DOSSIER · 13F-HR · Q2 2026

Cedarwood Wealth LLC

$132M in tracked AUM across 96 positions as of Q2 2026.

CW
CIK 0002114448 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
96
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cedarwood Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$15M20K11.3%
02
QQQ
INVESCO QQQ TR
$12M17K9.3%
03
AAPL
APPLE INC
$6M21K4.7%
04
GPIX
GOLDMAN SACHS ETF TR
$6M110K4.6%
05
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K3.8%
06
SCHD
SCHWAB STRATEGIC TR
$5M152K3.7%
07
NVDA
NVIDIA CORPORATION
$5M24K3.6%
08
INTC
INTEL CORP
$5M33K3.5%
09
GPIQ
GOLDMAN SACHS ETF TR
$4M68K3.1%
10
VOO
VANGUARD INDEX FDS
$4M6K3.0%

Filing history

2026Q2Jun 30
$132M 33.6%
96 positionsView →
2026Q1Mar 31
$99M 10.3%
81 positionsView →
2025Q4Dec 31
$90M
76 positionsView →