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CIK: 0002114448
Total reported value
$132.3M
$132.3M
81 檔
27.7%
At the close of Q1 2026, Cedarwood Wealth LLC disclosed equity holdings valued at approximately $132.3M, spread across 81 reported holdings.
In Q1 2026, Cedarwood Wealth LLC displayed an active expansion posture, initiating 5 new positions and adding to 53 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, AAPL) accounted for 27.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.53% | -2.19% | +5.83% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.80% | +0.48% | +8.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.46% | -0.80% | +12.02% | |
| 4 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.77% | -0.13% | +114.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.40% | -0.60% | +0.06% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.99% | -0.34% | +7.47% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.85% | -0.30% | +19.40% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.28% | -0.30% | -1.68% | |
| 9 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 3.20% | -0.14% | +164.40% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.68% | -0.10% | +22.84% | |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 2.37% | -0.02% | +17.86% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.33% | +0.07% | +574.06% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.30% | +0.29% | +25.60% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.51% | +28.56% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.15% | +12.36% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.84% | -0.49% | +9.20% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.74% | -0.14% | +0.70% | |
| 18 | INTC | Intel CORP | Stock-Tech | 1.53% | +1.98% | -3.02% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 1.40% | -0.19% | +5.55% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | -0.03% | +23.48% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.22% | -0.10% | +3.05% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.04% | +20.19% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.98% | -0.09% | +13.49% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.24% | +4.21% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | — | +14.72% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.17% | +16.46% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.13% | +21.57% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.16% | -4.90% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.04% | +6.42% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.75% | -0.11% | -0.04% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.68% | -0.05% | +27.35% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.04% | +15.39% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | -0.08% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | -0.06% | +0.28% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.16% | +7.91% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.09% | +15.79% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.52% | -0.05% | +33.03% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.13% | -6.58% | |
| 39 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.49% | -0.10% | — | |
| 40 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.48% | -0.03% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.07% | +10.16% | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.44% | -0.44% | EXIT | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.44% | +0.01% | +0.03% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.22% | +27.81% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.07% | +27.40% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.41% | EXIT | |
| 47 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.40% | -0.14% | +0.06% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.07% | -2.21% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.11% | +0.09% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | +14.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +2.2% | +114.94% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +2% | +574.06% | Add |
| 3 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +1.8% | +164.40% | Add |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +22.84% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +27.52% | Add |
| 6 | NFLX | Netflix Inc | +0.1% | +27.81% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +7.47% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +27.40% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.1% | +25.60% | Add |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +27.35% | Add |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.1% | +33.03% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +9.45% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +12.02% | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | +19.40% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +15.79% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | +22.91% | Add |
| 17 | AVGO | Broadcom Inc | 0% | +20.19% | Add |
| 18 | FENY | Fidelity Msci Energy Index | 0% | +0.06% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +16.46% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | +23.65% | Add |
| 21 | MRK | Merck & Co. Inc. | 0% | +6.09% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +15.39% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | — | +11.64% | Add |
| 24 | GRNY | Fundstr Gran Sh US Lrg Cap | 0% | +17.86% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +10.16% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | +13.49% | Add |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +7.91% | Add |
| 28 | V | Visa Inc-class A Shares | 0% | +14.62% | Add |
| 29 | ASML | ASML Holding N.V. | 0% | +9.36% | Add |
| 30 | SCHO | Schwab Short-term US Treas | 0% | — | Unchanged |
| 31 | LRCX | Lam Research CORP | 0% | +3.85% | Add |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.18% | Add |
| 33 | BBCA | Jpmorgan Betabuilders Canada | 0% | — | Unchanged |
| 34 | UNP | Union Pacific CORP | 0% | -4.95% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | +23.48% | Add |
| 36 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 37 | KBE | Ss Spdr S&p Bank ETF | 0% | — | Unchanged |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 39 | EFG | Ishares Msci Eafe Growth ETF | 0% | +4.49% | Add |
| 40 | MU | Micron Technology Inc | 0% | +14.16% | Add |
| 41 | TSLA | Tesla Inc | -0.1% | +21.57% | Add |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | +0.04% | Add |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.09% | Add |
| 44 | VLUE | Ishares Msci USA Value Facto | -0.1% | +0.03% | Add |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -5.00% | Trim |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -1.20% | Trim |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -2.21% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.09% | Add |
| 49 | AAXJ | Ishares Msci All Country Asi | -0.1% | — | Unchanged |
| 50 | IWD | Ishares Russell 1000 Value E | -0.1% | +0.28% | Add |
According to official SEC Form 13F filings, Cedarwood Wealth LLC reported a total U.S. public equity portfolio value of $132.3M across 81 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FBTC
市值: $276.6K
Top Position Liquidated / Trimmed
VOO
前期市值: $3.5M
During Q1 2026, Cedarwood Wealth LLC's top holdings by market value included IVV (13.5%)、QQQ (8.8%)、AAPL (5.5%). The largest single position, IVV, represented 13.5% of total portfolio value.
In Q1 2026, Cedarwood Wealth LLC made 73 total portfolio adjustments, initiating 5 new buys, adding to 53 positions, trimming 15 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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