CW

Cedarwood Wealth LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$99.0M

Reporting period: 2026-03-31 · Number of holdings: 81

Cedarwood Wealth LLC disclosed 81 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $99.0M and a quarterly turnover rate of 14.5%.

Personality snowflake

Concentration
17.74
Portfolio Stability
14.49
Momentum/Contrarian
100
Sector conviction
96.35
Diversification
100
Sizing Uniformity
83.8

Recent moves

  • Add GPIX

    +114.9%　$2.4M

  • Add JPST

    +574.1%　$2.0M

  • Add GPIQ

    +164.4%　$1.9M

  • Trim IVV

    +5.8%　-$89.3K

  • Trim SPY

    +0.1%　-$281.0K

  • Trim VOO

    -1.7%　-$274.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth13.53%-1.49%+5.83%
2QQQInvesco Qqq Trust Series 1ETF-Tech8.80%—+8.42%
3AAPLApple INCStock-Tech5.46%+0.05%+12.02%
4GPIXGldm SA S&p 500 Pr In Etf-usETF-Large Cap & Growth4.77%+2.17%+114.94%
5SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth4.40%-0.77%+0.06%
6SCHDSchwab US Dvd Equity ETFETF-Other3.99%+0.09%+7.47%
7NVDANvidia CORPStock-Tech3.85%+0.05%+19.40%
8VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.28%-0.65%-1.68%
9GPIQGs Nasdaq-100 Pr INC Etf-usdETF-Tech3.20%+1.76%+164.40%
10JEPIJpmorgan Equity Premium IncoETF-Other2.68%+0.19%+22.84%
11GRNYFundstr Gran Sh US Lrg CapETF-Other2.37%-0.01%+17.86%
12JPSTJpmorgan Ultra-short IncomeETF-Other2.33%+1.95%+574.06%
13XLKSs Technology Select SectorETF-Tech2.30%+0.08%+25.60%
14MSFTMicrosoft CORPStock-Tech2.03%—+28.56%
15AMZNAmazon.com INCStock-Consumer Disc1.86%-0.23%+12.36%
16GLDSpdr Gold SharesETF-Commodities1.84%—+9.20%
17IWFIshares Russell 1000 GrowthETF-Other1.74%-0.36%+0.70%
18INTCIntel CORPStock-Tech1.53%—-3.02%
19VVVanguard Large-cap ETFETF-Other1.40%—+5.55%
20GOOGLAlphabet Inc-cl AStock-Comm Services1.36%-0.04%+23.48%
21DGROIshares Core Dividend GrowthETF-Other1.22%—+3.05%
22AVGOBroadcom INCStock-Tech1.16%+0.04%+20.19%
23VIGVanguard Dividend Apprec ETFETF-Other0.98%-0.02%+13.49%
24METAMeta Platforms Inc-class AStock-Comm Services0.97%-0.24%+4.21%
25GOOGAlphabet Inc-cl CStock-Comm Services0.85%—+14.72%
26BRK-BBerkshire Hathaway Inc-cl BStock-Other0.82%+0.03%+16.46%
27TSLATesla INCStock-Consumer Disc0.78%—+21.57%
28IEFAIshares Core Msci Eafe ETFETF-Other0.77%-0.15%-4.90%
29LLYEli Lilly & CoStock-Healthcare0.75%-0.15%+6.42%
30ACWIIshares Msci Acwi ETFETF-Other0.75%-0.12%-0.04%
31JCPBJpmorgan Core Plus Bond ETFETF-Other0.68%+0.08%+27.35%
32JPMJpmorgan Chase & CoStock-Financials0.58%+0.01%+15.39%
33IWRIshares Russell Mid-cap ETFETF-Other0.56%——
34IWDIshares Russell 1000 Value EETF-Other0.55%—+0.28%
35VTEBVanguard Tax-exempt Bond ETFETF-Other0.54%-0.02%+7.91%
36WMTWalmart INCStock-Consumer Staples0.52%+0.05%+15.79%
37VGKVanguard Ftse Europe ETFETF-Other0.52%+0.07%+33.03%
38PGProcter & Gamble Co/theStock-Consumer Staples0.51%-0.11%-6.58%
39BBEUJpmorgan Betabuilders EuropeETF-Other0.49%——
40AAXJIshares Msci All Country AsiETF-Other0.48%——
41ABBVAbbvie INCStock-Healthcare0.47%-0.01%+10.16%
42VGITVanguard Intermediate-term TETF-Other0.44%—+11.64%
43VLUEIshares Msci USA Value FactoETF-Other0.44%—+0.03%
44NFLXNetflix INCStock-Comm Services0.43%+0.10%+27.81%
45JNJJohnson & JohnsonStock-Healthcare0.41%+0.09%+27.40%
46XOMExxon Mobil CORPStock-Energy0.41%+0.13%+27.52%
47FENYFidelity Msci Energy IndexETF-Large Cap & Growth0.40%+0.04%+0.06%
48VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.39%—-2.21%
49VTIVanguard Total Stock Mkt ETFETF-Other0.38%—+0.09%
50VVisa Inc-class A SharesStock-Financials0.36%—+14.62%
1–50 of 81

Holding changes this quarter

Cedarwood Wealth LLC's most significant position changes for 2026-03-31: New buy: Fidelity Wise Origin Bitcoin (FBTC); New buy: Mastercard INC - A (MA); New buy: Caterpillar INC (CAT); New buy: Nextera Energy INC (NEE); New buy: Cisco Systems INC (CSCO).

Position changes disclosed by Cedarwood Wealth LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GPIXGldm SA S&p 500 Pr In Etf-us+2.2%+114.94%Add
2JPSTJpmorgan Ultra-short Income+2%+574.06%Add
3GPIQGs Nasdaq-100 Pr INC Etf-usd+1.8%+164.40%Add
4JEPIJpmorgan Equity Premium Inco+0.2%+22.84%Add
5XOMExxon Mobil CORP+0.1%+27.52%Add
6NFLXNetflix INC+0.1%+27.81%Add
7SCHDSchwab US Dvd Equity ETF+0.1%+7.47%Add
8JNJJohnson & Johnson+0.1%+27.40%Add
9XLKSs Technology Select Sector+0.1%+25.60%Add
10JCPBJpmorgan Core Plus Bond ETF+0.1%+27.35%Add
11VGKVanguard Ftse Europe ETF+0.1%+33.03%Add
12CVXChevron CORP+0.1%+9.45%Add
13AAPLApple INC+0.1%+12.02%Add
14NVDANvidia CORP+0.1%+19.40%Add
15WMTWalmart INC+0.1%+15.79%Add
16KOCoca-cola Co/the+0.1%+22.91%Add
17AVGOBroadcom INC0%+20.19%Add
18FENYFidelity Msci Energy Index0%+0.06%Add
19BRK-BBerkshire Hathaway Inc-cl B0%+16.46%Add
20TSMTaiwan Semiconductor-sp Adr0%+23.65%Add
21MRKMerck & Co. INC.0%+6.09%Add
22JPMJpmorgan Chase & Co0%+15.39%Add
23VGITVanguard Intermediate-term T—+11.64%Add
24GRNYFundstr Gran Sh US Lrg Cap0%+17.86%Add
25ABBVAbbvie INC0%+10.16%Add
26VIGVanguard Dividend Apprec ETF0%+13.49%Add
27VTEBVanguard Tax-exempt Bond ETF0%+7.91%Add
28GOOGLAlphabet Inc-cl A0%+23.48%Add
29HDHome Depot INC-0.1%-1.65%Trim
30COSTCostco Wholesale CORP-0.1%-11.76%Trim
31IBITIshares Bitcoin Trust ETF-0.1%+0.97%Add
32VIGIVanguard Int Div App Indx Fd-0.1%-10.00%Trim
33PGProcter & Gamble Co/the-0.1%-6.58%Trim
34ACWIIshares Msci Acwi ETF-0.1%-0.04%Trim
35IEFAIshares Core Msci Eafe ETF-0.2%-4.90%Trim
36LLYEli Lilly & Co-0.2%+6.42%Add
37VTVVanguard Value ETF-0.2%-35.40%Trim
38VUGVanguard Growth ETF-0.2%-25.14%Trim
39AMZNAmazon.com INC-0.2%+12.36%Add
40METAMeta Platforms Inc-class A-0.2%+4.21%Add
41IEMGIshares Core Msci Emerging-0.3%-35.96%Trim
42IWFIshares Russell 1000 Growth-0.4%+0.70%Add
43VOOVanguard S&p 500 ETF-0.7%-1.68%Trim
44SPYSs Spdr S&p 500 ETF Trust-us-0.8%+0.06%Add
45IVVIshares Core S&p 500 ETF-1.5%+5.83%Add
46FBTCFidelity Wise Origin Bitcoin—NEWNew buy
47MAMastercard INC - A—NEWNew buy
48CATCaterpillar INC—NEWNew buy
49NEENextera Energy INC—NEWNew buy
50CSCOCisco Systems INC—NEWNew buy

FAQ

What is Cedarwood Wealth LLC and what type of investor is it?
Cedarwood Wealth LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $99.0M, spread across 81 disclosed positions.
What are Cedarwood Wealth LLC's largest equity positions?
Based on the latest 13F filing, Cedarwood Wealth LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $13.4M (13.5%) 2. Invesco Qqq Trust Series 1 (QQQ) — $8.7M (8.8%) 3. Apple INC (AAPL) — $5.4M (5.5%) 4. Gldm SA S&p 500 Pr In Etf-us (GPIX) — $4.7M (4.8%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $4.4M (4.4%)
What changes did Cedarwood Wealth LLC make in its most recent portfolio filing?
In the latest reported quarter, Cedarwood Wealth LLC made 50 notable position adjustments: 5 new positions were initiated, 35 existing holdings were added to, 10 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Fidelity Wise Origin Bitcoin (FBTC); New buy: Mastercard INC - A (MA); New buy: Caterpillar INC (CAT); New buy: Nextera Energy INC (NEE); New buy: Cisco Systems INC (CSCO)
What sectors does Cedarwood Wealth LLC focus on?
Cedarwood Wealth LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 53.1% • Communication Services: 12.4% • Consumer Discretionary: 10.0% • Financials: 6.9% • Health Care: 6.8% • Consumer Staples: 5.9%