# Cedarwood Wealth LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2114448. Source: https://holderbook.com/funds/2114448-cedarwood-wealth-llc/

- Reported value: $132.3M
- Positions: 96
- Weight of the ten largest: 50.5%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $15.0M | 20,037 | 11.3% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $12.3M | 16,671 | 9.3% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.2M | 21,327 | 4.7% | 3 |
| GOLDMAN SACHS ETF TR | [GPIX](https://holderbook.com/stocks/GPIX/) | $6.1M | 110,397 | 4.6% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.0M | 6,734 | 3.8% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $4.8M | 152,467 | 3.7% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.7M | 23,500 | 3.6% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.6M | 33,234 | 3.5% | 3 |
| GOLDMAN SACHS ETF TR | [GPIQ](https://holderbook.com/stocks/GPIQ/) | $4.1M | 68,306 | 3.1% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.9M | 5,749 | 3.0% | 3 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.4M | 17,985 | 2.6% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $3.4M | 60,455 | 2.6% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $3.2M | 62,713 | 2.4% | 3 |
| TIDAL TRUST I | [GRNY](https://holderbook.com/stocks/GRNY/) | $3.1M | 112,643 | 2.4% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $2.5M | 24,526 | 1.9% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JPLD](https://holderbook.com/stocks/JPLD/) | $2.3M | 43,630 | 1.7% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.3M | 9,511 | 1.7% | 3 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $2.1M | 17,030 | 1.6% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.0M | 5,407 | 1.5% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.8M | 4,862 | 1.4% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.8M | 4,919 | 1.3% | 3 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.6M | 4,656 | 1.2% | 3 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $1.5M | 19,624 | 1.1% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.5M | 3,918 | 1.1% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.3M | 1,114 | 1.0% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.2M | 4,984 | 0.9% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.1M | 3,181 | 0.8% | 3 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $1.1M | 12,922 | 0.8% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.0M | 874 | 0.8% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $968.6K | 1,720 | 0.7% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $866.3K | 1,731 | 0.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $861.4K | 2,048 | 0.7% | 3 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $841.5K | 5,361 | 0.6% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $832.4K | 17,732 | 0.6% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $811.7K | 8,404 | 0.6% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $717.7K | 2,193 | 0.5% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $652.9K | 1,764 | 0.5% | 3 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $646.4K | 2,666 | 0.5% | 3 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $629.6K | 5,707 | 0.5% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $616.8K | 6,966 | 0.5% | 3 |
| ISHARES TR | [AAXJ](https://holderbook.com/stocks/AAXJ/) | $592.1K | 4,962 | 0.4% | 3 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $590.6K | 2,956 | 0.4% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $564.6K | 4,985 | 0.4% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $556.7K | 1,285 | 0.4% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $522.8K | 2,078 | 0.4% | 3 |
| J P MORGAN EXCHANGE TRADED F | [BBEU](https://holderbook.com/stocks/BBEU/) | $519.4K | 6,679 | 0.4% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $505.0K | 3,444 | 0.4% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $501.0K | 9,905 | 0.4% | 3 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $489.7K | 5,911 | 0.4% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $472.8K | 1,378 | 0.4% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $458.4K | 789 | 0.3% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $445.6K | 1,755 | 0.3% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $441.7K | 222 | 0.3% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $422.3K | 7,074 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $414.6K | 4,813 | 0.3% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $402.9K | 2,452 | 0.3% | 3 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $396.8K | 2,221 | 0.3% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $379.3K | 356 | 0.3% | 2 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $377.8K | 4,045 | 0.3% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $377.7K | 5,301 | 0.3% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $371.3K | 2,889 | 0.3% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $369.4K | 4,791 | 0.3% | 3 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $361.7K | 757 | 0.3% | 3 |
| FIDELITY COVINGTON TRUST | [FENY](https://holderbook.com/stocks/FENY/) | $347.9K | 11,771 | 0.3% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $327.8K | 2,791 | 0.2% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $312.1K | 3,841 | 0.2% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $300.3K | 851 | 0.2% | 3 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $299.2K | 1,100 | 0.2% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $293.3K | 2,454 | 0.2% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $291.4K | 312 | 0.2% | 3 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $289.3K | 2,325 | 0.2% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $277.9K | 2,675 | 0.2% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $276.7K | 917 | 0.2% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $275.0K | 3,851 | 0.2% | 3 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $272.2K | 1,066 | 0.2% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $270.5K | 374 | 0.2% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $268.9K | 5,839 | 0.2% | 1 |
| SPDR SERIES TRUST | [KBE](https://holderbook.com/stocks/KBE/) | $267.7K | 3,924 | 0.2% | 3 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $266.7K | 1,276 | 0.2% | 1 |
| J P MORGAN EXCHANGE TRADED F | [BBCA](https://holderbook.com/stocks/BBCA/) | $249.8K | 2,513 | 0.2% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $239.6K | 1,445 | 0.2% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $239.2K | 1,124 | 0.2% | 3 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $239.2K | 4,686 | 0.2% | 2 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $237.3K | 1,089 | 0.2% | 3 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $236.6K | 794 | 0.2% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $229.0K | 1,636 | 0.2% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $217.5K | 582 | 0.2% | 1 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $216.5K | 545 | 0.2% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $210.9K | 411 | 0.2% | 2 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $210.7K | 1,240 | 0.2% | 1 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $206.5K | 214 | 0.2% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $206.2K | 1,391 | 0.2% | 1 |
| 10X GENOMICS INC | [TXG](https://holderbook.com/stocks/TXG/) | $204.7K | 5,339 | 0.2% | 1 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $201.6K | 774 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $200.4K | 482 | 0.2% | 1 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $200.4K | 1,568 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.5% | +14.8% | +2.7% | 100% |
| Q1 2026 | -3.3% | -4.6% | +1.3% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $132.3M | 96 |
| Q1 2026 | $99.0M | 81 |
| Q4 2025 | $89.7M | 76 |