Cedarwood Wealth LLC

Est. AUM

$99.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$13.4M	20503	13.53%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$8.7M	15098	8.80%	SOLE
3	APPLE INC	COM	$5.4M	21291	5.46%	SOLE
4	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$4.7M	94378	4.77%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.4M	6697	4.40%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.0M	128818	3.99%	SOLE
7	NVIDIA CORPORATION	COM	$3.8M	21856	3.85%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	5438	3.28%	SOLE
9	GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$3.2M	64057	3.20%	SOLE
10	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.7M	46777	2.68%	SOLE
11	TIDAL TRUST I	FUNDSTRAT GRANNY	$2.3M	98186	2.37%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.3M	45546	2.33%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.3M	17098	2.29%	SOLE
14	MICROSOFT CORP	COM	$2.0M	5433	2.03%	SOLE
15	AMAZON COM INC	COM	$1.8M	8845	1.86%	SOLE
16	SPDR GOLD TR	GOLD SHS	$1.8M	4226	1.84%	SOLE
17	ISHARES TR	RUS 1000 GRW ETF	$1.7M	4033	1.74%	SOLE
18	INTEL CORP	COM	$1.5M	34354	1.53%	SOLE
19	VANGUARD INDEX FDS	LARGE CAP ETF	$1.4M	4642	1.40%	SOLE
20	ALPHABET INC	CAP STK CL A	$1.3M	4670	1.36%	SOLE
21	ISHARES TR	CORE DIV GRWTH	$1.2M	17227	1.22%	SOLE
22	BROADCOM INC	COM	$1.1M	3709	1.16%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$972K	4518	0.98%	SOLE
24	META PLATFORMS INC	CL A	$963K	1683	0.97%	SOLE
25	ALPHABET INC	CAP STK CL C	$838K	2922	0.85%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$814K	1698	0.82%	SOLE
27	TESLA INC	COM	$773K	2080	0.78%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$760K	8390	0.77%	SOLE
29	ELI LILLY & CO	COM	$747K	812	0.75%	SOLE
30	ISHARES TR	MSCI ACWI ETF	$741K	5356	0.75%	SOLE
31	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$678K	14391	0.68%	SOLE
32	JPMORGAN CHASE & CO	COM	$578K	1964	0.58%	SOLE
33	ISHARES TR	RUS MID CAP ETF	$555K	5707	0.56%	SOLE
34	ISHARES TR	RUS 1000 VAL ETF	$542K	2538	0.55%	SOLE
35	VANGUARD MUN BD FDS	TAX EXEMPT BD	$538K	10782	0.54%	SOLE
36	WALMART INC	COM	$512K	4121	0.52%	SOLE
37	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$510K	6186	0.52%	SOLE
38	PROCTER & GAMBLE CO	COM	$500K	3465	0.51%	SOLE
39	J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$484K	6679	0.49%	SOLE
40	ISHARES TR	MSCI AC ASIA ETF	$477K	4957	0.48%	SOLE
41	ABBVIE INC	COM	$467K	2146	0.47%	SOLE
42	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$435K	7301	0.44%	SOLE
43	ISHARES TR	MSCI USA VALUE	$434K	3052	0.44%	SOLE
44	NETFLIX INC.	COM	$426K	4426	0.43%	SOLE
45	JOHNSON & JOHNSON	COM	$406K	1660	0.41%	SOLE
46	EXXON MOBIL CORP	COM	$403K	2377	0.41%	SOLE
47	FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$400K	11763	0.40%	SOLE
48	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$382K	7068	0.39%	SOLE
49	VANGUARD INDEX FDS	TOTAL STK MKT	$377K	1176	0.38%	SOLE
50	VISA INC	COM CL A	$358K	1184	0.36%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.