Cedarwood Wealth LLC

CIK

2114448

Location

HIGHLANDS RANCH, CO

Portfolio Value

Micro $43,249,927

Diversification

Diversified

Filing Date

Global Rank

#6,662 / 8,232 ▲ 331

Top Industry

Semiconductors 25.4%

3Y Alpha vs SPY

+20.5%

Period ended 2 months ago

Filed May 5, 2026 · 40d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+15.4%

SPY

+9.1%

Annualised alpha

+24.1%

Max drawdown

−9.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.1%

−1.3 pts

Top 5

56.2%

−3.4 pts

Top 10

73.9%

−3.0 pts

HHI

858

Diversified−94

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.5%	$15,364,929	5
Technology	35.3%	$15,251,629	10
Consumer Cyclical	6.6%	$2,870,277	3
Communication Services	6.3%	$2,731,358	3
Financial Services	4.6%	$1,970,112	4
Healthcare	4.5%	$1,956,769	4
Consumer Defensive	3.9%	$1,695,626	4
Energy	1.7%	$736,390	2
Industrials	1.1%	$465,901	2
Utilities	0.5%	$206,936	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+3,551	21,856	$3,811,686
AAPL	Apple Inc.	+2,284	21,291	$5,403,442
MSFT	Microsoft Corp	+1,207	5,433	$2,011,133
QQQ	Invesco Qqq Trust, Series 1	+1,172	15,098	$8,714,263
AMZN	Amazon Com Inc	+973	8,845	$1,842,148
NFLX	Netflix Inc	+963	4,426	$425,559
GOOGL	Alphabet Inc.	+888	4,670	$1,342,905
KO	Coca Cola Co	+868	4,657	$354,164
AVGO	Broadcom Inc.	+623	3,709	$1,147,972
WMT	Walmart Inc.	+562	4,121	$512,157
XOM	Exxon Mobil Corp	+513	2,377	$403,281
TSLA	Tesla, Inc.	+369	2,080	$773,240
JNJ	Johnson & Johnson	+357	1,660	$405,770
GLD	Spdr Gold Trust	+356	4,226	$1,818,405
JPM	Jpmorgan Chase & Co	+262	1,964	$577,730
BRK-B	Berkshire Hathaway Inc	+240	1,698	$813,681
ABBV	AbbVie Inc.	+198	2,146	$466,733
MRK	Merck & Co., Inc.	+161	2,805	$337,413
V	Visa Inc.	+151	1,184	$357,852
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+145	758	$256,166
CVX	Chevron Corp	+139	1,610	$333,109
MU	Micron Technology Inc	+130	1,048	$354,056
META	Meta Platforms, Inc.	+68	1,683	$962,894
IBIT	iShares Bitcoin Trust ETF	+50	5,214	$200,321
LLY	ELI LILLY & Co	+49	812	$746,853
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−1,070	34,354	$1,516,042
PG	PROCTER & GAMBLE Co	−244	3,465	$500,484
UNP	Union Pacific Corp	−53	1,018	$246,987
COST	Costco Wholesale Corp /New	−44	330	$328,821
HD	Home Depot, Inc.	−13	775	$254,889
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	4,686	$276,614
MA	Mastercard Inc	442	$220,849
CAT	Caterpillar Inc	309	$218,914
NEE	Nextera Energy Inc	2,228	$206,936
CSCO	Cisco Systems, Inc.	2,633	$204,294
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $43,249,927 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	15,098	+1,172	$8,714,263	+1.9%	20.15%
AAPL	Apple Inc. Technology	Added	21,291	+2,284	$5,403,442	+4.6%	12.49%
SPY	Spdr S&P 500 ETF Trust	Added	6,697	+4	$4,355,326	−4.6%	10.07%
NVDA	Nvidia Corp Technology	Added	21,856	+3,551	$3,811,686	+11.7%	8.81%
MSFT	Microsoft Corp Technology	Added	5,433	+1,207	$2,011,133	−1.6%	4.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,845	+973	$1,842,148	+1.4%	4.26%
GLD	Spdr Gold Trust	Added	4,226	+356	$1,818,405	+18.6%	4.20%
INTC	Intel Corp Technology	Reduced	34,354	-1,070	$1,516,042	+16.0%	3.51%
GOOGL	Alphabet Inc. Communication Services	Added	4,670	+888	$1,342,905	+13.4%	3.10%
AVGO	Broadcom Inc. Technology	Added	3,709	+623	$1,147,972	+7.5%	2.65%
META	Meta Platforms, Inc. Communication Services	Added	1,683	+68	$962,894	−9.7%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,698	+240	$813,681	+11.0%	1.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,080	+369	$773,240	+0.5%	1.79%
LLY	ELI LILLY & Co Healthcare	Added	812	+49	$746,853	−8.9%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,964	+262	$577,730	+5.3%	1.34%
WMT	Walmart Inc. Consumer Defensive	Added	4,121	+562	$512,157	+29.2%	1.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,465	-244	$500,484	−5.8%	1.16%
ABBV	AbbVie Inc. Healthcare	Added	2,146	+198	$466,733	+4.9%	1.08%
NFLX	Netflix Inc Communication Services	Added	4,426	+963	$425,559	+31.1%	0.98%
JNJ	Johnson & Johnson Healthcare	Added	1,660	+357	$405,770	+50.5%	0.94%
XOM	Exxon Mobil Corp Energy	Added	2,377	+513	$403,281	+79.8%	0.93%
V	Visa Inc. Financial Services	Added	1,184	+151	$357,852	−1.2%	0.83%
KO	Coca Cola Co Consumer Defensive	Added	4,657	+868	$354,164	+33.7%	0.82%
MU	Micron Technology Inc Technology	Added	1,048	+130	$354,056	+35.1%	0.82%
MRK	Merck & Co., Inc. Healthcare	Added	2,805	+161	$337,413	+21.2%	0.78%
CVX	Chevron Corp Energy	Added	1,610	+139	$333,109	+48.6%	0.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	330	-44	$328,821	+2.0%	0.76%
ASML	Asml Holding NV Technology	Added	222	+19	$293,224	+35.0%	0.68%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	4,686	NEW	$276,614	NEW	0.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	758	+145	$256,166	+37.5%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	775	-13	$254,889	−6.0%	0.59%
LRCX	Lam Research Corp Technology	Added	1,187	+44	$253,614	+29.6%	0.59%
UNP	Union Pacific Corp Industrials	Reduced	1,018	-53	$246,987	−0.3%	0.57%
MA	Mastercard Inc Financial Services	NEW	442	NEW	$220,849	NEW	0.51%
CAT	Caterpillar Inc Industrials	NEW	309	NEW	$218,914	NEW	0.51%
NEE	Nextera Energy Inc Utilities	NEW	2,228	NEW	$206,936	NEW	0.48%
CSCO	Cisco Systems, Inc. Technology	NEW	2,633	NEW	$204,294	NEW	0.47%
IBIT	iShares Bitcoin Trust ETF	Added	5,214	+50	$200,321	−21.9%	0.46%