Cedarwood Wealth LLC
- SEC CIK
- 0002114448
- Latest filing
- Jul 23, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Mar 6, 2026. Long positions only.
- Positions
- 76
- No filing for Q3 2025
- Portfolio value
- $89.7M
- No filing for Q3 2025
Cedarwood Wealth LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 19,374 | $13.5M | 15.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,926 | $8.71M | 9.7% | – | – | – |
| AAPLApple Inc. | Stock | 19,007 | $4.85M | 5.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,693 | $4.64M | 5.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,531 | $3.52M | 3.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 119,868 | $3.50M | 3.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 18,305 | $3.41M | 3.8% | – | – | History |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 43,910 | $2.34M | 2.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 38,079 | $2.23M | 2.5% | – | – | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 83,308 | $2.14M | 2.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,613 | $1.99M | 2.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,226 | $1.99M | 2.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,005 | $1.89M | 2.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 7,872 | $1.88M | 2.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,870 | $1.80M | 2.0% | – | – | History |
| INTCIntel Corp | Stock | 35,424 | $1.51M | 1.7% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,398 | $1.40M | 1.6% | – | – | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 24,227 | $1.29M | 1.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,782 | $1.26M | 1.4% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 16,717 | $1.20M | 1.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,615 | $1.09M | 1.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 3,086 | $1.00M | 1.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,981 | $894.1K | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,547 | $849.6K | 0.9% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 8,822 | $828.0K | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 763 | $811.0K | 0.9% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 5,358 | $780.8K | 0.9% | – | – | – |
| TSLATesla, Inc. | Stock | 1,711 | $744.6K | 0.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,458 | $705.1K | 0.8% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,707 | $573.3K | 0.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,531 | $554.6K | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,709 | $554.4K | 0.6% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,434 | $539.7K | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 11,300 | $537.4K | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,070 | $521.1K | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,702 | $512.3K | 0.6% | – | – | History |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 6,679 | $511.3K | 0.6% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 9,992 | $505.0K | 0.6% | – | – | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 4,957 | $496.3K | 0.6% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 3,051 | $441.7K | 0.5% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,948 | $430.1K | 0.5% | – | – | History |
| WMTWalmart Inc. | Stock | 3,559 | $418.6K | 0.5% | – | – | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,482 | $418.5K | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,228 | $411.5K | 0.5% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,650 | $406.9K | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,175 | $401.9K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,540 | $391.4K | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,501 | $379.2K | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 374 | $365.4K | 0.4% | – | – | History |
| MUMicron Technology Inc | Stock | 918 | $357.3K | 0.4% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,040 | $350.8K | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,280 | $348.9K | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,757 | $342.8K | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,033 | $339.2K | 0.4% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,220 | $333.6K | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,678 | $332.7K | 0.4% | – | – | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 11,756 | $320.6K | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 788 | $304.7K | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 3,463 | $296.8K | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,303 | $288.7K | 0.3% | – | – | History |
| ASMLASML Holding NV | ADR | 203 | $286.9K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,644 | $284.0K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 3,789 | $274.9K | 0.3% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,675 | $268.8K | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,225 | $267.3K | 0.3% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,164 | $256.4K | 0.3% | – | – | History |
| LRCXLam Research Corp | Stock | 1,143 | $254.7K | 0.3% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 10,442 | $254.6K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 1,864 | $251.4K | 0.3% | – | – | History |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 3,924 | $247.8K | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,071 | $247.3K | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 1,471 | $246.3K | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 2,513 | $240.9K | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 299 | $227.1K | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,122 | $223.5K | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 613 | $203.9K | 0.2% | – | – | History |