | $354K | 5K |
| Micron Technology Inc | MU | Shares | $354K | 1K |
| Ishares Tr | ITOT | Shares | $352K | 2K |
| Vanguard Index Fds | VUG | Shares | $350K | 801 |
| Vanguard Tax-Managed Fds | VEA | Shares | $339K | 5K |
| Merck & Co Inc | MRK | Shares | $337K | 3K |
| Chevron Corporation | CVX | Shares | $333K | 2K |
| Ishares Inc | IEMG | Shares | $332K | 5K |
| Costco Wholesale Corporation | COST | Shares | $329K | 330 |
| Ishares Tr | IJH | Shares | $323K | 5K |
| Ishares Tr | IJT | Shares | $321K | 2K |
| Asml Hldg Nv | Shares | $293K | 222 | |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $277K | 5K |
| Ishares Tr | EFA | Shares | $260K | 3K |
| Ishares Tr | EFG | Shares | $259K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $256K | 758 |
| Home Depot Inc | HD | Shares | $255K | 775 |
| Lam Research Corp | LRCX | Shares | $254K | 1K |
| Schwab Strategic Tr | SCHO | Shares | $253K | 10K |
| Union Pac Corp | UNP | Shares | $247K | 1K |
| J P Morgan Exchange Traded F | BBCA | Shares | $236K | 3K |
| Spdr Series Trust | KBE | Shares | $234K | 4K |
| Mastercard Incorporated | MA | Shares | $221K | 442 |
| Caterpillar Inc | CAT | Shares | $219K | 309 |
| Invesco Exchange Traded Fd T | RSP | Shares | $216K | 1K |
| Vanguard Index Fds | VTV | Shares | $213K | 1K |
| Vanguard World Fd | VGT | Shares | $208K | 299 |
| Nextera Energy Inc | NEE | Shares | $207K | 2K |
| Cisco Sys Inc | CSCO | Shares | $204K | 3K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $200K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.