Cedarwood Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 6, 2026), Cedarwood Wealth LLC reported 76 stock positions worth $89.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.7%) and Apple (AAPL, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- HIGHLANDS RANCH, CO
- CIK
- 0002114448
- Portfolio Value
- $89.7M (Q4 2025)
- SEC Filing
- 0002114448-26-000001 ↗ filed Mar 6, 2026
Holdings Value
Holdings 76 stocks · $89.7M
| IVV iShares Core S&P 500 ETF | 15.02% | 19,374 | $13.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 9.71% | 13,926 | $8.7M | — |
| AAPL Apple Inc. | 5.41% | 19,007 | $4.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.17% | 6,693 | $4.6M | — |
| VOO Vanguard S&P 500 ETF | 3.93% | 5,531 | $3.5M | — |
| SCHD Schwab US DVD Equity ETF | 3.90% | 119,868 | $3.5M | — |
| NVDA Nvidia Corp. | 3.80% | 18,305 | $3.4M | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 2.60% | 43,910 | $2.3M | — |
| JEPI JPMorgan Equity Premium Inco | 2.49% | 38,079 | $2.2M | — |
| GRNY Fundstr Gran SH US LRG Cap | 2.38% | 83,308 | $2.1M | — |
| XLK SS Technology Select Sector | 2.22% | 13,613 | $2.0M | — |
| MSFT Microsoft Corp. | 2.21% | 4,226 | $2.0M | — |
| IWF iShares Russell 1000 Growth | 2.10% | 4,005 | $1.9M | — |
| AMZN Amazon.com Inc. | 2.09% | 7,872 | $1.9M | — |
| GLD SPDR Gold Shares | 2.00% | 3,870 | $1.8M | — |
| INTC Intel Corp. | 1.68% | 35,424 | $1.5M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.56% | 4,398 | $1.4M | — |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 1.44% | 24,227 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 1.40% | 3,782 | $1.3M | — |
| DGRO iShares Core Dividend Growth | 1.33% | 16,717 | $1.2M | — |
| META Meta Platforms Inc. Class A | 1.21% | 1,615 | $1.1M | — |
| AVGO Broadcom Inc. | 1.12% | 3,086 | $1.0M | — |
| VIG Vanguard Dividend Apprec ETF | 1.00% | 3,981 | $894K | — |
| GOOG Alphabet Inc. Class C | 0.95% | 2,547 | $850K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.92% | 8,822 | $828K | — |
| LLY Eli Lilly & Co. | 0.90% | 763 | $811K | — |
| ACWI iShares MSCI Acwi ETF | 0.87% | 5,358 | $781K | — |
| TSLA Tesla Inc. | 0.83% | 1,711 | $745K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 1,458 | $705K | — |
| IWR iShares Russell Mid-Cap ETF | 0.64% | 5,707 | $573K | — |
| IWD iShares Russell 1000 Value E | 0.62% | 2,531 | $555K | — |
| PG The Procter & Gamble Co. | 0.62% | 3,709 | $554K | — |
| IEMG iShares Core MSCI Emerging | 0.60% | 7,434 | $540K | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.60% | 11,300 | $537K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.58% | 1,070 | $521K | — |
| JPM JPMorgan Chase & Co. | 0.57% | 1,702 | $512K | — |
| BBEU JPMorgan Betabuilders Europe | 0.57% | 6,679 | $511K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 9,992 | $505K | — |
| AAXJ iShares MSCI All Country Asi | 0.55% | 4,957 | $496K | — |
| VLUE iShares MSCI USA Value Facto | 0.49% | 3,051 | $442K | — |
| ABBV Abbvie Inc. | 0.48% | 1,948 | $430K | — |
| WMT Walmart Inc. | 0.47% | 3,559 | $419K | — |
| VIGI Vanguard Int Div App Indx FD | 0.47% | 4,482 | $418K | — |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 7,228 | $411K | — |
| VGK Vanguard Ftse Europe ETF | 0.45% | 4,650 | $407K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 1,175 | $402K | — |
| VGIT Vanguard Intermediate-Term T | 0.44% | 6,540 | $391K | — |
| ITOT iShares Core S&P Total U.S. | 0.42% | 2,501 | $379K | — |
| COST Costco Wholesale Corp. | 0.41% | 374 | $365K | — |
| MU Micron Technology Inc. | 0.40% | 918 | $357K | — |
| IJH iShares Core S&P Midcap ETF | 0.39% | 5,040 | $351K | — |
| VEA Vanguard Ftse Developed ETF | 0.39% | 5,280 | $349K | — |
| JPST JPMorgan Ultra-Short Income | 0.38% | 6,757 | $343K | — |
| V Visa Inc. Class A | 0.38% | 1,033 | $339K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.37% | 2,220 | $334K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 1,678 | $333K | — |
| FENY Fidelity MSCI Energy Index | 0.36% | 11,756 | $321K | — |
| HD Home Depot Inc. | 0.34% | 788 | $305K | — |
| NFLX Netflix Inc. | 0.33% | 3,463 | $297K | — |
| JNJ Johnson & Johnson | 0.32% | 1,303 | $289K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 203 | $287K | — |
| MRK Merck & Co. Inc. | 0.32% | 2,644 | $284K | — |
| KO The Coca-Cola Co. | 0.31% | 3,789 | $275K | — |
| EFA iShares MSCI Eafe ETF | 0.30% | 2,675 | $269K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.30% | 2,225 | $267K | — |
| IBIT iShares Bitcoin Trust ETF | 0.29% | 5,164 | $256K | — |
| LRCX Lam Research Corp. | 0.28% | 1,143 | $255K | — |
| SCHO Schwab Short-Term US Treas | 0.28% | 10,442 | $255K | — |
| XOM Exxon Mobil Corp. | 0.28% | 1,864 | $251K | — |
| KBE SS SPDR S&P Bank ETF | 0.28% | 3,924 | $248K | — |
| UNP Union Pacific Corp. | 0.28% | 1,071 | $247K | — |
| CVX Chevron Corp. | 0.27% | 1,471 | $246K | — |
| BBCA JPMorgan Betabuilders Canada | 0.27% | 2,513 | $241K | — |
| VGT Vanguard Info Tech ETF | 0.25% | 299 | $227K | — |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 1,122 | $224K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 613 | $204K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.