Cedarwood Wealth Llc Portfolio Stock Holdings
Cedarwood Wealth Llc disclosed 81 stock positions valued at approximately $99.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO QQQ TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $99.0M
Holdings by Sector
Cedarwood Wealth Llc Portfolio Holdings in Q1 2026
80 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.53% | 20,503 | +1,129 | +5.83% | $13,392,796 |
| INVESCO QQQ TR | QQQ | Other | 8.80% | 15,098 | +1,172 | +8.42% | $8,714,033 |
| APPLE INC | AAPL | Technology | 5.46% | 21,291 | +2,284 | +12.02% | $5,403,407 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 4.77% | 94,378 | +50,468 | +114.94% | $4,722,678 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.40% | 6,697 | +4 | +0.06% | $4,355,594 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.99% | 128,818 | +8,950 | +7.47% | $3,952,126 |
| NVIDIA CORPORATION | NVDA | Technology | 3.85% | 21,856 | +3,551 | +19.40% | $3,811,763 |
| VANGUARD INDEX FDS | VOO | Other | 3.28% | 5,438 | -93 | -1.68% | $3,249,553 |
| GOLDMAN SACHS ETF TR | GPIQ | Other | 3.20% | 64,057 | +39,830 | +164.40% | $3,170,203 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.68% | 46,777 | +8,698 | +22.84% | $2,651,344 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.33% | 45,546 | +38,789 | +574.06% | $2,305,089 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.30% | 17,098 | +3,485 | +25.60% | $2,272,318 |
| MICROSOFT CORP | MSFT | Technology | 2.03% | 5,433 | +1,207 | +28.56% | $2,010,994 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.86% | 8,845 | +973 | +12.36% | $1,842,046 |
| SPDR GOLD TR | GLD | Other | 1.84% | 4,226 | +356 | +9.20% | $1,818,406 |
| ISHARES TR | IWF | Other | 1.74% | 4,033 | +28 | +0.70% | $1,719,719 |
| INTEL CORP | INTC | Technology | 1.53% | 34,354 | -1,070 | -3.02% | $1,516,041 |
| VANGUARD INDEX FDS | VV | Other | 1.40% | 4,642 | +244 | +5.55% | $1,387,208 |
| ALPHABET INC | GOOGL | Communication Services | 1.36% | 4,670 | +888 | +23.48% | $1,342,914 |
| ISHARES TR | DGRO | Other | 1.22% | 17,227 | +510 | +3.05% | $1,208,994 |
| BROADCOM INC | AVGO | Technology | 1.16% | 3,709 | +623 | +20.19% | $1,148,018 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.98% | 4,518 | +537 | +13.49% | $971,663 |
| META PLATFORMS INC | META | Communication Services | 0.97% | 1,683 | +68 | +4.21% | $963,145 |
| ALPHABET INC | GOOG | Communication Services | 0.85% | 2,922 | +375 | +14.72% | $838,198 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.82% | 1,698 | +240 | +16.46% | $813,840 |
| TESLA INC | TSLA | Consumer Cyclical | 0.78% | 2,080 | +369 | +21.57% | $773,259 |
| ISHARES TR | IEFA | Other | 0.77% | 8,390 | -432 | -4.90% | $759,583 |
| ELI LILLY & CO | LLY | Healthcare | 0.75% | 812 | +49 | +6.42% | $747,253 |
| ISHARES TR | ACWI | Other | 0.75% | 5,356 | -2 | -0.04% | $741,157 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.68% | 14,391 | +3,091 | +27.35% | $677,533 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.58% | 1,964 | +262 | +15.39% | $577,796 |
| ISHARES TR | IWR | Other | 0.56% | 5,707 | - | - | $554,892 |
| ISHARES TR | IWD | Other | 0.55% | 2,538 | +7 | +0.28% | $542,341 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.54% | 10,782 | +790 | +7.91% | $537,914 |
| WALMART INC | WMT | Consumer Defensive | 0.52% | 4,121 | +562 | +15.79% | $512,112 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.52% | 6,186 | +1,536 | +33.03% | $509,950 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.51% | 3,465 | -244 | -6.58% | $500,435 |
| J P MORGAN EXCHANGE TRADED F | BBEU | Other | 0.49% | 6,679 | - | - | $483,626 |
| ISHARES TR | AAXJ | Other | 0.48% | 4,957 | - | - | $477,356 |
| ABBVIE INC | ABBV | Healthcare | 0.47% | 2,146 | +198 | +10.16% | $466,704 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.44% | 7,301 | +761 | +11.64% | $434,762 |
| ISHARES TR | VLUE | Other | 0.44% | 3,052 | +1 | +0.03% | $433,984 |
| NETFLIX INC. | NFLX | Communication Services | 0.43% | 4,426 | +963 | +27.81% | $425,560 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.41% | 1,660 | +357 | +27.40% | $405,675 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 2,377 | +513 | +27.52% | $403,331 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.40% | 11,763 | +7 | +0.06% | $400,173 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.39% | 7,068 | -160 | -2.21% | $382,008 |
| VANGUARD INDEX FDS | VTI | Other | 0.38% | 1,176 | +1 | +0.09% | $377,222 |
| VISA INC | V | Financial Services | 0.36% | 1,184 | +151 | +14.62% | $357,780 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.36% | 4,034 | -448 | -10.00% | $356,880 |
| COCA COLA CO | KO | Consumer Defensive | 0.36% | 4,657 | +868 | +22.91% | $354,173 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.36% | 1,048 | +130 | +14.16% | $354,141 |
| ISHARES TR | ITOT | Other | 0.36% | 2,471 | -30 | -1.20% | $352,007 |
| VANGUARD INDEX FDS | VUG | Other | 0.35% | 801 | -269 | -25.14% | $350,038 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 5,285 | +5 | +0.09% | $338,686 |
| MERCK & CO INC | MRK | Healthcare | 0.34% | 2,805 | +161 | +6.09% | $337,459 |
| CHEVRON CORPORATION | CVX | Energy | 0.34% | 1,610 | +139 | +9.45% | $333,155 |
| ISHARES INC | IEMG | Other | 0.34% | 4,761 | -2,673 | -35.96% | $332,093 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 330 | -44 | -11.76% | $329,308 |
| ISHARES TR | IJH | Other | 0.33% | 4,788 | -252 | -5.00% | $323,317 |
| ISHARES TR | IJT | Other | 0.32% | 2,221 | +1 | +0.05% | $321,399 |
| ASML HLDG NV | ASML | Other | 0.30% | 222 | +19 | +9.36% | $293,251 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.28% | 4,686 | +4,686 | +100.00% | $276,615 |
| ISHARES TR | EFA | Other | 0.26% | 2,675 | - | - | $259,823 |
| ISHARES TR | EFG | Other | 0.26% | 2,325 | +100 | +4.49% | $258,935 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.26% | 758 | +145 | +23.65% | $256,161 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.26% | 775 | -13 | -1.65% | $254,883 |
| LAM RESEARCH CORP | LRCX | Other | 0.26% | 1,187 | +44 | +3.85% | $253,550 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.26% | 10,442 | - | - | $253,427 |
| UNION PAC CORP | UNP | Industrials | 0.25% | 1,018 | -53 | -4.95% | $246,996 |
| J P MORGAN EXCHANGE TRADED F | BBCA | Other | 0.24% | 2,513 | - | - | $236,373 |
| SPDR SERIES TRUST | KBE | Other | 0.24% | 3,924 | - | - | $233,690 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 442 | +442 | +100.00% | $220,621 |
| CATERPILLAR INC | CAT | Industrials | 0.22% | 309 | +309 | +100.00% | $219,028 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 1,124 | +2 | +0.18% | $215,672 |
| VANGUARD INDEX FDS | VTV | Other | 0.21% | 1,084 | -594 | -35.40% | $212,622 |
| VANGUARD WORLD FD | VGT | Other | 0.21% | 299 | - | - | $208,434 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.21% | 2,228 | +2,228 | +100.00% | $206,975 |
| CISCO SYS INC | CSCO | Technology | 0.21% | 2,633 | +2,633 | +100.00% | $204,333 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.20% | 5,214 | +50 | +0.97% | $200,322 |