Q2 2026 13F · SEC CIK 2114448

Cedarwood Wealth LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $132.3M
Reported positions: 96
Holdings vs S&P 500, 3 yrs: —
Assets under management: $213.4M

Cedarwood Wealth LLC is a wealth manager that reported 96 positions worth $132.3M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Ishares Tr (IVV, 11.3%), Invesco Qqq Tr (QQQ, 9.3%), Apple Inc (AAPL, 4.7%).

Cedarwood Wealth LLC holdings largest 50 of 96 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cedarwood Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	11.3%	13.5%	20,037	-2.3%	$15.0M
QQQInvesco Qqq Tr	9.3%	8.8%	16,671	+10.4%	$12.3M
AAPLApple Inc	4.7%	5.5%	21,327	+0.2%	$6.2M
GPIXGoldman Sachs ETF Tr	4.6%	4.8%	110,397	+17.0%	$6.1M
SPYState Str Spdr S&p 500 ETF T	3.8%	4.4%	6,734	+0.6%	$5.0M
SCHDSchwab Strategic Tr	3.7%	4.0%	152,467	+18.4%	$4.8M
NVDANvidia Corporation	3.6%	3.9%	23,500	+7.5%	$4.7M
INTCIntel Corp	3.5%	1.5%	33,234	-3.3%	$4.6M
GPIQGoldman Sachs ETF Tr	3.1%	3.2%	68,306	+6.6%	$4.1M
VOOVanguard Index Fds	3.0%	3.3%	5,749	+5.7%	$3.9M
XLKSelect Sector Spdr Tr	2.6%	2.3%	17,985	+5.2%	$3.4M
JEPIJ P Morgan Exchange Traded F	2.6%	2.7%	60,455	+29.2%	$3.4M
JPSTJ P Morgan Exchange Traded F	2.4%	2.3%	62,713	+37.7%	$3.2M
GRNYTidal Trust I	2.4%	2.4%	112,643	+14.7%	$3.1M
SGOVIshares Tr	1.9%	—	24,526	—	$2.5M
JPLDJ P Morgan Exchange Traded F	1.7%	—	43,630	—	$2.3M
AMZNAmazon Com Inc	1.7%	1.9%	9,511	+7.5%	$2.3M
IWFIshares Tr	1.6%	1.7%	17,030	+322.3%	$2.1M
MSFTMicrosoft Corp	1.5%	2.0%	5,407	-0.5%	$2.0M
GLDSpdr Gold Tr	1.4%	1.8%	4,862	+15.0%	$1.8M
GOOGLAlphabet Inc	1.3%	1.4%	4,919	+5.3%	$1.8M
VVVanguard Index Fds	1.2%	1.4%	4,656	+0.3%	$1.6M
DGROIshares Tr	1.1%	1.2%	19,624	+13.9%	$1.5M
AVGOBroadcom Inc	1.1%	1.2%	3,918	+5.6%	$1.5M
MUMicron Technology Inc	1.0%	—	1,114	—	$1.3M
VIGVanguard Specialized Funds	0.9%	1.0%	4,984	+10.3%	$1.2M
GOOGAlphabet Inc	0.8%	0.8%	3,181	+8.9%	$1.1M
MSTRStrategy Inc	0.8%	—	12,922	—	$1.1M
LLYEli Lilly & Co	0.8%	0.8%	874	+7.6%	$1.0M
METAMeta Platforms Inc	0.7%	1.0%	1,720	+2.2%	$969K
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	1,731	+1.9%	$866K
TSLATesla Inc	0.7%	0.8%	2,048	-1.5%	$861K
ACWIIshares Tr	0.6%	0.7%	5,361	+0.1%	$842K
JCPBJ P Morgan Exchange Traded F	0.6%	0.7%	17,732	+23.2%	$832K
IEFAIshares Tr	0.6%	0.8%	8,404	+0.2%	$812K
JPMJpmorgan Chase & Co	0.5%	0.6%	2,193	+11.7%	$718K
VTIVanguard Index Fds	0.5%	0.4%	1,764	+50.0%	$653K
IWDIshares Tr	0.5%	0.5%	2,666	+5.0%	$646K
IWRIshares Tr	0.5%	0.6%	5,707	+0.0%	$630K
VGKVanguard Ftse Europe ETF	0.5%	0.5%	6,966	+12.6%	$617K
AAXJIshares Tr Msci Ac Asia ETF	0.4%	0.5%	4,962	+0.1%	$592K
VLUEIshares Tr	0.4%	0.4%	2,956	-3.1%	$591K
WMTWalmart Inc	0.4%	0.5%	4,985	+21.0%	$565K
LRCXLam Research Corp	0.4%	—	1,285	—	$557K
ABBVAbbvie Inc	0.4%	0.5%	2,078	-3.2%	$523K
BBEUJ P Morgan Exchange Traded F	0.4%	0.5%	6,679	+0.0%	$519K
PGProcter & Gamble Co	0.4%	0.5%	3,444	-0.6%	$505K
VTEBVanguard Mun Bd Fds	0.4%	0.5%	9,905	-8.1%	$501K
IEMGIshares Inc	0.4%	—	5,911	—	$490K
VVisa Inc	0.4%	0.4%	1,378	+16.4%	$473K

What Cedarwood Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$132.3M	96
Q1 2026	$99.0M	81
Q4 2025	$89.7M	76

Questions about Cedarwood Wealth LLC's portfolio

What stocks does Cedarwood Wealth LLC own?

Cedarwood Wealth LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 96 positions worth $132.3M. The largest are Ishares Tr (IVV) at 11.3%, Invesco Qqq Tr (QQQ) at 9.3%, Apple Inc (AAPL) at 4.7%, Goldman Sachs ETF Tr (GPIX) at 4.6% and State Str Spdr S&p 500 ETF T (SPY) at 3.8%.

What did Cedarwood Wealth LLC buy last quarter?

In Q2 2026, Cedarwood Wealth LLC added Ishares Tr (IWF) (+322.3% shares), Vanguard Index Fds (VTI) (+50.0% shares) and J P Morgan Exchange Traded F (JPST) (+37.7% shares), compared with its Q1 2026 filing.

What did Cedarwood Wealth LLC sell last quarter?

In Q2 2026, Cedarwood Wealth LLC cut from its top 50 Vanguard Scottsdale Fds (VGIT), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Fidelity Covington Trust (FENY) and Vanguard Mun Bd Fds (VTEB) (-8.1% shares), compared with its Q1 2026 filing.

When is Cedarwood Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cedarwood Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cedarwood Wealth LLC manage?

Cedarwood Wealth LLC reported $213.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $132.3M.