Institutional
Cedarwood Wealth LLC
CIK 0002114448
$132.3M
Reported AUM
96
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for Cedarwood Wealth LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $739.09 | 0.81% | 20.00% | 75.17% | $15.0M | 11.34% | — | HELD |
| 2 | QQQ | INVESCO QQQ TR | $674.29 | 1.90% | 20.05% | 79.46% | $12.3M | 9.28% | — | HELD |
| 3 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $6.2M | 4.66% | — | HELD |
| 4 | GPIX | GOLDMAN SACHS ETF TR | $54.78 | 1.01% | 18.62% | 59.32% | $6.1M | 4.64% | — | HELD |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $735.40 | 0.81% | 18.63% | 72.84% | $5.0M | 3.80% | — | HELD |
| 6 | SCHD | SCHWAB STRATEGIC TR | $33.33 | -1.46% | 32.95% | 56.13% | $4.8M | 3.65% | — | HELD |
| 7 | NVDA | NVIDIA CORPORATION | $192.21 | 1.16% | 9.52% | 751.61% | $4.7M | 3.55% | — | HELD |
| 8 | INTC | INTEL CORP | $87.57 | 6.95% | 324.03% | 64.44% | $4.6M | 3.51% | — | HELD |
| 9 | GPIQ | GOLDMAN SACHS ETF TR | $55.12 | 3.09% | 21.43% | 67.83% | $4.1M | 3.06% | — | HELD |
| 10 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | 18.74% | 73.44% | $3.9M | 2.98% | — | HELD |
| 11 | XLK | SELECT SECTOR SPDR TR | $172.70 | 3.68% | 36.05% | 127.39% | $3.4M | 2.59% | — | HELD |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.21 | 0.51% | 10.17% | 39.22% | $3.4M | 2.58% | — | HELD |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.01% | 3.90% | 19.93% | $3.2M | 2.40% | — | HELD |
| 14 | GRNY | TIDAL TRUST I | $26.58 | 0.89% | 14.66% | 32.06% | $3.1M | 2.35% | — | HELD |
| 15 | SGOV | ISHARES TR | $100.68 | 0.00% | 3.80% | 19.64% | $2.5M | 1.87% | — | HELD |
| 16 | JPLD | J P MORGAN EXCHANGE TRADED F | $52.04 | 0.14% | 3.76% | 17.87% | $2.3M | 1.72% | — | HELD |
| 17 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $2.3M | 1.71% | — | HELD |
| 18 | IWF | ISHARES TR | $115.79 | 1.52% | 6.02% | 61.53% | $2.1M | 1.60% | — | HELD |
| 19 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $2.0M | 1.52% | — | HELD |
| 20 | GLD | SPDR GOLD TR | $374.27 | 0.86% | 20.05% | 118.68% | $1.8M | 1.35% | — | HELD |
| 21 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.18% | 131.67% | $1.8M | 1.33% | — | HELD |
| 22 | VV | VANGUARD INDEX FDS | $338.77 | 0.99% | 19.69% | 72.15% | $1.6M | 1.21% | — | HELD |
| 23 | DGRO | ISHARES TR | $78.06 | -0.27% | 25.39% | 66.99% | $1.5M | 1.12% | — | HELD |
| 24 | AVGO | BROADCOM INC | $379.11 | 2.37% | 31.81% | 734.42% | $1.5M | 1.12% | — | HELD |
| 25 | MU | MICRON TECHNOLOGY INC | $791.93 | 7.16% | 662.58% | 1011.70% | $1.3M | 0.97% | — | HELD |
| 26 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 19.72% | 62.38% | $1.2M | 0.89% | — | HELD |
| 27 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $1.1M | 0.85% | — | HELD |
| 28 | MSTR | STRATEGY INC | $94.73 | 1.50% | -73.71% | 38.81% | $1.1M | 0.85% | — | HELD |
| 29 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 54.61% | 373.33% | $1.0M | 0.79% | — | HELD |
| 30 | META | META PLATFORMS INC | $532.52 | -9.07% | -21.66% | 55.72% | $969K | 0.73% | — | HELD |
| 31 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $866K | 0.65% | — | HELD |
| 32 | TSLA | TESLA INC | $302.46 | 1.39% | — | — | $861K | 0.65% | — | HELD |
| 33 | ACWI | ISHARES TR | $154.11 | 1.08% | — | — | $842K | 0.64% | — | HELD |
| 34 | JCPB | J P MORGAN EXCHANGE TRADED F | $46.31 | 0.11% | — | — | $832K | 0.63% | — | HELD |
| 35 | IEFA | ISHARES TR | $97.67 | 1.49% | — | — | $812K | 0.61% | — | HELD |
| 36 | JPM | JPMORGAN CHASE & CO | $348.31 | 1.04% | — | — | $718K | 0.54% | — | HELD |
| 37 | VTI | VANGUARD INDEX FDS | $363.37 | 0.82% | — | — | $653K | 0.49% | — | HELD |
| 38 | IWD | ISHARES TR | $249.65 | 0.05% | — | — | $646K | 0.49% | — | HELD |
| 39 | IWR | ISHARES TR | $109.85 | 0.24% | — | — | $630K | 0.48% | — | HELD |
| 40 | VGK | VANGUARD INTL EQUITY INDEX F | $90.31 | 1.64% | — | — | $617K | 0.47% | — | HELD |
| 41 | AAXJ | ISHARES TR | $108.34 | 2.55% | — | — | $592K | 0.45% | — | HELD |
| 42 | VLUE | ISHARES TR | $189.54 | 0.73% | — | — | $591K | 0.45% | — | HELD |
| 43 | WMT | WALMART INC | $112.44 | -1.55% | — | — | $565K | 0.43% | — | HELD |
| 44 | LRCX | LAM RESEARCH CORP | $303.44 | 20.25% | — | — | $557K | 0.42% | — | HELD |
| 45 | ABBV | ABBVIE INC | $257.17 | -2.33% | — | — | $523K | 0.40% | — | HELD |
| 46 | BBEU | J P MORGAN EXCHANGE TRADED F | $79.25 | 2.07% | — | — | $519K | 0.39% | — | HELD |
| 47 | PG | PROCTER & GAMBLE CO | $144.20 | -1.30% | — | — | $505K | 0.38% | — | HELD |
| 48 | VTEB | VANGUARD MUN BD FDS | $49.70 | 0.00% | — | — | $501K | 0.38% | — | HELD |
| 49 | IEMG | ISHARES INC | $75.75 | 2.16% | — | — | $490K | 0.37% | — | HELD |
| 50 | V | VISA INC | $365.00 | -1.01% | — | — | $473K | 0.36% | — | HELD |
| 51 | AMD | ADVANCED MICRO DEVICES INC | $461.22 | 7.37% | — | — | $458K | 0.35% | — | HELD |
| 52 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $446K | 0.34% | — | HELD |
| 53 | ASML | ASML HLDG NV | $1635.79 | 5.49% | — | — | $442K | 0.33% | — | HELD |
| 54 | VWO | VANGUARD INTL EQUITY INDEX F | $57.62 | 1.23% | — | — | $422K | 0.32% | — | HELD |
| 55 | VUG | VANGUARD INDEX FDS | $83.34 | 1.55% | — | — | $415K | 0.31% | — | HELD |
| 56 | ITOT | ISHARES TR | $161.33 | 0.81% | — | — | $403K | 0.30% | — | HELD |
| 57 | IJT | ISHARES TR | $172.15 | 1.20% | — | — | $397K | 0.30% | — | HELD |
| 58 | CAT | CATERPILLAR INC | $808.80 | 3.33% | — | — | $379K | 0.29% | — | HELD |
| 59 | VIGI | VANGUARD WHITEHALL FDS | $96.53 | -0.34% | — | — | $378K | 0.29% | — | HELD |
| 60 | VEA | VANGUARD TAX-MANAGED FDS | $70.11 | 1.68% | — | — | $378K | 0.29% | — | HELD |
| 61 | MRK | MERCK & CO INC | $127.67 | -2.06% | — | — | $371K | 0.28% | — | HELD |
| 62 | IJH | ISHARES TR | $75.36 | 0.84% | — | — | $369K | 0.28% | — | HELD |
| 63 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $391.25 | 4.43% | — | — | $362K | 0.27% | — | HELD |
| 64 | FENY | FIDELITY COVINGTON TRUST | $32.34 | -0.43% | — | — | $348K | 0.26% | — | HELD |
| 65 | CSCO | CISCO SYS INC | $111.87 | -0.54% | — | — | $328K | 0.25% | — | HELD |
| 66 | KO | COCA COLA CO | $87.89 | -1.33% | — | — | $312K | 0.24% | — | HELD |
| 67 | HD | HOME DEPOT INC | $335.69 | -0.76% | — | — | $300K | 0.23% | — | HELD |
| 68 | UNP | UNION PAC CORP | $292.40 | 0.07% | — | — | $299K | 0.23% | — | HELD |
| 69 | VGT | VANGUARD WORLD FD | $111.68 | 3.22% | — | — | $293K | 0.22% | — | HELD |
| 70 | COST | COSTCO WHOLESALE CORPORATION | $955.56 | -1.90% | — | — | $291K | 0.22% | — | HELD |
| 71 | EFG | ISHARES TR | $120.73 | 1.84% | — | — | $289K | 0.22% | — | HELD |
| 72 | EFA | ISHARES TR | $104.95 | 1.53% | — | — | $278K | 0.21% | — | HELD |
| 73 | KLAC | KLA CORP | $183.80 | 8.00% | — | — | $277K | 0.21% | — | HELD |
| 74 | NFLX | NETFLIX INC. | $71.16 | -3.35% | — | — | $275K | 0.21% | — | HELD |
| 75 | GLW | CORNING INC | $133.34 | 7.49% | — | — | $272K | 0.21% | — | HELD |
| 76 | AMAT | APPLIED MATLS INC | $483.27 | 10.73% | — | — | $271K | 0.20% | — | HELD |
| 77 | JPIE | J P MORGAN EXCHANGE TRADED F | $45.88 | 0.08% | — | — | $269K | 0.20% | — | HELD |
| 78 | KBE | SPDR SERIES TRUST | $69.86 | 0.30% | — | — | $268K | 0.20% | — | HELD |
| 79 | MS | MORGAN STANLEY | $206.89 | 1.85% | — | — | $267K | 0.20% | — | HELD |
| 80 | BBCA | J P MORGAN EXCHANGE TRADED F | $102.33 | -0.95% | — | — | $250K | 0.19% | — | HELD |
| 81 | CVX | CHEVRON CORPORATION | $189.91 | -1.02% | — | — | $240K | 0.18% | — | HELD |
| 82 | RSP | INVESCO EXCHANGE TRADED FD T | $215.74 | 0.00% | — | — | $239K | 0.18% | — | HELD |
| 83 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.33 | 1.88% | — | — | $239K | 0.18% | — | HELD |
| 84 | VTV | VANGUARD INDEX FDS | $219.43 | -0.17% | — | — | $237K | 0.18% | — | HELD |
| 85 | TXN | TEXAS INSTRS INC | $276.52 | 1.92% | — | — | $237K | 0.18% | — | HELD |
| 86 | C | CITIGROUP INC | $130.10 | 2.34% | — | — | $229K | 0.17% | — | HELD |
| 87 | GE | GE AEROSPACE | $350.51 | -0.03% | — | — | $218K | 0.16% | — | HELD |
| 88 | ADI | ANALOG DEVICES INC | $364.57 | 3.17% | — | — | $216K | 0.16% | — | HELD |
| 89 | MA | MASTERCARD INCORPORATED | $578.95 | 2.77% | — | — | $211K | 0.16% | — | HELD |
| 90 | ANET | ARISTA NETWORKS INC | $166.35 | 5.30% | — | — | $211K | 0.16% | — | HELD |
| 91 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $881.11 | 15.26% | — | — | $207K | 0.16% | — | HELD |
| 92 | IJR | ISHARES TR | $145.70 | 0.96% | — | — | $206K | 0.16% | — | HELD |
| 93 | TXG | 10X GENOMICS INC | $47.44 | 2.42% | — | — | $205K | 0.15% | — | HELD |
| 94 | VLO | VALERO ENERGY CORP | $300.99 | -0.11% | — | — | $202K | 0.15% | — | HELD |
| 95 | UNH | UNITEDHEALTH GROUP INC | $414.04 | -1.55% | — | — | $200K | 0.15% | — | HELD |
| 96 | VONG | VANGUARD SCOTTSDALE FDS | $119.25 | 1.56% | — | — | $200K | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0002114448-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.