Cedarwood Wealth LLC
CIK
2114448
Location
HIGHLANDS RANCH, CO
Portfolio Value
Micro
$59,588,696
Diversification
Diversified
Filing Date
Global Rank
#6,739
/ 8,517
▲ 664
Top Industry
Semiconductors
33.2%
3Y Alpha vs SPY
+12.2%
Period ended 46 days ago
Filed Jul 23, 2026 · 23d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+18.8%
SPY
+13.9%
Annualised alpha
+11.6%
Max drawdown
−10.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.6%
+1.8 pts
Top 5
55.1%
+2.2 pts
Top 10
70.7%
−0.2 pts
HHI
806
Diversified+35
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.4% | $25,255,703 |
| Unclassified | 32.4% | $19,335,556 |
| Consumer Cyclical | 5.8% | $3,428,369 |
| Communication Services | 5.0% | $3,001,722 |
| Healthcare | 4.7% | $2,793,191 |
| Financial Services | 4.6% | $2,763,585 |
| Consumer Defensive | 2.8% | $1,673,653 |
| Industrials | 1.5% | $895,814 |
| Energy | 0.7% | $441,103 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +1,644 | 23,500 | $4,702,115 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,573 | 16,671 | $12,276,524 | |
| WMT | Walmart Inc. | +864 | 4,985 | $564,601 | |
| AMZN | Amazon Com Inc | +666 | 9,511 | $2,266,851 | |
| GLD | Spdr Gold Trust | +636 | 4,862 | $1,791,063 | |
| JPM | Jpmorgan Chase & Co | +229 | 2,193 | $717,834 | |
| AVGO | Broadcom Inc. | +209 | 3,918 | $1,480,024 | |
| V | Visa Inc. | +194 | 1,378 | $472,778 | |
| CSCO | Cisco Systems, Inc. | +158 | 2,791 | $327,830 | |
| LRCX | Lam Research Corp | +98 | 1,285 | $556,829 | |
| JNJ | Johnson & Johnson | +95 | 1,755 | $445,717 | |
| MRK | Merck & Co., Inc. | +84 | 2,889 | $371,236 | |
| UNP | Union Pacific Corp | +82 | 1,100 | $299,200 | |
| HD | Home Depot, Inc. | +76 | 851 | $300,130 | |
| MU | Micron Technology Inc | +66 | 1,114 | $1,285,879 | |
| LLY | ELI LILLY & Co | +62 | 874 | $1,048,301 | |
| CAT | Caterpillar Inc | +47 | 356 | $379,104 | |
| SPY | Spdr S&P 500 ETF Trust | +37 | 6,734 | $5,028,749 | |
| META | Meta Platforms, Inc. | +37 | 1,720 | $968,858 | |
| AAPL | Apple Inc. | +36 | 21,327 | $6,171,180 | |
| BRK-B | Berkshire Hathaway Inc | +33 | 1,731 | $866,175 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,673 | 4,919 | $1,757,903 | |
| INTC | Intel Corp | −1,120 | 33,234 | $4,640,463 | |
| KO | Coca Cola Co | −816 | 3,841 | $312,158 | |
| NFLX | Netflix Inc | −575 | 3,851 | $274,961 | |
| CVX | Chevron Corp | −165 | 1,445 | $239,523 | |
| ABBV | AbbVie Inc. | −68 | 2,078 | $522,907 | |
| TSLA | Tesla, Inc. | −32 | 2,048 | $861,388 | |
| MA | Mastercard Inc | −31 | 411 | $211,089 | |
| MSFT | Microsoft Corp | −26 | 5,407 | $2,016,919 | |
| PG | PROCTER & GAMBLE Co | −21 | 3,444 | $505,028 | |
| COST | Costco Wholesale Corp /New | −18 | 312 | $291,866 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1 | 757 | $361,520 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSTR | Strategy Inc | 12,922 | $1,123,309 | |
| AMD | Advanced Micro Devices Inc | 789 | $458,337 | |
| KLAC | Kla Corp | 917 | $276,668 | |
| GLW | Corning Inc /Ny | 1,066 | $272,288 | |
| AMAT | Applied Materials Inc /De | 374 | $270,402 | |
| MS | Morgan Stanley | 1,276 | $266,735 | |
| TXN | Texas Instruments Inc | 794 | $236,667 | |
| C | Citigroup Inc | 1,636 | $228,974 | |
| GE | General Electric Co | 582 | $217,510 | |
| ADI | Analog Devices Inc | 545 | $216,457 | |
| ANET | Arista Networks, Inc. | 1,240 | $210,651 | |
| STX | Seagate Technology Holdings plc | 214 | $206,510 | |
| TXG | 10x Genomics, Inc. | 5,339 | $204,697 | |
| VLO | Valero Energy Corp/Tx | 774 | $201,580 | |
| UNH | Unitedhealth Group Inc | 482 | $200,333 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 4,518 | $971,641 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 4,957 | $477,309 | |
| XOM | ExxonMobil Holdings Corp | 2,377 | $403,281 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 4,034 | $356,847 | |
| VEA | Vanguard FTSE Developed Markets ETF | 5,285 | $338,662 | |
| NEE | Nextera Energy Inc | 2,228 | $206,936 | |
| IBIT | iShares Bitcoin Trust ETF | 5,214 | $200,321 | |
| No positions match the current search. | ||||
50 tracked positions ·
$59,588,696 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 16,671 | $12,276,524 | 20.60% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,327 | $6,171,180 | 10.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,734 | $5,028,749 | 8.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 23,500 | $4,702,115 | 7.89% | |
| INTC |
Intel Corp
Technology
|
Reduced | 33,234 | $4,640,463 | 7.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,511 | $2,266,851 | 3.80% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,407 | $2,016,919 | 3.38% | |
| GLD |
Spdr Gold Trust
|
Added | 4,862 | $1,791,063 | 3.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,919 | $1,757,903 | 2.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,918 | $1,480,024 | 2.48% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,114 | $1,285,879 | 2.16% | |
| MSTR |
Strategy Inc
Technology
|
NEW | 12,922 | $1,123,309 | 1.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 874 | $1,048,301 | 1.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,720 | $968,858 | 1.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,731 | $866,175 | 1.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,048 | $861,388 | 1.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,193 | $717,834 | 1.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,985 | $564,601 | 0.95% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,285 | $556,829 | 0.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,078 | $522,907 | 0.88% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,444 | $505,028 | 0.85% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,378 | $472,778 | 0.79% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 789 | $458,337 | 0.77% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,755 | $445,717 | 0.75% | |
| ASML |
Asml Holding NV
Technology
|
Held | 222 | $441,655 | 0.74% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 356 | $379,104 | 0.64% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,889 | $371,236 | 0.62% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 757 | $361,520 | 0.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 2,791 | $327,830 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,841 | $312,158 | 0.52% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 851 | $300,130 | 0.50% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,100 | $299,200 | 0.50% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 312 | $291,866 | 0.49% | |
| KLAC |
Kla Corp
Technology
|
NEW | 917 | $276,668 | 0.46% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,851 | $274,961 | 0.46% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,066 | $272,288 | 0.46% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 374 | $270,402 | 0.45% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 1,276 | $266,735 | 0.45% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,445 | $239,523 | 0.40% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 4,686 | $239,220 | 0.40% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 794 | $236,667 | 0.40% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 1,636 | $228,974 | 0.38% | |
| GE |
General Electric Co
Industrials
|
NEW | 582 | $217,510 | 0.37% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 545 | $216,457 | 0.36% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 411 | $211,089 | 0.35% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 1,240 | $210,651 | 0.35% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 214 | $206,510 | 0.35% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
NEW | 5,339 | $204,697 | 0.34% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 774 | $201,580 | 0.34% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 482 | $200,333 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.