Cedarwood Wealth LLC 13F Holdings · Q2 2026
Cedarwood Wealth LLC reported 96 securities worth $132.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (11.34%), QQQ (9.28%), AAPL (4.66%). Among its top 25 positions this quarter: 2 new, 20 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.0M | 11.34% | 20,037 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $12.3M | 9.28% | 16,671 | Added |
| 3 | AAPL | APPLE INC | $6.2M | 4.66% | 21,327 | Added |
| 4 | GPIX | GOLDMAN SACHS ETF TR | $6.1M | 4.64% | 110,397 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 3.80% | 6,734 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $4.8M | 3.65% | 152,467 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $4.7M | 3.55% | 23,500 | Added |
| 8 | INTC | INTEL CORP | $4.6M | 3.51% | 33,234 | Trimmed |
| 9 | GPIQ | GOLDMAN SACHS ETF TR | $4.1M | 3.06% | 68,306 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $3.9M | 2.98% | 5,749 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $3.4M | 2.59% | 17,985 | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.58% | 60,455 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $3.2M | 2.40% | 62,713 | Added |
| 14 | GRNY | TIDAL TRUST I | $3.1M | 2.35% | 112,643 | Added |
| 15 | SGOV | ISHARES TR | $2.5M | 1.87% | 24,526 | New |
| 16 | JPLD | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.72% | 43,630 | New |
| 17 | AMZN | AMAZON COM INC | $2.3M | 1.71% | 9,511 | Added |
| 18 | IWF | ISHARES TR | $2.1M | 1.60% | 17,030 | Added |
| 19 | MSFT | MICROSOFT CORP | $2.0M | 1.52% | 5,407 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $1.8M | 1.35% | 4,862 | Added |
| 21 | GOOGL | ALPHABET INC | $1.8M | 1.33% | 4,919 | Added |
| 22 | VV | VANGUARD INDEX FDS | $1.6M | 1.21% | 4,656 | Added |
| 23 | AVGO | BROADCOM INC | $1.5M | 1.12% | 3,918 | Added |
| 24 | DGRO | ISHARES TR | $1.5M | 1.12% | 19,624 | Added |
| 25 | MU | MICRON TECHNOLOGY INC | $1.3M | 0.97% | 1,114 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR