Red Cedar Investment Management, LLC 13F Holdings · Q2 2026
Red Cedar Investment Management, LLC reported 90 securities worth $1.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VONE (16.28%), IWB (14.73%), IJH (5.90%). Among its top 25 positions this quarter: 7 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | $171.9M | 16.28% | 507,403 | Trimmed |
| 2 | IWB | ISHARES TR | $155.6M | 14.73% | 379,919 | Trimmed |
| 3 | IJH | ISHARES TR | $62.3M | 5.90% | 807,545 | Trimmed |
| 4 | IEMG | ISHARES INC | $47.7M | 4.52% | 575,932 | Added |
| 5 | EWJ | ISHARES INC | $36.0M | 3.41% | 386,217 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $29.0M | 2.74% | 1.0M | Trimmed |
| 7 | EFA | ISHARES TR | $26.9M | 2.54% | 258,485 | Added |
| 8 | VTWO | VANGUARD SCOTTSDALE FDS | $25.0M | 2.37% | 206,297 | Trimmed |
| 9 | AGG | ISHARES TR | $24.5M | 2.32% | 247,675 | Trimmed |
| 10 | SPSB | SPDR SERIES TRUST | $21.7M | 2.05% | 721,787 | Trimmed |
| 11 | SCHX | SCHWAB STRATEGIC TR | $19.3M | 1.83% | 656,462 | Hold |
| 12 | GLD | SPDR GOLD TR | $16.8M | 1.59% | 45,508 | Added |
| 13 | ILF | ISHARES TR | $16.0M | 1.52% | 474,510 | Hold |
| 14 | GDX | VANECK ETF TRUST | $15.7M | 1.49% | 208,380 | Added |
| 15 | XLE | SELECT SECTOR SPDR TR | $15.4M | 1.46% | 289,711 | Trimmed |
| 16 | IWM | ISHARES TR | $14.6M | 1.39% | 48,738 | Added |
| 17 | COPX | GLOBAL X FDS | $14.6M | 1.38% | 189,927 | Added |
| 18 | OIH | VANECK ETF TRUST | $14.3M | 1.35% | 38,339 | Trimmed |
| 19 | SLV | ISHARES SILVER TR | $14.2M | 1.34% | 265,472 | Added |
| 20 | GLW | CORNING INC | $14.0M | 1.32% | 54,677 | Trimmed |
| 21 | AVGO | BROADCOM INC | $12.7M | 1.20% | 33,533 | Hold |
| 22 | QTPI | EXCHANGE PLACE ADVISORS TRUS | $11.9M | 1.13% | 466,193 | Hold |
| 23 | VOO | VANGUARD INDEX FDS | $11.6M | 1.10% | 16,900 | Hold |
| 24 | LLY | ELI LILLY & CO | $11.2M | 1.06% | 9,362 | Hold |
| 25 | EMLC | VANECK ETF TRUST | $11.0M | 1.04% | 429,718 | Hold |
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