Investor
Cedarwood Wealth LLC
CIK 0002114448 · filed 2026-05-05 · SEC filing
13F book
$99M
Positions
81
5 new · 0 sold
Largest name
13.5%
Ishares Tr
Est. mark
−$4.82M
Price effect on 76 names still held. Flow $14.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 20.5K | $13.4M | 13.5% | −$826.8K | Added−$89.3K |
| Invesco Qqq Tr | — | 15.1K | $8.71M | 8.8% | −$672.8K | Added$3.68K |
| Apple Inc. | AAPL | 21.3K | $5.4M | 5.5% | −$30.7K | Added$548.9K |
| Goldman Sachs Etf Tr | — | 94.4K | $4.72M | 4.8% | −$140.5K | Added$2.38M |
| Spdr S&P 500 Etf Tr | — | 6.7K | $4.36M | 4.4% | −$283.6K | Added−$281K |
| Schwab Strategic Tr | — | 128.8K | $3.95M | 4.0% | $179.8K | Added$454.4K |
| Nvidia Corp | NVDA | 21.9K | $3.81M | 3.9% | −$221K | Added$398.3K |
| Vanguard Index Fds | — | 5.44K | $3.25M | 3.3% | −$214.9K | Cut−$274.1K |
| Goldman Sachs Etf Tr | — | 64.1K | $3.17M | 3.2% | −$95.9K | Added$1.88M |
| J P Morgan Exchange Traded F | — | 46.8K | $2.65M | 2.7% | −$73.5K | Added$419.6K |
| Tidal Trust I | — | 98.2K | $2.34M | 2.4% | −$147.5K | Added$207.7K |
| J P Morgan Exchange Traded F | — | 45.5K | $2.31M | 2.3% | −$815 | Added$1.96M |
| Select Sector Spdr Tr | — | 17.1K | $2.27M | 2.3% | −$179.5K | Added$283.7K |
| Microsoft Corp | MSFT | 5.43K | $2.01M | 2.0% | −$423.3K | Added$23.4K |
| Amazon Com Inc | AMZN | 8.85K | $1.84M | 1.9% | −$237.3K | Added−$34.7K |
| Spdr Gold Tr | — | 4.23K | $1.82M | 1.8% | −$133.2K | Added$20K |
| Ishares Tr | — | 4.03K | $1.72M | 1.7% | −$179.1K | Added−$167.2K |
| Intel Corp | INTC | 34.4K | $1.52M | 1.5% | $56.3K | Cut$10.9K |
| Vanguard Index Fds | — | 4.64K | $1.39M | 1.4% | −$90.1K | Added−$17.2K |
| Alphabet Inc | — | 4.67K | $1.34M | 1.4% | −$173K | Added$82.4K |
| Ishares Tr | — | 17.2K | $1.21M | 1.2% | −$23.2K | Added$12.6K |
| Broadcom Inc. | AVGO | 3.71K | $1.15M | 1.2% | −$47.5K | Added$145.4K |
| Vanguard Specialized Funds | — | 4.52K | $971.7K | 1.0% | −$37.9K | Added$77.6K |
| Meta Platforms, Inc. | META | 1.68K | $963.1K | 1.0% | −$161.8K | Added−$122.9K |
| Alphabet Inc | — | 2.92K | $838.2K | 0.8% | −$119K | Added−$11.4K |
| Berkshire Hathaway Inc Del | — | 1.7K | $813.8K | 0.8% | −$6.25K | Added$108.8K |
| Tesla, Inc. | TSLA | 2.08K | $773.3K | 0.8% | −$108.6K | Added$28.6K |
| Ishares Tr | — | 8.39K | $759.6K | 0.8% | −$27.9K | Cut−$68.4K |
| Eli Lilly & Co | LLY | 812 | $747.3K | 0.8% | −$108.9K | Added−$63.8K |
| Ishares Tr | — | 5.36K | $741.2K | 0.7% | −$39.4K | Cut−$39.7K |
| J P Morgan Exchange Traded F | — | 14.4K | $677.5K | 0.7% | −$5.42K | Added$140.1K |
| Jpmorgan Chase & Co. | — | 1.96K | $577.8K | 0.6% | −$11.6K | Added$65.5K |
| Ishares Tr | — | 5.71K | $554.9K | 0.6% | −$18.4K | Held |
| Ishares Tr | — | 2.54K | $542.3K | 0.5% | −$13.7K | Added−$12.2K |
| Vanguard Mun Bd Fds | — | 10.8K | $537.9K | 0.5% | −$6.5K | Added$32.9K |
| Walmart Inc. | WMT | 4.12K | $512.1K | 0.5% | $23.6K | Added$93.5K |
| Vanguard Intl Equity Index F | — | 6.19K | $509.9K | 0.5% | −$23.6K | Added$103.1K |
| Procter And Gamble Co | PG | 3.46K | $500.4K | 0.5% | −$17.5K | Cut−$54K |
| J P Morgan Exchange Traded F | — | 6.68K | $483.6K | 0.5% | −$27.7K | Held |
| Ishares Tr | — | 4.96K | $477.4K | 0.5% | −$18.9K | Held |
| AbbVie Inc. | ABBV | 2.15K | $466.7K | 0.5% | −$6.45K | Added$36.6K |
| Vanguard Scottsdale Fds | — | 7.3K | $434.8K | 0.4% | −$1.99K | Added$43.3K |
| Ishares Tr | — | 3.05K | $434K | 0.4% | −$7.86K | Added−$7.72K |
| Netflix Inc | NFLX | 4.43K | $425.6K | 0.4% | $36.2K | Added$128.8K |
| Johnson & Johnson | JNJ | 1.66K | $405.7K | 0.4% | $29.7K | Added$117K |
| Exxon Mobil Corp | — | 2.38K | $403.3K | 0.4% | $64.9K | Added$151.9K |
| Fidelity Covington Trust | — | 11.8K | $400.2K | 0.4% | $79.3K | Added$79.6K |
| Vanguard Intl Equity Index F | — | 7.07K | $382K | 0.4% | −$20.4K | Cut−$29.5K |
| Vanguard Index Fds | — | 1.18K | $377.2K | 0.4% | −$25K | Added−$24.7K |
| Visa Inc. | V | 1.18K | $357.8K | 0.4% | −$27K | Added$18.6K |
| Vanguard Whitehall Fds | — | 4.03K | $356.9K | 0.4% | −$19.8K | Cut−$61.6K |
| Coca Cola Co | KO | 4.66K | $354.2K | 0.4% | $13.3K | Added$79.3K |
| Micron Technology Inc | MU | 1.05K | $354.1K | 0.4% | −$47.1K | Added−$3.14K |
| Ishares Tr | — | 2.47K | $352K | 0.4% | −$22.6K | Cut−$27.2K |
| Vanguard Growth Etf | — | 801 | $350K | 0.4% | −$40K | Cut−$171.1K |
| Vanguard Tax-Managed Fds | — | 5.29K | $338.7K | 0.3% | −$10.5K | Added−$10.2K |
| Merck & Co., Inc. | MRK | 2.81K | $337.5K | 0.3% | $34.1K | Added$53.5K |
| Chevron Corp New | CVX | 1.61K | $333.2K | 0.3% | $58K | Added$86.8K |
| Ishares Inc | — | 4.76K | $332.1K | 0.3% | −$13.6K | Cut−$207.6K |
| Costco Whsl Corp New | — | 330 | $329.3K | 0.3% | $6.91K | Cut−$36.1K |
| Ishares Tr | — | 4.79K | $323.3K | 0.3% | −$9.95K | Cut−$27.5K |
| Ishares Tr | — | 2.22K | $321.4K | 0.3% | −$12.3K | Added−$12.2K |
| Asml Holding N V | — | 222 | $293.3K | 0.3% | −$18.8K | Added$6.32K |
| Fidelity Wise Origin Bitcoin | — | 4.69K | $276.6K | 0.3% | — | New |
| Ishares Tr | — | 2.67K | $259.8K | 0.3% | −$8.93K | Held |
| Ishares Tr | — | 2.33K | $258.9K | 0.3% | −$19.5K | Added−$8.35K |
| Taiwan Semiconductor Mfg Ltd | — | 758 | $256.2K | 0.3% | $3.21K | Added$52.2K |
| Home Depot, Inc. | HD | 775 | $254.9K | 0.3% | −$44.8K | Cut−$49.9K |
| Lam Research Corp | LRCX | 1.19K | $253.6K | 0.3% | −$10.5K | Added−$1.12K |
| Schwab Strategic Tr | — | 10.4K | $253.4K | 0.3% | −$1.15K | Held |
| Union Pac Corp | — | 1.02K | $247K | 0.2% | $12K | Cut−$278 |
| J P Morgan Exchange Traded F | — | 2.51K | $236.4K | 0.2% | −$4.52K | Held |
| Spdr Series Trust | — | 3.92K | $233.7K | 0.2% | −$14.1K | Held |
| Mastercard Inc | MA | 442 | $220.6K | 0.2% | — | New |
| Caterpillar Inc | CAT | 309 | $219K | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 1.12K | $215.7K | 0.2% | −$8.25K | Added−$7.87K |
| Vanguard Index Fds | — | 1.08K | $212.6K | 0.2% | −$2.3K | Cut−$120.1K |
| Vanguard World Fd | — | 299 | $208.4K | 0.2% | −$18.7K | Held |
| Nextera Energy Inc | — | 2.23K | $207K | 0.2% | — | New |
| Cisco Sys Inc | — | 2.63K | $204.3K | 0.2% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 5.21K | $200.3K | 0.2% | −$58K | Added−$56.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.