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CIK: 0002114448
Total reported value
$132.3M
$132.3M
76 檔
26.6%
During the Q4 2025 filing period, Cedarwood Wealth LLC (CIK: 0002114448) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $132.3M across 76 reported positions.
During Q4 2025, Cedarwood Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.02% | -2.19% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.71% | +0.48% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.41% | -0.80% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.17% | -0.60% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.93% | -0.30% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.90% | -0.34% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | -0.30% | — | |
| 8 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.60% | -0.13% | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.49% | -0.10% | — | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 2.38% | -0.02% | — | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.22% | +0.29% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.51% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.10% | -0.14% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.15% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 2.00% | -0.49% | — | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.68% | +1.98% | — | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.56% | -0.19% | — | |
| 18 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 1.44% | -0.14% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -0.03% | — | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.33% | -0.10% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.24% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | -0.04% | — | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.00% | -0.09% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | — | — | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.16% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.04% | — | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.87% | -0.11% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.13% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.17% | — | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.64% | -0.08% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.62% | -0.06% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.13% | — | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.03% | — | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.60% | -0.05% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | -0.04% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.04% | — | |
| 37 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.57% | -0.10% | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.16% | — | |
| 39 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.55% | -0.03% | — | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.49% | +0.01% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.07% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.09% | — | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.47% | -0.07% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.07% | — | |
| 45 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.45% | -0.05% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.11% | — | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.44% | -0.44% | EXIT | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | -0.06% | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.11% | — | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.40% | +0.61% | — |
According to official SEC Form 13F filings, Cedarwood Wealth LLC reported a total U.S. public equity portfolio value of $132.3M across 76 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, AAPL) accounted for 26.6% of total reported equity market value during Q4 2025.
During Q4 2025, Cedarwood Wealth LLC's top holdings by market value included IVV (15.0%)、QQQ (9.7%)、AAPL (5.4%). The largest single position, IVV, represented 15.0% of total portfolio value.
In Q4 2025, Cedarwood Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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